Markets continued to evolve as investors navigated shifting trade policy, persistent inflation pressures, geopolitical tensions, and a changing Federal Reserve. In this special edition of Investment Perspectives, Orray Taft, Member of Meketa’s Global Macroeconomic Investment Committee, sat down with Tiffany Wilding, Managing Director and Economist at PIMCO, to discuss what these developments meant for institutional portfolios.
Together, they explored the forces shaping the investment landscape, including inflation and energy markets, the implications of new Federal Reserve leadership, labor market trends, AI’s long term impact on the economy, and why fixed income may once again have played a meaningful role in portfolio diversification.
As part of Meketa’s Investment Perspectives series, this conversation brought together thoughtful market analysis and practical insights to help institutional investors look beyond the headlines and focus on what mattered most for long term decision making.
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