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Investment News: Navigating Markets and Building Resilient Portfolios

Michael Schweitzer, Head of North America and Asia Pacific Client Group, discusses the issues shaping investor conversations today, from rates and market valuations to AI and retirement.

Oct 23, 2026
1 minute watch

Key takeaways:

  • Investors are focused on rates, valuations and AI. These are among the key issues shaping advisor-client conversations and concerns about how portfolios may respond to changing markets.
  • Clients are focused on outcomes, not products. Retirement readiness, sufficient income and how portfolios hold up during market setbacks are central concerns.
  • Portfolio resilience and diversification matter. Investors are looking to advisors for portfolios that can withstand volatility, while international equities and asset-backed private credit are highlighted as areas of opportunity.