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 (alexparada@sph.com.sg) and Naz

Want to get featured on our show? Drop me an email today!

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&rsquo;s new tariffs, weaker consumer sentiment, and AI disruptions, what can investors take away from DBS&rsquo;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.
&nbsp;
Presented by: Hongbin Jeong
Produced and Edited by: Alexandra Parada (<a href="mailto:alexparada@sph.com.sg">alexparada@sph.com.sg</a>) and Naz
Want to get featured on our show? Drop me an email today!

Your Way Home with Hongbin Jeong is your 4–8pm drive companion,

Your Way Home with Hongbin Jeong is your 4–8pm drive companion, guiding you through the day’s biggest headlines, trending conversations and the issues shaping Singapore and the world.

From news and current affairs to lifestyle insights and generational perspectives, the show helps you make sense of what’s happening — with clarity, context and a touch of personality.

Whether you’re catching up after a long day or tuning in on the move, Your Way Home keeps you informed, engaged and connected — all the way home.

And she closes the day with a song that says it all.

Your Way Home with Hongbin Jeong is your 4&ndash;8pm drive companion, guiding you through the day&rsquo;s biggest headlines, trending conversations and the issues shaping Singapore and the world.
From news and current affairs to lifestyle insights and generational perspectives, the show helps you make sense of what&rsquo;s happening &mdash; with clarity, context and a touch of personality.
Whether you&rsquo;re catching up after a long day or tuning in on the move, Your Way Home keeps you informed, engaged and connected &mdash; all the way home.
And she closes the day with a song that says it all.