SCB Julius Baer unveils H2 2026 global market outlook, highlighting opportunities in a fragmented world order
Scb Julius Baer has told wealthy investors in Thailand to look beyond short-term market noise and position portfolios for opportunities in a world increasingly shaped by geopolitical rivalry, shifting supply chains, artificial intelligence and rising demand for capital.Scb-Julius Baer Securities Co Ltd recently hosted its Market Outlook H2/2026 seminar, "Harnessing Alpha in a Fragmented World Order", for ultra-high-net-worth individuals at The Ritz-Carlton, Bangkok.
The event brought together Adrian Mazenauer, chief executive of Scb-Julius Baer Securities, Mark Matthews, head of research Asia at Bank Julius Baer, Louis Chua, investment analyst research Asia at Bank Julius Baer, and Hao Jie Poh, director of global client solutions at KKR.
Mr Mazenauer said the second half of 2026 would be defined by a more fragmented economic and geopolitical landscape. Despite tensions in several regions, particularly the Middle East, financial markets have remained resilient and continued to look beyond short-term political shocks.
He said the world was moving from an era of abundant liquidity to one of stronger capital demand, meaning investors should focus on selective portfolio positioning rather than simply cutting risk.
