About the talk:

Explore what’s next for markets in 2H 2026 as experts break down the shifting investment landscape, from the AI-driven rally and resilient US equities to opportunities across Asia and ASEAN. This episode covers how to position portfolios in a late-cycle environment, where the next growth drivers may emerge, and how to navigate risks like inflation, energy prices, and market volatility. It also dives into Malaysia’s outlook, sector opportunities, FX trends, and bond strategies, equipping investors with practical insights to stay resilient and seize evolving opportunities.

About the speaker:

Nova Lui
Head of Investors Advisory, RHB Bank

Tan Jee Toon, CFA
Chief Investment Officer, Asia Pacific Equities,
RHB Asset Management Singapore 

Khoo Poh Sim, CFA
Chief Investment Officer, Fixed Income
RHB Asset Management Sdn Bhd 

Mohd Fauzi bin Mohd Tahir
Chief Investment Officer, Equity,
RHB Asset Management

Disclaimer:
This podcast has been prepared by RHB and is solely for your information only. It is strictly private, confidential and personal to its recipients and should not be copied, distributed or reproduced in whole or in part, nor passed to any third party, without obtaining prior permission of RHB Bank Sdn Bhd (“RHB”).

In preparing this presentation, RHB has relied upon and assumed the accuracy and completeness of all information available from public sources or which was otherwise reviewed by RHB. Accordingly, whilst we have taken all reasonable care to ensure that the information contained in this presentation is not untrue or misleading at the time of publication, we cannot guarantee its accuracy or completeness and make no representation or warranty (whether expressed or implied) and accept no responsibility or liability for its accuracy or completeness. You should not act on the information contained in this podcast without first independently verifying its contents.

Any opinion, management forecast or estimate contained in this podcast is based on information available as the date of this podcast and are subject to change without notice. It does not constitute an offer or solicitation to deal in units of any RHB fund and does not have regard to the specific investment objectives, financial situation or the particular needs of any specific person who may receive this. Investors may wish to seek advice from a financial adviser/unit trust consultant before purchasing units of any funds. In the event that the investor chooses not to seek advice from a financial adviser/unit trust consultant, he should consider whether the fund in question is suitable for him. Past performance of the fund or the manager, and any economic and market trends or forecast, are not necessarily indicative of the future or likely performance of the fund or the manager. The value of units in the fund, and the income accruing to the units, if any, from the fund, may fall as well as rise.

This video has not been reviewed by the Securities Commission (SC) Malaysia.

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