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CIO Insights 3Q25: The Global Pivot

The Era of Big Beautiful Fiscal Excesses

Rise of Sports Investment

New World Order

The Nuclear Renaissance

CIO Industry Guide: May 2025

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DBS Chief Investment Officer Hou Wey Fook shares his insights for the coming quarter

Video 3Q25: The Global Pivot

Time in the market beats timing the market.

Video 2Q25: Build Resilience Amid Tariffs

Despite our near-term cautious view on the US, we continue to stay positive on US tech given secular growth tailwinds; seek opportunities in Europe equities and safe haven assets

Asset Allocation 2Q25 – The Age of Disruption

Chief Investment Officer Hou Wey Fook reinforces the importance of embracing a portfolio approach for resilience

CIO Insights 2Q25: Build Resilience Amid Tariffs

We remain broadly positive about risk assets, focusing on investment-grade credit for income, secular growth equities for returns, and alternatives for diversification to navigate market volatility

Video 1Q25: Game Changers

Navigating a new world order under Trump 2.0

Asset Allocation 1Q25 – A New World Order

Chief Investment Officer Hou Wey Fook calls for a barbell strategy to ensure portfolio resilience in a time of change

CIO Insights 1Q25: Game Changers

As the Fed continues to cut rates, Chief Investment Officer Hou Wey Fook foresees a soft landing that is constructive for risk assets

Video 4Q24: In a Sweet Spot

With the arrival of a new era of monetary easing, we believe the situation today mirrors that of 1995 &ndash; from both economic and technological standpoints

CIO Insights 3Q25: The Global Pivot

The Era of Big Beautiful Fiscal Excesses

Rise of Sports Investment

New World Order

The Nuclear Renaissance

CIO Industry Guide: May 2025

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