Webcasts

2024 Q4 Market Outlook

Maintaining a Cautious Stance on Overall Market

  • The Fed cut interest rates by 50 basis points in September, with future cuts dependent on developments in the US labour market
  • Europe is expected to lean towards further rate reductions
  • Overall valuations in the Asian market are attractive; China has introduced more aggressive monetary and fiscal measures to stimulate the economy



BEA Union Investment Global Quality Bond Fund

Your Global Passport to Hassle-Free Income Potentials

  • Take advantage of current attractive income opportunities
  • Focus on Investment-grade bonds
  • Aim to provide monthly dividend



BEA Union Investment Global Quality Bond Fund (Mandarin Version)

Your Global Passport to Hassle-Free Income Potentials

  • Take advantage of current attractive income opportunities
  • Focus on Investment-grade bonds
  • Aim to provide monthly dividend



2024 Q3 Market Outlook

Uncertainty ahead of the U.S. presidential election and Geopolitical tensions will bring volatility to the market

  • Fed could kick off its rate cut cycle in September
  • Monetary normalisation provide impetus to Japan's economic growth
  • India and Indonesia offer rosy prospects



2024 Q2 Market Outlook

Economic Growth Solidifies and Inflation Declines Steadily

  • Capital markets supported by US technology leadership and structural growth in emerging Asia
  • Europe and China face economic challenges
  • Japan's negative interest rate policy lifted, moving towards a growth-oriented economy



2024 Q1 Market Outlook

Capital market remains challenging but also promising in 2024

  • Liquidity conditions are expected to improve, benefiting capital market performance
  • China's economy environment and Japan's monetary policy will remain in focus
  • Indonesia and India have structural growth potentials



2023 Q4 Market Outlook Highlights - Episode 2

Asia Bonds to Maintain Yield Advantage

  • Due to the impact of interest rate movements on fixed deposit returns, diversifying income sources will be the investment focus at the moment
  • The prospects for Asia Investment Grade Bond is optimistic given the current interest rate trends
  • Asia Investment Grade Bond exhibit strong credit record, with yields comparable to those of High Yield Bond



2023 Q4 Market Outlook Highlights - Episode 1

Asia Bonds to Maintain Yield Advantage

  • Global macroeconomic situation is trending towards stability
  • The US economy is trending toward a soft landing, with Fed's monetary policy approaching a turning point
  • Reducing reinvestment risk and expanding income sources may be the focus of investment at this stage


Infuse Positive Impacts Into Your Investment

Benefits and Strategies of Investing in Asia Impact Bond

  • From an impact bond perspective, we prefer Asian Investment Grade bonds.
  • Asia's Investment Grade bonds have higher yields and more attractive risk-adjusted returns than their counterparts from regions.
  • Inflationary pressures in Asia are lower than those in Europe and America, and Asian economies remain resilient driven by domestic demand.


Impact Bond 101

"Impact Investing" is a two-in-one investment solution that brings together the prospects of investment returns and social/environmental improvements

  • "Impact Bond" is a type of impact investing
  • Impact bonds have designated and clear social/environmental targets
  • Impact bonds include Green, Social Responsibility and Sustainability bonds
  • They are required to report measurable and verifiable impacts


2023Q3 Market Outlook

Q3 Market Outlook Highlights

  • The US rate hike cycle is nearing its peak
  • High inflation and weak foreign trade afflict Europe’s economy
  • Major Asian Economies remain resilient


New focus reshapes 2023 Investment themes

2023 is still a year full of challenges. The new market focuses will reshape the global investment landscape.

  • Market focus to shift from inflation worries to recession fears
  • Time for a rethink: Asian fixed-income renaissance
  • China reopening optimism to drive global economic growth
  • Persistent demand for commodities and energy brightens Asian assets outlook


A Brief on China's New Economy Trends

A Brief on China's New Economy Trends

  • Prefer companies with solid balance sheet and cash slow that can withstand headwinds
  • Worthwhile keeping a close eye on EV and related companies
  • China's transforming demographic changes long-term investment strategy


Southeast Asian Countries Offer Opportunities in the Midst of Uncertainty

Q4 Market Outlook Highlights

  • Tug-of-war between inflation vs recession weighs on market; lacks short-term catalysts
  • More rate hikes before year end are expected
  • Asia's fundamentals relatively stable; mild inflationary pressure
  • Growing advantage with energy exporters; Southeast Asian countries outlook not to be ignored
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2022Q3 Market Outlook

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China and Hong Kong Markets: Is the worst over?

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【2022 Q2 Investment Opportunities Under Inflation】

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【Mutual Funds 101】Is It Best To Buy Right Before Dividend Payout?

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【Mutual Funds 101】Why Do Stock Funds Pay Dividends?

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【Mutual Funds 101】Does Every Fund Offer Dividends?

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【Mutual Funds 101】Are Higher Dividends Always Better?

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【Mutual Funds 101】What Happens If A Fund Doesn't Have Enough Money For Dividend Distribution?

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【Mutual Funds 101】How Do I Know If Fund Dividends Are Drawn From Capital ?

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【Mutual Funds 101】Are Fund Dividend Distribution Guaranteed?

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【Mutual Funds 101】Would Fund Prices Keep on Rising Given the Recent Rally?

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【Mutual Funds 101】Where Do Dividends Come From?

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【Mutual Funds 101】What is Good in Dividend-paying Funds?

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【Mutual Funds 101】 - Is IPO Period Always the Best Timing to Invest?

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【Mutual Funds 101】 - How Do I Evaluate A Fund Manager Performance?

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Mutual Funds 101 Episode 10 - Which Matters More? Short-term or Long-term Performance?

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Mutual Funds 101 Episode 9 - Should I Invest in High-Risk High Return Funds or Stable Funds?

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Mutual Funds 101 Episode 8 - Why can't I Find Fund Price Real-time?

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Mutual Funds 101 Episode 7 - Should I Buy Stocks or Mutual Funds?

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Mutual Funds 101 Episode 6 - Should I Buy ETFs or Actively Managed Funds?

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Mutual Funds 101 Episode 5 - Which Way to Buy Funds is Better - Lump-sum Investment or Monthly Plan?

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Mutual Funds 101 Episode 4 - What Information Do I Need Before I Invest?

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Mutual Funds 101 Episode 3 - Why Can't I Buy A Higher Risk Fund?

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Mutual Funds 101 Episode 2 - How Much Risk Can I Bear?

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Mutual Funds 101 - How Can You Tell If A Fund Is Doing Well?

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2020 Asian Bond Market Outlook - Which Sectors Look Attractive Among Asian High Yield Bonds?

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