 |
SINGAPORE, Oct. 9, 2026 /PRNewswire/ — UOB Asset Management (UOBAM) has released its 4Q 2026 Quarterly Investment Strategy, highlighting how evolving monetary policy, resilient economic fundamentals and structural growth trends continue to create opportunities for investors despite an uncertain global backdrop.
As financial markets navigate a period of heightened policy uncertainty, the global economy has remained broadly resilient. Economic activity across major regions has continued to expand, corporate earnings have remained supportive, and investments in transformational technologies such as artificial intelligence (AI) continue to underpin long-term growth prospects.
While investors continue to contend with geopolitical developments, trade policy changes and questions surrounding the outlook for interest rates, UOBAM believes that market volatility should be viewed as an opportunity for disciplined investors to position for attractive long-term returns.
On interest rates, UOBAM does not expect an aggressive rate hiking cycle or bond yields to continue surging higher as many of the factors driving price pressures are showing signs of moderation.
Within equities, UOBAM remains positive, with a preference for the US and Asia. The US continues to offer a compelling combination of earnings growth, innovation and market depth. Asia, meanwhile, offers attractive long-term fundamentals, supported by stronger economic growth, compelling valuations and leadership positions in industries such as semiconductors, memory, alternative energy and electric vehicles.
Anthony Raza, Head of UOBAM Multi-Asset Strategy, said, "The key story for investors is that the global economy has stayed strong despite a constant stream of headwinds. It is hard to find a period in history when global corporate earnings growth has been as strong as it is today, especially this far into an economic expansion. However, the economic cycle is showing classic late-cycle signs. Ultimately, while today’s late-cycle signals warrant monitoring, we believe it remains too early to step away from a growth-oriented investment strategy."
In its asset allocation strategy, UOBAM remains overweight equities and underweight fixed income. The firm continues to retain a positive outlook on commodities and views gold as an important source of portfolio diversification.
For deeper insights across equities, fixed income, currencies and commodities, read the full 4Q 2026 Investment Strategy: https://www.uobam.com.sg/insights/quarterly-investment-strategy/qis4q26.page
About UOB Asset Management
UOB Asset Management Ltd (UOBAM) is a wholly owned subsidiary of United Overseas Bank Limited. Established in 1986, UOBAM has 40 years of experience managing collective investment schemes and discretionary funds. As at 31 August 2026, UOBAM manages 63 unit trusts in Singapore and together with its subsidiaries, oversees S$43.9 billion in assets under management.
Headquartered in Singapore, UOBAM has business and investment offices across Brunei, Indonesia, Japan, Malaysia, Thailand and Vietnam. Its network includes UOB Islamic Asset Management Sdn Bhd in Malaysia, a joint venture with Ping An Fund Management Company Limited in China, and strategic alliances with global investment partners.
UOBAM has received more than 400 industry awards for its investment, digital and sustainable investing capabilities. Its 2026 accolades include Most Innovative Application of Artificial Intelligence (ASEAN)[1], received for the third consecutive year, and the Most Innovative Product (Singapore)[1], alongside investment and sustainability awards across its regional markets. UOBAM was also named Best Regional Asset Management Company in 2025[1] and Best Asset Management House in Asia – 20 Years in 2023[1].
|
[1]Awarded by Asia Asset Management |
Connect with us: LinkedIn | Facebook
