Equity Mates Investing Podcast Essentials: How Alex Thompson is setting up clients for 2026 | Viola Private Wealth
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Jan 14, 2026 In this engaging discussion, Alex Thompson, a senior investment professional at Viola Private Wealth, shares insights on setting clients up for success in 2026. He explores how 2026's market conditions will differ from 2025, the implications of the AI bubble, and the growing relevance of private markets. Alex emphasizes the importance of building portfolios around client goals rather than headlines, and advocates for patience and diversification as keys to long-term success. His wealth management tips are practical and focused on achieving lasting financial outcomes.
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Institutional Investors Misread Rate Paths
- At a Japan conference, institutional investors consistently mispredicted post-rate-peak paths.
- That experience made Alex sceptical of forecasts that rates will return to previous lows quickly.
AI Uncertainty Is Less Important Than Leverage
- Whether AI is a bubble is uncertain and experts disagree.
- The bigger risk is leverage and debt funding stretched future cashflows tied to AI capex.
Private Markets As Core Diversifier
- Private markets act as a core diversification tool, not just a trend.
- They smooth observed volatility and access growth that public markets increasingly miss.