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2Q 2026 Investment Outlook: Resilience amid global complexity
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.

Strong US earnings and AI investment story
Podcast

Strong US earnings and AI investment story

29 April 2026 Despite all the noise around oil, inflation and geopolitics, the market is still being held up by two things: strong earnings and the AI investment story. In this episode, Kelly Chia, Head of Investment Strategy, shares his perspectives on the current US market outlook and the immediate focus for clients.

The semiconductor rip needs a breather
Market Update

The semiconductor rip needs a breather

29 April 2026 The semiconductor rally remains structurally supported by AI-driven demand across the stack, but while the supercycle is intact, future gains will be harder won amid valuation risks and the need for selectivity. Read more for our views on current market developments.

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Strong US earnings and AI investment story
strong_us_earnings_and_ai_investment_story
Podcast

Strong US earnings and AI investment story

29 April 2026

Despite all the noise around oil, inflation and geopolitics, the market is still being held up by two things: strong earnings and the AI investment story. In this episode, Kelly Chia, Head of Investment Strategy, shares his perspectives on the current US market outlook and the immediate focus for clients.

    The semiconductor rip needs a breather
    the_semiconductor_rip_needs_a_breather
    Market Update

    The semiconductor rip needs a breather

    29 April 2026

    The semiconductor rally remains structurally supported by AI-driven demand across the stack, but while the supercycle is intact, future gains will be harder won amid valuation risks and the need for selectivity.

    Read more for our views on current market developments.

      Geopolitics, earnings momentum and Fed in focus
      geopolitics,_earnings_momentum_and_fed_in_focus
      Podcast

      Geopolitics, earnings momentum and Fed in focus

      21 April 2026

      Geopolitical tensions in the Middle East remain fluid, keeping oil markets volatile and investor sentiment delicately tentative. In this episode, Dawn Leong from our Chief Investment Office assesses the implications of renewed US-Iran talks, the resilience of global growth, evolving earnings trends, and why markets are shifting focus to tonight’s Fed Chair confirmation hearing.

        Geopolitics, earnings resilience and tech opportunities
        geopolitics,_earnings_resilience_and_tech_opportunities
        Podcast

        Geopolitics, earnings resilience and tech opportunities

        17 April 2026

        Despite escalating geopolitical tensions and an ongoing energy shock, US equities are pushing to record highs. In this episode of Market Pulse, Dawn Leong from the Chief Investment Office breaks down early US earnings signals, the market impact of the US–Iran ceasefire discussions, and why technology is emerging as an interesting opportunity as valuations compress, and AI-driven demand stays intact.

          Buy the dip, don’t sell the rip
          buy_the_dip,_don’t_sell_the_rip
          Market Update

          Buy the dip, don’t sell the rip

          09 April 2026

          The announcement of US–Iran two‑week ceasefire offered temporary relief, allowing markets to refocus on fundamentals. Resilient US earnings have provided support, reinforcing the case for staying constructively invested, diversified and disciplined amid ongoing volatility.

          Read more for our views on current market developments.

            Navigating a volatile transition phase
            navigating_a_volatile_transition_phase
            Market Update

            Navigating a volatile transition phase

            2 April 2026

            Markets are navigating a volatile transition phase, but history and valuations favour long term investors who stay the course. While near term volatility may persist, dislocations are beginning to create opportunities, supported by earnings resilience and a more supportive policy backdrop.

            Read the full report to explore how you can uncover opportunities in the current market environment.

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              Generational Wealth Insights

              Asian wealth management – Succession planning strategies

              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

              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

              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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