The US Federal Reserve held interest rates unchanged at the conclusion of its policy meeting. While US Federal Reserve Chairman Jerome Powell said that he is not yet confident that interest rates are sufficiently high to slow inflation down, the Fed suggested that the rate hike cycle is near the end. Learn more in our latest Thinking Ahead report.

In our November report, we cover the following topics:

• United States government shutdown is looming, but impact may be limited
• Bear steepening of yield curve is a concern for investors
• Conflict in the Middle East sparks concern over global oil supply

In our October report, we cover the following topics:

• Weakening services sector suggests slower growth ahead
• Consumers are less sensitive to rate changes
• Favour higher bond quality and longer duration

In our September report, we cover the following topics:

• The United States economy delivered upside surprises in 2Q
• Take a closer look at income investing
• Time in the market beats timing the market

US Federal Reserve Chairman Jerome Powell emphasised in his annual Jackson Hole address that the fight against inflation is not over. Upcoming job market and economic growth data will be closely watched for their implications on the Fed’s interest rate decisions. Learn more in our latest Thinking Ahead report.

Is slowing economic growth a cause for concern? Will interest rates stay elevated? Abel Lim, UOB’s Head of Wealth Management Advisory and Strategy, explained how investors can navigate the current market environment at our recent UOB Privilege Conversations event.

Heng Koon How, Head of Markets Strategy at UOB, elaborated on what corporates and consumers should know about the current interest rate environment as well as the outlook for the US dollar at our recent Privilege Conversations event.

Eugene Philalithis , Head of Multi Asset Investment Management, Europe, at Fidelity International highlighted sectors investors should pay attention to when building a resilient multi asset portfolio at our recent Privilege Conversations event.

Rebecca Jiang, Managing Director and Portfolio Manager, Greater China Equity Strategy, at J.P. Morgan Asset Management identified opportunities arising from China’s ongoing recovery and structural growth at our recent Privilege Conversations event.

Our in-house experts and speakers from globally renowned asset management firms Fidelity International and J.P. Morgan Asset Management discussed strategies to capture today’s market opportunities at our recently concluded mid-year event. Discover key takeaways shared by the speakers.

In our August report, we cover the following topics:

• Stay cautious about the United States stock market rally
• The healthcare sector presents opportunities
• Take a closer look at the diversity of the healthcare industry

China’s leaders signalled more policy support at the latest meeting of the country’s top decision-making body. What impact will this have on the economy? Learn more in our latest Thinking Ahead report.

Learn more about key market developments to watch in 2H 2023 in this podcast featuring Abel Lim, Head of Wealth Management Advisory and Strategy at UOB, and Straits Times Associate Editors Lee Su Shyan and Ven Sreenivasan.

Learn how you can fortify your investment portfolio and capture today’s market opportunities in our 2H 2023 Market Outlook publication. Discover the outlook for the economy, markets, interest rates and more in the full report.

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

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.

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

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

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.

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

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.

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.

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?

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.

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

We cover the following topics:

• The risk of a United States recession is rising, but any economic downturn would likely be mild.
• After a tough year, there are signs the stock market may be reaching a bottom.
• Earnings growth expectations for Chinese stocks have been depressed by negative news, which means there could be upside in the Chinese 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.

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.

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.

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.

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.

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