Global Asset Allocation Team Market Update - September 2026
Fiera Capital's August 2026 market update reports resilient investor sentiment despite concerns over AI trade valuations and geopolitical tensions. Global equity markets saw positive gains, with the technology sector and gold performing particularly well.
Why it matters
Market updates from institutional investors provide insight into how financial experts are navigating current economic volatility and AI-driven market shifts.
Jean-Guy Desjardins Founder of Fiera Capital and Executive Chair of the Board Candice Bangsund Vice President and Portfolio Manager, Global Asset Allocation and Private Markets Solutions Investor sentiment was surprisingly resilient. In August even despite warnings from the bond market, signs of weakness from the American consumer, growing wariness about the artificial intelligence (AI) trade, and an erratic geopolitical and trade landscape. Still, a strong earnings season helped risk assets deliver solid gains last month.
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