Investment insights

  • All
  • Market Updates
  • Quarterly Outlook
  • CIO compass
  • Podcasts
What the Federal Reserve rate cuts mean for investors
what_the_federal_reserve_rate_cuts_mean_for_investors
Market Updates

What the Federal Reserve rate cuts mean for investors

19 September 2024

The Federal Reserve delivered an outsized 50bp rate cut during the September FOMC and projected another 50bp cut for the rest of the year.

Learn how this impacts investors in our latest advisory report.

    Markets have sold off sharply; what’s next for investors?
    markets_have_sold_off_sharply;_what’s_next_for_investors?
    Market Updates

    Markets have sold off sharply; what’s next for investors?

    5 August 2024

    Global stock markets sold off sharply and bonds rallied after a series of weak US data reignited fears of a harder landing than previously anticipated.

    Discover what this means for investors in our latest advisory report.

      US President Biden’s exit from the race
      us_president_biden’s_exit_from_the_race
      Market Updates

      US President Biden’s exit from the race

      23 July 2024

      President Joe Biden’s withdrawal from the presidential race has caused significant political upheaval. This report examines the potential implications for financial markets.

        French election gridlock and its implications on the markets
        french_election_gridlock_and_its_implications_on_the_markets
        Market Updates

        French election gridlock and its implications on the markets

        9 July 2024

        The French elections have led to a divided parliament, sparking political uncertainty and fears of a growing deficit. This article explores the implications for the financial markets and the fiscal challenges ahead.

          Late-cycle interest rates; midcycle economy
          late-cycle_interest_rates;_midcycle_economy
          Quarterly Outlook

          Late-cycle interest rates; midcycle economy

          Dive into our investment outlook report for comprehensive analysis on macro trends, asset class views and asset allocation strategies.

            2024 Indian General Elections and its implications on the markets
            2024_indian_general_elections_and_its_implications_on_the_markets
            Market Updates

            2024 Indian General Elections and its implications on the markets

            10 June 2024

            The outcome of the Indian General Elections will shape the country’s economic policy and market trajectory. This article examines the election results, the anticipated direction of economic policies and their potential impact on financial markets.

              2024 US Elections and its implications on the markets
              2024_us_elections_and_its_implications_on_the_markets
              Market Updates

              2024 US Elections and its implications on the markets

              30 May 2024

              Explore our latest report for key insights and investment strategies in anticipation of the upcoming 2024 US Elections.

                A Dovish Policy Tilt
                a_dovish_policy_tilt
                CIO compass

                A Dovish Policy Tilt

                14 May 2024

                From the Fed’s anticipated rate cuts to the broader trend of accommodative monetary policies, tune in to our latest episode of CIO’s Compass where we explore emerging investment opportunities amid global economic shifts.

                  Impact of the Iran-Israel Conflict
                  impact_of_the_iran-israel_conflict
                  Market Updates

                  Impact of the Iran-Israel Conflict

                  15 April 2024

                  Explore our latest report to uncover the repercussions of the Iran-Israel conflict on global markets and understand how it affects your investments.

                    2Q 2024: A Dovish Policy Tilt
                    2q_2024:_a_dovish_policy_tilt
                    Quarterly Outlook

                    2Q 2024: A Dovish Policy Tilt

                    1 April 2024

                    Explore our latest quarterly investment viewpoints report for insights and strategies to navigate the complexities of global markets.

                      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
                            a_falling_tide_doesn't_sink_all_boats
                            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
                                            anticipating_the_next_upcycle
                                            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
                                                  investment_roadmap_2023
                                                  Market Updates

                                                  Investment Roadmap 2023

                                                  11 January 2023

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

                                                    Compare accounts

                                                    It takes a shared vision and focus to achieve all you aspire to.

                                                    The kind we have with all of our clients.

                                                    It takes a shared vision and focus to achieve all you aspire to.

                                                    The kind we have with all of our clients.

                                                    For a forward thinking Private Banking experience with a uniquely ASEAN heritage, contact us.

                                                    Things you should know

                                                    Important notice and disclaimers
                                                    chevron

                                                    The information contained in this publication (and any articles, materials or video content relating to this publication) is given on a general basis without obligation and is strictly for information purposes only This publication (including any articles, materials or video content relating to 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 (including any articles, materials or video content relating to this publication) constitutes accounting, legal, regulatory, tax, financial or other advice If in doubt, you should consult your own professional advisers about issues discussed therein.

                                                    The information contained in this publication (and any articles, materials or video content relating to 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 publication date of the relevant materials or content, 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 therein, 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 The views expressed in this publication (and any articles, materials or video content relating to this publication) are solely those of the authors', reflect the authors' judgment as at the relevant date of publication and are subject to change at any time without notice 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 (and any articles, materials or video content relating to this publication).

                                                    Any opinions, projections and other forward looking statements contained in this publication (and any articles, materials or video content relating to 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 provided should not be construed as research or advice and 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.

                                                    Copyright © 2022 United Overseas Bank Limited All Rights Reserved United Overseas Bank Limited Co Reg No 193500026 Z


                                                    The Private Bank experience

                                                    About us

                                                    About us

                                                    From the moment our doors first opened, it was always about the generations to come. About making sure we would be here for the long run and help other Asian families do the same.

                                                    Our investment approach

                                                    Our investment approach

                                                    Your plans for the long term are yours, and only yours. So we design solutions around you and only you. This forms the basis of our investment philosophy.

                                                    Our regional presence

                                                    Our regional presence

                                                    A relationship with our Private Bank stretches across the region, encompassing experiences, insights and vast opportunities.