CIO conversations - Q3 macro reflections & outlook

Q3 was marked by interest rate cuts and strong emerging market (EM) performance. Against that backdrop, Amy and Fred sat down to reflect on how markets performed and how we’re positioning Tribe portfolios going into the final quarter of 2025.
They also discuss the extreme weather conditions felt globally over the quarter – from record-breaking heatwaves to floods and wildfires – and where impact investors can contribute to mitigation. Amy addresses the ESG-labelled fund outflows so far this year, and explains how sustainability-linked bonds (SLBs) and other sustainable investment strategies have evolved, as a majority are approaching maturity.