AMIC Market update: ICMA Asset Management & Investors Council, August 2026
Listen now to the latest 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 special summer edition, reviewing the year so far, are industry experts Anita Karppi, Senior Director, Market Practice and Regulatory Policy, ICMA; 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 Co-Chair of the AMIC Executive Committee.
In this podcast, recorded on 4 August 2026, the team discusses:
- Which developments have surprised investors most during the first half of 2026, and what has driven continued market resilience?
- How are central bank policy, inflation and fiscal deficits shaping the outlook for interest rates and financial markets?
- What are sovereign investors and long-term institutions focusing on, from AI and diversification to private markets and the role of gold?
- Have markets become too comfortable with risk, or are investors adapting to a fundamentally different investment environment?
- Which economic and market indicators will matter most during the remainder of 2026?
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
