23 February 2026
In this episode of Market Pulse, Dawn Leong from the Chief Investment Office is joined by Fixed Income Specialist, Sean Pang to unpack today’s top of mind themes – from what the surge in hyperscaler capex means for bond supply and investor demand, to software sector credit concerns and opportunities beyond the mega caps.
Featured

Quarterly Outlook
1H 2026 Investment Outlook: Navigating Global Divergences
5 January 2026 The global investment landscape is entering a new era marked by uneven growth, technological disruption and policy shifts, creating complex challenges alongside significant opportunities for investors globally. Discover our 1H 2026 Investment Outlook for perspectives on global macro trends, sector themes and opportunities shaping today’s shifting markets.

Podcast
Opportunities in Focus: Credit Markets in an AI-Powered World
23 February 2026 In this episode of Market Pulse, Dawn Leong from the Chief Investment Office is joined by Fixed Income Specialist, Sean Pang to unpack today’s top of mind themes – from what the surge in hyperscaler capex means for bond supply and investor demand, to software sector credit concerns and opportunities beyond the mega caps.

Market Update
Top 10 questions from clients
11 February 2026 Following our 2026 Start‑of‑Year Investment Outlook roadshows across the region, client interactions suggest investors are broadly aligned with our view of a K‑shaped US economy and a selective approach to the current AI boom cycle. With US earnings staying resilient, we stay risk‑on and see opportunities beyond recent market winners. Read on to uncover the key questions at the top of investors’ minds.
Investment insights

Podcast
Opportunities in Focus: Credit Markets in an AI-Powered World

Market Update
Top 10 questions from clients
11 February 2026
Following our 2026 Start‑of‑Year Investment Outlook roadshows across the region, client interactions suggest investors are broadly aligned with our view of a K‑shaped US economy and a selective approach to the current AI boom cycle. With US earnings staying resilient, we stay risk‑on and see opportunities beyond recent market winners.
Read on to uncover the key questions at the top of investors’ minds.

Podcast
The big macro shifts in 2026 – Gold, Oil, USD and the next Fed Chair
9 February 2026
In this episode, Dawn Leong from the Chief Investment Office is joined by Heng Koon How, Head of Markets Strategy from Group Economics Research, to break down the major macro themes moving markets in 2026 and what they mean for investors. The discussion spans sharp swings in gold and silver, geopolitical pressures on oil, the weakening US dollar, and what Kevin Warsh’s nomination as the next Fed Chair could mean for US monetary policy.

Market Update
Navigating the risk-off reset
06 February 2026
Markets moved into a risk-off phase, with broad softness across tech, small caps, commodities, and crypto amid weaker US labour data, crowded AI positioning, safe haven flows, and policy uncertainty. The pullback signals a valuation reset, supporting a tilt toward quality and low volatility equities, selective dip buying, and more resilient areas such as cybersecurity.
How should you be positioning your portfolio?

Podcast
Tech Earnings, AI Capex, and the Race for Power
2 February 2026
In this episode, Dawn Leong from the Chief Investment Office sits down with Technology Analyst – Lim Sae Wai for a deep dive into the fast-evolving world of technology, AI, semiconductors, and the power infrastructure behind them. From Big Tech earnings to the surging demand for AI data center capacity, this episode unpacks the key forces shaping markets in 2026.

Market Update
Japan: Stay neutral with upcoming elections
28 January 2026
Japan’s equity rally has stalled as fiscal concerns, surging JGB yields, and election uncertainty weigh on sentiment. A potentially stronger yen may add pressure, but pullbacks could create opportunities in defence, infrastructure, banks, and AI related themes.
Read more to see how this could affect your portfolio.
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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