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FAQ: Dr. Alyce Su's Investment Strategy at the Elite CIO Forum

By NewsRamp Editorial Team

TL;DR

Dr. Alyce Su's investment strategy offers an edge by capturing bond yields and targeting AI, financials, and defense sectors during the Fed's easing cycle.

Dr. Alyce Su's three-part strategy involves locking in bond yields, leaning into equities including S&P 500 and Russell 2000, and holding alternatives for diversification.

This wealth management forum provides institutional-grade insights that help investors build resilient portfolios, contributing to long-term financial stability for families and institutions.

Hong Kong is emerging as a leading IPO hub, serving as a public-market parallel to the U.S. private equity ecosystem according to Dr. Alyce Su.

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FAQ: Dr. Alyce Su's Investment Strategy at the Elite CIO Forum

The panel was titled 'Navigating Markets: Investment Strategies and Macroeconomic Outlook' and focused on strategic investment responses to the Federal Reserve's recent interest rate cut.

Her strategy includes: 1) Locking in bond yields through short-duration investment-grade credit, long-duration municipal bonds, and hybrid securities; 2) Leaning into equities with allocations to S&P 500, Russell 2000, and sectors like AI, financials, industrials, power, and defense; 3) Holding alternatives like hedge funds for diversification and long-term value capture.

She notes that we're in a 'non-recessionary easing cycle' which historically supports both fixed income and equities, making it crucial for disciplined asset allocation to capture bond yields and maintain diversification.

The 9th Annual Private Wealth Southern California Forum was held on October 14 at The Maybourne Beverly Hills in Beverly Hills, California.

Dr. Su has over 25 years of experience in global investment management, holding investment roles at PIMCO, Goldman Sachs, UBS, and McKinsey, and currently oversees multibillion-dollar institutional portfolios.

The panel discussed global trade risks, labor market dynamics, interest rate trajectories, and the potential impact of the new OBBBA fiscal stimulus bill.

She noted Hong Kong's emergence as a leading IPO hub and its growing role as a public-market parallel to the U.S. private equity ecosystem.

The forum brought together family offices, institutional investors, and wealth advisors, underscoring Southern California's rising influence as a global financial center by providing regional investors with institutional-grade insights.

She recommended targeted allocations to sectors including Artificial Intelligence (AI), financials, industrials, power, and defense.

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NewsRamp Editorial Team

NewsRamp Editorial Team

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