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1H 2026 Investment Outlook: Navigating Global Divergences
Quarterly Outlook

1H 2026 Investment Outlook: Navigating Global Divergences

5 January 2026 The global investment landscape is entering a new era marked by uneven growth, technological disruption and policy shifts, creating complex challenges alongside significant opportunities for investors globally. Discover our 1H 2026 Investment Outlook for perspectives on global macro trends, sector themes and opportunities shaping today’s shifting markets.

Iran Shockwave: Key implications across asset classes
Podcast

Iran Shockwave: Key implications across asset classes

02 March 2026 In this episode, Dawn Leong from the Chief Investment Office is joined by Heng Koon How, Head of Markets Strategy at Group Economics Research, to discuss the impacts of last week’s US-Israel military offensive against Iran. The conversation covers the cross-asset implications – including Brent crude, the USD, EM FX, equities, and gold.

    Iranian War and Its Implications
    Market Update

    Iranian War and Its Implications

    02 March 2026 Geopolitical risks have risen following the US–Israel strikes on Iran, though broader escalation remains contained. While markets may see short term volatility, with safe haven inflows and firmer energy prices, we stay overweight equities on resilient earnings momentum. Singapore’s stability premium is also set to strengthen. Read more to find out what this means for markets and your portfolio.

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      Iranian War and Its Implications
      iranian_war_and_its_implications
      Market Update

      Iranian War and Its Implications

      02 March 2026

      Geopolitical risks have risen following the US–Israel strikes on Iran, though broader escalation remains contained. While markets may see short term volatility, with safe haven inflows and firmer energy prices, we stay overweight equities on resilient earnings momentum. Singapore’s stability premium is also set to strengthen.

      Read more to find out what this means for markets and your portfolio.

        Iran Shockwave: Key implications across asset classes
        iran_shockwave:_key_implications_across_asset_classes_
        Podcasts

        Iran Shockwave: Key implications across asset classes

        02 March 2026

        In this episode, Dawn Leong from the Chief Investment Office is joined by Heng Koon How, Head of Markets Strategy at Group Economics Research, to discuss the impacts of last week’s US-Israel military offensive against Iran. The conversation covers the cross-asset implications – including Brent crude, the USD, EM FX, equities, and gold.

          Opportunities in Focus: Credit Markets in an AI-Powered World
          opportunities_in_focus:_credit_markets_in_an_ai-powered_world
          Podcast

          Opportunities in Focus: Credit Markets in an AI-Powered World

          23 February 2026

          In this episode of Market Pulse, Dawn Leong from the Chief Investment Office is joined by Fixed Income Specialist, Sean Pang to unpack today’s top of mind themes – from what the surge in hyperscaler capex means for bond supply and investor demand, to software sector credit concerns and opportunities beyond the mega caps.

            Top 10 questions from clients
            top_10_questions_from_clients
            Market Update

            Top 10 questions from clients

            11 February 2026

            Following our 2026 Start‑of‑Year Investment Outlook roadshows across the region, client interactions suggest investors are broadly aligned with our view of a K‑shaped US economy and a selective approach to the current AI boom cycle. With US earnings staying resilient, we stay risk‑on and see opportunities beyond recent market winners.

            Read on to uncover the key questions at the top of investors’ minds.

              The big macro shifts in 2026 – Gold, Oil, USD and the next Fed Chair
              the_big_macro_shifts_in_2026_–_gold,_oil,_usd_and_the_next_fed_chair_
              Podcast

              The big macro shifts in 2026 – Gold, Oil, USD and the next Fed Chair

              9 February 2026

              In this episode, Dawn Leong from the Chief Investment Office is joined by Heng Koon How, Head of Markets Strategy from Group Economics Research, to break down the major macro themes moving markets in 2026 and what they mean for investors. The discussion spans sharp swings in gold and silver, geopolitical pressures on oil, the weakening US dollar, and what Kevin Warsh’s nomination as the next Fed Chair could mean for US monetary policy.

                Navigating the risk-off reset
                navigating_the_risk-off_reset
                Market Update

                Navigating the risk-off reset

                06 February 2026

                Markets moved into a risk-off phase, with broad softness across tech, small caps, commodities, and crypto amid weaker US labour data, crowded AI positioning, safe haven flows, and policy uncertainty. The pullback signals a valuation reset, supporting a tilt toward quality and low volatility equities, selective dip buying, and more resilient areas such as cybersecurity.

                How should you be positioning your portfolio?

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                  Generational Wealth Insights

                  Asian wealth management – Succession planning strategies

                  Asian wealth management – Succession planning strategies

                  14 November 2024

                  Angela Koh, Head of Wealth Planning and Family Office Advisory, shares her insights on building lasting family legacies in this podcast interview with The Business Times.

                    Harnessing almost 90 years of experience in navigating intergenerational wealth transfer

                    Harnessing almost 90 years of experience in navigating intergenerational wealth transfer

                    21 August 2024

                    Chew Mun Yew, Head of UOB Private Bank, shares his perspective on succession planning in the changing landscape of family wealth management and how UOB Private Bank leverages its strengths to help high-net-worth families achieve generational success.

                      Intergenerational wealth and the great wealth transfer

                      Intergenerational wealth and the great wealth transfer

                      23 August 2023

                      As Asia’s wealthy prepare for the great wealth transfer, learn how thoughtful planning can pave the way for generational success and enduring family legacies.

                        It takes a shared vision and focus to achieve all you aspire to.

                        The kind we have with all of our clients.

                        It takes a shared vision and focus to achieve all you aspire to.

                        The kind we have with all of our clients.

                        For a forward thinking Private Banking experience with a uniquely ASEAN heritage, contact us

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