Staying defensive might feel comfortable—but it could mean missing the opportunity. Eastspring’s latest outlook argues for a tactically “risk‑on” stance, with selective exposure to equities and higher‑yielding credit, even as geopolitical tensions, energy shocks and inflation risks continue to cloud the macro backdrop. With growth uneven, policy tightening back in play, and outcomes diverging across regions, the message is clear: this is a market that rewards selectivity, not broad‑brush positioning.
Read | Eastspring’s Q2 2026 Outlook
