Late Cycle Investing with a symphony of quality and growth stocks


Phillip Securities Pte Ltd (A Member of PhillipCapital)


Phillip Investor Centre - Raffles Place

1 Raffles Place #03-20 One Raffles Place, Singapore, singapore 048616

Singapore, singapore, SG, 048616

Late Cycle Investing with a symphony of quality and growth stocks


With the global economy at a late stage cycle, the premise of a recession has increasingly been highlighted. The danger associated with pricing in a recession too early, that is turning pessimistic at this

time, can mean missing out on asset rallies in both the equity and fixed income markets.

While a turbulent economic environment presents both challenges and opportunities. In circumventing market volatility, it is important to identify the stage of the economic cycle we are in. When the economy expands, growth and valuation factors are more highly desired, while focus would shift toward quality and capital return during an economic contraction.

Come join us as we share on a strategy that aims to generate returns relative to the global equity market by focusing on high-quality, growth-oriented global companies, and is designed to benefit from both positive and negative trending market environment.


Speaker’s Bio

Audrey Cheng

Vice President, Intermediary Sales

UOB Asset Management

Audrey is a member of the Intermediary Sales team in Singapore. In her role, she is responsible for the development of strategic relationships to expand the distribution of UOBAM funds in the IFA and insurance market, as well as the servicing of key distribution partners.