Description

Listen now to the podcast from the Asset Management and Investors Council (AMIC), ICMA's dedicated forum advocating the interests of buy-side members, including asset managers, institutional investors, private banks, pension funds, and insurance companies, among others.

Returning for this episode are industry experts, Anita Karppi, Senior Director, Market Practice and Regulatory Policy, ICMA, Bob Parker, former Chairman of AMIC and Senior Adviser to ICMA, alongside Massimiliano Castelli, PhD MSc, Managing Director and Head of Strategy & Advice at UBS Asset Management, who also serves as the Co-Chair of the AMIC Executive Committee.

In this podcast, recorded on 5 February 2026, the team discussed:

• Outlook for 2026:  key themes 
• Geopolitics and which are the asset classes to watch this year
• Views on the new FED chair as well as FED leadership, tariffs, and shutdown risk
• Investors views on optimism in the markets and how that effects positioning

If you have questions or topics that you would like our guests to address in future episodes, please feel free to get in contact via email: AMIC@icmagroup.org.

Learn more about AMIC: https://www.icmagroup.org/market-practice-and-regulatory-policy/asset-management/