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Asia Summit 2026

Part 2: Investing Through Global Disruption

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The investment landscape is evolving alongside the global economy. As higher capital costs, geopolitical uncertainty, technological innovation, and structural shifts reshape markets, institutional investors are reassessing how portfolios should be positioned for the long term. How are leading investors adapting their asset allocation and investment strategies? Where are they finding conviction, and what opportunities are emerging as the next phase of global growth takes shape?

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    Moderator

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    Sri Jegarajah

    Anchor, CNBC

    Speakers

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    Jenny Lee

    Senior Managing Partner, Granite Asia
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    Carlos Obeid

    Chief Financial Officer, Mubadala
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    Rohit Sipahimalani

    Chief Investment Officer, Temasek