Elite CIO Forum in Beverly Hills: Dr. Alyce Su on Investment Strategies Following Fed Rate Cut

The 9th Annual Private Wealth Southern California Forum, hosted by Markets Group at The Maybourne Beverly Hills, brought together top Chief Investment Officers to address investment strategies in response to the Federal Reserve's recent interest rate cut. Dr. Alyce Su headlined a marquee panel titled "Navigating Markets: Investment Strategies and Macroeconomic Outlook," where she emphasized the unique opportunities presented by the current economic environment. "Now that the Fed has adopted a more cautious tone, we find ourselves in a non-recessionary easing cycle — a backdrop that has historically supported both fixed income and equities," said Dr. Alyce Su during the event.

Dr. Su outlined a comprehensive three-pronged tactical strategy for investors seeking to capitalize on current market conditions. The first component focuses on locking in bond yields, with specific attention to short-duration investment-grade credit, long-duration municipal bonds, and hybrid securities. This approach aims to capture attractive fixed income returns while managing duration risk in a potentially volatile rate environment. The strategy recognizes that bond markets often perform well during easing cycles, particularly when economic growth remains positive.

The second strategic element involves leaning into equities with targeted allocations across multiple indices and sectors. Dr. Su recommended exposure to the S&P 500 and Russell 2000, while also highlighting specific sectors including Artificial Intelligence (AI), financials, industrials, power, and defense. These sectors represent areas where capital expenditure trends and technological innovation are driving growth opportunities. The equity allocation strategy balances broad market exposure with targeted sector bets that align with current macroeconomic trends and policy developments.

The third component of Dr. Su's investment framework emphasizes maintaining diversification through alternatives, particularly hedge funds, for long-term value capture. This approach provides portfolio resilience amid ongoing macroeconomic uncertainty, shifting fiscal policy, and evolving interest rate expectations. The CIO panel addressed broader market and policy themes, including global trade risks, labor market dynamics, interest rate trajectories, and the potential impact of the new OBBBA fiscal stimulus bill. These discussions highlighted the interconnected nature of policy decisions and investment outcomes in today's complex financial landscape.

Dr. Su also shared perspectives on global investment trends, highlighting Hong Kong's emergence as a leading IPO hub and noting its growing role as a public-market parallel to the U.S. private equity ecosystem. This global perspective underscores the importance of considering international opportunities alongside domestic investments. The forum demonstrated Southern California's rising influence as a global financial center, providing regional investors with access to institutional-grade insights and expertise. The event brought together family offices, institutional investors, and wealth advisors to explore portfolio resilience and strategic positioning in a rapidly evolving economic environment.