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Article | October 2025
The ‘Disruptive Ds’ Powering Commodities Markets
- Commodities exposure could help adapt diversified portfolios for a changing world—eight trends explain why.
CIO Weekly Perspectives | October 2025
Recent Credit Stress a Canary in the Coal Mine?
- While idiosyncratic credit risk is beginning to emerge, signs of broader credit or systemic stress are still sparse.
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.