2H 2026 Market Outlook

Navigate 2H 2026 with expert insights on markets, asset allocation & portfolio resilience to manage risk, generate income and capture growth
About this Event

Seminar Synopsis

Navigating 2H 2026: Institutional Strategies for a Resilient Portfolio

As we enter the second half of 2026, global financial markets find themselves at a critical pivot point. Investors are balancing the realities of evolving macroeconomic indicators, shifting interest rate trajectories, and geopolitical wildcards. In this climate of heightened volatility, sticking to traditional, static investment playbooks may no longer suffice.

This exclusive mid-year seminar brings together leading institutional voices to map out the complexities of the current market landscape and deliver a clear blueprint for capital preservation and growth.

The seminar opens with a comprehensive global and local market overview, cutting through the macroeconomic noise to pinpoint where the real risks and secular opportunities lie for the rest of the year. Following this, guest speakers from Amova Asset Management (formerly Nikko Asset Management) and Schroders will share exclusive institutional insights into thematic equities, defensive building blocks, and active multi-asset positioning designed to withstand market turbulence.

To conclude, we will tie these strategies together into a cohesive framework, demonstrating exactly how to construct and rebalance a resilient portfolio that delivers steady income, manages downside risk, and captures upside potential in an uncertain environment.

Key Takeaways for Attendees

Macroeconomic Reality Check (2H 2026): Gain a clear, jargon-free understanding of the current global and local market conditions, inflation trends, and central bank policies shaping the second half of the year.

Institutional Asset Allocation Secrets: Discover how top-tier fund managers from Amova and Schroders are currently positioning their capital, uncovering hidden risks, and identifying undervalued structural trends.

The Blueprint for Resilience: Learn practical, actionable strategies to transition a portfolio from reactive to resilient—focusing on high-quality income generation, defensive asset classes, and risk-adjusted growth.

Tactical Action Plan: Walk away with concrete frameworks to rebalance your personal or client portfolios, ensuring they are optimized to weather macroeconomic uncertainty while staying on track for long-term legacy and wealth goals.

Agenda Structure

Segment 1: The 2H 2026 Market Landscape: Where Do We Stand? (Delivered by Kenny)

Segment 2: High-Conviction & Active Themes for Volatile Markets (Amova Asset Management)

Segment 3: Defensive Positioning and Global Multi-Asset Opportunities (Schroders)

Segment 4: Putting It Together: Building and Managing the Resilient Portfolio (Delivered by Kenny / Panel Q&A)

Agenda

🕑: 06:30 PM - 07:15 PM
Registration