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.
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
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.

Market Update
Opportunity around the corner
18 May 2026 Strong equity gains driven by AI and semiconductors face near‑term valuation and macro pressures from higher yields, inflation, and geopolitical risks. Stay selective, buy dips, and watch for risks from rising rates and a potential slowdown in AI spending. Read more for our views on current market developments.
Investment insights

Podcast
Inflation Shock to Bond Sell-Off

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.

Market Update
Opportunity around the corner
18 May 2026
Strong equity gains driven by AI and semiconductors face near‑term valuation and macro pressures from higher yields, inflation, and geopolitical risks. Stay selective, buy dips, and watch for risks from rising rates and a potential slowdown in AI spending.
Read more for our views on current market developments.

Podcast
Rising AI tide: Narrow leadership
12 May 2026
In this episode, Dawn Leong from our Chief Investment Office assesses a resilient US macro backdrop and an AI powered earnings surge. She breaks down accelerating hyperscaler capex, real AI monetisation, and what it means for markets. She also touches on key risks including rising concentration, hidden volatility, and discusses selective opportunities in China and Asia.

Podcast
Gulf tensions, resilient markets, and a divided Fed
6 May 2026
Markets have shown unexpected resilience, with equities continuing to rally despite major oil supply disruptions. In this episode, Dawn Leong from our Chief Investment Office explains why markets are looking past geopolitical risks, how tech-led earnings momentum is driving returns, what a divided Federal Reserve implies, and why Asia remains well positioned amid stronger fundamentals and the AI cycle.

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.
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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