Investment Management, Newsworthy Topics

Strengthening the CIO Engine: Reflections on 2025 and the Road to 2026

Jasmine Yu, PhD, MBA, CFA®, CAIA®

Bryn Mawr Trust Advisors

December 16, 2025

< 1 min read

Despite cooling economic growth, persistent inflation, and escalating trade tensions, 2025 delivered impressive results: equities posted strong double-digit gains while fixed income achieved its best performance since 2020. What drove these remarkable returns amid such challenging conditions—and what should investors expect in 2026?

Download to discover our complete 2026 economic and market outlook.

Jasmine Yu, PhD, MBA, CFA®, CAIA®

Bryn Mawr Trust Advisors

Jasmine Yu leads the investment management team and is responsible for investment policies, asset allocation, investment solutions, and portfolio management for taxable and tax-exempt clients. She joined the company in 2024.

Begin your journey

Have questions?

Speak with an financial expert.

Recent Articles

Newsworthy Topics

How Great Brands Earn Trust with Chris Bailey (Ep. 27)

In this episode of Planning Perspectives, Jamie Hopkins and Kate Duffy sit down with Chris Bailey, Founder, President, and CEO…
Newsworthy Topics, Retirement Planning, Trust & Estate Planning

Financial Planning as Your GPS for Life

Discover how a comprehensive plan with your financial advisor serves as your personal GPS for life, helping you navigate retirement,…
Two the Point

Two the Point – The Market is Getting More Selective

Higher rates are creating bigger differences between market winners and losers. Watch Andrew Davis explain why selectivity matters more than…

View All resources

Recent Insights

How Great Brands Earn Trust with Chris Bailey (Ep. 27)

In this episode of Planning Perspectives, Jamie Hopkins and Kate Duffy sit down with Chris Bailey, Founder, President, and CEO of Bailey Brand Consulting, to discuss the principles…
Financial Planning as Your GPS for Life

Discover how a comprehensive plan with your financial advisor serves as your personal GPS for life, helping you navigate retirement, tax strategies, investment decisions, estate planning, and unexpected…

View All Insights

Bryn Mawr Trust | A WSFS Company Your Journey. Our Commitment.

Built on a foundation of trust, Bryn Mawr Trust has been helping individuals, families, and nonprofits achieve their financial goals for more than 130 years.

Cookie Preferences

© 2026 Bryn Mawr Trust

Equal Housing Lender

Accessibility Tools

Disclosures

© 2026 WSFS Bank. Member FDIC. Wilmington Savings Fund Society, FSB d/b/a WSFS Bank. Private Banking is a division of WSFS Bank. WSFS Institutional Services is a division of WSFS Bank.

Wilmington Savings Fund Society, FSB d/b/a/ Bryn Mawr Trust. Bryn Mawr Trust is a division of WSFS Bank. The Bryn Mawr Trust Company of Delaware is a subsidiary of WSFS Financial Corporation. Products and services are provided through WSFS Financial Corporation’s subsidiaries and their affiliates. Trust and investment advisory services are offered through Bryn Mawr Trust. Bryn Mawr Trust is not a registered investment advisor. Investment advisory services are also offered through Bryn Mawr Trust Advisors, LLC (“BMTA”), an SEC registered investment advisor and a subsidiary of WSFS Financial Corporation. BMTA’s registration as an investment advisor does not imply a certain level of skill or training.

Bryn Mawr Trust does not provide legal, tax or accounting advice but those services may be provided by affiliates or subsidiaries of Bryn Mawr Trust.

It remains a client’s responsibility to advise Bryn Mawr Trust (BMT) and Bryn Mawr Trust Advisors (BMTA), in writing, if there are any changes in a client’s personal/financial situation or investment objectives for the purpose of BMT or BMTA reviewing, evaluating, and/or revising its previous recommendations and/or services, or if a client would like to impose, add, or modify any reasonable restrictions to BMT or BMTA services.

All opinions expressed by the Associate(s) on television, radio, internet, or any other medium are merely opinions. You should not treat any opinion expressed as an inducement to make a particular investment or follow a particular strategy. Opinions expressed are based upon information that the Associate(s) considered reliable at the time spoken, but there is no guarantee of completeness or accuracy, and it should not be relied upon as such. The opinions do not represent the opinions of WSFS Financial Corporation or its subsidiaries. The Associate(s) and the listed entities have no duty to update or correct any information that was provided. Past performance is not indicative of future results, and as such, neither the Associate(s) nor any of the above-listed entities guarantee any specific outcome, performance, or profit. Before acting on any information from the Associate(s), consider suitability for your personal financial situation and seek the advice of your own financial professional.

Any third-party trademarks, and products or services related thereto, mentioned are for discussion purposes only. Third-party trademarks mentioned are not commercially related to, or affiliated in any way with, Bryn Mawr Trust products or services. Third-party trademarks mentioned are also not endorsed by Bryn Mawr Trust in any way. Bryn Mawr Trust may have agreements in place with third-party trademark owners that would render this trademark disclaimer not relevant.

INVESTMENTS: NOT A DEPOSIT. NOT FDIC – INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.

This communication is for informational purposes only and should not be construed as legal, tax or financial advice or a recommendation any specific product, service, security or sector. Information has been collected from sources believed to be reliable but has not been verified for accuracy.