Investment Insights

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    Discover insights for smarter investment decisions

THE JOURNEY AHEAD

7 SEPTEMBER 2020

The negative impact of COVID-19 on the US economy has been swift and dramatic. The country continues to lead the world in total COVID-19 cases at 5.4 million. What does 2020 hold for the world’s biggest economy?

 

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MARKET POWERBAR

8 SEPTEMBER 2020

Topics:

1. Asia ex-Japan economies perform well in terms of risk and policy response
2. 2Q2020 earnings likely to be the bottom of the earnings cycle

 

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MARKET POWERBAR

18 AUGUST 2020

Topics:

1. China A-shares march on
2. Rebound in US high yield despite uptick in defaults

 

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MARKET INSIGHTS PROGRAMME – CNA PARTNERSHIP

AUGUST 2020

Global markets suffered some of their biggest falls in history earlier this year due to COVID-19. While equity markets have recovered from their March lows, many economies have gone into recession.

Our panel of speakers discuss what this means for you as an investor.

MARKET INSIGHTS

AUGUST 2020

The pandemic has resulted in many economies going into recession though markets have recovered to some degree. What is the way forward from COVID-19? Our Head of Wealth Management Advisory and Strategy, Abel Lim, shares his views.  

MARKET INSIGHTS

AUGUST 2020

With US and SG interest rates expected to stay soft and fears rising over a possible collapse of the US dollar, there has been much investor interest on the Fed’s next steps. Hear from our Head of Markets Strategy, Global Economics and Markets Research, Heng Koon How.

MARKET INSIGHTS

AUGUST 2020

The issue of the global supply chain disruption has become less acute with most of China’s manufacturing facilities now up and running. But as companies look to diversify their supply chain, Southeast Asia and India may stand to benefit. There is also the increasing localisation of supply chains. Stephan Kam, Co-Head of Product Management, Asia ex Japan Equities, Schroders, shares his views.

MARKET INSIGHTS

AUGUST 2020

With COVID-19 accelerating the adoption of digital technology, there is greater opportunity for Artificial Intelligence to feature. Which industries have benefitted from this shift? Hear from Stephen Jue, Co-Portfolio Manager, Senior Research Analyst, Technology, Allianz Global Investors

OUTLOOK

8 JULY 2020

UOB Investment Insights – Market Outlook H2 2020
COVID-19 & Beyond: Charting the Way Forward

Going ahead into H2 2020, the outlook remains uncertain. Against such a backdrop, what can investors do to ride out the potential volatility?
We share our views in our Market Outlook H2 2020 publication.

 

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INVESTMENT INSIGHTS

8 JULY 2020

UOB Investment Insights – Market Outlook H2 2020

How will things pan out in H2 2020 and what new norms and trends will we see? Gain insights on some of the key considerations for investors and learn how some of our top calls can help you ride through the volatility ahead.  

 

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MARKET POWERBAR

8 JULY 2020

Topics:

1. Liquidity boost softens second wave risk to equity markets
2. US Presidential election polls are showing a close race

 

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MARKET POWERBAR

18 JUNE 2020

Topics:

1. The risk of countries re-opening too early
2. China’s progress on the Phase One trade deal amid rising tensions
3. Why the US equity market does not reflect underlying economic weakness

 

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QUICK NOTE

10 JUNE 2020

Equity markets have climbed relentlessly over the past few weeks despite weak economic fundamentals. While it may be tempting to chase the rally, there are foreseeable risks that can lead to a return of volatility.

 

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QUICK NOTE

29 MAY 2020

US-China tensions are high, with harsh words being exchanged between the two economic powers and the Trump administration threatening punitive measures. What are the possible implications and how can investors react?

 

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INVESTMENT INSIGHTS

27 May 2020

Discover why bonds are worth considering in an uncertain and low interest rate environment. We share some possible investment opportunities in the fixed income space.

 

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QUICK NOTE

22 MAY 2020

On 20 May 2020, the US Senate passed the Holding Foreign Companies Accountable Act. This proposed bill can potentially lead to the suspension or de-listing of foreign companies listed in the US that are unable to comply with audit requirements. What are the possible outcome and what should investors do?

 

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INVESTMENT INSIGHTS

11 MAY 2020

Bear markets – defined as a decline of at least 20% from the market’s highest point to its lowest – are often accompanied by investor pessimism. However, investors who learn to understand bear markets, can potentially leverage on them.

 

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INVESTMENT INSIGHTS

23 APRIL 2020

Bear markets are often accompanied by investor pessimism. However, investors who learn to understand bear markets can potentially leverage them. What are some possible investment opportunities that may outperform when the market recovers?

 

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INVESTMENT INSIGHTS

9 APRIL 2020

We are in the midst of a technical recession caused by COVID-19, which has resulted in economic disruption worldwide. How deep is the recession going to be and what kind of economic recovery are we likely to expect?

 

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INVESTMENT INSIGHTS

31 MARCH 2020

Central banks and governments worldwide have launched sweeping measures to mitigate against the economic disruption caused by COVID-19. Against this backdrop, we present 3 possible recovery scenarios that investors should consider when making investment decisions.

 

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VIEWS FROM THE EXPERTS

18 MARCH 2020

Central Banks have aggressively cut interest rates amid a slump in oil prices, the declaration of COVID-19 as a pandemic and heightened market volatility. How deep the global slowdown could be and what investors should consider?

 

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VIEWS FROM THE EXPERTS

9 MARCH 2020

The COVID-19 situation is sparking concerns about impact on economic growth. How severe is the impact expected to be on the global economy and financial markets?

 

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THE JOURNEY AHEAD

FEBRUARY 2020

Brexit: What does the transition period mean for the UK and Singapore?

MARKET POWERBAR

JANUARY 2020

Topics:

1. Long-awaited US-China Phase One trade deal signed
2. Rebound in German factory output
3. Weaker US job numbers in December 2019

OUTLOOK

JANUARY 2020

Investment Outlook 2020

Adopt a balanced approach when making investment decisions this year.

MARKET POWERBAR

DECEMBER 2019

Topics:

1. 

A look back at 2019

2. 

Maintaining balance amid the uncertainties

MONTHLY MARKET VIEWS

NOVEMBER 2019

3 reasons why you should invest in the consumer staples sector

MONTHLY MARKET VIEWS

OCTOBER 2019

Trump impeachment inquiry:
what it means for investors

MARKET POWERBAR

OCTOBER 2019

Topics:

1. 

IMF further downgraded global growth outlook

2. 

The US and China are close to finalising “phase one” deal

3. 

Global Q3 earnings at a glance

MONTHLY MARKET VIEWS

SEPTEMBER 2019

Getting ready for recession:
what are the signs saying?

MARKET POWERBAR

SEPTEMBER 2019

Topics:

1. 

Concerted easing by central banks

2. 

China take actions to mitigate the impact of US tariffs

3. 

What is next for Brexit?

MONTHLY MARKET VIEWS

AUGUST 2019

Investing in H2 2019: The 5 Big Questions on Investors’ Minds

MARKET POWERBAR

AUGUST 2019

Topics:

1. 

Global easing cycle has gained momentum year-to-date

2. 

US-China trade conflicts become more unpredictable

3. 

2-Year Treasury yield and 10-Year Treasury yield inverted

OUTLOOK

JULY 2019

Investment Outlook H2 2019

Explore how to seek quality and value in a dynamic market.

MARKET POWERBAR

JULY 2019

Topics:

1. 

A look back at H1 2019

2. 

Investing in H2 2019

MONTHLY MARKET VIEWS

JUNE 2019

What US-China trade tensions mean for the rest of Asia

MONTHLY MARKET VIEWS

MAY 2019

The global healthcare sector: preparing portfolios for politics

MARKET POWERBAR

MAY 2019

Topics:

1. 

US-China trade tensions escalate

2. 

Trump calls on the Fed to help win the trade war

3. 

US 1Q earnings

4. 

Key events in June

MONTHLY MARKET VIEWS

APRIL 2019

Central banks turn dovish: time for a fresh look at bonds

MARKET POWERBAR

APRIL 2019

Topics:

1. 

China’s GDP growth started to stablise in Q1

2. 

Brexit postponed till 31 October 2019

3. 

US Banks demonstrate healthy earnings in Q1

4. 

Key events in May

MONTHLY MARKET VIEWS

MARCH 2019

Top 5 questions investors
would want answers to

MARKET POWERBAR

MARCH 2019

Topics:

1. 

China took actions to support the country's economic growth

2. 

Global central banks are turning dovish

3. 

Brexit remains highly uncertain

4. 

Key events in April

MONTHLY MARKET VIEWS

FEBRUARY 2019

The state of your portfolio:
A 10-year challenge that matters

MARKET POWERBAR

FEBRUARY 2019

Topics:

1. 

Trump announced delay in additional Chinese tariffs

2. 

China’s total social financing rose sharply

3. 

US debt ceiling was reinstated

4. 

Key events in March

OUTLOOK

JANUARY 2019

Investment Outlook 2019

We explore the investment landscape and share our strategies on navigating the year ahead.

MARKET POWERBAR

JANUARY 2019

Topics:

1. US government shutdown
2. A dovish Fed
3. Additional measures to support China’s economy
4. Brexit uncertainty persists

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