The Outlook Ahead -Beyond

Beyond 2026: Bridging Worlds

08 January 2026

The economic landscape of 2026 is defined by a necessary global rebalancing. We anticipate a period of decelerating growth, compounded by persistent geopolitical tensions and the challenges of elevated sovereign debt. Though central banks may continue to normalise rates as inflation cools, the concurrent rise in protectionist policies demands a tactical shift from conventional investment models. Successfully navigating this complexity requires a deep understanding of portfolio resilience and the identification of high-growth asymmetric opportunities emerging from technological revolutions, such as Artificial Intelligence, and the deepening economic complexity of Asia.
 
In the face of this complexity, investors are likely to ask: What are the most effective capital allocation decisions amidst diverging global economic trajectories, and where can investors secure differentiated, long-term growth outside of conventional markets?

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