NEWS AND INSIGHTS | REPLAY

Private Wealth Investment Outlook 3Q25

July 23, 2025

On July 17, Shannon Saccocia, CFA, Chief Investment Officer - Wealth, hosted a conversation with Jamie Iselin, Senior Portfolio Manager and Head of Municipal Fixed Income, and David Morse, Global Co-Head of Private Equity Co-Investments, where they reviewed the major market and economic developments that have shaped 2025 and discussed strategic portfolio positioning for the remainder of the year. The panel touched on recent shifts in global fiscal and monetary policy, the latest on taxes and trade, heightened geopolitical tensions, and the opportunities in both private and public markets following a volatile second quarter.

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