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371: Our Midyear Global Outlook – The CIO call
We recorded this special episode to mark the publication of our midyear global outlook, which offers key views across public and private markets after a particularly eventful first six months of 2025. Topics covered include:
Long-term implications from the tariffs-related volatility spike
How our AFI team in Chicago is navigating policy uncertainty
The approach taken by our Multi-Asset team to USD assets
The outlook for private market assets – and their role in portfolios
Addressing concentration risk within index and ETF strategies
During the episode, Sonja Laud, our Global CIO, was joined…
The skinny
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