9 July 2026
Markets have entered the second half of the year with no shortage of big macro questions. In this episode, Dawn Leong from our Chief Investment Office speaks with Heng Koon How, Head of Markets Strategy at UOB Group Economics & Markets Research, about the outlook for the Japanese yen, Asian currencies, the US dollar, Federal Reserve policy, gold, oil and Singapore interest rates.
Featured
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.
Podcast
What's Driving the Yen, gold, oil and the Fed?
9 July 2026
Markets have entered the second half of the year with no shortage of big macro questions. In this episode, Dawn Leong from our Chief Investment Office speaks with Heng Koon How, Head of Markets Strategy at UOB Group Economics & Markets Research, about the outlook for the Japanese yen, Asian currencies, the US dollar, Federal Reserve policy, gold, oil and Singapore interest rates.
Market Update
Two different paths to agentic AI
9 July 2026
Agentic Artificial Intelligence (AI) is shifting AI from answering questions to executing tasks. While the US focuses on enterprise adoption and China on consumer platforms, the biggest opportunities may lie with companies that control workflows.
Read more for our views on current market developments.
Investment insights
what's_driving_the_yen,_gold,_oil_and_the_fed?
Podcast
What's Driving the Yen, gold, oil and the Fed?
two_different_paths_to_agentic_ai
Market Update
Two different paths to agentic AI
9 July 2026
Agentic Artificial Intelligence (AI) is shifting AI from answering questions to executing tasks. While the US focuses on enterprise adoption and China on consumer platforms, the biggest opportunities may lie with companies that control workflows.
Read more for our views on current market developments.
nuclear_energy:_powering_the_ai_boom
Market Update
Nuclear energy: Powering the AI boom
3 July 2026
The growing power demands of Artificial Intelligence (AI) are driving renewed interest in nuclear energy as a reliable, low-carbon source of baseload electricity. Beyond reactor operators, attractive opportunities may lie across the nuclear ecosystem, while Small Modular Reactors (SMRs) remain a promising but longer-term investment theme.
Read more for our views on current market developments.
thematic_investing_series:_3_key_ideas
Podcast
Thematic Investing Series: 3 Key ideas
2 July 2026
In this episode, Dawn Leong from the Chief Investment Office speaks with James Lim, our new Thematic Strategist, as he launches his thematic investment series. They discuss how to distinguish short-term market narratives from durable investment themes and explore three key ideas from the 2H 26 Investment Outlook: Agentic AI, Strategic Reindustrialisation, and China’s two-speed market.
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
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.
Compare accounts
Thematic Investing
Thematic Investing
Our Guiding Framework
June 2026
Long-term structural change is reshaping economies, industries and portfolios. This introductory publication sets out our thematic investing framework, explaining how we assess whether a theme is commercially credible, investible and appropriately timed. It also introduces the five pillars of global transformation that guide our approach to identifying durable opportunities beyond traditional asset-allocation categories.
Thematic Investing
Agentic Artificial Intelligence
June 2026
Agentic Artificial Intelligence (AI) marks the next step in enterprise artificial intelligence, moving beyond chatbots that answer questions towards systems that can plan, act and complete tasks. This teaser explores how AI agents could reshape enterprise workflows, where commercial value may accrue, and why governance, security and trust will be critical to adoption.
Thematic Investing
Strategic Reindustralisation
June 2026
Strategic reindustrialisation reflects a shift from “just-in-time” globalisation towards more resilient, “just-in-case” supply chains. This teaser explores how industrial policy, friend-shoring, supply-chain redundancy and manufacturing localisation are reshaping capital allocation across semiconductors, defense, infrastructure, automation and critical materials.
Thematic Investing
Nuclear Energy
June 2026
Nuclear energy is regaining strategic importance as countries seek reliable, low-emissions power and greater energy security. This teaser examines the policy revival, rising electricity demand from data centres and artificial intelligence, and the implications for uranium, infrastructure and the broader nuclear supply chain.
Thematic Investing
Autonomous Driving
June 2026
Autonomous driving is moving from concept to selective deployment, supported by advances in sensors, compute, mapping and connectivity. This teaser explains the different levels of vehicle automation, where near-term monetisation may emerge, and why the opportunity extends beyond robotaxis into Advanced Driver Assistance Systems (ADAS), software, semiconductors and mobility platforms.
Thematic Investing
Electric Vehicles
June 2026
Electric Vehicles (EV) are entering a new phase, moving from hype and subsidy-led adoption towards broader commercial viability. This teaser highlights the latest adoption trends, improving battery economics and expanding charging infrastructure, while examining where value may accrue across the wider EV value chain.
Thematic Investing
Stablecoins
June 2026
Stablecoins are moving beyond crypto trading towards broader use in payments, settlement, treasury operations and digital financial infrastructure. This teaser explains how programmable money could change the economics of moving value, while highlighting the importance of regulation, reserve transparency, cybersecurity and institutional adoption.
Thematic Investing
Athleisure
June 2026
Athleisure has reshaped consumer wardrobes, but the category now appears more mature than early-cycle. This teaser examines why broad category growth is normalising, why execution and brand differentiation matter more than before, and where selective opportunities may still exist within premium niches and leading consumer brands.
Thematic Investing
Thematic Investing
Our Guiding Framework
June 2026
Long-term structural change is reshaping economies, industries and portfolios. This introductory publication sets out our thematic investing framework, explaining how we assess whether a theme is commercially credible, investible and appropriately timed. It also introduces the five pillars of global transformation that guide our approach to identifying durable opportunities beyond traditional asset-allocation categories.
Thematic Investing
Agentic Artificial Intelligence
June 2026
Agentic Artificial Intelligence (AI) marks the next step in enterprise artificial intelligence, moving beyond chatbots that answer questions towards systems that can plan, act and complete tasks. This teaser explores how AI agents could reshape enterprise workflows, where commercial value may accrue, and why governance, security and trust will be critical to adoption.
Thematic Investing
Strategic Reindustralisation
June 2026
Strategic reindustrialisation reflects a shift from “just-in-time” globalisation towards more resilient, “just-in-case” supply chains. This teaser explores how industrial policy, friend-shoring, supply-chain redundancy and manufacturing localisation are reshaping capital allocation across semiconductors, defense, infrastructure, automation and critical materials.
Thematic Investing
Nuclear Energy
June 2026
Nuclear energy is regaining strategic importance as countries seek reliable, low-emissions power and greater energy security. This teaser examines the policy revival, rising electricity demand from data centres and artificial intelligence, and the implications for uranium, infrastructure and the broader nuclear supply chain.
Thematic Investing
Autonomous Driving
June 2026
Autonomous driving is moving from concept to selective deployment, supported by advances in sensors, compute, mapping and connectivity. This teaser explains the different levels of vehicle automation, where near-term monetisation may emerge, and why the opportunity extends beyond robotaxis into Advanced Driver Assistance Systems (ADAS), software, semiconductors and mobility platforms.
Thematic Investing
Electric Vehicles
June 2026
Electric Vehicles (EV) are entering a new phase, moving from hype and subsidy-led adoption towards broader commercial viability. This teaser highlights the latest adoption trends, improving battery economics and expanding charging infrastructure, while examining where value may accrue across the wider EV value chain.
Thematic Investing
Stablecoins
June 2026
Stablecoins are moving beyond crypto trading towards broader use in payments, settlement, treasury operations and digital financial infrastructure. This teaser explains how programmable money could change the economics of moving value, while highlighting the importance of regulation, reserve transparency, cybersecurity and institutional adoption.
Thematic Investing
Athleisure
June 2026
Athleisure has reshaped consumer wardrobes, but the category now appears more mature than early-cycle. This teaser examines why broad category growth is normalising, why execution and brand differentiation matter more than before, and where selective opportunities may still exist within premium niches and leading consumer brands.
Generational Wealth Insights
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
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
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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