AMIC Market update: ICMA Asset Management & Investors Council
In this podcast from the Asset Management and Investors Council (AMIC), recorded on 10th June 2025, Bob Parker and Massimiliano Castelli discussed:
- The continuing US/China tariff negotiations. What’s the impact on the Chinese economy?
- Given the US budget bill, what are the implications for the US budget deficit, the US credit rating and US Treasury yields?
- What are the key risks facing investors for the second half of 2025, and are they factored into markets at present?
AMIC is 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.
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.
Speakers:
Bob Parker is former Chairman of AMIC and Senior Adviser to ICMA.
Massimiliano Castelli, PhD MSc, is Managing Director and Head of Strategy & Advice at UBS Asset Management and Co-Chair of the AMIC Executive Committee.
Learn more about the work of AMIC here: https://www.icmagroup.org/market-practice-and-regulatory-policy/asset-management/
