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June 2023

In our June report, we cover the following topics:

• The Federal Reserve (Fed) may be close to ending its rate hikes
• A resolution is in sight for the US debt ceiling standoff
• Find opportunities arising from China’s recovery amid the global growth slowdown

Thinking Ahead

Have we reached the end of the rate hike cycle?

Will the US Federal Reserve pause its rate hikes or even cut rates later this year? This has significant implications on the banking and commercial real estate sectors, which are facing challenges in this high interest rate environment. Learn more in our latest Thinking Ahead report.

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May 2023

In our May report, we cover the following topics:

• What recession indicators are telling us
• Frequently released economic indicators offer timely clues about the economy
• Investors can consider positioning for the next market upcycle

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April 2023

In our April report, we cover the following topics:

• Where are interest rates headed with banking sector troubles?
• How do different asset classes perform when interest rates change?
• Investors should maintain diversified portfolios when making investment decisions

Thinking Ahead

What’s next after the Credit Suisse takeover?

The Swiss government brokered a historic deal for UBS to rescue Credit Suisse, to prevent confidence in the banking sector from further eroding. What does this mean for investors? Learn more in our latest Thinking Ahead report.

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March 2023

In our March report, we cover the following topics:

• Maintaining our case for Asia ex-Japan
• Unintended spillover effects of China’s reopening
• ASEAN markets could continue to perform in 2023

Thinking Ahead

Silicon Valley Bank’s collapse and China’s National People’s Congress meeting

Silicon Valley Bank’s collapse has roiled markets, which were still in the midst of dissecting China’s recent National People’s Congress meeting. Learn more about the implications of these global events in our latest Thinking Ahead report.

Market Outlook

UOB Privilege Conversations: Key Takeaways

Our experts and speakers from BlackRock and J.P. Morgan Asset Management outlined key strategies to consider in this volatile market environment at the UOB Privilege Conversations Investment Forum. Discover key takeaways shared by the speakers.

Market Outlook

UOB Privilege Conversations: Positioning for a future market rebound

What signs should investors look out for to determine if markets are recovering? Abel Lim, UOB’s Head of Wealth Management Advisory and Strategy, highlights key developments to watch.

Market Outlook

UOB Privilege Conversations: Outlook for rates, currencies and commodities

Heng Koon How, Head of Markets Strategy at UOB, elaborates on the outlook for interest rates, major currencies and gold prices in the year ahead.

Market Outlook

UOB Privilege Conversations: A multi-asset investment strategy

Michael Fredericks, Head of Income Investing at BlackRock’s Multi-Asset Strategies and Solutions Group, shares how investors can lock in today’s high bond yields while also capitalising on further upside in stock markets.

Market Outlook

UOB Privilege Conversations: Opportunities for bond investors

Moderating inflation has allowed central banks to ease their interest rate hikes, which means bonds could be a bright spot moving forward. Jonathan Liang, APAC Head of Investment Specialists, Fixed Income at J.P. Morgan Asset Management, shares his views on the outlook for bond markets.

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February 2023

In our February report, we cover the following topics:

• Bonds are a bright spot
• Asia ex-Japan stocks are well positioned to outperform
• What factors could result in growth stocks generating superior returns?

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December 2022

In our December report, we cover the following topics:

• Seasonal trends can sometimes be observed in stock markets, but investors should not make decisions based on them.
• After a tough year, there are signs the stock market may be reaching a bottom.
• Investors are on the lookout for sectors that typically outperform during an economic rebound.

Thinking Ahead

What the US midterm elections could mean for markets

What should investors watch out for as voters head to the polls for the United States midterm elections on 8 November 2022? Does the US Federal Reserve’s latest interest rate hike pose further risks to economic growth? Find out more in our latest Thinking Ahead report

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November 2022

We cover the following topics:

• The risk of a United States recession is rising, but any economic downturn would likely be mild.
• Persistently high inflation reduces the purchasing power of your cash and erodes your wealth over time.
• Earnings growth expectations for Chinese stocks have been depressed by negative news, which means there could be upside in the Chinese market.

Thinking Ahead

What's next for the China market?

Markets fell sharply after China’s 20th National Congress concluded, stemming from concerns about economic growth and how market-friendly the Chinese Community Party’s new leadership would be. Learn more about the outlook for the Chinese market, as well as key developments investors should watch.

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October 2022

We cover the following topics:

• More accommodative monetary policy in Asia can lend support to stocks
• Asian economies with a greater reliance on domestic demand may better withstand developed markets’ slower growth
• For China, focus on the valuations and trends of sectors with bigger weights in the benchmark index

Market PowerBar

September 2022

We cover the following topics:

• Investing for income can help you withstand the volatile environment
• Build resilient income portfolios with quality bonds
• Enhance your income returns by diversifying into dividend-yielding stocks

Thinking Ahead

Will interest rates continue to rise?

Key takeaways from the Jackson Hole Symposium

Stock markets sold off sharply after US Federal Reserve Chairman Jerome Powell cautioned that interest rates will likely stay elevated for some time, even if this causes “some pain” to households and businesses. Find out how you should position your investments to navigate this volatile environment.

Thinking Ahead

Recession risks and rate hikes

Stay nimble amid recession risks and rate hikes

With the United States economy slipping into a technical recession and the US Federal Reserve cautioning that another “unusually large” interest rate hike could be on the cards at its next meeting, it is critical that investors stay nimble and think ahead in this uncertain market landscape.

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August 2022

We cover the following topics:

• Stock and bond prices should return to having an inverse correlation as inflation subsides
• Seek refuge in investment grade corporate bonds as uncertainty persists
• Asia ex-Japan stocks still present attractive opportunities

Market Outlook

2023 Market Outlook - Illuminating the Way Ahead: Clarity in Uncharted Terrain

Discover our insights on how to manage risks and capture opportunities, as well as forecasts for interest rates, currencies and more, in our 2023 Market Outlook publication.