Bigger Pic: From Surprises to Signals - Positioning Portfolios for 2026

Despite widespread uncertainty, parts of the global economy proved more resilient than expected in 2025. However, big swings in currencies, commodities and China-related assets kept investors on edge. So what lessons should investors carry into 2026? Heng Koon How, Head of Markets Strategy at UOB, discusses what worked last year, where the risks and opportunities lie now, and how everyday investors should think about the US dollar, major currencies, gold, oil and China — plus the three macro indicators that matter most. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.