Moo introduced the bank’s new SAA model, designed to equip investors with a long-term framework that factors in persistent volatility, elevated interest rates, and a structural shift in global order. “We firmly believe that our proprietary model fills a needed gap in the market today to create sustainable portfolios over the long term,” he says.
Bank of Singapore (BOS) is warning that investors can no longer rely on the assumptions that have guided portfolios for the past decade. At its recent CIO Summit, the private banking arm of Oversea-Chinese Banking Corp (OCBC) unveiled a new strategic asset allocation (SAA) framework and outlined five long-term “Supertrends” that reflect a world upended by geopolitical fragmentation, sticky inflation, and rising macroeconomic risks.
Speaking at the event, BOS CEO Jason Moo says: “The investment playbook that has served us well over the past decade, anchored on US markets and global technology leaders, is now being challenged. Allocations based on past assumptions may not hold under future conditions.”
