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Asset Allocation

CIO Perspectives Podcast: Navigating Tariffs, Rate Cuts, AI, and Market Concentration: Themes for 2025 and Roadmap for 2026

December 19, 2025
By Sidney Ahl,  Erika Pagel,  Sargent McGowan and Christopher Hancock

Author(s)

  1. Sidney
    Sidney Ahl, CFA
    Co-CIO of Private Client, Endowments & Foundations
    More From Sidney
  2. Erika
    Erika Pagel
    Portfolio Manager, Co-CIO of Private Client, Endowments & Foundations
    More From Erika
  3. Sargent
    Sargent McGowan, CFA
    CIO of U.S. Endowments & Foundations
    More From Sargent
  4. Christopher
    Christopher Hancock, CFA
    CIO International
    More From Christopher

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Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.

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