Closing the Gap Between Market Ideas and Portfolio Strategies
Markets are changing, and so are the conversations around them. This year's Portfolio Construction Forum Markets Summit 2025 focused on big themes—political uncertainty, widening economic divides, and contrarian investment ideas. The Macro report lays out the key forces discussed at the summit and offers practical insights into how they could shape portfolios over the next three to five years.
From Insights to Action
How do these insights translate into tangible portfolio decisions? We've distilled key ideas, emerging risks, and opportunities from each asset class discussed at the summit into practical guides. Want to dig deeper? Use our AI summary tool to answer questions in seconds.
Explore the Portfolio Strategies
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