PIMCO's Dr. Alyce Su Reveals 3-Prong Investment Strategy Post-Fed Rate Cut

The 9th Annual Private Wealth Southern California Forum, hosted by Markets Group at The Maybourne Beverly Hills, brought together elite financial leaders including Dr. Alyce Su, Chief Investment Officer at PIMCO Partner Family Office, for critical discussions on investment strategy in response to the Federal Reserve's recent policy shift. This high-profile wealth management forum featured top Chief Investment Officers who addressed portfolio resilience amid ongoing macroeconomic uncertainty, shifting fiscal policy, and evolving interest rate expectations. The gathering highlighted Southern California's rising influence as a global financial center while providing regional investors with access to institutional-grade insights from some of the industry's most respected voices.

Dr. Alyce Su headlined a marquee panel titled "Navigating Markets: Investment Strategies and Macroeconomic Outlook" where she articulated a sophisticated three-pronged tactical strategy for the current economic environment. She emphasized that "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." Her specific recommendations included locking in bond yields through short-duration investment-grade credit, long-duration municipal bonds, and hybrid securities; leaning into equities with targeted allocations to the S&P 500, Russell 2000, and sectors including Artificial Intelligence (AI), financials, industrials, power, and defense; and maintaining diversification through alternatives, particularly hedge funds for long-term value capture.

The CIO panel addressed broader market themes including global trade risks, labor market dynamics, interest rate trajectories, and the potential impact of the new OBBBA fiscal stimulus bill. Dr. Su also shared perspectives on global investment trends, highlighting 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. With over 25 years of experience at prestigious institutions including PIMCO, Goldman Sachs, UBS, and McKinsey, Dr. Su's insights carried significant weight among the assembled family offices, institutional investors, and wealth advisors seeking guidance in navigating complex market conditions.