Bank of Singapore

Nov 04 2024 146 ep. 13 mins 8
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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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Unplugged: US Elections - The final stretch

Nov 04 2024 10 mins  
The United States is just one day away from its presidential election. In our latest episode of Bank of Singapore Unplugged, our specialists take a deep dive into the macroeconomic implications of the various candidates. If there is a Red Sweep and Donald Trump becomes president, we can expect a higher level of tariffs. Consequently, markets are beginning to factor in the inflation

[Outlook-in-Five] Heading into a world of pivots in Q4

Oct 21 2024 6 mins  
Globally, we are witnessing significant shifts that will influence the investment outlook for the upcoming year. The outcome of the US presidential election will have economic, geopolitical, and market implications. In September, the US Federal Reserve initiated a rate cut, surprising many with a larger-than-expected reduction of 50 basis points. The Fed's rate cut cycle has gener

[Outlook-in-Five] China's policy pivot

Oct 14 2024 4 mins  
In this podcast episode, our Chief Investment Strategist, Eli Lee, discusses the recent unveiling of four key policies during last Saturday's briefing at China's Ministry of Finance. The policies focus on supporting local government, state banks, the property sector, and specific demographic segments. While these steps are important, failing to meet unrealistic investor expectati

[Outlook-in-Five] Sukuk: A growing asset class in global markets

Oct 07 2024 6 mins  
Our latest podcast episode will explain what sukuk are and how they differ from conventional bonds. Sukuk are financial certificates structured to comply with Islamic (or Shariah) Law. Sukuk represented about 29% of the broader Islamic finance industry, valued at USD 3.3 trillion in 2023. The sukuk market is expected to continue to grow in the near-to-medium term, with year-to-date

[Outlook-in-Five] Indonesia’s Decarbonization Journey

Sep 09 2024 5 mins  
In our latest podcast episode, we will be discussing some of the key challenges and opportunities associated with Indonesia’s carbon transition path. With a target to achieve net zero carbon emissions by 2060, energy transition is a key policy agenda of the Indonesian government and remains important in the longer term. However, as the country develops its renewable energy capaci

[Outlook-in-Five] A Future-Ready Singapore

Aug 26 2024 3 mins  
Singapore recently commemorated its 59th year of independence. At his inaugural National Day Rally as Prime Minister (PM), PM Lawrence Wong highlighted several significant long-term development projects, aimed at creating a more vibrant and inclusive society, ensuring the nation would be more well-equipped for the future. This includes greater emphasis on upskilling, enhancements

CIO Global Advisory Council Roundtable: 2024 Supertrends - World in Transition

Jul 29 2024 57 mins  
This discussion looks at the implications of transitioning from a unipolar to a multipolar world for investors. In their discussions, our panel of experts examine the characteristics of this permacrisis and identify key factors driving the new balance of power. The conversation also focuses on how investors can adapt their strategies to seize new opportunities and manage risks in t

The New World Order

Jul 29 2024 26 mins  
The rapid-fire succession of crises and conflicts these past few years feels unprecedented. Is the world on the brink of a new order, and if so, how can we create progress from disruption? In this session, Adam Posen, President, Peterson Institute for International Economics and our Chief Economist, Mansoor Mohi-uddin explore the emerging new order, what it means to confront a futu

Mid-Year Outlook 2024: Investing in a Multi-polar World

Jul 29 2024 32 mins  
Our Global Chief Investment Officer Jean Chia, Chief Economist, Mansoor Mohi-uddin and Chief Investment Strategist, Eli Lee offer a fascinating analysis of the megatrends that are unfolding today – from pivotal elections and changes in the balance of power to allocating capital in the face of climate change and AI – providing unique insight and strategies for investors to navig

The Climate of Change

Jul 29 2024 17 mins  
How can we power the future of AI without sacrificing the environment? In this session, Mark Carney, Chair and Head of Transition Investing, Brookfield Asset Management speaks with our Chief Investment Strategist, Eli Lee, to explore the potential clash between the promise of AI and the critical need for a sustainable future, delving into what this polarity means, the potential for