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1H 2026 Investment Outlook: Navigating Global Divergences
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.

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

    Top 10 questions from clients
    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.

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      Opportunities in Focus: Credit Markets in an AI-Powered World
      opportunities_in_focus:_credit_markets_in_an_ai-powered_world
      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.

        Top 10 questions from clients
        top_10_questions_from_clients
        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.

          The big macro shifts in 2026 – Gold, Oil, USD and the next Fed Chair
          the_big_macro_shifts_in_2026_–_gold,_oil,_usd_and_the_next_fed_chair_
          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.

            Navigating the risk-off reset
            navigating_the_risk-off_reset
            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?

              Tech Earnings, AI Capex, and the Race for Power
              tech_earnings,_ai_capex,_and_the_race_for_power
              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. 

                Japan: Stay neutral with upcoming elections
                japan:_stay_neutral_with_upcoming_elections
                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.

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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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