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371: Our midyear global outlook – the CIO call

371: Our midyear global outlook – the CIO call

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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 by:
  • Anthony Woodside, Head of Multi-Sector Fixed Income & Investment Strategy, Asset Management, America
  • Christopher Jeffery, Head of Macro Strategy
  • David Barron, Global Head of Index and ETFs
  • Rob Martin, Global Head of Investment Strategy & Research, Private Markets

The speakers also offer non-consensus market views for the next six months – and share what they are planning to read and watch over the summer.
The podcast was recorded on 3 July and was moderated by Max Julius, Head of Content.
For professional investors only. Capital at risk.

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