9 October 2026
Singapore’s equity rally is broadening beyond the STI, but selectivity remains key. With valuations higher, investors should focus on companies with improving earnings, credible growth and sufficient liquidity rather than recent price momentum alone.
Featured
Quarterly Outlook
4Q 2026 Investment Outlook: A narrower path
As the near-term environment becomes less forgiving, investors must reduce risk by staying tactically cautious but strategically constructive. Discover our 4Q 2026 Investment Outlook for perspectives on global macro trends, sector themes and opportunities shaping today’s shifting markets.
Market Update
Singapore’s economy: Growth, inflation & SGD
9 October 2026 Singapore’s equity rally is broadening beyond the STI, but selectivity remains key. With valuations higher, investors should focus on companies with improving earnings, credible growth and sufficient liquidity rather than recent price momentum alone.
Podcast
Diversifying with infrastructure and catastrophe bonds
7 October 2026 As interest rates stay elevated and market uncertainty persists, investors are increasingly looking beyond traditional asset classes. Dawn Leong from our Chief Investment Office speaks with Tan Xian Rong, Funds Specialist, about the investment case for infrastructure and catastrophe bonds, and how these alternatives can strengthen diversification and portfolio resilience.
MONTHLY CIO SIGNALS
Looking beyond the noise
September 2026
A monthly perspective on the market signals that matter, their implications, and how investors should respond.
Investment insights
broader_but_not_broad_based
Market Update
Broader but not broad based
4q_2026_investment_outlook:_a_narrower_path
Quarterly Outlook
4Q 2026 Investment Outlook: A narrower path
As the near-term environment becomes less forgiving, investors must reduce risk by staying tactically cautious but strategically constructive.
Discover our 4Q 2026 Investment Outlook for perspectives on global macro trends, sector themes and opportunities shaping today’s shifting markets.
diversifying_with_infrastructure_and_catastrophe_bonds
Podcast
Diversifying with infrastructure and catastrophe bonds
7 October 2026
As interest rates stay elevated and market uncertainty persists, investors are increasingly looking beyond traditional asset classes. Dawn Leong from our Chief Investment Office speaks with Tan Xian Rong, Funds Specialist, about the investment case for infrastructure and catastrophe bonds, and how these alternatives can strengthen diversification and portfolio resilience.
singapore’s_economy:_growth,_inflation_&_sgd
Podcast
Singapore’s economy: Growth, inflation & SGD
30 September 2026
Singapore’s economy has surprised to the upside in 2026, fueled by the global AI boom and strength in financial services. Join Dawn Leong from the Chief Investment Office and Jester Koh, Singapore Economist, as they explore the drivers of growth, emerging risks, and the implications of inflation, MAS policy and a stronger Singapore dollar for investors.
the_power_of_discretionary_portfolio_management
Podcast
The power of Discretionary Portfolio Management
25 September 2026
Investment performance may be measured in numbers, but long-term wealth is built on trust, discipline and good judgement. Dawn Leong from the Chief Investment Office speaks with Benny Lee, Head of Discretionary Portfolio Management (DPM), about the discipline, risk management and stewardship behind successful long-term investing. They discuss how DPM helps investors navigate uncertainty, lessons from past market crises, the growing role of AI, and why human judgement remains at the heart of wealth management.
agentic_ai_enters_the_consumer_era
Market Update
Agentic AI enters the consumer era
24 September 2026
Agentic AI is entering the consumer era, with personal AI agents poised to reshape how consumers search, shop and transact. The investment opportunity extends beyond agents themselves to the infrastructure and services powering the ecosystem.
Read more for our views on current market developments.
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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
Things you should know
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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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