Bank of Singapore

Speaker: Mansoor Mohi-uddin, Chief Macro Strategist, Bank of Singapore

The UK appears to face a perfect storm. The energy shock from the US-Iran war has caused inflation to start rising again above 3%. Lacklustre growth has led to unemployment reaching five-year highs and Prime Minister Starmer’s position looks increasingly untenable just two years after winning a landslide general election. 

But the bearish outlook may only be short-lived. Fearful markets are likely to present fresh opportunities for longer-term investors in UK assets. 

In our Top-of-Mind podcast series, we unpack the various dimensions of these issues with leading business leaders and industry experts globally.

Visit ⁠⁠⁠⁠⁠this page⁠⁠⁠⁠⁠ for the latest investment insights from Bank of Singapore.

Note: The Bank is not responsible for the accuracy or completeness of the information provided by any external presenters which may change without prior notice. The external presenters may hold views which are not representative of the views of the Bank, and such views may have been derived without discussion, consultation or agreement with the Bank. You will need to decide as to whether or not the contents are suitable for you. When you are in doubt, please seek your own independent financial, legal, tax or other advice as you deem fit. Neither the Bank nor any of its officers accept any liability for any loss whatsoever arising out of or in connection with your use of the information in the presentation.

Speakers:

Jayne Bok, Head of Investments, Asia, WTW

Alexandra McGuigan, Head of APAC, Qblue Balanced

Dr. Owi Ruivivar, Chief Portfolio Strategist, Bank of Singapore

Jean Chia, Global Chief Investment Officer, Bank of Singapore

Moderator:

Joseph Ng, Senior Investment Strategist, Bank of Singapore

Traditional portfolio design that has served investors well for decades may need to be reassessed. Measures of diversification and correlation that once guided investment decisions have become less reliable amid evolving market regimes. What is needed today is a refreshed framework – structured enough to anchor risk, yet flexible enough to adapt to an increasingly complex investment environment.

In that regard, Bank of Singapore's CIO II is proud to share our unique perspective on navigating this dynamic investing landscape today. Drawing inspiration from the Total Portfolio Approach (TPA) adopted by leading institutional investors, we distilled the best of those principles and practices into a framework purpose-built for the private wealth domain – the Whole Portfolio Approach (WPA).

At the core of WPA is a fundamental shift – away from siloed asset class thinking towards portfolio-level decision-making anchored on client objectives. Every allocation is assessed not in isolation, but through a whole portfolio lens and the underlying drivers of risk and return that cut across asset classes. The result is a framework calibrated to deliver resilient, long-term outcomes.

Visit ⁠⁠⁠⁠⁠⁠this page⁠⁠⁠⁠⁠⁠ for the latest investment insights from Bank of Singapore.

Note: The Bank is not responsible for the accuracy or completeness of the information provided by any external presenters which may change without prior notice. The external presenters may hold views which are not representative of the views of the Bank, and such views may have been derived without discussion, consultation or agreement with the Bank. You will need to decide as to whether or not the contents are suitable for you. When you are in doubt, please seek your own independent financial, legal, tax or other advice as you deem fit. Neither the Bank nor any of its officers accept any liability for any loss whatsoever arising out of or in connection with your use of the information in the presentation.

Speaker: Mansoor Mohi-uddin, Chief Macro Strategist, Bank of Singapore

Moderator: Joseph Ng, Senior Investment Strategist, Bank of Singapore

Kevin Warsh, a former Federal Reserve Governor, has been nominated by President Trump to succeed Jerome Powell as Fed Chair when Powell's term concludes in May.

Given the Fed’s importance and influence in global financial markets, what do Warsh’s priorities, the Fed’s relationship with the administration and also implications for risk assets look like moving forward?

In our Top-of-Mind podcast series, we unpack the various dimensions of these issues with leading business leaders and industry experts globally.

Visit ⁠⁠⁠⁠this page⁠⁠⁠⁠ for the latest investment insights from Bank of Singapore.

Note: The Bank is not responsible for the accuracy or completeness of the information provided by any external presenters which may change without prior notice. The external presenters may hold views which are not representative of the views of the Bank, and such views may have been derived without discussion, consultation or agreement with the Bank. You will need to decide as to whether or not the contents are suitable for you. When you are in doubt, please seek your own independent financial, legal, tax or other advice as you deem fit. Neither the Bank nor any of its officers accept any liability for any loss whatsoever arising out of or in connection with your use of the information in the presentation.

Speakers:

Megan Teo, Vice President, Sustainability and Sustainable Finance, SGX Group

Daniel Yeung, Co-Founder & Principal, Tigris Water Fund

Benjamin Towell, Executive Director, OCBC Wholesale Banking Sustainability Office, OCBC Group

Moderated by:

Christine Cheong, Head, Sustainability Partners, Bank of Singapore

Join us at the Sustainability Showcase, where we feature thought leaders from OCBC, Bank of Singapore and sustainability players as they share their success, challenges and hacks in maintaining conviction for sustainable investing, decarbonisation, sustainable business outcomes and more.

Note: The Bank is not responsible for the accuracy or completeness of the information provided by any external presenters which may change without prior notice. The external presenters may hold views which are not representative of the views of the Bank, and such views may have been derived without discussion, consultation or agreement with the Bank. You will need to decide as to whether or not the contents are suitable for you. When you are in doubt, please seek your own independent financial, legal, tax or other advice as you deem fit. Neither the Bank nor any of its officers accept any liability for any loss whatsoever arising out of or in connection with your use of the information in the presentation.

Visit ⁠⁠⁠⁠⁠this page⁠⁠⁠⁠⁠ for the latest investment insights from Bank of Singapore.

Speaker: Low Pei Han, Head of Equity Research, Bank of Singapore

Join us at the Sustainability Showcase, where we feature thought leaders from OCBC, Bank of Singapore and sustainability players as they share their success, challenges and hacks in maintaining conviction for sustainable investing, decarbonisation, sustainable business outcomes and more.

Visit ⁠⁠⁠⁠⁠⁠this page⁠⁠⁠⁠⁠⁠ for the latest investment insights from Bank of Singapore.

Speakers:

Govind Alagappan, President, Gradiant

Global society is undergoing fundamental change, with human choices driving profound shifts in demographics, consumption, and capital flows. The conference pivots to explore the CIO’s focus on three human-centric forces: Live (greater longevity and demographic changes); Play (shifting consumption trends alongside the critical role of sustainable resource management and climate resilience) and Love (trends in lifestyle that are moving wealth, talent and consumer demand across borders).

How can we, as observers of society and stewards of wealth, truly understand the structural changes driven by greater longevity, the evolving nature of human work and resource scarcity, and the global remapping of life and love?

Note: The Bank is not responsible for the accuracy or completeness of the information provided by any external presenters which may change without prior notice. The external presenters may hold views which are not representative of the views of the Bank, and such views may have been derived without discussion, consultation or agreement with the Bank. You will need to decide as to whether or not the contents are suitable for you. When you are in doubt, please seek your own independent financial, legal, tax or other advice as you deem fit. Neither the Bank nor any of its officers accept any liability for any loss whatsoever arising out of or in connection with your use of the information in the presentation.

Visit ⁠⁠⁠⁠⁠⁠this page⁠⁠⁠⁠⁠⁠ for the latest investment insights from Bank of Singapore.

Speakers:

Venki Ramakrishnan, Nobel Laureate in Chemistry

Global society is undergoing fundamental change, with human choices driving profound shifts in demographics, consumption, and capital flows. The conference pivots to explore the CIO’s focus on three human-centric forces: Live (greater longevity and demographic changes); Play (shifting consumption trends alongside the critical role of sustainable resource management and climate resilience) and Love (trends in lifestyle that are moving wealth, talent and consumer demand across borders).

How can we, as observers of society and stewards of wealth, truly understand the structural changes driven by greater longevity, the evolving nature of human work and resource scarcity, and the global remapping of life and love?

Note: The Bank is not responsible for the accuracy or completeness of the information provided by any external presenters which may change without prior notice. The external presenters may hold views which are not representative of the views of the Bank, and such views may have been derived without discussion, consultation or agreement with the Bank. You will need to decide as to whether or not the contents are suitable for you. When you are in doubt, please seek your own independent financial, legal, tax or other advice as you deem fit. Neither the Bank nor any of its officers accept any liability for any loss whatsoever arising out of or in connection with your use of the information in the presentation.

Visit ⁠⁠⁠⁠⁠⁠this page⁠⁠⁠⁠⁠⁠ for the latest investment insights from Bank of Singapore.

Speakers:

Loh Boon Chye, Chief Executive Officer, SGX Group

Global society is undergoing fundamental change, with human choices driving profound shifts in demographics, consumption, and capital flows. The conference pivots to explore the CIO’s focus on three human-centric forces: Live (greater longevity and demographic changes); Play (shifting consumption trends alongside the critical role of sustainable resource management and climate resilience) and Love (trends in lifestyle that are moving wealth, talent and consumer demand across borders).

How can we, as observers of society and stewards of wealth, truly understand the structural changes driven by greater longevity, the evolving nature of human work and resource scarcity, and the global remapping of life and love?

Note: The Bank is not responsible for the accuracy or completeness of the information provided by any external presenters which may change without prior notice. The external presenters may hold views which are not representative of the views of the Bank, and such views may have been derived without discussion, consultation or agreement with the Bank. You will need to decide as to whether or not the contents are suitable for you. When you are in doubt, please seek your own independent financial, legal, tax or other advice as you deem fit. Neither the Bank nor any of its officers accept any liability for any loss whatsoever arising out of or in connection with your use of the information in the presentation.

Visit ⁠⁠⁠⁠⁠this page⁠⁠⁠⁠⁠ for the latest investment insights from Bank of Singapore.

Speakers:

Jean Chia, Global Chief Investment Officer, Bank of Singapore

Eli Lee, Chief Investment Strategist, Bank of Singapore

Mansoor Mohi-uddin, Chief Macro Strategist, Bank of Singapore

A new, more fractured world is emerging to replace the old US-led order of free markets, free trade and globalisation that prevailed after the end of the Cold War. This more fragmented world order could result in persistent inflation, higher interest rates, a weaker USD, record gold prices and stronger demand for safe haven assets over the next 5-10 years. Diversification has thus never been more important for investors looking to construct resilient portfolios.

At the same time, we see abundant investment opportunities in 2026. Asia’s growth trajectory positions the region as an attractive investment destination as US-exceptionalism comes under scrutiny. Secular trends such as AI and the green transition remain firmly in the radar of investors while greater longevity and shifting consumption patterns could require recalibration of portfolios positioned for the long-term.

Visit ⁠⁠⁠⁠⁠this page⁠⁠⁠⁠⁠ for the latest investment insights from Bank of Singapore.

Speakers:

Lael Brainard. Former Vice Chair of the Federal Reserve Board, Former Director of White House National Economic Council

Moderated by: Jean Chia, Global Chief Investment Officer, Bank of Singapore

With the appointment of a new US Fed Reserve chair in 2026, the changing dynamics of the Fed policy making process, how will the Fed’s decisions to balance its dual mandate for jobs and price stability to impact global macroeconomics and markets?

Note: The Bank is not responsible for the accuracy or completeness of the information provided by any external presenters which may change without prior notice. The external presenters may hold views which are not representative of the views of the Bank, and such views may have been derived without discussion, consultation or agreement with the Bank. You will need to decide as to whether or not the contents are suitable for you. When you are in doubt, please seek your own independent financial, legal, tax or other advice as you deem fit. Neither the Bank nor any of its officers accept any liability for any loss whatsoever arising out of or in connection with your use of the information in the presentation.

Visit ⁠⁠⁠⁠⁠this page⁠⁠⁠⁠⁠ for the latest investment insights from Bank of Singapore.