NEWS AND INSIGHTS | REPLAY

Private Wealth Investment Outlook 4Q25

10月 29, 2025

On October 21, Shannon Saccocia, CFA, Chief Investment Officer—Wealth, hosted a conversation with Gregory Spiegel, Portfolio Manager on the Small Cap Team, and Hakan Kaya, PhD, Senior Portfolio Manager on the Quantitative and Multi-Asset Strategies team. Together, they reflected on the key market trends and economic events that have shaped the year and shared insights on how investors can position their portfolios as we close out 2025. The discussion covered major changes in global fiscal and monetary policies, evolving tax and trade landscapes, persistent geopolitical risks, and emerging opportunities across private and public markets following a turbulent period.

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