The US equity market is entering a highly volatile phase, as the initial optimism over Trump’s pro-growth policies is being replaced with uncertainties over tariffs, inflation and growth. Given Trump’s “no pain, no gain” message after recent signs of economic softening and inflationary pressures, it is increasingly clear that there is no “Trump put” in place for US equities, as the White House persists in reshaping the global and US economic order.
Global Chief Investment Officer, Bank of Singapore
Jean Chia is Bank of Singapore’s Global CIO, responsible for the house view across Macroeconomics, Investment Strategy, FX, Equity & Fixed Income Research, as well as Discretionary Portfolio Management (DPM), Advisory Portfolio Management (APM) and Funds Selection teams at Bank of Singapore. She is a member of the board of directors for BOS International Funds, Luxembourg and a member of the OCBC Wealth Panel.
Jean has over 20 years of experience in Private Banking and Asset Management. Prior to her current role, she was previously Head, Equities Advisory & Sales, responsible for the equities and derivatives business at Bank of Singapore, and Head of Client Advisory Services for Equities, Investment Products & Services at UBS Wealth Management, Singapore.
Prior to UBS, she was Vice President, Head of Grassroots Research at Allianz Dresdner Asset Management (now known as Allianz Global Investors).
Jean graduated with an MA in Philosophy, Politics and Economics from University of Oxford, UK. She holds a Sustainable Finance certification from Cambridge Institute of Sustainable Leadership (CISL).
Jean is currently a Financial Women’s Association of Singapore (FWA) Female Champion and an Institute of Banking and Finance (IBF) Fellow for Private Banking and Wealth Management.
Chief Investment Strategist, Bank of Singapore
Eli Lee is the Chief Investment Strategist at Bank of Singapore and he plays a central role in developing asset allocation and thematic strategies across global asset classes for the Bank.
He is a key member of Bank of Singapore’s investment committee, which determines the Group’s overall investment strategy and direction, and serves as a member of the OCBC Group Wealth Panel.
He also previously led the Special Situations Research team at OCBC Investment Research.
As an investment thought leader, Eli’s independent perspectives are often sought after by international media, including the Wall Street Journal, Bloomberg and CNBC.
With close to two decades of industry experience, Eli began his investment career at the Wellington Management Company in Boston.
Chief Economist, Bank of Singapore
Mansoor is a macroeconomist and financial market strategist with two decades experience covering institutional investors around the world. Mansoor speaks to policymakers and central bankers and maintains links with think-tanks in Washington and Beijing. He appears on CNBC and Bloomberg Television, his work features in The Economist and he has written for the Financial Times.
Mansoor was most recently at the Royal Bank of Scotland’s investment arm, NatWest Markets, where he was the Asia region's Macro Strategist and previously the bank’s Global Head of FX Strategy. Prior to joining RBS, Mansoor spent 17 years at UBS in London, Zurich and Singapore where he was also Global Head of FX Strategy from 2002 to 2014.
Mansoor holds a Bachelor’s and a Master’s degree in Economics from the London School of Economics.
He was tutored by Professor Charles Goodhart, a former Chief Adviser at the
Bank of England.
Currency Strategist, Bank of Singapore
Sim Moh Siong is Currency Strategist for Bank of Singapore, where he is responsible for analysing and forecasting currency trends, as well as being a key member of the investment committee. He joined Bank of Singapore in 2009. Moh Siong brings with him almost two decades of experience in macro and financial research on Asia. Previously a regional economist and financial market strategist with Citibank. Moh Siong holds a Master and BSc in Economics from the London School of Economics.
Head of Equity Research, Bank of Singapore
Low Pei Han, CFA, is the Head of Equity Research at the Chief Investment Office of Bank of Singapore and she leads a dynamic team of analysts dedicated to delivering insightful, actionable equity research to institutional and private clients.
With over 15 years of experience in the finance industry including her days as a sell-side analyst at OCBC Investment Research, Pei Han brings a wealth of knowledge and a proven track record of identifying investment opportunities across various sectors and markets. She has won awards (Top Stock Pickers, Top Earnings Estimators, Asia’s Best Analyst in Oil and Gas) from the Refinitiv StarMine Analyst Awards by LSEG (London Stock Exchange Group), as well as The Wall Street Journal.
Pei Han is a CFA charter holder. She attained her undergraduate degree from the Tepper School of Business at Carnegie Mellon University and her master’s degree from the Saïd Business School at the University of Oxford.
Senior Investment Strategist, Bank of Singapore
Joseph is a Senior Investment Strategist within the highly regarded Chief Investment Office in Bank of Singapore. Joseph provides thought leadership on a host of cross-asset investment topics, with a particular emphasis on global equities. Throughout his time in the bank, Joseph has been known for his timely calls and deep insights, and has been frequently interviewed and quoted by various media outlets.
Joseph also covers the Global Technology sector for the bank, and has experience navigating a range of topical issues pertaining to the internet, cloud, and the impact of geopolitics on technology. In his earlier career, Joseph has also spent time on the sell-side in the area of real estate within Singapore and China.
Joseph graduated with a BSc in Economics from the London School of Economics and holds a MSc in Management from the London Business School. Joseph is also a CFA® charterholder.
Partner and Portfolio Manager, Global Equity, Brown Advisory
Mick is a partner of Brown Advisory and a portfolio manager within the global equity team and is based in the firm’s London office. He joined Brown Advisory in 2014 from HSBC Global Asset Management in Hong Kong where he was the co-head of Asian equities. While at HSBC, he was responsible for managing a range of strategies: quality/dividend, large-cap and small-cap focused pan-Asian equity, as well as a number of country-specific strategies. Previously, he managed a global equity long/short fund for HSBC in London and was a global technology equity analyst at Arete Research early in his career.