EPISODE · Jun 18, 2026 · 5 MIN
[Top-of-Mind] United Kingdom at a turning point
from Bank of Singapore · host Bank of Singapore
Speaker: Mansoor Mohi-uddin, Chief Macro Strategist, Bank of SingaporeThe UK appears to face a perfect storm. The energy shock from the US-Iran war has caused inflation to start rising again above 3%. Lacklustre growth has led to unemployment reaching five-year highs and Prime Minister Starmer’s position looks increasingly untenable just two years after winning a landslide general election. But the bearish outlook may only be short-lived. Fearful markets are likely to present fresh opportunities for longer-term investors in UK assets. In our Top-of-Mind podcast series, we unpack the various dimensions of these issues with leading business leaders and industry experts globally. Visit this page for the latest investment insights from Bank of Singapore.Note: The Bank is not responsible for the accuracy or completeness of the information provided by any external presenters which may change without prior notice. The external presenters may hold views which are not representative of the views of the Bank, and such views may have been derived without discussion, consultation or agreement with the Bank. You will need to decide as to whether or not the contents are suitable for you. When you are in doubt, please seek your own independent financial, legal, tax or other advice as you deem fit. Neither the Bank nor any of its officers accept any liability for any loss whatsoever arising out of or in connection with your use of the information in the presentation.
What this episode covers
Speaker: Mansoor Mohi-uddin, Chief Macro Strategist, Bank of SingaporeThe UK appears to face a perfect storm. The energy shock from the US-Iran war has caused inflation to start rising again above 3%. Lacklustre growth has led to unemployment reaching five-year highs and Prime Minister Starmer’s position looks increasingly untenable just two years after winning a landslide general election. But the bearish outlook may only be short-lived. Fearful markets are likely to present fresh opportunities for longer-term investors in UK assets. In our Top-of-Mind podcast series, we unpack the various dimensions of these issues with leading business leaders and industry experts globally. Visit this page for the latest investment insights from Bank of Singapore.Note: The Bank is not responsible for the accuracy or completeness of the information provided by any external presenters which may change without prior notice. The external presenters may hold views which are not representative of the views of the Bank, and such views may have been derived without discussion, consultation or agreement with the Bank. You will need to decide as to whether or not the contents are suitable for you. When you are in doubt, please seek your own independent financial, legal, tax or other advice as you deem fit. Neither the Bank nor any of its officers accept any liability for any loss whatsoever arising out of or in connection with your use of the information in the presentation.
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[Top-of-Mind] United Kingdom at a turning point
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