Recently, Boutique Advisers Private Wealth hosted the first event in our reimagined Lunch & Learn education series, bringing clients together for a practical discussion on the global forces shaping markets as we look toward 2026 and beyond.
The session featured insights from Adam Bowe, Head of Australian Portfolio Management at PIMCO, and Ken Liow, Partner and Head of Strategy and Risk at REALM. Together, they explored the evolving macro environment, including persistent inflation, higher interest rates, geopolitical risk and policy uncertainty and what these conditions mean for investors navigating today’s complex landscape.
Adam focused on the role of bonds, while Ken provided a deep dive into the credit markets. The conversation was brought together through a panel discussion moderated by Fred Guimbeau, Senior Asset Consultant at Evidentia Private and a member of Boutique’s external Investment Committee, linking global perspectives with real‑world portfolio outcomes.
This event marked the beginning of an ongoing education series, reinforcing our commitment to providing clarity, confidence and informed decision‑making through changing market conditions.
