Market & Thematic Insights – Nov 2025
- LUMIQ
- 6 days ago
- 1 min read
At LUMIQ, we host regular Market & Thematic Insights Calls exclusively for family office representatives seeking deeper perspective on macro trends, cross-asset themes, and evolving portfolio considerations. These sessions are purely insights-driven discussions designed to help investment teams frame the market environment with greater clarity.
Below you will find the slides from the November 2025 call.
These calls are hosted by Dr. Aaron Low. He has built an exceptional reputation over more than three decades, widely respected for his unique combination of academic rigour and proven industry experience.
His experience includes:
CEO of LUMIQ
Vice Chairman of the CFA Institute Research Foundation (US)
Chairperson of the WMI Expert Panel for Investment Advisory & Product Strategies (Singapore)
Former Chair of the Board of Governors of CFA Institute (US)
Former Head of Global Portfolio Management at PIMCO and senior portfolio management roles at other major institutions
The slides below accompany the live conversation and are not intended to be self-explanatory; however, we’re sharing them here so prospective partners can see the level of research depth, institutional thinking, and rigour that shape our discussions. If you’re a family office representative and would like to join future sessions, we’d be glad to connect.
If you are viewing on your phone, please tap on the slides below to make them full screen. Then you will be able to view them properly.
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