Investment Insights

  • Stay up to date with our latest Market PowerBarStay up to date with our latest Market PowerBar

    Stay up to date with our latest Market PowerBar

    Read the latest Market PowerBar report to keep pace with key market developments

    Read full report
  • Market Outlook 2022Market Outlook 2022

    H2 2022 Market Outlook
    Cultivating Resilience: Investing Amid Uncertainty

    Build a resilient investment portfolio with insights from our latest market outlook publication.

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  • Investment InsightsInvestment Insights

    Empowering you to make informed investment decisions

MARKET POWERBAR

1 OCTOBER 2022

In our October Market PowerBar report, we cover the following topics:
1. More accommodative monetary policy in Asia can lend support to stocks
2. Asian economies with a greater reliance on domestic demand may better withstand developed markets’ slower growth
3. For China, focus on the valuations and trends of sectors with bigger weights in the benchmark index

 

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MARKET POWERBAR

1 SEPTEMBER 2022

In our September Market PowerBar report, we cover the following topics:
1. Investing for income can help you withstand the volatile environment
2. Build resilient income portfolios with quality bonds
3. Enhance your income returns by diversifying into dividend-yielding stocks

 

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Thinking Ahead

29 AUGUST 2022

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.

 

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Thinking Ahead

2 AUGUST 2022

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.

 

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MARKET POWERBAR

1 AUGUST 2022

In our August Market PowerBar report, we cover the following topics:
1. Stock and bond prices should return to having an inverse correlation as inflation subsides
2. Seek refuge in investment grade corporate bonds as uncertainty persists
3. Asia ex-Japan stocks still present attractive opportunities

 

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H2 2022 Market Outlook

22 JULY 2022

Cultivating Resilience: Investing Amid Uncertainty
Investors today face a highly uncertain market environment. How do you build a resilient portfolio amid rising interest rates, elevated inflation levels and risks of an economic slowdown? We share our insights, as well as forecasts for rates, currencies and more, in our H2 2022 Market Outlook publication.

 

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MARKET POWERBAR

1 JUNE 2022

Topics:
1. Stringent measures have reduced new COVID cases, presenting opportunities in Chinese equities
2. US dollar strength could negatively affect certain investment returns
3. Diversification into fixed income could provide a buffer against volatility

 

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FX INSIGHTS

12 MAY 2022

We maintain a positive outlook on the Australian dollar (AUD) against the US dollar (USD) as the AUD may draw support from an increasingly hawkish Reserve Bank of Australia (RBA) and elevated commodity prices.

 

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MARKET POWERBAR

1 MAY 2022

Topics:
1. Stay invested amid inflation concerns
2. What is a yield curve inversion and does it signal a future recession?

 

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Q2 MARKET OUTLOOK 2022

12 APRIL 2022

Global markets have taken investors on a turbulent ride so far this year. The protracted Russia-Ukraine conflict has caused commodity prices to soar, and central banks around the world are poised to raise interest rates further to fight inflation. What are the risks and opportunities investors should look out for in the months ahead? Hear from our panel of experts as they share the outlook for markets, interest rates, currencies and more in Q2 2022.

MARKET POWERBAR

1 APRIL 2022

Topics:
1. Stock markets tend to recover following geopolitical events
2. The emphasis on Sustainable Investing is accelerating
3. Quality companies in Asia present attractive opportunities

 

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QUICK NOTE

23 MARCH 2022

Our latest Quick Note publication discusses the United States Federal Reserve’s first interest rate hike since 2018 and its forecasts for future rate hikes. The report also covers ongoing concerns about China equities and how investors can navigate this landscape.

 

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QUICK NOTE

1 MARCH 2022

The Russia-Ukraine crisis has rattled financial markets, with volatility likely to remain high as events unfold. Hear from Neo Teng Hwee, Chief Investment Officer of UOB Private Bank, and Abel Lim, Head of Wealth Management Advisory and Strategy at UOB, about what investors should consider in these market conditions.

 

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MARKET POWERBAR

1 MARCH 2022

Topics:
1. Equity markets can deliver positive returns through rate hikes
2. China on the easing path
3. Opportunities in European and Japanese equities

 

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QUICK NOTE

15 FEBRUARY 2022

Our latest Quick Note publication elaborates on the expected trajectory of the Federal Reserve’s upcoming interest rate hikes and the impact on markets. The publication also explains our cautiously optimistic view on European equities and why we remain positive on China and Asia ex-Japan.

 

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FX INSIGHTS

14 FEBRUARY 2022

The Singapore dollar (SGD) has held up well against a strengthening US dollar (USD). That said, the backdrop remains that of a stronger USD as the US Federal Reserve is on the cusp of an aggressive rate hike cycle, and USD/SGD is likely to trade higher.

 

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MARKET POWERBAR

4 FEBRUARY 2022

Topics:
1. Seeking income amid changing market conditions
2. Healthcare is not just about the pandemic
3. Benefiting from generational shifts in consumption

 

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QUICK NOTE

27 JANUARY 2022

Based on the latest US Federal Reserve statement following its recent Federal Open Market Committee (FOMC) meeting, we now expect the Fed to hike rates by 25 basis points or 0.25% four times in 2022. These hikes will challenge both equity and fixed income markets. However, we suggest investors allocate more to equities than fixed income in accordance with their risk appetite to manage this volatility.

 

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2022 Market Outlook

1 JANUARY 2022

A World in Metamorphosis: Entering the Next Normal

In 2021, we saw a strong global economic recovery, and we are likely to enter a post-recovery phase in 2022 — this will be very different from the pre-COVID-19 landscape. Find out how you can position your investment portfolio for change in 2022.

 

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FX INSIGHTS

6 DECEMBER 2021

The Sterling Pound (GBP) fell to year-to-date low in November after the Bank of England held back on a widely expected interest rate increase. Despite the setback and possible Omicron virus risk, UK rates market will likely head higher in 2022 and GBP will follow suit. We maintain a bullish view on GBP and expect GBP/USD to appreciate in 2022.

 

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MARKET POWERBAR

6 DECEMBER 2021

Topics:
1. COP26: Carbon neutrality in focus
2. China lays down plans for a sustainable future
3. Earnings to slow but still positive

 

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FX INSIGHTS

8 NOVEMBER 2021

The Australian Dollar (AUD) has rebounded strongly in October, buoyed by strong risk sentiment and a recovery in commodity prices. However, the outlook on Australia economy remains uncertain due to the risk of possible COVID-19 resurgence and slowing Chinese economy. We are keeping a cautious view on AUD/SGD to likely remain below parity.

 

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MARKET POWERBAR

8 NOVEMBER 2021

Topics:
1. Diversify with Multi-Asset Funds to navigate changing market conditions
2. Reduce bond duration as central banks dial back on stimulus
3. Europe still an attractive opportunity

 

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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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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

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.

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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