Market Outlook 2026: From the 'Everything Rally' to the Year of Selection

After a strong 2025 marked by a broad “everything rally” across US tech, Asian equities, and even segments of fixed income, many investors are seeing the benefits of diversification in action.
As we move into 2026, markets are shifting from momentum to moderation. Inflation is easing, growth is slower but remains resilient, and there is greater dispersion in returns as asset classes diverge.
The key question now is: how should you position your portfolio for the next phase of the cycle?
To answer this, Syfe is bringing together our largest panel ever in a flagship event, featuring industry experts from J.P. Morgan Asset Management, KraneShares, PIMCO, SGX, and Syfe.
Key topics we will discuss:

• Lessons from 2025’s broad-based rally and what may no longer work in 2026
• Where selectivity matters most across global equities, fixed income, and income strategies
• Regional opportunities in China, Singapore, and ASEAN, and how to manage concentration risk
• How investors can balance growth potential with income resilience in a more nuanced market environment

We will also be unveiling a brand new Syfe Managed Portfolio designed for this more selective market regime. Be among the first to hear how this new solution aims to help investors navigate the changing market environment and position their portfolios to capture meaningful opportunities.
Limited seats are available, so secure your slot today!
If you’re unable to attend in person, you’re invited to join us virtually here.

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