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The End of Monetary Tightening
the_end_of_monetary_tightening
CIO compass

The End of Monetary Tightening

26 January 2024

2023 was a profitable year for most investors after a difficult 2022. As we journey through 2024, how can we navigate the sea of uncertainties?

Private Bank’s Chief Investment Officer, Dr Neo Teng Hwee shares his insights on the investment outlook for 2024 to help investors navigate the opportunities and challenges of the year ahead.

    Higher for Longer, But Not Forever
    higher_for_longer,_but_not_forever
    CIO compass

    Higher for Longer, But Not Forever

    9 November 2023

    US exceptionalism in 2023 has been characterised by strong economic performance, defying expectations of a recession.

    As the fourth quarter gets underway, Private Bank’s Investment Strategist, Francis Tan, examines the effects of the Fed’s higher for longer narrative on investors and offers insights on positioning for the next 6-12 months.

      HNWIs can have a profitable 2023: BT Podcasts
      hnwis_can_have_a_profitable_2023:_bt_podcasts
      Podcasts

      HNWIs can have a profitable 2023: BT Podcasts

      13 July 2023

      There's no denying it's been an unusual time for the global economy and markets. But the mid-year outlook for investments is looking on the up and up. The Business Times correspondent, Howie Lim speaks to Dr Neo Teng Hwee, Chief Investment Officer at UOB Private Bank to get more insights.

        A Falling Tide Doesn't Sink All Boats
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        CIO compass

        A Falling Tide Doesn't Sink All Boats

        11 July 2023

        The global economy has decelerated but averted a recession so far. Continued monetary tightening in the US could lead to inflation being a thing of the past. Big tech stocks in the US have also made a spectacular recovery in part due to the euphoria surrounding ChatGPT and AI.

        Private Bank’s Chief Investment Officer, Dr Neo Teng Hwee shares his 3Q 2023 views and provides a take on what this means for investors.

          The U.S debt ceiling and its implications
          the_u.s_debt_ceiling_and_its_implications
          CIO compass

          The U.S debt ceiling and its implications

          3 June 2023

          In this episode, Investment Strategist, Francis Tan, discusses the current US debt ceiling drama, why the market is so fearful, and what he thinks will be the key implication for investors to watch out for, in the months ahead.

            A Delicate Balancing Act for the Fed
            a_delicate_balancing_act_for_the_fed
            CIO compass

            A Delicate Balancing Act for the Fed

            29 May 2023

            The key tension in markets right now is between declining interest rate risk as the Fed prioritises financial stability and an economic slowdown.

            In our view, the global slowdown is likely to be relatively mild as key economies such as China benefit from a reopening boost. But what does it mean for investors? UOB Private Bank’s Chief Investment Officer, Dr. Neo Teng Hwee unpacks his 2Q 2023 views.

              The U.S debt ceiling simplified
              the_u.s_debt_ceiling_simplified
              CIO compass

              The U.S debt ceiling simplified

              24 May 2023

              Dominating the headlines recently is talk around the US debt ceiling and potential negative impact on its economy. We break down the debt ceiling concept in this episode and explain why it has become a political issue.

                Are global equities still attractive in a slowdown?
                are_global_equities_still_attractive_in_a_slowdown?
                CIO compass

                Are global equities still attractive in a slowdown?

                10 May 2023

                As we expect further downgrades in corporate earnings and observe an economic slowdown, enhancing investor prudence is necessary in the months ahead. We share our views on Equities in this episode.

                  A glimmer of hope with World Bank’s upgrade in global forecast?
                  a_glimmer_of_hope_with_world_bank’s_upgrade_in_global_forecast?
                  CIO compass

                  A glimmer of hope with World Bank’s upgrade in global forecast?

                  26 April 2023

                  What can we make of the World Bank's latest global growth forecast that has been raised from 1.7% to 2%? Tune in to find out how the upward revision is playing out in the greater scheme of things.

                    Staying defensive in anticipation of Winter
                    staying_defensive_in_anticipation_of_winter
                    CIO compass

                    Staying defensive in anticipation of Winter

                    10 April 2023

                    In this episode, Investment Strategist, Francis Tan, fields two recurring questions that have surfaced in the past month – Is inflation still a problem in the US? And with the recent banking crisis, are we going to see a recession anytime soon?

                      Credit Suisse crisis: Are all banks the same?
                      credit_suisse_crisis:_are_all_banks_the_same?
                      CIO compass

                      Credit Suisse crisis: Are all banks the same?

                      21 March 2023

                      With plenty of market jitters surrounding the recent banking crisis, investors' fear of the "Lehman moment" that brought about the Global Financial Crisis (GFC) in 2008 has been stoked once more. Will there be a GFC 2.0 or is this time going to be different? Hear from Investment Strategist, Francis Tan.

                        Anticipating the next upcycle
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                        Market Updates

                        Anticipating the next upcycle

                        9 March 2023

                        Landing on the third investment theme for 2023, we take a deeper look at what it means to anticipate a new business cycle, from fiscal policies to trends in equities.

                          High odds of US recession
                          high_odds_of_us_recession
                          Market Updates

                          High odds of US recession

                          9 February 2023

                          According to the World Bank Group, global growth forecasts are down to 1.7%; a relatively sharp dip since the last projection in 2022. Find out what is driving the heightened possibility of a recession.

                            Peaking inflation and Fed risks
                            peaking_inflation_and_fed_risks
                            Market Updates

                            Peaking inflation and Fed risks

                            26 January 2023

                            Looking ahead into 2023, here is a recap of the business cycle and some indicators of where we are now. Peaking inflation and Fed risks emerge as the first theme.

                              Investment Roadmap 2023
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                              Market Updates

                              Investment Roadmap 2023

                              11 January 2023

                              Summary of investment themes and a roadmap for investors in 2023.

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