Elite CIO Forum in Beverly Hills: Dr. Alyce Su (Ex-PIMCO) on Investment Strategies

The 9th Annual Private Wealth Southern California Forum, hosted by Markets Group at The Maybourne Beverly Hills, convened top Chief Investment Officers including Dr. Alyce Su of PIMCO Partner Family Office for critical discussions on investment strategies following the Federal Reserve's recent interest rate cut. The forum brought together family offices, institutional investors, and wealth advisors to address portfolio resilience amid ongoing macroeconomic uncertainty, shifting fiscal policy, and evolving interest rate expectations.

Dr. Alyce Su headlined a marquee panel titled "Navigating Markets: Investment Strategies and Macroeconomic Outlook" where she articulated the significance of 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. Su during the event. "This is a key moment for disciplined asset allocation: capturing bond yields, investing in sectors tied to capital expenditures, and maintaining diversification through alternatives."

In her detailed remarks, Dr. Su presented a comprehensive three-pronged tactical strategy for navigating current market conditions. The first component focuses on locking in bond yields through short-duration investment-grade credit, long-duration municipal bonds, and hybrid securities. The second element involves leaning into equities with targeted allocations to the S&P 500, Russell 2000, and specific sectors including Artificial Intelligence (AI), financials, industrials, power, and defense. The third strategic pillar emphasizes holding alternatives for diversification and long-term value capture, particularly through hedge funds.

The CIO panel addressed broader market and policy themes that are crucial for investment decision-making, including global trade risks, labor market dynamics, interest rate trajectories, and the potential impact of the new OBBBA fiscal stimulus bill. These discussions provided valuable context for understanding how macroeconomic factors intersect with investment strategy implementation. 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.

The forum underscored Southern California's rising influence as a global financial center, providing regional investors with access to institutional-grade insights and expertise. The strategic guidance provided by Dr. Su and fellow panelists offers actionable frameworks for wealth managers and institutional investors seeking to optimize portfolio performance during this period of monetary policy transition and economic uncertainty.