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Bank of Singapore
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Welcome to Bank of Singapore, your go-to investment guide for navigating the latest global developments, megatrends, evolving macroeconomic landscapes and financial markets. For more insights, visit us at https://www.bankofsingapore.com/
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13episodes
Episodes
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[Top-of-Mind] United Kingdom at a turning point
2w ago00:05:57Tap to summarizeSpeaker: Mansoor Mohi-uddin, Chief Macro Strategist, Bank of SingaporeThe 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.
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Whole Portfolio Approach for Wealth Investors
2w ago00:38:48Tap to summarizeSpeakers: Jayne Bok, Head of Investments, Asia, WTWAlexandra McGuigan, Head of APAC, Qblue BalancedDr. Owi Ruivivar, Chief Portfolio Strategist, Bank of SingaporeJean Chia, Global Chief Investment Officer, Bank of SingaporeModerator: Joseph Ng, Senior Investment Strategist, Bank of SingaporeTraditional 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.
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[Top-of-Mind] The Fed's changing of the guard
Mar 200:18:06Tap to summarizeSpeaker: Mansoor Mohi-uddin, Chief Macro Strategist, Bank of SingaporeModerator: Joseph Ng, Senior Investment Strategist, Bank of SingaporeKevin 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.
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The Sustainability Imperative: Challenges, conviction & change
Jan 2900:29:56Tap to summarizeSpeakers: Megan Teo, Vice President, Sustainability and Sustainable Finance, SGX GroupDaniel Yeung, Co-Founder & Principal, Tigris Water FundBenjamin Towell, Executive Director, OCBC Wholesale Banking Sustainability Office, OCBC GroupModerated by: Christine Cheong, Head, Sustainability Partners, Bank of SingaporeJoin 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.
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Singapore's strategic sustainability conquest
Jan 2900:13:17Tap to summarizeSpeaker: Low Pei Han, Head of Equity Research, Bank of SingaporeJoin 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.
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Live, Play, Love: Sustainability & stewardship
Jan 2900:10:17Tap to summarizeSpeakers: Govind Alagappan, President, GradiantGlobal 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.
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Live, Play, Love: Longevity & vitality
Jan 2900:09:54Tap to summarizeSpeakers: Venki Ramakrishnan, Nobel Laureate in ChemistryGlobal 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.
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Live, Play, Love: Access & influence
Jan 2900:09:42Tap to summarizeSpeakers: Loh Boon Chye, Chief Executive Officer, SGX GroupGlobal 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.
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Beyond 2026: Bank of Singapore global outlook and supertrends
Jan 2900:31:48Tap to summarizeSpeakers: Jean Chia, Global Chief Investment Officer, Bank of SingaporeEli Lee, Chief Investment Strategist, Bank of SingaporeMansoor Mohi-uddin, Chief Macro Strategist, Bank of SingaporeA 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.
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Fed Policy - Shaping economics, markets and the road ahead
Jan 2900:28:23Tap to summarizeSpeakers: Lael Brainard. Former Vice Chair of the Federal Reserve Board, Former Director of White House National Economic CouncilModerated by: Jean Chia, Global Chief Investment Officer, Bank of SingaporeWith 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.
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