Advisors are eager to learn how their peers are adapting in a shifting market. After 15 years of U.S. equity outperformance, domestic stocks are lagging foreign ones significantly. In this episode of Advisor Confidential, we speak with Jasmine Yu, PhD, CFA, CAIA, to discuss whether they are changing their asset allocation strategies.

Key Takeaways:

• Biggest challenges in Asset Allocation moving into 2026
• Focus on how firms are adapting their strategies to a new global performance landscape
• Navigating the market’s chaos day-to-day

About our Guest:

Jasmine Yu, PhD, CFA, CAIA Chief Investment Officer, Bryn Mawr Trust Advisors/ WSFS Bank

Jasmine Z. Yu serves as the Chief Investment Officer, bringing over two decades of expertise in investment management and strategy. She leads the investment management group, overseeing investment policies, asset allocation, manager selection, portfolio management, trading, and implementation for both taxable and tax-exempt clients. Previously, she was Managing Director and Global Head of Manager Research at Bank of New York Mellon. She held various investment management roles at Bank of America Merrill Lynch, Abu Dhabi Investment Council, Fiduciary Trust International, Northern Trust, and IBM Pensions.

Jasmine holds a Ph.D. in Finance from EDHEC Business School, a master’s degree from Columbia University, an MBA from Pace University, and a BA from Zhongshan University. She also completed a postdoctoral program in Financial Economics focused on Climate and Sustainability at Harvard University’s Salata Institute of Climate.

A frequent speaker at industry conferences, Jasmine has been featured in publications such as Bloomberg, Institutional Investor, The Economist, Financial Advisor, and Asian Investor. She has lived and worked across the U.S., Asia, Europe, and the Middle East.

About Our Host:

Evan Simonoff - Editor In Chief at Financial Advisor Magazine

Evan Simonoff is a founding partner of Charter Financial Publishing Network (CFPN). Simonoff has spent more than 20 years as an editor and reporter covering the financial services industry. He is a widely recognized expert on personal finance and investments.

Connect with Jasmine Yu:

https://www.linkedin.com/in/jasmine-yu-phd-cfa-caia-68a7a65/

Connect with Evan Simonoff:

https://www.linkedin.com/in/evan-simonoff-78194a11/

Connect with Financial Advisor Magazine:

https://www.linkedin.com/company/financial-advisor-magazine/

Baillie Gifford Overseas Limited provides investment management and advisory services to non-UK Professional/Institutional clients only. Baillie Gifford Overseas Limited is wholly owned by Baillie Gifford & Co. Baillie Gifford & Co and Baillie Gifford Overseas Limited are authorised and regulated by the FCA in the UK. Baillie Gifford International LLC is wholly owned by Baillie Gifford Overseas Limited; it was formed in Delaware in 2005 and is registered with the SEC. It is the legal entity through which Baillie Gifford Overseas Limited provides client service and marketing functions in North America. Baillie Gifford Overseas Limited is registered with the SEC in the United States of America.

Rather than chasing returns, active strategies offer advisors and investors a way to pivot internationally. This episode examines the macro shift toward ex-U.S. markets and emerging markets, highlighting how investors can capitalize on these opportunities through thoughtful active management.

Key Takeaways:

• The macro shift to ex-U.S. markets and how investors can benefit
• Trends advisors and investors should be thinking about when it comes to investing with a 25-year time horizon in mind
• Focus on developing active strategies to help advisors and investors pivot internationally

About our Guest:

Andrew is an investment specialist in the Emerging Markets team at Baillie Gifford. He joined the firm in 2011 as a graduate trainee and became a partner in 2023. Andrew is a CFA Charterholder and graduated in Mathematics and Business Studies from the University of Edinburgh in 2011.

About Our Host:

Longo is Financial Advisor Magazine’s Washington Editor. She is a veteran journalist who began her career in the nation’s capital writing about personal finance and policy initiatives for American Banker, Kiplinger Personal Finance Magazine and the Washington Post. Longo is the author of three books, including Cliffnotes: Investing for the First Time and has taught journalism and media relations at American University’s School of Communication, Washington, DC.

Connect with Andrew Keiller, CFA:

https://www.linkedin.com/in/andrew-keiller-cfa-03214533/

Connect with Tracey Longo:

https://www.linkedin.com/in/tracey-longo-651a4727a/

Connect with Financial Advisor Magazine:

https://www.linkedin.com/company/financial-advisor-magazine/

Most clients are investing with long-term goals in mind—often retirement. This episode of Advisor Confidential features Jack Ablin, CFA to discuss how advisors and investors can cut through short-term market noise, focus on emerging long-term trends, and position portfolios for sustained success and stronger outcomes over time.

Key Takeaways:

• Explore why RIAs may share characteristics with institutional investors and how this can shape long-horizon strategies for clients.
• Examine today’s liquidity challenges and assess whether an illiquidity premium still exists across asset classes
• Learn how to evaluate which clients are best positioned for these types of investments

About our Guest:

Jack Ablin, CFA, Founding Partner & Chief Investment Strategist of Cresset Capital

Jack Ablin is the leader of Cresset’s investment strategy and provides investment policy and philosophy guidelines to the firm’s advisor teams and clients. He has been named RIA Intel’s “CIO of the Year” for 2022.* Jack joined the organization in 2018 and has three decades of experience in money management.

Jack was formerly the Chief Investment Officer with BMO Harris Bank. He is the author of Reading Minds and Markets: Minimizing Risk and Maximizing Returns in a Volatile Global Marketplace, published in July 2009 by F.T. Press; The Wall Street Journal best-seller list, 2009. Jack is a frequent contributor to CNBC, Bloomberg, The Wall Street Journal and Barron’s. He served as a Professor of Finance at Boston University, Graduate School of Management and spent five years as a Money and Markets correspondent for the NBC affiliate in Jacksonville, Florida. Jack was named in CityWealth Magazine’s Leaders List in 2006, 2010-2022. He was also a finalist in the 2020 Family Wealth Report Awards in the category of “Outstanding Contribution to Wealth Management Thought Leadership”.*

Jack earned an A.B. degree from Vassar College in New York, where he graduated with honors in Mathematics and Computer Science. A member of the Beta Gamma Sigma International Honor Society, Jack received an M.B.A. with honors, and graduated cum laude from Boston University in Massachusetts. He holds the Chartered Financial Analyst® designation.

About Our Host:

Evan Simonoff- Editor In Chief at Financial Advisor Magazine

Evan Simonoff is a founding partner of Charter Financial Publishing Network (CFPN). Simonoff has spent more than 20 years as an editor and reporter covering the financial services industry. He is a widely recognized expert on personal finance and investments.

Connect with Jack Ablin, CFA:

https://www.linkedin.com/in/jackablin/

Connect with Evan Simonoff:

https://www.linkedin.com/in/evan-simonoff-78194a11/

Connect with Financial Advisor Magazine:

https://www.linkedin.com/company/financial-advisor-magazine/