22 July 2026
2Q earnings face a higher bar, with strong results largely priced in and any disappointment potentially triggering market volatility. Stay selective by looking for opportunities in quality AI names while balancing portfolios with defensive sectors and income strategies.
Read more for our views on current market developments.
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.
Podcasts
Hedge funds demystified
22 July 2026
Markets remain volatile amid shifting interest rates, geopolitical uncertainty and rapid technological change. In this episode, Dawn Leong from the Chief Investment Office speaks with Raymond Sim, Senior Fund Advisor, on how hedge funds can enhance portfolio diversification and resilience. They explore key strategies, address common misconceptions, and discuss why manager selection is critical to long-term outcomes.
Market Updates
Good is not great for equities
22 July 2026
2Q earnings face a higher bar, with strong results largely priced in and any disappointment potentially triggering market volatility. Stay selective by looking for opportunities in quality AI names while balancing portfolios with defensive sectors and income strategies.
Read more for our views on current market developments.
Investment insights
good_is_not_great_for_equities
Market Updates
Good is not great for equities
hedge_funds_demystified
Podcast
Hedge funds demystified
22 July 2026
Markets remain volatile amid shifting interest rates, geopolitical uncertainty and rapid technological change. In this episode, Dawn Leong from the Chief Investment Office speaks with Raymond Sim, Senior Fund Advisor, on how hedge funds can enhance portfolio diversification and resilience. They explore key strategies, address common misconceptions, and discuss why manager selection is critical to long-term outcomes.
athleisure_grows_up
Market Update
Athleisure grows up
20 July 2026
As the athleisure market matures, competition is intensifying and consumers are becoming more discerning. Brands that can sustain relevance, demand and operational discipline are pulling ahead, making execution a key differentiator for investors.
Read more for our views on current market developments.
2h_2026_investment_outlook
Video
2H 2026 Investment Outlook
As the global landscape shifts away from efficiency towards resilience, investors must adapt to structural forces in a less predictable world.
Find out what this means for portfolio positioning in 2H 2026.
ai_trade:_from_euphoria_to_entry_point
Market Update
AI trade: From euphoria to entry point
13 July 2026
A near-term market pullback may weigh on Artificial Intelligence (AI) infrastructure stocks as stretched expectations reset. While investors rotate toward more defensive sectors, we see any correction as a buying opportunity in quality AI enablers across compute, memory, photonics, power and cooling. Watch for risks from higher oil prices, inflation, hawkish Fed rhetoric and softer AI spending.
Read more for our views on current market developments.
what's_driving_the_yen,_gold,_oil_and_the_fed?
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.
Compare accounts
Thematic Investing
Thematic Investing
Our Guiding Framework
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
Prediction Markets
Prediction markets turn expectations about future events into tradable, real-time probability signals. We examine how these platforms are expanding beyond politics into sports, economics, technology and corporate events, and why they could become a new layer of information infrastructure. It also explores where value may accrue across regulated exchanges, market data, payments and compliance, while highlighting the regulatory, liquidity and market-integrity risks.
Thematic Investing
AI-driven Precision Medicine
AI-driven precision medicine combines artificial intelligence (AI) with genomic, biomarker, imaging and clinical data to support more personalised diagnosis and treatment. We explore how AI could improve disease detection, treatment selection and drug development, while examining where value may accrue across diagnostics, research tools, data platforms and clinical software. It also highlights why clinical validation, reimbursement, data privacy and regulatory oversight remain critical to adoption.
Thematic Investing
Agentic Artificial Intelligence
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
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
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
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
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
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
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
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
Prediction Markets
Prediction markets turn expectations about future events into tradable, real-time probability signals. We examine how these platforms are expanding beyond politics into sports, economics, technology and corporate events, and why they could become a new layer of information infrastructure. It also explores where value may accrue across regulated exchanges, market data, payments and compliance, while highlighting the regulatory, liquidity and market-integrity risks.
Thematic Investing
AI-driven Precision Medicine
AI-driven precision medicine combines artificial intelligence (AI) with genomic, biomarker, imaging and clinical data to support more personalised diagnosis and treatment. We explore how AI could improve disease detection, treatment selection and drug development, while examining where value may accrue across diagnostics, research tools, data platforms and clinical software. It also highlights why clinical validation, reimbursement, data privacy and regulatory oversight remain critical to adoption.
Thematic Investing
Agentic Artificial Intelligence
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
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
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
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
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
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
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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From the moment our doors first opened, it was always about the generations to come. About making sure we would be here for the long run and help other Asian families do the same.
Our investment approach
Your plans for the long term are yours, and only yours. So we design solutions around you and only you. This forms the basis of our investment philosophy.
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