Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
UOB Asset Management adopts a tactically neutral and highly diversified stance for 4Q25, balancing a 50 percent chance of continued global growth against 50 percent combined odds of recession or stagflation. The firm underweights US equities due to demanding valuations while favoring Europe, Asia, and gold to hedge against impending tariff headwinds and employment deceleration.
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UOB Asset Management adopts a tactically neutral and highly diversified stance for 4Q25, balancing a 50 percent chance of continued global growth against 50 percent combined odds of recession or stagflation. The firm underweights US equities due to demanding valuations while favoring Europe, Asia, and gold to hedge against impending tariff headwinds and employment deceleration.
UOB Asset Management advises investors to stay neutral and highly diversified for Q3 2025, underweighting US equities in favor of European and Asian markets while holding safe-havens like gold and investment-grade EM bonds.
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UOB Asset Management advises investors to stay neutral and highly diversified for Q3 2025, underweighting US equities in favor of European and Asian markets while holding safe-havens like gold and investment-grade EM bonds.
The Fund is prioritizing high-quality, defensively positioned equities to weather tariff and macroeconomic uncertainty, while keeping a neutral duration posture in fixed income concentrated in intermediate investment-grade corporate bonds.
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The Fund is prioritizing high-quality, defensively positioned equities to weather tariff and macroeconomic uncertainty, while keeping a neutral duration posture in fixed income concentrated in intermediate investment-grade corporate bonds.
