AI boom and real assets to anchor portfolios amid global uncertainty: DBS
Daryl Ho, Senior Investment Strategist at DBS Bank, says deficits, geopolitical risks and concerns over central bank independence are reshaping markets, with AI-driven growth, rising defence spending and real assets such as infrastructure and commodities helping investors navigate 2026.
Daryl Ho, Senior Investment Strategist at DBS Bank, says deficits, geopolitical risks and concerns over central bank independence are reshaping markets, with AI-driven growth, rising defence spending and real assets such as infrastructure and commodities helping investors navigate 2026.