16 September 2026
Dawn Leong from the Chief Investment Office discusses the latest developments in Artificial Intelligence (AI), the renewed surge in oil prices above USD110/bbl, rising bond yields and a pivotal week for central banks. With the Fed, BOE and BOJ all meeting this week, we explore what these events could mean for inflation, markets and investor positioning in the months ahead.
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.
Market Update
Septem-bear or Septem-best?
8 September 2026
September's seasonal weakness may be overdone. With strong earnings, supportive post-midterm trends, and no major policy shocks expected, any market pullback is likely to present a buying opportunity rather than signal a change in the bullish outlook.
Read more for our views on current market developments.
Podcast
AI wobbles, oil surges, central banks in focus
16 September 2026
Dawn Leong from the Chief Investment Office discusses the latest developments in Artificial Intelligence (AI), the renewed surge in oil prices above USD110/bbl, rising bond yields and a pivotal week for central banks. With the Fed, BOE and BOJ all meeting this week, we explore what these events could mean for inflation, markets and investor positioning in the months ahead.
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
ai_wobbles,_oil_surges,_central_banks_in_focus
Podcast
AI wobbles, oil surges, central banks in focus
septem-bear_or_septem-best?
Market Update
Septem-bear or Septem-best?
8 September 2026
September's seasonal weakness may be overdone. With strong earnings, supportive post-midterm trends, and no major policy shocks expected, any market pullback is likely to present a buying opportunity rather than signal a change in the bullish outlook.
Read more for our views on current market developments.
investing_amidst_structural_change
Podcast
Investing amidst structural change
2 September 2026
In the latest episode of Market Pulse, Dawn Leong from the Chief Investment Office speaks to Wong Meng Keet, UOB Private Bank’s Head of Managed Product Solutions and Alternative Investments, to examine the deeper forces reshaping economies and portfolios. This conversation also gives a preview of our biannual Funds Summit on 3 September, where we will explore many of these themes in greater depth.
open-source_models:_the_android_moment_for_artificial_intelligence
Market Update
Open-source models: The android moment for Artificial intelligence
19 August 2026
Open AI platforms are making artificial intelligence more accessible and accelerating adoption. While premium models are likely to remain at the forefront of innovation, open-source models are expected to broaden access, drive innovation and support a wider range of user needs.
Read more for our views on current market developments.
fx_cross-currents:_what’s_next_for_global_currencies?
Podcast
FX Cross-Currents: What’s Next for Global Currencies?
11 August 2026
The FX market has faced no shortage of cross-currents this year. Dawn Leong from the Chief Investment Office joins Senior FX Strategist Peter Chia to explore what lies ahead for the US dollar, Japanese yen, Chinese renminbi, Korean won and Singapore dollar. They examine how intervention, diverging monetary policies and capital flows could reshape currency markets through mid-2027.
chinese_electric_vehicles_cross_borders
Market Update
Chinese electric vehicles cross borders
7 August 2026
The electric vehicle industry continues its global expansion, with overseas growth becoming a key driver for leading Chinese manufacturers. Success is increasingly defined by execution, profitability and cash generation rather than delivery volumes alone.
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
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About us
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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