Back to Home
Back to HomeStrategy Summary
UOB Risk-First Approach
The dual-track K-shaped recovery is expected to be uneven, which can result in market volatility even as economies reopen. Our proprietary Risk-First approach can help smoothen the ride for our clients – depending on their risk profile, portfolios are constructed with a maximum of 20%, 30% or 40% allocated to Tactical investing (which has higher risk), and the remainder in Core investing.
Core Investing
Relatively lower risk in nature, yet able to generate reasonable returns that tend to be less volatile than the broader market in order to meet most clients’ financial goals. An allocation to core solutions helps to lower downside volatility – a much-needed outcome in such a challenging period.
Core Investing
Relatively lower risk in nature, yet able to generate reasonable returns that tend to be less volatile than the broader market in order to meet most clients’ financial goals. An allocation to core solutions helps to lower downside volatility – a much-needed outcome in such a challenging period.
Short- to medium-duration investment grade bonds
Short- to medium-duration investment grade bonds
The defensive nature of these liquid bonds enables them to weather heightened volatility, giving investors greater portfolio stability. This asset will also experience lower drawdowns should central banks abruptly reverse their low-rate stance due to an inflation spike.
Asian investment grade bonds
Asian investment grade bonds
This asset class offers a good balance between defensiveness and yield. With relatively higher yields (2.0%—2.5%), compared with the broader global bond index (0.9%), and with spreads near their historical average (166 basis points), these bonds will benefit from the region’s earlier resumption of economic activity from the COVID-19 pandemic.
Global multi-asset strategies
Global multi-asset strategies
These strategies offer a flexible and diversified asset allocation to capture opportunities in a variety of market conditions and across various asset classes – including equities, bonds and alternatives. They can provide a mix of both income (historical 12-month yields of 4.5%—5.4%) and capital growth to meet an investor’s financial goals.
Tactical Investing
Tactical strategies are identified using our award-winning VTAR framework, which focuses on analysing financial data in the four components of Value, Trend, Activity and Risk (VTAR). The framework aims to provide a holistic view of financial markets and identify investment opportunities across asset classes, sectors, geographical regions and time periods.
Tactical Investing
Tactical strategies are identified using our award-winning VTAR framework, which focuses on analysing financial data in the four components of Value, Trend, Activity and Risk (VTAR). The framework aims to provide a holistic view of financial markets and identify investment opportunities across asset classes, sectors, geographical regions and time periods.
