Market Commentary

9 July 2025

Market Update: The Big Beautiful Bill: Another nail in the coffin for US exceptionalism?

4 July 2025

Investment Perspective: With US-China tariffs still uncertain, what lies in store for the China market?

24 June 2025

3Q25 Quarterly Investment Strategy: Stay neutral and diversified

20 June 2025

Market Update: Are we entering a new era of dollar weakness?

13 June 2025

Fund Focus: United Global Durable Equities Fund: Stability in a sea of uncertainty

4 June 2025

Investment Perspective: ASEAN’s domestic focus offers investors an escape from U.S. tariff threats

14 May 2025

Market Update: US-China trade truce has reduced the risk of a global recession

18 April 2025

Market Update: New China opportunities emerging from the US-China trade war

11 April 2025

Market Update: US Tariffs We are not out of the woods yet

4 April 2025

Market Update: US Tariffs Navigating the potential economic turbulence

26 July 2024

Research Note: A Trump win has mixed outcomes for US and Asia markets

14 May 2024

Investment Perspective: Can AI really help to beat the market

2 May 2024

Investment Perspective: Aim for alternative assets

17 April 2024

Research Note: Global Markets Series - USD is set to get stronger

2 February 2024

Research Note: Does Japan rally still have legs? 

21 December 2023

Thinking Sustainably: Profit Meets Purpose

5 December 2023

Investment Perspective: High interest rates could become the new normal

17 November 2023

Research Note: Is a year end rally on the cards

19 October 2023

Research Note: Limited impact if Israel Hamas war can be contained

3 October 2023

Investment Perspective: Can AI driven investing really improve performance

27 September 2023

Investment Perspective: Can the global tech rally continue?

21 September 2023

Research Note: China's higher policy momentum is paying off

18 September 2023

Investment Perspective: Growth, value, quality Which should you choose

13 September 2023

Fund Focus: Worried about equity volatility

6 September 2023

Fund Focus: Quality Stocks - All Weather Warriors

30 August 2023

Investment Perspective: Time to stop ignoring global equities

24 August 2023

Research Note: No relief for China Investors

26 July 2023

Research Note: China markets buoyed by policy promises

20 July 2023

Research Note: How "goldilocks" is the US economy

21 June 2023

Research Note: No hard landing view takes hold

14 March 2023

Research Note: SVB induced panic selling expected to calm down

28 February 2023

Fund Commentary: United Global Durable Equity Fund

Fund Commentary: United Global Quality Equity Fund

Fund Commentary: United-i Global Balanced Fund

Fund Commentary: United Bond & Equity Strategic Trust

Fund Commentary: United Malaysia

Fund Commentary: United ASEAN Discovery

Fund Commentary: United Simple Income Select

Fund Commentary: United Simple Growth Select

24 February 2023

Fund Commentary: United Golden Opportunity

Fund Commentary: United Golden Technology

Fund Commentary: United Great Dragon

8 February 2023

Fund Commentary: United Golden Opportunity

Fund Commentary: United Golden Technology

Fund Commentary: United Great Dragon

13 January 2023

Research Note: China Reopening

28 December 2022

Special Issue : United Global Technology Fund - T.Rowe Price Portfolio Manager Updates

Special Issue: United Japan Discovery Fund - SMAM's house view on the monetary policy

Fund Commentary: United Global Durable Equity

Fund Commentary: United Global Emerging Markets Opportunity

Fund Commentary: United Global Quality Equity

Fund Commentary: United Sustainable Series - Global Credits

Fund Commentary: United Malaysia

Fund Commentary: United Global Healthcare

8 December 2022

Special Issue: United Global Durable Equity - Staying Power - Finding stability in unexpected places

30 November 2022

Fund Commentary: United-i Global Balanced

Fund Commentary: United Simple Growth Select

Fund Commentary: United Simple Income Select

Fund Commentary: United Japan Discovery

Fund Commentary: United Sustainable Series: Global Credits

Fund Commentary: United Income Plus

Fund Commentary: United Bond & Equity Strategic Trust

Fund Commentary: United Malaysia

Fund Commentary: United ASEAN Discovery

24 November 2022

Fund Commentary: United Global Durable Equity

Fund Commentary: United Global Quality Equity

Fund Commentary: United Global Healthcare

Fund Commentary: United Global Emerging Markets Opportunity

21 November 2022

Fund Commentary: United Golden Opportunity

Fund Commentary: United Global Technology

Fund Commentary: United Great Dragon

11 November 2022

Thinking Sustainably: A New Approach to ASEAN ESG Investing

10 November 2022

Fund Commentary: United Bond & Equity Strategic Trust

Fund Commentary: United ASEAN Discovery

Fund Commentary: United Malaysia

31 October 2022

Fund Commentary: United-i Global Balanced

Fund Commentary: United Income Plus

Fund Commentary: United Global Emerging Markets Opportunity

Fund Commentary: United Japan Discovery

Fund Commentary: United Global Healthcare

Fund Commentary: United Simple Growth Select

Fund Commentary: United Simple Income Select

27 October 2022

Fund Commentary: United Global Quality Equity

Fund Commentary: United Global Durable Equity

19 October 2022

Fund Commentary: United Great Dragon

Fund Commentary: United Golden Opportunity

Fund Commentary: United Global Technology

6 October 2022

Fund Commentary: United Japan Discovery

Fund Commentary: United Income Plus

Fund Commentary: United Malaysia

Fund Commentary: United Bond & Equity Strategic Trust

Fund Commentary: United Great Dragon

Fund Commentary: United ASEAN Discovery

4 October 2022

Research Note: Government bonds offer defence from storm clouds

30 September 2022

Fund Commentary: United-i Global Balanced

Fund Commentary: United Simple Growth Select

Fund Commentary: United Simple Income Select

Fund Commentary: United Global Healthcare

27 September 2022

Research Note: Recession fears ramp up as rates move higher

Fund Commentary: United Global Quality Equity

Fund Commentary: United Global Durable Equity

Fund Commentary: United Global Emerging Markets Opportunity

Fund Commentary: United ESG Series - Global Credits

19 September 2022

Research Note: Can sustainable Asian investing pay off?

Fund Commentary: United Golden Opportunity

Fund Commentary: United Global Technology

1 September 2022

Fund Commentary: United Simple Growth Select

Fund Commentary: United Simple Income Select

Fund Commentary: United Sustainable Series - Global Credits

Fund Commentary: United Great Dragon

Fund Commentary: United Income Plus

Fund Commentary: United Japan Discovery

Fund Commentary: United Malaysia Fund

Fund Commentary: United ASEAN Discovery

Fund Commentary: United Bond Equity Strategic Trust

Fund Commentary: United-i Global Balanced Fund

24 August 2022

Fund Commentary: United Global Quality Equity Fund

22 August 2022

Research Note: US and China battle to dominate global chip production

19 August 2022

Fund Commentary: United Global Technology Fund

Fund Commentary: United Golden Opportunity Fund

Fund Commentary: United Global Durable Equity Fund

16 August 2022

Research Note: Potential peak in US inflation suggests range bound markets

29 July 2022

Fund Commentary: United Simple Growth Select

Fund Commentary: United Simple Income Select

Fund Commentary: United Income Plus

Fund Commentary: United-i Global Balanced

Fund Commentary: United ASEAN Discovery

Fund Commentary: United Bond & Equity Strategic Trust

Fund Commentary: United Malaysia Fund

Fund Commentary: United Global Healthcare

27 July 2022

Fund Commentary: United Japan Discovery

Fund Commentary: United Sustainable Series - Global Credits

25 July 2022

Research Note: Asian equity markets: Near term pressure longer term relief

20 July 2022

Fund Commentary: United Global Durable Equity

Fund Commentary: United Global Emerging Markets Opportunity

Fund Commentary: United Global Quality Equity

18 July 2022

Fund Commentary: United Great Dragon

Fund Commentary: United Global Technology

Fund Commentary: United Golden Opportunity

8 July 2022

Research Note: Mid year manager roundtable: equity market reflections

1 July 2022

Research Note: Mid year manager roundtable: bond market reflections

29 June 2022

Fund Commentary: United Great Dragon

Fund Commentary: United Simple Income Select

Fund Commentary: United Simple Growth Select

Fund Commentary: United Malaysia

Fund Commentary: United ASEAN Discovery

Fund Commentary: United-i Global Balanced

27 June 2022

Fund Commentary: United Japan Discovery

Fund Commentary: United Global Healthcare 

Fund Commentary: United Income Plus

Fund Commentary: United Bond & Equity Strategic Trust

Fund Commentary: United Sustainable Series - Global Credits Fund

22 June 2022

Research Note: China’s economy expected to weather Covid lockdowns

21 June 2022

Fund Commentary: United Golden Opportunity

Fund Commentary: United Global Emerging Markets Opportunity

Fund Commentary: United Global Technology

Fund Commentary: United Global Quality Equity

16 June 2022

Research Note: Latest inflation data increases odds of US recession

13 June 2022

Research Note: Bond investors see light at the end of the tunnel

24 May 2022

Research Note: ASEAN’s re-opening opportunities

17 January 2022

INSIGHTS: Spring cleaning offers hope for an end to the crisis

20 December 2021

INSIGHTS: Spring cleaning offers hope for an end to the crisis

21 September 2021

INSIGHTS : Genomic testing and the future of medicine

1 March 2021

INSIGHTS: How should investors respond to the recent rise in bond yields?