Market & Thematic Insights – Nov 2025
- Nov 28, 2025
- 1 min read
Updated: Feb 5
At LUMIQ, we host monthly Market Outlook Calls exclusively for family office representatives seeking broader perspective on macro trends, cross-asset themes, and capital market developments.
These sessions are intended for general informational purposes only.
Below you will find the slides from the November 2025 call.
These calls are hosted by Dr. Aaron Low. He is widely respected for his unique combination of academic rigour and 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 you 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 as intended.
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