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Macro Outlook

Macro Outlook

Get the latest insights on key economic developments.

FX Focus

FX Focus

Read the latest insights and UOB's house views on foreign exchange markets.

Investment Insights

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  • Market Outlook
Market PowerBar

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.

    Market PowerBar

    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
    Market PowerBar

    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.

      Market PowerBar

      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.

                  Market PowerBar

                  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?
                  Market PowerBar

                  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

                    Market PowerBar

                    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.

                      Market PowerBar

                      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.

                          Market PowerBar

                          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.

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                            UOB Market Outlook

                            2023 Market Outlook

                            2023 Market Outlook

                            What will the investment landscape look like in 2023? Learn more about key developments to watch, as well as how you can manage your investments in this uncertain environment.

                            UOB House View

                            Discover our latest insights on the global macroeconomic environment, asset allocation, equities, fixed income, commodities, foreign exchange and interest rates.

                            Global Economics and Markets Research

                            Stay up to date on the latest global and regional news, economic developments and more.

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                            Our Risk-First Approach

                            Our Risk-First Approach

                            Our unique Risk-First Approach ensures that you understand your risk appetite as the starting point in your wealth journey.

                            Managing Your Wealth content hub

                            Gain greater clarity on your financial journey with our educational content on financial planning, insurance and investments.

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                            Important notice and disclaimers

                            The information contained in this publication is given on a general basis without obligation and is strictly for information purposes only. This publication is not intended to be, and should not be regarded as, an offer, recommendation, solicitation or advice to buy or sell any investment or insurance product and shall not be transmitted, disclosed, copied or relied upon by any person for whatever purpose. Any description of investment or insurance products, if any, is qualified in its entirety by the terms and conditions of the investment or insurance product and if applicable, the prospectus or constituting document of the investment or insurance product. Nothing in this publication constitutes accounting, legal, regulatory, tax, financial or other advice. If in doubt, you should consult your own professional advisers about issues discussed herein.


                            The information contained in this publication, including any data, projections and underlying assumptions, are based on certain assumptions, management forecasts and analysis of known information and reflects prevailing conditions as of the date of the publication, all of which are subject to change at any time without notice. Although every reasonable care has been taken to ensure the accuracy and objectivity of the information contained in this publication, United Overseas Bank Limited (“UOB”) and its employees make no representation or warranty of any kind, express, implied or statutory, and shall not be responsible or liable for its completeness or accuracy. As such, UOB and its employees accept no liability for any error, inaccuracy, omission or any consequence or any loss/damage howsoever suffered by any person, arising from any reliance by any person on the views expressed or information contained in this publication.


                            Any opinions, projections and other forward looking statements contained in this publication regarding future events or performance of, including but not limited to, countries, markets or companies are not necessarily indicative of, and may differ from actual events or results. The information herein has no regard to the specific objectives, financial situation and particular needs of any specific person. Investors may wish to seek advice from an independent financial advisor before investing in any investment or insurance product. Should you choose not to seek such advice, you should consider whether the investment or insurance product in question is suitable for you.


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