CIO Views / Market Outlook

The multi-trillion-dollar scramble to fund AI infrastructure is driving up borrowing costs, deepening the rout in government bonds.

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.

The global transition to green energy and artificial intelligence will keep inflation volatile and drive up borrowing costs, the Swiss private bank says in its latest 10-year outlook.

Asian family offices can navigate rising market volatility by adjusting the traditional 60/40 portfolio, targeting private AI labs, and shifting capital to Singapore, Ling and Xie argue.

The region’s rich are taking bold risks in the market while putting off wealth transfer, increasingly seeking geopolitical safe havens to anchor their fortunes, Lombard Odier says.

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.

A global tech boom and easing tensions between the US and China drove cross-border capital flows to unprecedented levels in April, new research finds.

Blockbuster IPOs and a Middle East energy shock are driving investors to take profits and reallocate capital from the region’s highly concentrated tech giants.

Rising US interest rate expectations and persistent inflation concerns trigger a significant correction across Asia’s AI-focused technology sector.

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

An inflation-stoking shipping blockade in the Strait of Hormuz is rattling private markets, as rising bond yields push billions of fresh capital into liquid fixed-income markets.

As global uncertainty lingers, Hamilton Lane sees Asia as a maturing engine of returns driven by buyouts, governance reform and deeper exit markets, rather than just a diversification play.