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Next 20 stocks: Prudent diversification beyond Mag7
next_20_stocks:_prudent_diversification_beyond_mag7
Market Update

Next 20 stocks: Prudent diversification beyond Mag7

15 October 2025

The Magnificent 7 (Mag7) control 31% of the S&P 500’s market cap, posing concentration risk. A 10% drop could erase USD 1.85 trillion. The next 20 largest US stocks offer ~USD 12 trillion market cap and diversified exposure beyond tech-driven volatility.

Read the full report to see how this basket supports sustainable alpha.

    4Q 2025 Investment Outlook: Finishing Strong
    4q_2025_investment_outlook:_finishing_strong
    Quarterly Outlook

    4Q 2025 Investment Outlook: Finishing Strong

    10 October 2025

    Despite market turbulence, global risk assets have delivered solid year-to-date returns, with the S&P 500 hitting over 20 new highs since April. As the Federal Reserve shifts into an easing cycle, and historical trends point to stronger equity performance in the next six months, the outlook remains constructive for investors.

    Explore our 4Q 2025 Investment Outlook report for insights on macro trends, asset class perspectives, and strategies to help investors navigate uncertainty and finish the year strong.

      Finishing Strong
      finishing_strong
      Podcast

      Finishing Strong

      10 October 2025

      Our Head of Investment Strategy, Kelly Chia, shares why the final stretch of 2025 could be a golden window for investors. With the Fed easing, strong seasonality, and a spotlight on AI, this episode unpacks key investment strategies to finish the year strong.

        Japan strategy: Winners and losers amid Takaichi's surprise win
        japan_strategy:_winners_and_losers_amid_takaichi's_surprise_win
        Market Update

        Japan strategy: Winners and losers amid Takaichi's surprise win

        6 October 2025

        Sanae Takaichi’s unexpected LDP win has sparked a sharp market repricing, with equities rallying and investors rotating into defence, nuclear, and consumer sectors tied to her expansive fiscal and monetary pledges.

        Read the full report for sector winners, macro risks, and what her Abenomics-style agenda means for Japanese equities.

          US government shutdown: Today vs. Dec 2018
          us_government_shutdown:_today_vs._dec_2018
          Market Update

          US government shutdown: Today vs. Dec 2018

          2 October 2025

          The US government shutdown, driven by disputes over healthcare tax credits and Medicaid cuts, is fuelling market uncertainty amid slowing growth and persistent inflation. With volatility rising and Mag7 stretched, this may be the time to diversify into other large caps (Next 20) and global equities, fixed income, and private assets.

          Read the full report for historical market patterns and tactical portfolio ideas.

            Mapping the scale of private equity
            mapping_the_scale_of_private_equity
            Podcast

            Mapping the scale of private equity

            24 September 2025

            In part 2 of our private equity deep dive, Dawn Leong from the Chief Investment Office is joined once again by Jez Tan, Senior Director from our Managed Product Solutions and Alternative Investment Desk. Together, they examine the global reach of private equity and its growing influence across markets and economies. Discover how investors can unlock access to best-in-class opportunities in this dynamic asset class — and why private equity is fast becoming a strategic cornerstone in modern portfolios.

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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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