Future-proofing portfolios: Investment strategy for 2026
SINGAPORE – 2025 has been a year of sharp disruption and strikingly strong markets. The artificial intelligence (AI) boom propelled equities to repeated all-time highs, fuelled by policy easing, corporate “self-help” strategies and reforms across major economies. Remarkably, gold – typically seen as a safe haven – has been the best-performing major asset, rising nearly 60 per cent in a year dominated by secular growth narratives.
This unusual mix of risk-on sentiment and gold leadership is a reminder that beneath the resilience, the global environment remains unsettled. Geopolitics has grown more complex as countries prioritise strategic autonomy and economic security. Supply chains are being reconfigured as companies balance…
