Field Notes: Insights from the Institutional Road with Mika Malone

December 2025

This fall, Mika Malone spent time on the road engaging with institutional investors across conferences and client conversations.

What emerged was a clear picture of today’s investment mindset: cautious optimism, growing focus on adaptability, and deeper questions around AI, portfolio resilience, and preparing for a wider range of outcomes.

From formal sessions to informal conversations, these moments reinforced the value of perspective and staying close to how decisions are really being made.

Watch the video to hear Mika’s reflections firsthand, and read the Field Notes PDF for a deeper look at the themes shaping institutional portfolios.