Geopolitics Over Asset Allocation: Why the Next 40 Years Demand a New Portfolio Playbook - John Bowman - CEO of CAIA Association
The episode frames private markets and portfolio construction around a claimed regime change rather than around asset allocation alone, which is the debate many allocators are already having. It also covers product structures, liquidity and hiring, giving advisors a view of how one industry body is describing the shift.
Summary
By the markets & outlook deskJohn Bowman, CEO of the CAIA Association, joins Brandon Sedloff to discuss the association's research report "The World Rewired," which draws on eight global roundtables with more than 120 C-suite executives. The conversation argues that the post-World War II regime of low rates, stable globalization and minimal inflation has ended, and covers geopolitics as a portfolio-construction framework, product structures and tokenization, the Gulf region's rise as a private capital center, and the talent profiles allocators are hiring for.
- Bowman argues geopolitics may replace asset allocation as the primary framework for portfolio construction
- He suggests tokenization could address liquidity challenges better than traditional gate structures
- Hiring is shifting from job-ready specialists toward systems thinkers with interdisciplinary judgment
- The discussion covers the Gulf region as a serious contender to be the capital of private capital
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Intro | 1 min | |
| Introducing John Bowman and CAIA | 2 min | |
| Early career and path to finance | 5 min | |
| Transition from asset management to CFA Institute | 4 min | |
| Journey through CFA Institute | 5 min | |
| Leading CAIA and building community | 12 min | |
| The World Rewired research report | 5 min | |
| Product innovation and the retail push | 10 min | |
| Geopolitics as portfolio framework | 5 min | |
| Middle East sovereign wealth dynamics | 3 min | |
| Talent and systems thinking | 4 min | |
| Where to learn more | 4 min |
Similar items
Same topic A New Playbook for University Endowments 11/2/26 | EEETF Edge (CNBC) |
 The Bond Market Outlook, with DoubleLine’s Jeffrey Sherman | BSBarron's Live |
 How Founders Can Unlock Liquidity | MSMorgan Stanley |
 Gold in Q4: Navigating the Rate Decision | VaVanEck |
 Weekly Market Movers | November 2, 2026 | WEWealth Enhancement Group |
Get the weekly 3 to watch
Free, in the Morning BriefEvery week the Morning Brief picks three videos and podcasts worth your time, with why each one matters.
Free. Every morning. Unsubscribe from any edition in one click.
Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.