Money and Me: Positioning for 2026 - US, EM and the Search for Alpha

Do markets still have room to rally - and where should investors really be positioned for 2026?

After a strong run for equities in 2025, global wealth manager Lombard Odier lays out how investors should think about the next phase.

We unpack the CIO Office Viewpoint with Jack Siu, Head of Discretionary Portfolio Management, Asia at Lombard Odier.

The conversation explores why Lombard Odier is underweight the US, overweight emerging markets, and tactically cautious on Japan.

We dig into standout opportunities in South Korea, healthcare, materials - and the risks markets may still be underpricing.

A practical discussion on portfolio positioning, sector-level alpha and what investors should do next, hosted by Michelle Martin.

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