Bigger Pic: AI, Asia, and Building Smarter Portfolios for 2026

2026 presents major opportunities and tougher decisions for investors. AI spending is accelerating, but how do you stay invested while maintaining discipline and a clear line of sight on returns? Market concentration is also near extremes, with just 10 stocks making up around 40% of the S&P 500, raising fresh questions about diversification and risk. Ritesh Ganeriwal, Head of Investment and Advisory at Syfe, shares how to navigate a high-dispersion market, and explores how to build balanced portfolios that blend thematic growth with income and stability for 2026.See omnystudio.com/listener for privacy information.