Global Market Outlook | Presentation

At Cambridge Associates' Investment Leaders Exchange roadshow in Singapore, chief investment officers, portfolio managers, and other investment leaders gathered to discuss the critical questions shaping portfolios in 2026, from market volatility and shifting bond yields to private market opportunities, artificial intelligence, and regional investment themes across Asia.

In this presentation from the Investment Leaders Exchange, Aaron Costello, Head of Asia Investment Strategy, shares perspectives on the current market environment and the opportunities emerging across global markets. The presentation explores the resilience of global markets despite recent volatility, the rotation beyond U.S. growth and technology, the outlook for value, small-cap, and non-U.S. equities, and the role of hedge funds and selective private credit in diversification. The presentation also highlights Asia as an increasingly important source of opportunity across both public and private markets.

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