2026 Market Outlook: Just the FACTs

Join us on 15 January 2026 at 7pm for our 2026 Macro Outlook webinar, where we'll unpack the key forces shaping markets this year and share practical insights for positioning your portfolio.

Michele Ferrario, Co-Founder and CEO, and Stephanie Leung, StashAway Chief Investment Officer will break down the "FACTs": Fiscal policy, AI, China, and Trump – and discuss where the opportunities lie for the year ahead.

Here’s the agenda

• Fiscal: Starting 2026 with a bang. Find out how US fiscal measures could add 2.8 percentage points to Q1 GDP growth, and what this means for markets throughout the year
• AI: Too big to fail. Discover why AI now represents 37% of the S&P 500 and contributed 92% of H1 GDP growth, and what it takes to keep this cycle running
• China: The new wildcard. Learn how China's economic path could influence global growth, inflation, and Fed policy in ways that matter for your portfolio
• Trump: Running hot for midterms. Understand how Trump's focus on winning November's midterm elections will shape policy and market dynamics in H1

Don't miss this chance to gain actionable insights and walk away with a clearer picture of how to navigate 2026.

About the speakers

Michele Ferrario, Co-Founder and CEO

Michele Ferrario is the Co-Founder and CEO of StashAway, the largest digital wealth manager in SEA and MENA. Before co-founding StashAway, Michele spent half of his career in and around financial services, as a consultant to large financial institutions at McKinsey & Co., and as a Private Equity investor.

Stephanie Leung, Chief Investment Officer

Stephanie and her team oversee the full spectrum of investment products and portfolios offered at StashAway. She brings more than two decades of investment expertise across multiple asset classes. Prior to joining StashAway in 2020, she managed investment portfolios at institutions such as Goldman Sachs and multi-billion dollar family offices in the region.

About StashAway

StashAway is a digital investment platform that was launched in 2017 to empower people to build and grow wealth in the long term. Offering simple, intelligent, and innovative investment and cash management solutions, StashAway has led the way in transforming the way people invest and manage wealth. Today, StashAway operates in five markets: Singapore, Malaysia, Hong Kong, the UAE, and Thailand. The company was recognised by The World Economic Forum as a Technology Pioneer in 2020 and ranked among CNBC’s World’s Top Fintech Companies in 2023 and 2024.

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