30 SEPTEMBER 2022
Recap of third quarter's market views; from rate hikes to tight labour markets. What can we look forward to in Q4 2022?
9 SEPTEMBER 2022
With 85% of global economies still grappling with rising prices, inflation woes are still in the horizon. The good news is that inflation has finally peaked, showing signs of declining commodities and logistics prices. Not convinced? Francis Tan, Investment Strategist, highlights key data trends that tell us so.
26 AUGUST 2022
Identifying where we are on the business cycle is an important step to managing our investment portfolios. Investment Strategist, Francis Tan, argues that we are already in the "Autumn" phase of the business cycle, and provides his take on the asset types and sectors that will perform relatively better.
12 AUGUST 2022
A business cycle starts and ends with a recession. It is important to know where we are on it, especially for an effective portfolio allocation. Are we early or late in the cycle? Investment Strategist, Francis Tan, reveals some of the indicators that help investors gauge the phase we are in.
29 JULY 2022
In 1H 2022, global equities sold off amid fears of rising interest rates causing a recession. Do stocks always turn out negatively whenever interest rates rise? Tune in to find out with Francis Tan, Investment Strategist.
19 JULY 2022
Recessionary fears that caused the global equities selloff stem from the observation that whenever interest rates rise, recessions ensue. However, although equities are pricing in a recession, bond markets are not. Hear about this phenomenon from Investment Strategist, Francis Tan.
30 JUNE 2022
Risk assets have been pricing in a recession over the past months. Are we really in a recession, or not?
Hear from Investment Strategist, Francis Tan, on why we are not in a recession yet, and that markets overly worried about it provides opportunities, till the next recession really comes.
6 May 2022
High periods of inflation has brought about concerns over stagflation. Hear from Investment strategist, Francis Tan on this cyclical phenomenon and measuring stagflation using The Misery Index.
19 April 2022
Hear from Investment strategist, Francis Tan on how inflation is a global phenomenon, not just in the U.S. − affecting gasoline prices, food, energy, housing and vehicles.
28 February 2022
Hear from Dr Neo Teng Hwee, Chief Investment Officer of UOB Private Bank, about what investors should consider in today’s volatile market conditions.