Macro Fragility vs. AI Fortress: Protecting Portfolios in 2026

​As AI reshapes entire industries and central banks pivot to a more disciplined, less predictable regime, investors face a new dilemma: how do you capture the upside of an “AI fortress” without getting blindsided by macro fragility?

​Join Borderless and BayFort Capital for an actionable session on building resilient global portfolios in 2026. We’ll unpack the so‑called “SaaSpocalypse” and separate value traps from value opportunities, map the real AI opportunity set across infrastructure, platforms, and enablers, and decode what a tariff‑heavy, “Warsh‑Fed” world means for rates, earnings, and risk assets.

​Whether you’re already invested in US tech and AI or just starting to build a global portfolio, you’ll walk away with a practical playbook for positioning your capital for the next phase of the cycle.