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.
Featured
Quarterly Outlook
2Q 2026 Investment Outlook: Resilience amid global complexity
1 April 2026 Global markets are navigating an increasingly complex environment, shaped by geopolitical tensions and advances in AI. Discover our 2Q 2026 Investment Outlook for perspectives on global macro trends, sector themes and opportunities shaping today’s shifting markets.
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.
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.
Investment insights
a_fragile_balance:_inflation,_ai_and_rising_yields_
Podcast
A fragile balance: Inflation, AI and rising yields
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
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
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.
inflation_shock_to_bond_sell-off
Podcast
Inflation shock to bond sell-off
26 May 2026
Inflation is back in focus as energy prices and geopolitical tensions reshape global markets. In this episode, Dawn Leong from the Chief Investment Office and Lee Sue Ann from Group Economics discuss the Fed’s pause in 2026 and the recent rise in bond yields, unpacking what it means for investors. They also examine Japan’s policy shift and portfolio positioning in a more volatile macro environment.
sticky_inflation_&_trump–xi_dynamics
Podcast
Sticky inflation & Trump–Xi dynamics
20 May 2026
In this episode, Dawn Leong from the Chief Investment Office unpacks a macro backdrop of sticky inflation and resilient growth, which delays expectations for rate cuts. Despite this, US equities still remain supported by AI-driven earnings momentum. The Trump–Xi summit yielded limited breakthroughs but clearer trade signals, leaving tariffs a key uncertainty. Meanwhile, Taiwan continues to reinforce its dominance in the AI ecosystem.
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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.
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