Investment Insights

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Q4 MARKET OUTLOOK 2021

18 OCTOBER 2021

Global financial markets may remain volatile due to recent weakness in Chinese markets as a result of tighter regulations, and the likely removal of government support measures in developed markets. Watch our latest market outlook video where we share the investment strategies that investors should consider as well as key risks that they need to look out for in Q4 2021.

FX INSIGHTS

6 OCTOBER 2021

The US dollar (USD) continued to inch higher in September as the US Federal Reserve (Fed) made steady progress towards unwinding its massive monetary stimulus. In the meantime, we expect the Monetary Authority of Singapore (MAS) to keep its monetary policy unchanged. We continue to maintain our view of a higher USD/SGD by end of 2021.

 

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MARKET POWERBAR

1 OCTOBER 2021

Topics:
1. Quality equities may come back in vogue
2. A bright future for Artificial Intelligence (AI) & Innovation
3. Keeping an eye on Asian markets

 

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QUICK NOTE

22 SEPTEMBER 2021

Global markets were hit by fears of potential bankruptcies of Chinese real estate developers as government tightening measures take effect. Despite near-term volatility and possible contagion effects, overall valuation of Chinese equities remain attractive and we maintain our preference for the domestic A-share market to ride the China Megatrend.

 

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MARKET POWERBAR

6 SEPTEMBER 2021

Topics:
1. How the urgency to address climate change has renewed attention on Sustainable Investing
2. How does China’s growing emphasis on Sustainability benefit investors
3. How US value-cyclical equities remain favourable despite its strong performance this year

 

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FX INSIGHTS

6 SEPTEMBER 2021

Although the US dollar (USD) has weakened after the Jackson Hole Symposium on 27 August 2021, its recovery since June is likely to remain intact. We maintain our longer-term view of a higher USD/SGD by end of 2021.

 

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MARKET INSIGHTS PROGRAMME - CNA PARTNERSHIP

20 AUGUST 2021

COVID-19 vaccination rollouts are increasing in pace which bodes well for global economic recovery. However, financial markets have been volatile, stemming from investors’ worries on the possible removal of government support measures as well as rising inflation.

Our panel of speakers discuss what investors should look out for to better position their portfolios against the backdrop of a world in transition.

 

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MARKET INSIGHTS

20 AUGUST 2021

As the reopening of economies continues to gather pace, what are some of the recovery trends and risks investors should look out for to better position their investment portfolios? Hear from our Head of Wealth Management Advisory and Strategy, Abel Lim.

 

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MARKET INSIGHTS

20 AUGUST 2021

With the Federal Reserve moving up its timeline for rate hikes, what is the outlook for the US dollar and the 10-year treasury yield for the rest of 2021? Our Head of Markets Strategy, Global Economics and Markets Research, Heng Koon How shares his views.

 

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MARKET INSIGHTS

20 AUGUST 2021

The adoption of sustainable investing is on the rise in today's investment landscape. How will technological innovations impact the development of sustainability-related industries in the emerging and developed markets? Robbie Miles, CFA, Portfolio Manager of Thematic Equity team at Allianz Global Investors, shares his views.

 

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MARKET INSIGHTS

20 AUGUST 2021

How should investors navigate the rising bond yield environment and where are the opportunities for income and capital growth? Hear from Michael Fredericks, Head of Income Investing, Multi-Asset Strategies & Solutions Group, BlackRock.

 

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MEGATREND SERIES

13 AUGUST 2021

In this video, we share the positive structural drivers that could help the United States maintain its global competitiveness, as well as the accompanying risks and considerations that you should be aware of as an investor.

 

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MARKET POWERBAR

4 AUGUST 2021

Topics:
1. US Financials well-positioned for more cyclical upside
2. Invest in Europe to ride on global economic recovery
3. Navigating Chinese equities as regulatory risks remain

 

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FX INSIGHTS

4 AUGUST 2021

The latest surge in COVID-19 cases has weighed on the Singapore dollar (SGD) though the country’s economic fundamentals remain sound. Meanwhile, the US dollar (USD) has experienced a recovery since mid-June. Overall, we expect modest weakness in the SGD against the USD over the next few quarters.

 

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QUICK NOTE

27 JULY 2021

The fear of further regulatory tightening in the private education sector led to a recent sell-off in education-related Chinese equities. Despite this, we remain positive on the China Megatrend as rising middle class income levels and strong domestic consumption will continue to support China’s long-term structural growth.

 

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H2 MARKET OUTLOOK 2021

29 JUNE 2021

The outlook for H2 2021 remains bright on the back of the spectacular economic recovery we have seen in H1 2021. But financial markets have been volatile, stemming from investor worries on the possible removal of government support measures as well as rising inflation concerns. In our latest market outlook report, we help piece together the key developments, risks and opportunities that investors should look out for to better position their investment portfolios.

 

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FX INSIGHTS

29 JUNE 2021

Both the Reserve Bank of New Zealand and Federal Reserve signalled interest rate hikes starting from September next year. This resulted in volatility for the NZD/USD currency pair. But the pair may still find support from the global reflation trade, strong commodity prices and buoyant global risk appetite.

 

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MARKET POWERBAR

8 JUNE 2021

Topics:
1. Inflation expected to be transitory
2. Higher inflation does not mean bad news for Asian bonds

 

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FX INSIGHTS

8 JUNE 2021

The Sterling Pound (GBP) continues to gain further in May 2021 as a result of a successful vaccine rollout and strong economic data. We maintain our bullish view on GBP and expect the GBP/USD to continue appreciating towards end-2021.

 

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MARKET POWERBAR

7 MAY 2021

Topics:
1. President Biden’s plan to build up America
2. European equities to potentially play catch up

 

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FX INSIGHTS

7 MAY 2021

An improving domestic growth outlook, propelled by Singapore’s effective control of the COVID-19 outbreak – coupled with receding US bond yields – has allowed the SGD to recoup most of its losses. We expect the SGD to stay resilient in the near-term.

 

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MEGATREND SERIES

20 APRIL 2021

The COVID-19 outbreak has led to increased scrutiny on whether companies around the world are conducting activities in a responsible manner. Promoting resource and social sustainability has thus become key considerations on how capital is allocated. Watch this video to learn about the key drivers behind the rising trend of Sustainable Investing, as well as the benefits and risks that come with investing in this Megatrend.

 

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INVESTMENT INSIGHTS

9 APRIL 2021

UOB Investment Insights – Q2 2021 Market Outlook

The first quarter of 2021 have been positive for global investors as the roll out of the COVID-19 vaccines across the world has begun, and economic data points suggest that the world is in the early stages of recovery. With strong growth projections, and rising consumer demand, investors could be concerned of possible return of inflation and rising interest rates. In our latest market outlook video, our panel of experts discuss the key trends that will support through Q2 2021 and highlight risks and tips that investors should be aware of to better position their portfolios.

MARKET POWERBAR

8 APRIL 2021

Topics:
1. Wave of fiscal stimulus supports US recovery
2. China onshore equities: Short-term risk, long-term opportunity

 

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FX INSIGHTS

8 APRIL 2021

The USD/JPY appears overbought, and lower levels are expected, with the currency pair likely to normalise alongside the reduced near-term volatility in bond markets.

 

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QUICK NOTE

6 APRIL 2021

Concerns over policy tightening, increase in regulations on Chinese technology companies and delistings by US exchanges have led to a recent sell-off in Chinese equities. While some near-term volatility may persist, we remain optimistic towards China’s structural growth story, which is supported by a strong post-pandemic recovery, continued focus on technology and innovation as cited in China’s 14th Five-Year Plan, as well as a prudent Chinese government.

 

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MARKET POWERBAR

8 MARCH 2021

Topics:
1. Equities could climb higher despite lofty valuations
2. Asian equities continue to do well

 

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FX INSIGHTS

8 MARCH 2021

We remain positive on the Euro (EUR) despite near-term setbacks. Expectations of a global economic recovery will likely benefit growth-sensitive currencies such as the EUR. This will be at the expense of the US dollar that is often regarded as a safe haven currency.

 

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MARKET INSIGHTS

2 MARCH 2021

As COVID-19 vaccines continue to be rolled out, what are the prospects for 2021? Hear from our Head of Markets Strategy, Global Economics and Markets Research, Heng Koon How, as he shares his views on the impact of the Regional Comprehensive Economic Partnership agreement on trade and growth in Asia, outlook on the global economy and what it will mean for the US dollar.

MARKET INSIGHTS

2 MARCH 2021

In a remodelled world that is recovering from the impact of COVID-19, there are still opportunities that lie ahead for investors. With certain industries and economies performing better than others, investors should be selective while staying diversified. Our Head of Wealth Management Advisory and Strategy, Abel Lim, shares his views.

MARKET INSIGHTS

2 MARCH 2021

Does 2021 bode well for fixed income investors? For those considering a multi-asset approach, where can you find opportunities for income and capital growth in Asia? Hear from George Efstathopoulos, Portfolio Manager at Fidelity International.

MARKET INSIGHTS

2 MARCH 2021

With sustainable investing trending among investors, what are some of the considerations when it comes to determining the reliability of companies’ data? Maurice Meijers, Managing Director, Fixed Income Investments at Robeco, shares his views.

MARKET INSIGHTS PROGRAMME – CNA PARTNERSHIP

2 MARCH 2021

Despite a lingering pandemic, heightened optimism accompanies the arrival of COVID-19 vaccines. The new normal we find ourselves in has also accelerated certain trends, including that of Sustainable Investing.

Find out more about some of the considerations around investing sustainably and discover the investment opportunities that lie ahead.

Hear from our panel of experts.

QUICK NOTE

26 FEBRUARY 2021

Concerns over rising inflation and central banks withdrawing liquidity has led to a sell-off in equity prices, especially in growth sectors like Technology. However, central banks may not reverse their loose policy stances soon as this may upset the still-fragile global economic recovery. We remain positive on equities in general, and suggest that investors remain invested to ride through the volatility.

 

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MARKET POWERBAR

5 FEBRUARY 2021

Topics:
1. A ‘Blue Ripple’ opens up more fiscal spending
2. 2021: A year of growth normalisation

 

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FX INSIGHTS

5 FEBRUARY 2021

We maintain a positive outlook on the Australian dollar (AUD) this year, where its currency strength will be supported by domestic economic recovery and strong commodity demand for its exports.

 

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MEGATREND SERIES

27 JANUARY 2021

COVID-19 has thrust the importance of healthcare into the spotlight for investors. The speed at which the COVID-19 vaccine was developed showcased the efficiencies that newer and emerging technologies could introduce to medical treatments. In this video, we share the key drivers and latest developments that could drive the growth of the healthcare industry, as well as the accompanying risks to consider when investing in Global Healthcare.

 

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FX INSIGHTS

11 JANUARY 2021

Despite pulling back towards the end of 2020, gold prices still saw a 25% gain Year-on-Year. With fundamental drivers remaining sound, we maintain a positive medium-term outlook for gold.

 

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QUICK NOTE

8 JANUARY 2021

The Democrats have won the State of Georgia runoff elections and now control 50 out of 100 seats in the US Senate, giving them a slim majority with incoming Vice President Kamala Harris – this allows the Democrats to control both houses of Congress and the government, resulting in a ‘Blue Wave’. In this issue of Quick Note, we discuss how this impacts US policies, the market’s reactions thus far and the next steps for investors.

 

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MARKET OUTLOOK 2021

28 DECEMBER 2020

2021: As the world remodels itself to meet the new realities we face, the recovery across economies and sectors will be uneven. Which will be the likely 'winners'? What are the risks to keep a watch on? View our publication to find out what you can expect in the year ahead.

 

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FX INSIGHTS

10 DECEMBER 2020

The UK and EU may strike a last-minute Brexit trade deal before the end of 2020. If this happens, the multi-year depression of the Great Britian Pound (GBP) could start to unwind. However, the economic outlook remains highly uncertain due to the COVID-19 situation in the UK and fears towards negative rates is also a lingering headwind for the currency.

 

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MARKET POWERBAR

7 DECEMBER 2020

Topics:

1. Trump out, Biden in
2. European recovery delayed, not derailed
3. Key takeaways from China's 14th Five-Year Plan

 

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MEGATREND SERIES

27 NOVEMBER 2020

As the second-largest and one of the fastest growing economies in the world, China has demonstrated strong post-pandemic recovery during the COVID-19 crisis and will likely achieve positive GDP growth in 2020. In this video, we share the positive structural drivers that could help China maintain its growth momentum, and the risks and considerations investors should take note of when investing in China.

 

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FX INSIGHTS

19 NOVEMBER 2020

As the event risks surrounding the US presidential election recede, the bearish trend of the US dollar looks set to resume. We expect the US dollar to weaken gradually in the quarters ahead, though a divided US Congress is likely to limit excessive downside for the currency.

 

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QUICK NOTE

10 NOVEMBER 2020

Democrat candidate Joe Biden is now president-elect of the US after garnering 290 electoral votes and financial markets are awaiting the results of the US Congress. In this issue of Quick Note, we discuss the market’s reactions thus far, implications of a Biden presidency and what investors can expect in the months to come.

 

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QUICK NOTE

5 NOVEMBER 2020

US presidential election 2020 update: The fight between incumbent President Donald Trump and Democrat candidate Joe Biden is a close one. As of 5 November 2020, the odds of Biden winning have risen. However, not all votes have been fully counted, and the outcome remains unclear. Equity markets have generally reacted positively to the results so far. Meanwhile, investors should be prepared for uncertainty and volatility ahead.

 

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MARKET POWERBAR

28 OCTOBER 2020

The upcoming US presidential election, which will be held on 3 November 2020, is the most anticipated political event this year – former Vice President Joe Biden (Democrat) will be up against incumbent President Donald Trump (Republican). In this issue of Market PowerBar, we discuss the policy priorities of both presidential candidates, possible outcomes and what these mean for investors.

 

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MARKET POWERBAR

12 OCTOBER 2020

Topics:

1. Uncertainties in 4Q 2020 could lead to volatile markets
2. The Fed rolls out new inflation-targeting framework
3. US high yield bonds are less attractive

 

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INVESTMENT INSIGHTS

9 OCTOBER 2020

UOB Investment Insights – Q4 2020 Market Outlook

2020 has been extremely eventful for global investors thus far. Going forward, while there may be near-term headwinds, a strong global policy response and an ongoing economic recovery are likely to be supportive of global markets.

Our panel of experts discuss trends that will support financial markets in Q4 2020 as well as highlight some of the key risks and tips that investors should be aware of to better position their portfolios.

FX INSIGHTS

9 OCTOBER 2020

NZD/USD likely to end the year on a high note

The New Zealand dollar’s (NZD) recovery from March 2020 lows was a result of a combination of supportive internal and external factors. While a dovish Reserve Bank of New Zealand poses a key risk, a higher NZD/USD is still expected given the broad USD weakness.

 

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FX INSIGHTS

21 SEPTEMBER 2020

The spike in US money supply growth from the massive Federal Reserve easing as well as the further deterioration in US debt load in the form of a much higher US Debt-to-GDP ratio led to weakness in the US dollar.

 

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MARKET POWERBAR

8 SEPTEMBER 2020

Topics:

1. Asia ex-Japan economies perform well in terms of risk and policy response
2. 2Q2020 earnings likely to be the bottom of the earnings cycle

 

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THE JOURNEY AHEAD

7 SEPTEMBER 2020

The negative economic impact of COVID-19 on the US – with 5.4 million Coronavirus cases – has been swift and dramatic. Here’s a look at how the world’s largest economy has performed thus far for 2020 and what lies ahead on its journey to recovery.

 

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MARKET POWERBAR

18 AUGUST 2020

Topics:

1. China A-shares march on
2. Rebound in US high yield despite uptick in defaults

 

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FX INSIGHTS

14 AUGUST 2020

New Zealand's effective control of its domestic COVID-19 situation has also helped its economy recover to pre-crisis levels faster than most of its developed peers.

 

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MARKET INSIGHTS PROGRAMME – CNA PARTNERSHIP

AUGUST 2020

Global markets suffered some of their biggest falls in history earlier this year due to COVID-19. While equity markets have recovered from their March lows, many economies have gone into recession.

Our panel of speakers discuss what this means for you as an investor.

MARKET INSIGHTS

AUGUST 2020

The pandemic has resulted in many economies going into recession though markets have recovered to some degree. What is the way forward from COVID-19? Our Head of Wealth Management Advisory and Strategy, Abel Lim, shares his views.  

MARKET INSIGHTS

AUGUST 2020

With US and SG interest rates expected to stay soft and fears rising over a possible collapse of the US dollar, there has been much investor interest on the Fed’s next steps. Hear from our Head of Markets Strategy, Global Economics and Markets Research, Heng Koon How.  

MARKET INSIGHTS

AUGUST 2020

The issue of the global supply chain disruption has become less acute with most of China’s manufacturing facilities now up and running. But as companies look to diversify their supply chain, Southeast Asia and India may stand to benefit. There is also the increasing localisation of supply chains. Stephan Kam, Co-Head of Product Management, Asia ex Japan Equities, Schroders, shares his views. 

MARKET INSIGHTS

AUGUST 2020

With COVID-19 accelerating the adoption of digital technology, there is greater opportunity for Artificial Intelligence to feature. Which industries have benefitted from this shift? Hear from Stephen Jue, Co-Portfolio Manager, Senior Research Analyst, Technology, Allianz Global Investors.  

OUTLOOK

8 JULY 2020

UOB Investment Insights – Market Outlook H2 2020
COVID-19 & Beyond: Charting the Way Forward

Going ahead into H2 2020, the outlook remains uncertain. Against such a backdrop, what can investors do to ride out the potential volatility?
We share our views in our Market Outlook H2 2020 publication.

 

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INVESTMENT INSIGHTS

8 JULY 2020

UOB Investment Insights – Market Outlook H2 2020

How will things pan out in H2 2020 and what new norms and trends will we see? Gain insights on some of the key considerations for investors and learn how some of our top calls can help you ride through the volatility ahead.

 

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MARKET POWERBAR

8 JULY 2020

Topics:

1. Liquidity boost softens second wave risk to equity markets
2. US Presidential election polls are showing a close race

 

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FX INSIGHTS

7 JULY 2020

The US dollar has peaked in March and looks set to slide further against most FX Majors in the 2H 2020. Going forward, it is likely that we continue to see this gradual pullback in the USD amidst an on-going bumpy global recovery, unless a second wave of COVID-19 infection hits.

 

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MARKET POWERBAR

18 JUNE 2020

Topics:

1. The risk of countries re-opening too early
2. China’s progress on the Phase One trade deal amid rising tensions
3. Why the US equity market does not reflect underlying economic weakness

 

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QUICK NOTE

10 JUNE 2020

Equity markets have climbed relentlessly over the past few weeks despite weak economic fundamentals. While it may be tempting to chase the rally, there are foreseeable risks that can lead to a return of volatility.

 

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FX INSIGHTS

5 JUNE 2020

GBP/USD has recovered to above 1.20 after a collapse in March as a result of the COVID-19 pandemic. Brexit uncertainties and a Bank of England will fuel the ongoing economic uncertainty and could weigh on the GBP in the near term.

 

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QUICK NOTE

29 MAY 2020

US-China tensions are high, with harsh words being exchanged between the two economic powers and the Trump administration threatening punitive measures. What are the possible implications and how can investors react?

 

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INVESTMENT INSIGHTS

27 May 2020

Discover why bonds are worth considering in an uncertain and low interest rate environment. We share some possible investment opportunities in the fixed income space.

 

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QUICK NOTE

22 May 2020

On 20 May 2020, the US Senate passed the Holding Foreign Companies Accountable Act. This proposed bill can potentially lead to the suspension or de-listing of foreign companies listed in the US that are unable to comply with audit requirements. What are the possible outcome and what should investors do?

 

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INVESTMENT INSIGHTS

11 May 2020

Bear markets – defined as a decline of at least 20% from the market’s highest point to its lowest – are often accompanied by investor pessimism. However, investors who learn to understand bear markets, can potentially leverage on them.

 

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INVESTMENT INSIGHTS

23 APRIL 2020

Bear markets are often accompanied by investor pessimism. However, investors who learn to understand bear markets can potentially leverage them. What are some possible investment opportunities that may outperform when the market recovers?

 

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INVESTMENT INSIGHTS

9 APRIL 2020

We are in the midst of a technical recession caused by COVID-19, which has resulted in economic disruption worldwide. How deep is the recession going to be and what kind of economic recovery are we likely to expect?

 

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INVESTMENT INSIGHTS

31 MARCH 2020

Central banks and governments worldwide have launched sweeping measures to mitigate against the economic disruption caused by COVID-19. Against this backdrop, we present 3 possible recovery scenarios that investors should consider when making investment decisions.

 

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VIEWS FROM THE EXPERTS

18 MARCH 2020

Central Banks have aggressively cut interest rates amid a slump in oil prices, the declaration of COVID-19 as a pandemic and heightened market volatility. How deep the global slowdown could be and what investors should consider?

 

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VIEWS FROM THE EXPERTS

9 MARCH 2020

The COVID-19 situation is sparking concerns about impact on economic growth. How severe is the impact expected to be on the global economy and financial markets?

 

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FX INSIGHTS

5 MARCH 2020

The Singapore Dollar (SGD) is one of the worst performing Asian currencies year-to-date. Starting the year at about 1.35 against the US Dollar (USD), the SGD weakened almost 4% to 1.40 in late February 2020.

 

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MARKET INSIGHTS

FEBRUARY 2020

Seeing Growth in a New light

THE JOURNEY AHEAD

FEBRUARY 2020

Brexit: What does the transition period mean for the UK and Singapore?

 

FX INSIGHTS

6 FEBRUARY 2020

Concerns over the domestic bushfires and the global risk aversion - arising from the novel coronavirus - pressured the AUD to its weakest levels since last October.

 

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MARKET POWERBAR

JANUARY 2020

Topics:

1. Long-awaited US-China Phase One trade deal signed
2. Rebound in German factory output
3. Weaker US job numbers in December 2019

OUTLOOK

JANUARY 2020

Investment Outlook 2020

Adopt a balanced approach when making investment decisions this year.

FX INSIGHTS

7 JANUARY 2020

Gold rallied strongly in the first few days of 2020, from about USD 1,517, at the turn of the year, to as high as USD 1,588 /oz on 6 January 2020 - its highest levels since April 2013.

 

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