From inflation surprises to AI-driven disruption, the second quarter of 2025 has kept institutional investors on their toes. As capital markets recalibrate around evolving central bank signals, geopolitical flashpoints, and the accelerating transition to a low-carbon economy, the need for clarity and conviction has never been greater. In this edition of Institutional POV, our investment teams cut through the noise with actionable insights across public and private markets. Whether you’re navigating the challenging credit landscape, exploring allocations in private markets, or seeking a comprehensive way to assess ESG, these perspectives reflect an evolving investment landscape—where machine learning, ESG integration, and active stewardship continue to shape how institutional capital seeks long-term value.