Beyond 2026: Bank of Singapore global outlook and supertrends

Speakers: Jean Chia, Global Chief Investment Officer, Bank of SingaporeEli Lee, Chief Investment Strategist, Bank of SingaporeMansoor Mohi-uddin, Chief Macro Strategist, Bank of SingaporeA 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 in persistent inflation, higher interest rates, a weaker USD, record gold prices and stronger demand for safe haven assets over the next 5-10 years. Diversification has thus never been more important for investors looking to construct resilient portfolios.At the same time, we see abundant investment opportunities in 2026. Asia’s growth trajectory positions the region as an attractive investment destination as US-exceptionalism comes under scrutiny. Secular trends such as AI and the green transition remain firmly in the radar of investors while greater longevity and shifting consumption patterns could require recalibration of portfolios positioned for the long-term.Visit ⁠⁠⁠⁠⁠this page⁠⁠⁠⁠⁠ for the latest investment insights from Bank of Singapore.