AMIC Market update: ICMA Asset Management & Investors Council
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.
Anita Karppi, Senior Director - Buy-side, Market Practice & Regulatory Policy, ICMA was joined this episode by industry experts, Bob Parker, former Chairman of AMIC and Senior Adviser to ICMA, and 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.
This podcast was recorded on 16 December 2025, where the team discussed:
Capital Markets: Equities and precious metals surged in 2025 while fixed income and commodities lagged. What were key drivers behind these divergent performances, and how should investors interpret them going into 2026?
Economic Growth & Risks: What main forces will shape global growth in 2026, and where might the biggest risks or opportunities be?
Policy & Investor Strategy: How might investor behaviour to shift in 2026 — particularly in terms of defensive versus growth strategies?
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.
