Multimedia Insights

While there is no doubt a sense of increased optimism, there remains a need to address the downside risks to the economy and markets. As we have concluded the first six months of 2023, hear our experts from Maybank Singapore, First Sentier Investors as well as Micro Connect shared their views on 2H 2023 macro trends and investment opportunities amidst the lingering uncertainties around the world with Maybank Singapore Private clients.

Eddy Loh, Senior Investment Strategist, Maybank Group Wealth Management discusses why Fed Chair Jerome Powell is already sounding more hawkish less than a week after the FOMC kicked off the rate hike cycle, and what it means for investors.

The post-pandemic economic recovery has been remarkably swift in 2021, with robust global GDP growth lending support to solid earnings recovery. While global growth is likely to remain above-trend in 2022, policy makers are expected to recalibrate their monetary and fiscal stances as growth and inflation normalise. The adjustment process could lead to heightened volatility from time to time, which requires investors to maintain their focus on building resilience.

In view of the above, how should investor portfolios be positioned for 2022? What are the key investment opportunities and risks to look out for?

The rising demand for healthcare products and services is underpinned by secular trends across the globe.

While healthcare investing is often deemed to be stable and defensive, the innovations taking place are also giving rise to many exciting growth opportunities within the sector.

Rising optimism on a faster-than-expected return to economic normality has prompted talks of a sustained rotation away from the technology leaders into cyclical stocks. However, it would be premature to write-off the technology plays given their long-term growth potential.

In the current uncertain macroeconomic and low interest rate environment, building a resilient portfolio is increasingly important.

With this, we explore the opportunities in the fixed income market.

Environmental, Social and Governance (ESG) investing is gaining traction among both seasoned as well as young investors.

These investors are seeking not only positive returns, but also adopting an investment approach that is consistent with their values to create a positive impact on the world.