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2H 2026 Investment Outlook: Resilience over perfection
Quarterly Outlook

2H 2026 Investment Outlook: Resilience over perfection

16 June 2026 As the global landscape shifts away from efficiency towards resilience, investors must adapt to structural forces in a less predictable world. Discover our 2H 2026 Investment Outlook for perspectives on global macro trends, sector themes and opportunities shaping today’s shifting markets.

2H 2026 Investment Outlook: Resilience over perfection
Podcast

2H 2026 Investment Outlook: Resilience over perfection

22 June 2026

Markets are shifting into a more complex regime. Dawn Leong from the Chief Investment Office unpacks our 2H 2026 outlook, highlighting three structural shifts: AI’s evolution, China’s divergence, and strategic reindustrialisation. She outlines portfolio positioning across asset classes, the key risks ahead, and why resilience and disciplined investing remain central in navigating markets.

Compute is revenue
Market Update

Compute is revenue

9 June 2026 Rising GPU rental prices across both next-gen and legacy chips signal broadening AI compute demand, with sustained relevance beyond frontier training. This supports the wider AI value chain, even as risks emerge from optimisation, vertical integration and evolving hardware dynamics. Read more for our views on current market developments.

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2H 2026 Investment Outlook: Resilience over perfection
2h_2026_investment_outlook:_resilience_over_perfection
Podcast

2H 2026 Investment Outlook: Resilience over perfection

22 June 2026

Markets are shifting into a more complex regime. Dawn Leong from the Chief Investment Office unpacks our 2H 2026 outlook, highlighting three structural shifts: AI’s evolution, China’s divergence, and strategic reindustrialisation. She outlines portfolio positioning across asset classes, the key risks ahead, and why resilience and disciplined investing remain central in navigating markets.

    2H 2026 Investment Outlook: Resilience over perfection
    2h_2026_investment_outlook:_resilience_over_perfection
    Quarterly Outlook

    2H 2026 Investment Outlook: Resilience over perfection

    16 June 2026

    As the global landscape shifts away from efficiency towards resilience, invertors must adapt to structural forces in a less predictable world.

    Discover our 2H 2026 Investment Outlook for perspectives on global macro trends, sector themes and opportunities shaping today’s shifting markets.

      A fragile balance: Inflation, AI and rising yields
      a_fragile_balance:_inflation,_ai_and_rising_yields_
      Podcast

      A fragile balance: Inflation, AI and rising yields

      10 June 2026

      In this episode, Dawn Leong from the Chief Investment Office sits down with Suan Teck Kin, Group Head of Economics and Market Research, to unpack an evolving macro landscape. While pressures from energy shocks and elevated inflation are keeping rates higher for longer, they explore opportunities from regional divergences, China’s shifts, and uneven AI gains. They also highlight key market triggers investors should monitor.

        Compute is revenue
        compute_is_revenue
        Market Update

        Compute is revenue

        9 June 2026

        Rising GPU rental prices across both next-gen and legacy chips signal broadening AI compute demand, with sustained relevance beyond frontier training. This supports the wider AI value chain, even as risks emerge from optimisation, vertical integration and evolving hardware dynamics.

        Read more for our views on current market developments.

          Rates repricing: Navigating higher yields
          rates_repricing:_navigating_higher_yields
          Podcast

          Rates repricing: Navigating higher yields

          3 June 2026

          In this episode, Dawn Leong from the Chief Investment Office and Sean Pang, Fixed Income Specialist, unpack the rise in global bond yields amid renewed inflation risks and shifting central bank expectations. They cover developments in US Treasuries, duration strategies, opportunities in AUD, the resilience of SGD, and how AI-driven capex is reshaping global credit issuance.

            Focus back to macro after solid 1Q earnings
            focus_back_to_macro_after_solid_1q_earnings
            Market Update

            Focus back to macro after solid 1Q earnings

            2 June 2026

            Markets have rallied on AI-driven earnings but face near-term consolidation risks from inflation, Fed policy uncertainty, and crowded positioning. Stay constructive medium-term and buy dips focusing on AI-linked sectors and selective Asia markets.

            Read more for our views on current market developments.

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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.

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

              The kind we have with all of our clients.

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