The CIO Compass

After a $250m Blackstone buyout, one tech family faced a new challenge: how to invest the windfall. They hired Ricardo Beninatto to build an institutional-grade portfolio from scratch.

As investors pile into crowded corporate bonds, François Collet is relying on inflation-linked government debt and credit default swaps to stay nimble and play both sides.

The multi-family office says structural shifts in energy and AI are creating new growth opportunities outside developed markets.

Moving past the old "copycat" label, Felix Brill says China’s tech breakthrough is forcing a global rethink on the market, while a rising interest in longevity is reshaping wealth strategies across Asia.

The DeepSeek shock has brought global capital back to Chinese tech, but UBS' Eva Lee warns that 2026 will be the real test for firms to turn AI buzz into actual profits.

Beyond the AI hype, Prashant Bhayani finds a long-term structural story in Asia’s overlooked healthcare sector, driven by irreversible demographic shifts.

While US tech giants dominate the spotlight, Steve Alain Lawrence says the overlooked AI opportunities in 2026 lie in Asia’s supply chain and real-economy applications.

The wealth manager's Asia and Middle East chief investment officer is positioning portfolios with a US underweight and value tilt while cautioning that private credit's apparent stability may prove illusory during market stress.

The investment case for Asian equities is being rewritten by global AI infrastructure needs and the rise of local Gen Z consumers, according to Allianz Global Investors.

Muzinich & Co. is stepping into the void left by retreating lenders—offering institutional and wealth clients alike access to resilient, cash-generative opportunities far from the crowded fields of conventional private credit.

Beyond traditional asset classes, Eli Lee highlighted the rapid growth of alternative assets, which may help investors adopt a more disciplined, less emotionally-driven approach.

As market uncertainties persist, UBS is guiding clients toward FX hedging, global diversification and alternative investments—strategies that could define portfolio resilience in the coming decade.