The Inside View
Markets in Motion: Shifts Transforming Economies and Markets
July 28, 2025
In this first episode, our industry experts discuss how accelerating economic and market shifts across the globe are having significant implications on asset allocations.
Speakers
Jonathan Hubbard, CFA
Lead Asset Allocation Strategist
Kim Hyland
Co-Head of Global Institutional
Kevin Dwan
Equity Portfolio Manager
Markets in Motion: Shifts Transforming Economies and Markets
July 28, 2025
Join Jon Hubbard and Kim Hyland, along with Singapore-based International Equity Portfolio Manager Kevin Dwan, for a global perspective on:
- Regime shifts: What can we learn from history?
- The dynamic influence of labor and capital formation on the global economic outlook
- The critical impact of trade and tariffs on the value of risk assets and the US dollar
- Implications of transformative themes for capital market expectations and asset allocations
Other Available Inside View Episodes
Market Insight
Are We Entering a New Era of Global Disruption?
November 20, 2025
This episode focused on understanding the impact of global markets in a world increasingly shaped by geopolitical tensions and ongoing policy change.
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