DBS has released its 2Q25 CIO Insights, highlighting a more cautious stance on U.S. equities amid fading exceptionalism, growing tech concentration risks, and rising geopolitical uncertainty.

The report also points to renewed opportunities in Asia ex-Japan, resilient demand for gold, and structural shifts in private assets.

And with market volatility intensifying on the back of Trump’s new tariffs, weaker consumer sentiment, and AI disruptions, what can investors take away from DBS’s latest asset allocation calls and how should they be positioning in the months ahead?

On The Wealth Tracker, Hongbin Jeong speaks to Hou Wey Fook, CIO, DBS Bank, to find out.

 

Presented by: Hongbin Jeong

Produced and Edited by: Alexandra Parada ([email protected]) and Naz

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