Global Wealth Investment Playbook

In her role as Chief Investment Strategist for global wealth, Paula Campbell Roberts shares key investment themes each quarter. In the Q2 2025 Global Wealth Investment Playbook , we acknowledge the dynamic market landscape driven by shifts in trade policy as well as the geopolitical landscape, which has catalyzed substantial interest rate uncertainty.

For financial advisors, we believe it’s important to emphasize effective duration management as a critical strategy to help navigate these conditions. Additionally, diversification beyond traditional asset classes is increasingly important, given the heightened inflation volatility and stronger stock-bond correlations. Many institutional and individual investors are turning to Alternatives to enhance returns, secure downside protection, and hedge against inflation.

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