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Asset Allocation Committee Outlook | October 2025
Rebalancing Risk, Repositioning for Opportunities
- After a remarkably resilient performance in 2025 for the global economy and markets, the Asset Allocation Committee (AAC) maintains confidence in its overall outlook—continued strength in growth and risk assets over the medium term, with targeted tactical exposures across asset classes and regions.
CIO Weekly Perspectives | October 2025
Seeing the Opportunity in Volatility
- Recent volatility related to U.S.-China trade tensions and credit risk in the banking sector is a stark reminder of macro risks that continue to stalk global markets—and how hard and fast they can hit.
Equity Market Outlook | October 2025
Yes, There’s Still Room to Run
- In spite of concerns about AI-related valuations, we believe a strong economy—with monetary stimulus in the pipeline and still more to come—has set the stage for stronger equity performance in 2026.