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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
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    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
        Investment Viewpoints

        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
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          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
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            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
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                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
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                    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
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                            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
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                                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
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                                      Market Updates

                                      Investment Roadmap 2023

                                      11 January 2023

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

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