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.
Featured
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.
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.
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.
Investment insights
higher_for_longer,_but_not_forever
CIO compass
Higher for Longer, But Not Forever
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
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
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
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
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?
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?
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
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?
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
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
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
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
Market Updates
Investment Roadmap 2023
11 January 2023
Summary of investment themes and a roadmap for investors in 2023.
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The kind we have with all of our clients.
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