Market Outlook 2H 2026: Key Opportunities in a Changing Macro Landscape

In the second half of 2026, the global stock market is expected to be shaped by shifting interest rate expectations, moderating inflation, and ongoing geopolitical and trade developments in US and Asian economies. While market resilience remains supported by economic stability, investors will need to navigate a more selective environment where returns are increasingly driven by structural growth themes rather than broad-based market expansion.

Join us at this seminar on 29 July, at 7pm where Ms Helena Wang Qian, Research Analyst from Phillip Securities Pte Ltd and Mr Teo Huan Zi, Dealing Manager from Phillip Securities Pte Ltd and will highlight key investment opportunities emerging from the continued expansion of artificial intelligence (AI), particularly across sectors such as semiconductors, data centres, utilities, and digital infrastructure. Investors will also gain insights into how Singapore Depository Receipts (SDRs) offer a practical and cost-efficient way to access leading overseas-listed companies, enabling greater diversification through the Singapore market.

Key Learning Points

• Understand the key economic and market drivers influencing the global stock market in the second half of 2026.

• Explore the impact of interest rates, inflation, tariffs, and geopolitical developments on investment markets.

• Identify sectors and investment themes that may benefit from the ongoing AI-driven investment boom.

• Learn how AI-related spending is creating opportunities across technology, infrastructure, power, and industrial sectors.

• Discover how Singapore Depository Receipts (SDRs) provide access to overseas-listed companies through the Singapore market.

• Understand the benefits, risks, and practical considerations of investing in SDRs as part of a diversified portfolio.

For enquiries, please contact us at 6812 1565 or email to [email protected]

Speaker Profile:

Ms Helena Wang Qian, Research Analyst, Phillip Securities Pte Ltd
Ms Helena covers Hardware/Marketplaces/ETF. Helena graduated with a master degree in Financial Technology from Nanyang Technological University.

Mr Teo Huan Zi, Dealing Manager, Phillip Securities Pte Ltd
Mr Teo Huan Zi graduated from Nanyang Technological University (NTU) in 2014 with a Bachelor’s degree in Business, majoring in Banking and Finance. He currently serves as a dealing manager with a team of more than 10 equity specialists. Additionally, he frequently conducts seminars and webinars to empower his clients with financial and investment knowledge, including fundamental analysis and technical analysis.