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 evening guide to the day's most important topics — navigate the key events in politics, business, markets, wealth management, and top investment opportunities. Keeps you informed and ahead of the curve, daily.

Money Matters is your guide to navigating the day's most important topics, from politics and current affairs to wealth management and trending issues. Every evening, the team delivers insightful discussions on business news, market movements, and the latest in alternative assets. Whether navigating the political landscape, understanding the economy, or uncovering emerging investment opportunities, Money Matters keeps you informed and ahead of the curve. Tune in daily to Hongbin Jeong and Chua Tian Tian from 4 pm to 7 pm on MONEY FM 89.3.

Money Matters is your guide to navigating the day's most important topics, from politics and current affairs to wealth management and trending issues. Every evening, the team delivers insightful discussions on business news, market movements, and the latest in alternative assets. Whether navigating the political landscape, understanding the economy, or uncovering emerging investment opportunities, Money Matters keeps you informed and ahead of the curve. Tune in daily to Hongbin Jeong and Chua Tian Tian from 4 pm to 7 pm on MONEY FM 89.3.

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