Bank of Singapore
Bank of Singapore
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/ Disclaimers and disclosures: https://www.bankofsingapore.com/disclaimers_and_disclosures.html
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Bank of Singapore
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Podcast website
Latest episode
Jun 18, 2026
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Episodes
[Top-of-Mind] United Kingdom at a turning point 18.06.2026 5:57
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...
Whole Portfolio Approach for Wealth Investors 17.06.2026 38:48
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. Meas...
[Top-of-Mind] The Fed's changing of the guard 02.03.2026 18:06
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 prioriti...
The Sustainability Imperative: Challenges, conviction & change 29.01.2026 29:56
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...
Singapore's strategic sustainability conquest 29.01.2026 13:17
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 i...
Live, Play, Love: Sustainability & stewardship 29.01.2026 10:17
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 res...
Live, Play, Love: Longevity & vitality 29.01.2026 9:54
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 susta...
Live, Play, Love: Access & influence 29.01.2026 9:42
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 sus...
Beyond 2026: Bank of Singapore global outlook and supertrends 29.01.2026 31:48
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...
Fed Policy - Shaping economics, markets and the road ahead 29.01.2026 28:23
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 st...
Singapore, ASEAN, and the future of regional finance 29.01.2026 31:43
Speakers : Chee Hong Tat, Minister for National Development, Republic of Singapore, Deputy Chairman, Monetary Authority of Singapore Moderated by: Jason Moo, Chief Executive Officer and Head of Private Banking, Bank of Singapore Jason Moo, CEO, Bank of Singapore, is joined by Guest of Honour, Mr Chee Hong Tat, Minister for National Development and Deputy Chairman of the Monetary Authority of Singa...
[Top-of-Mind] China on the horizon 04.12.2025 40:27
Speaker: Dr Guo Kai, Executive President and Senior fellow, CF40 Institute Moderator: Eli Lee, Chief Investment Strategist, Bank of Singapore China's equity market has delivered an impressive run over the past year, even amid macroeconomic headwinds. The key questions now centre on how policymakers will drive the country's growth and navigate the unpredictable geopolitical landscape. At the same t...
[Outlook-in-Five] Rethink risk-free 14.10.2025 4:40
Speaker: Boh Hui Ling, Head of Fixed Income Strategy, Bank of Singapore Inversions between corporate and sovereign bond yields are becoming more common, challenging the long-held notion of sovereigns as the risk-free benchmark. Recent trends have shown top-tier corporates like Microsoft and Johnson & Johnson are now trading at tighter spreads than US Treasuries. This reflects strong corporate...
[Outlook-in-Five] The Fed resumes rate cuts 23.09.2025 3:24
Speaker: Mansoor Mohi-Uddin, Chief Macro Strategist, Bank of Singapore As widely expected, the Federal Reserve (Fed) has resumed cutting interest rates for the first time this year, lowering the fed funds rate by 25 basis points to 4.00-4.25%. This move aims to support a slowing US labour market amid rising downside risks to employment, even as inflation remains stubbornly above the Fed’s 2% targe...
[Top-of-Mind] The rise of AI is reshaping the economy 18.09.2025 38:54
Speaker: Joseph Zidle, Chief Investment Strategist , Blackstone Private Wealth Moderator: Eli Lee, Chief Investment Strategist, Bank of Singapore The AI revolution has come with lofty expectations that it will fundamentally reshape how we interact with the world around us. What will be the impact of AI on the economy and the investment landscape, and how should investors position themselves? With...
[Outlook-in-Five] Fleeting USD strength 11.08.2025 4:33
Speaker: Sim Moh Siong, Currency Strategist, Bank of Singapore Since Liberation Day, global markets have experienced significant shifts driven by trade uncertainty, fiscal risks, geopolitical tensions, and concerns over the US Federal Reserve’s independence. What does this mean for the US dollar and global investors? AI-driven optimism in US equities and the Fed’s cautious stance on rate cuts have...
[Top-of-Mind] US exceptionalism and the way forward 08.08.2025 35:01
Speaker: Paula Campbell Roberts, Chief Investment Strategist for Global Wealth, KKR, Moderator: Eli Lee, Chief Investment Strategist, Bank of Singapore Macroeconomic uncertainty is intensifying against the backdrop of tariff risks and growing concerns over inflation and US fiscal sustainability. Investors are also increasingly questioning the US exceptionalism narrative, even as the rally in US eq...
CIO Global Advisory Council Roundtable 24.07.2025 1:01:14
Speakers: Dr. Adam Posen, President, Peterson Institute for International Economics Fabiana Fedeli, Chief Investment Officer, Equities, Multi-Asset and Sustainability, M&G Investments Dr. Guo Kai, Executive President and Senior Fellow, CF40 Institute Joseph Zidle, Chief Investment Strategist, Private Wealth, Blackstone Robin Hu, Asia Chair, Milken Institute; Advisor Senior Director, Temasek St...
CIO全球咨询委员会对话:透视中美关系 24.07.2025 40:08
Speakers: Robin Hu (胡以晨), Asia Chair, Milken Institute; Advisor Senior Director, Temasek Dr. Guo Kai (郭凯), Executive President and Senior Fellow, CF40 Institute Stephen Green, Ph. D. (王志浩, 博士), Economist, Capital Group Moderator: Jean Chia (谢佩华), Global Chief Investment Officer, Bank of Singapore 当前决策者所面临的最大挑战,是中美在地缘经济、科技、贸易等领域的竞争。冷战后多边主义和全...
2025年中投资展望:投资组合新思维,全球格局新视角 24.07.2025 21:26
Speakers: Eli Lee (李依莱), Chief Investment Strategist, Bank of Singapore Boh Hui Ling (傅慧玲), Head, Fixed Income Research, Bank of Singapore 在市场动荡、政策不明的背景下,打造稳健的投资组合乃当务之急。全球市场正面临经济政策分化、地缘政治变迁、科技进步与人口结构转型等多重挑战。 在此背景下,新加坡银行首席投资策略师 李依莱先生 与高级研究分析师 傅慧玲女士 将分享各自见解,探讨投资者应如何重新思考并...
Thinking Quad: Perspective on US-China relations 24.07.2025 33:18
Speakers: Dr. Adam Posen, President, Peterson Institute for International Economics Robin Hu, Asia Chair, Milken Institute; Advisor Senior Director, Temasek Dr. Guo Kai, Executive President and Senior Fellow, CF40 Institute Moderator: Mansoor Mohi-uddin, Chief Economist, Bank of Singapore The US-China contest for supremacy across geo-economics, technology, trade and other arenas is the greatest ch...
2H 2025 Investment Outlook: Rethinking Portfolios, Reimagining the World 24.07.2025 39:36
Speakers: Jean Chia, Global Chief Investment Officer, Bank of Singapore Eli Lee, Chief Investment Strategist, Bank of Singapore Dr. Owi Ruivivar, Chief Portfolio Strategist, Bank of Singapore Possessing a robust portfolio has never been more important, especially in the face of market volatility and policy ambiguity. Bank of Singapore’s Global Chief Investment Officer Jean Chia , Chief Investment...
[Top-of-Mind] Global uncertainties and strategies to chart the path ahead 02.07.2025 26:58
Speaker: Mike Gitlin, President & Chief Executive Officer, Capital Group Moderator: Eli Lee, Chief Investment Strategist, Bank of Singapore The investment landscape is getting increasingly uncertain with heightened fears over trade, stagflationary risks, and geopolitical conflicts in Russia-Ukraine and the Middle East. How should global investors today approach the markets? In our Top-of-Mind...
In conversation with John Emerson – CIO Global Advisory Council member 18.06.2025 1:09:32
Join our in-depth conversation with Bank of Singapore’s Global Chief Investment Officer, Jean Chia and John Emerson, the vice chair of leading US fund manager Capital Group International . As a former US diplomat, John will shed light on the shifts in US foreign policy and the potential impact on global economics and the changing world order. Will Trump Make America Great Again (MAGA)? In this dia...
[Outlook-in-Five] Singapore thriving amidst global uncertainty 09.06.2025 4:48
Speaker: Carmen Lee, Singapore Strategist, Bank of Singapore It has been an unpredictable period for markets since the start of the year, with wide swings in prices. With the significant gyrations in market prices and unstable global economic dynamics, the question is: what does this mean for Singapore? Singapore has the advantage of a stable economy, and with the recent election securely returnin...
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