4Q 2025 | Investment Perspectives Webcast

February 2026

Thank you for joining us for Meketa’s Q4 2025 Market Outlook Webinar.

Richard O’Neill, Chair of Meketa’s Global Macroeconomic Investment Committee, and Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team at J.P. Morgan Asset Management, shared their perspectives on the forces shaping markets this winter.

In this special Q4 session, we:

•Reviewed the key market and economic developments that shaped Q4 2025
•Discussed the macroeconomic themes, risks, and opportunities we are watching as we look ahead to 2026
•Offered perspectives on how investors can think about portfolio positioning amid shifting growth, inflation, and policy dynamics

Key TakeawaysThis webcast was designed to provide timely perspective and practical insight as investors close out the year and prepare for the next phase of the market cycle.