CNA938 Rewind - How investors should reset their portfolios for a more uncertain 2026
While macro conditions show signs of resilience in 2025, the volatility seen – from swings in tech valuations to changing global trade and interest-rate dynamics – reminds investors that strategic positioning matters more than ever. In 2026, many portfolios that were well-positioned last year may now benefit from a recalibration, reflecting updated risk appetites, shifting opportunities, and a changing global backdrop. How can investors strike the right balance between seizing growth prospects and preserving capital in more defensive segments? Andrea Heng and Elakeyaa Selvaraji find out with Dan Chang, Investment Specialist, PhillipCapital