The CIO Group annual investment report highlights how combining artificial and human intelligence enables investors to thrive amid uncertainty
NEW YORK, Oct. 16, 2025 /PRNewswire/ — The CIO Group (“CIOG”), a new wealth intelligence firm founded by David Bailin and leaders from Citi, JPMorgan, BDT & MSD, and top family offices, today released its Outlook 2026, “Unprecedented Times, Exceptional Portfolios.” Authored by CIOG Chief Investment Strategist Steven C. Wieting and CIOG CEO, David Bailin, the report offers a pragmatic and actionable roadmap for investors navigating geopolitical tension, domestic policy uncertainty, and disruptive technological change.
“Unprecedented Times, Exceptional Portfolios” emphasizes the value of disciplined portfolio construction during periods of geopolitical anxiety and policy volatility. Outlook 2026 utilizes COLOR, CIOG’s proprietary AI-powered analytics engine, to define the portfolio attributes that are most well suited to the unsettled conditions in the global economy.
“Investors often confuse uncertainty with un-investability,” said Steven C. Wieting, CIOG’s Chief Investment Strategist. “Our research shows that while markets are likely to experience greater future volatility and deliver untimely shocks, long-term portfolios built on active, disciplined asset allocation, intelligent cash management, and exposure to innovation will be well-rewarded.”
The learnings David Bailin and Steven Wieting gleaned by investing strategically through the 2008 and COVID periods, showcase the merits of CIOG’s disciplined approach. Total Wealth Intelligence — portfolio management powered by a powerful combination of proprietary artificial intelligence and decades of institutional investing experience – is a cornerstone of CIOG’s business strategy.
Key views from CIOG’s Outlook 2026 include:
- Investing in disruptive technology: Artificial intelligence and other scientific breakthroughs are reshaping entire industries. CIOG believes investors must look well beyond chips and datacenters to identify and invest in the beneficiaries of this remarkable technological revolution. Outlook 2026 emphasizes that owning the productive capital behind this innovation is central to long-term wealth creation.
- Balancing risk and reward:Â CIOG believes that equities and bonds have similar, strong return profiles in this environment. Not only is diversification essential in times like these, it is profit making. Tactical asset allocation can enhance risk-adjusted returns well beyond static “60/40” portfolios. Health care is an example of an entire industry that is undervalued due to political uncertainty, yet possesses demographic and financial trends that make its return to favor a near certainty.
- Cash as an asset class:Â With uncertainty causing clients to naturally increase their cash balances, CIOG’s Outlook 2026 notes that a portfolio of accretive cash management strategies can add hundreds of basis points to cash returns. With trillions of dollars still held in zero-yield bank deposits, CIOG sees an immediate opportunity for clients in this undermanaged asset class.
- Global opportunities:Â Future dollar weakness and expected relative improvements in Europe, China and select emerging markets, offer differentiated portfolio opportunities. Shifting currency dynamics also present diversification and profit potential.
- Alternative assets:Â Private equity and private credit will offer selective opportunities for long-term investors as valuations reset and debt markets reprice risk. Early-stage venture capital should receive renewed portfolio focus given the unprecedented rate of technological change.
- Risk management: Strong equity returns over the past several years have allowed concentration risks in many family office and UHNW portfolios to accumulate without being noticed. The value of the top three companies in the S&P 500 is larger than the GDP of France. Mitigating concentration risks through strategies that diversify portfolios across technology beneficiaries is wise.
The CIO Group is a thought leader, positioning clients for the future. “Outlook 2026 is David and Steven’s continuation of previously authored annual insights,” said David Bailin, CIOG Founder and CEO. “Outlook 2026 demonstrates how CIOG marries AI-driven insights with human experience to deliver clarity, insight, and optimization.”
If you are interested in receiving the full outlook, please click here.
About The CIO Group
The CIO Group is a wealth intelligence firm delivering portfolio management and advice powered by COLOR, its proprietary AI-powered wealth intelligence engine . Founded by an award-winning executive team from Citi, JPMorgan, BDT & MSD, and leading family offices, CIOG combines artificial and human intelligence to deliver Clarity, Insight, and Optimization for ultra-high-net-worth families and institutions. CIOG advises and manages portfolios with reduced fees, increased tax efficiency, greater cash yields, and fewer hidden risks while providing exposure to areas of the economy that will be the biggest drivers of wealth creation. CIOG works cooperatively with advisors, wealth owners and families that seek independent institutional-grade investment expertise.
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SOURCE CIO Group