The investor’s playbook for a new macro regime
By Mark Chng, Head of Fixed Income & Currencies Sales, Southeast Asia
While markets appear confident, investors are preparing for a wide range of macro scenarios.
Heading into the second half of 2026, markets appear relatively calm, with equity markets near recent highs, credit spreads tight, growth expectations stable, and volatility well below levels typically associated with stress.
Yet investors are growing increasingly concerned about a wide range of risks — including energy disruption, geopolitical fragmentation, a potential AI valuation reset, and increasing reliance on leverage... click here to read full article.
This article is based on insights shared during Mark Chng's panel discussion at our 2026 Global Markets Conference Singapore.
For videos and additional perspectives from the 2026 Global Markets Conference, Singapore, visit our Content Hub.
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