Choreographing Your Next Move in a Resilient Market

In our September report, we cover the following topics:

• Has the United States Federal Reserve’s focus shifted to employment?
• Is rising US government debt a concern?
• Should you favour big-cap or small-cap stocks now?

Join Jonathan Conley, Head of Treasury Advisory as he breaks down the bonds basics in this video.

If you would like to find out more, speak to a UOB Advisor.

At the annual Jackson Hole Economic Symposium, US Federal Reserve Chairman Jerome Powell delivered a closely watched speech on the Fed’s interest rate outlook.

Learn more about the key insights and implications on monetary policy in our latest Thinking Ahead report.

What triggered the market sell-off and what does this mean for investors?

The US Federal Reserve kept interest rates unchanged for the eighth straight meeting. When will the Fed cut rates and what does this mean for investors?

In our August report, we cover the following topics:

• European stocks attractive despite political uncertainty
• Quality stocks beyond the United States (US) can provide opportunities
• Trade tensions may not be as damaging as feared

China outlined sweeping reforms to address key risks and position the economy on an innovation-led and sustainable growth path. How will these reforms impact markets and what does this mean for investors? Find out more in our latest Thinking Ahead report.

Learn more about key market developments and how you can seize opportunities as they arise.

Discover the outlook for the economy, markets, interest rates and more in our 2024 Mid Year Market Outlook publication.

The world is fraught with changes brought about by ever-shifting elements such as geopolitics and macroeconomics. However, there are ways that investors can deal with these variables. Titled “Surfing the Shifting Sands of Global Economies”, the forum highlights key investment strategies to arm investors against the dynamic forces of the market.

Watch the full video from our recent UOB Privilege Conversations Wealth Forum 2024 in Kuala Lumpur and gain investment insights from our panel of experts.

As inflation declines gradually, will the US Federal Reserve proceed to cut rates this year?

Learn more in our Thinking Ahead report.

In our June report, we cover the following topics:

• Improved company profit margins support stock performance
• Corporate reforms in Asia may benefit long-term investors
• Staying focused on investing fundamentals

The US Federal Reserve (Fed) kept interest rates unchanged. Are rate cuts expected ahead?
Find out more in the May PowerBar.

In our May report, we cover the following topics:

• Interest rate cuts may happen later than expected
• Boost dividends in Asia
• Europe presents some opportunities

What is the immediate impact on the market and what can investors do amidst the major escalation in the Middle East crisis?

In our April report, we cover the following topics:

• Is it time to look beyond the Magnificent Seven?
• Will a no landing scenario happen?
• How has investing in China changed?

The latest policy meeting marked the end of an era of unconventional Bank of Japan (BOJ) policy. What does this imply? How will this impact investor decisions on Japan’s financial markets?

What are the key takeaways from China's annual National People’s Congress meeting? What are your options if you are thinking of investing in China? Learn more in our latest Thinking Ahead report.

In our March report, we cover the following topics:

• Have investors missed the boat on US stock market?
• Is cash still king?
• Will inflation make a comeback?

The initial months of 2023 saw a market rally driven by substantial gains in the “Magnificent 7” stocks amid the exciting and vast prospects of Artificial Intelligence. Market sentiments were boosted and in particular, tech stocks outperformed. However, challenges loomed large from persistent inflation implications, expectations of prolonged higher interest rates, recession fears, and the heightened possibility of prolonged conflict between Russia-Ukraine and in the Middle East. Despite these uncertainties, there are still investment opportunities for investors across multiple asset classes.

Watch the full video from our recent Privilege Conversations: UOB-The Edge Wealth Forum 2024 in Kuala Lumpur and gain investment insights from our panel of experts.

WFKL , Wealth Forum KL , Market Outlook KL , Wealth Forum Central

Learn what lies ahead and how you can discover opportunities in our 2024 Market Outlook publication. Discover the outlook for the economy, markets, interest rates and more in the full report.

Global financial markets were enthused by the idea of early and aggressive interest rate cuts this year. Are investors too optimistic?
Central banks have been actively managing expectations of early and aggressive rate cuts. Learn more in our latest Thinking Ahead report

In our January report, we cover the following topics:

• Prepare for volatility even if lower rates are expected in 2024
• Opportunities in a volatile market
• Asia benefits from artificial intelligence growth

In our December report, we cover the following topics:

• Low jobless claims show US economy remains resilient
• Tech sector outlook favours software companies
• Asia’s consumers will be a bright spot

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 investor
• Conflict in the Middle East sparks concern over global oil supply

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.

Recently, the Malaysian government re-introduced the Special Voluntary Disclosure Programme (SVDP) 2.0, which provides an opportunity for taxpayers to come forward with voluntary disclosures of their unreported or under-reported income in previous years without incurring any penalties. Watch the full video from our recent Wealth Series: Tax Controversy and Dispute Resolution Webinar, where we have a panel of tax professionals from PwC shared insightful details on SVDP 2.0.

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.

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

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.

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.

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

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.

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.