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Co-CIO, Stephanie Leung, and Deputy Country Manager of StashAway Malaysia, Albert Kok unpack recent market activity and what it could mean for your investments. Have a question about the markets that you want Stephanie and Albert to answer? Shoot us an email at support@stashaway.com and we’ll respond or even answer them in future episodes. We'd love to hear your thoughts! Also, our lawyers would want us to tell you that the opinions of our guests are not necessarily shared by StashAway, that past performance is no guarantee of future results, and that what you heard is not investment advice.
58 Episodes
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https://www.stashaway.comFollow Us (Singapore)FacebookInstagramFollow Us (Malaysia)FacebookInstagramFollow Us (MENA)FacebookInstagramFollow Us (Hong Kong)FacebookInstagramFollow Us (Thailand)FacebookInstagramTelegramOur Podcast: In Your Best InterestStashAway App:App StoreGoogle PlayHuawei AppGallery
In this episode: What does the latest US inflation data mean? [2:02] How markets reacted to the Fed’s 50bp rate hike [04:45] How should investors be positioned for 2023? [07:47] The implications of China relaxing its Covid controls [10:38] Why we should stay invested ahead of a potential recession [20:12]https://www.stashaway.comFollow Us (Singapore)FacebookInstagramFollow Us (Malaysia)FacebookInstagramFollow Us (MENA)FacebookInstagramFollow Us (Hong Kong)FacebookInstagramFollow Us (Thailand)FacebookInstagramTelegramYoutubeDownload the StashAway AppApp StoreGoogle PlayHuawei AppGallery
In this episodeThe latest behind China's zero-Covid policy [2:15] How markets reacted to the Fed's recent rate hike [7:16] Are we heading into a recession? [12:38] https://www.stashaway.comFollow Us (Singapore)FacebookInstagramFollow Us (Malaysia)FacebookInstagramFollow Us (MENA)FacebookInstagramFollow Us (Hong Kong)FacebookInstagramFollow Us (Thailand)FacebookInstagramTelegramYoutubeDownload the StashAway AppApp StoreGoogle PlayHuawei AppGallery
In this episodeIs Europe facing an energy crisis? [1:08]Could Europe be headed for a recession? [5:26]US August CPI numbers caught markets off guard[8:41]Why are bonds going the same way as equities? [17:28]https://www.stashaway.comFollow Us (Singapore)FacebookInstagramFollow Us (Malaysia)FacebookInstagramFollow Us (MENA)FacebookInstagramFollow Us (Hong Kong)FacebookInstagramFollow Us (Thailand)FacebookInstagramTelegramYoutubeDownload the StashAway AppApp StoreGoogle PlayHuawei AppGallery
In this episodeUS inflation comes in lower than forecast [0:15]Could the US be heading into a recession? [3:00]What’s behind the recent US Dollar strength? [5:35]https://www.stashaway.comFollow Us (Singapore)FacebookInstagramFollow Us (Malaysia)FacebookInstagramFollow Us (MENA)FacebookInstagramFollow Us (Hong Kong)FacebookInstagramFollow Us (Thailand)FacebookInstagramTelegramYoutubeDownload the StashAway AppApp StoreGoogle PlayHuawei AppGallery
In this episodeWhy have oil prices been so volatile? [0:17]What the latest manufacturing PMI numbers tell us [3:08]https://www.stashaway.comFollow Us (Singapore)FacebookInstagramFollow Us (Malaysia)FacebookInstagramFollow Us (MENA)FacebookInstagramFollow Us (Hong Kong)FacebookInstagramFollow Us (Thailand)FacebookInstagramTelegramYoutubeDownload the StashAway AppApp StoreGoogle PlayHuawei AppGallery
In this episodeSaudi Arabia's commitment to raise oil production and what this means for inflation [0:09]China’s easing COVID lockdowns and its fiscal stimulus plan [1:53]Have we seen the worst of the bond market weakness? [4:53]https://www.stashaway.comFollow Us (Singapore)FacebookInstagramFollow Us (Malaysia)FacebookInstagramFollow Us (MENA)FacebookInstagramFollow Us (Hong Kong)FacebookInstagramFollow Us (Thailand)FacebookInstagramTelegramYoutubeDownload the StashAway AppApp StoreGoogle PlayHuawei AppGallery
In this episodeA look at the latest US inflation data [0:25]Could the bond market start to stabilise? [4:27]How to approach investing in thematic portfolios [7:21]https://www.stashaway.comFollow Us (Singapore)FacebookInstagramFollow Us (Malaysia)FacebookInstagramFollow Us (MENA)FacebookInstagramFollow Us (Hong Kong)FacebookInstagramFollow Us (Thailand)FacebookInstagramTelegramYoutubeDownload the StashAway AppApp StoreGoogle PlayHuawei AppGallery
In this episodeHow do interest rate hikes fix inflation caused by supply chain issues? (0:19)Why do interest rate hikes make consumers spend less? (3:13)What's the StashAway Risk Index (SRI) and what's behind the performance of our lower SRI portfolios? (6:22)https://www.stashaway.comFollow Us (Singapore)FacebookInstagramFollow Us (Malaysia)FacebookInstagramFollow Us (MENA)FacebookInstagramFollow Us (Hong Kong)FacebookInstagramFollow Us (Thailand)FacebookInstagramTelegramYoutubeDownload the StashAway AppApp StoreGoogle PlayHuawei AppGallery
In this episodeWhat the US Federal Reserve discussed at its March meeting [1:18]The money multiplier and what it means for the economy [2:28]Why we shouldn’t overreact to the Fed’s tightening plan [9:08]https://www.stashaway.comFollow Us (Singapore)FacebookInstagramFollow Us (Malaysia)FacebookInstagramFollow Us (MENA)FacebookInstagramFollow Us (Hong Kong)FacebookInstagramFollow Us (Thailand)FacebookInstagramTelegramYoutubeDownload the StashAway AppApp StoreGoogle PlayHuawei AppGallery
In this episodeHow we hedge against inflation in your portfolios [1:03]The S&P 500’s annualised return during 12 rate hike cycles [4:27]How asset allocation ties in with your risk level [10:42]https://www.stashaway.comFollow Us (Singapore)FacebookInstagramFollow Us (Malaysia)FacebookInstagramFollow Us (MENA)FacebookInstagramFollow Us (Hong Kong)FacebookInstagramFollow Us (Thailand)FacebookInstagramTelegramYoutubeDownload the StashAway AppApp StoreGoogle PlayHuawei AppGallery
In this episode:How sanctions against Russia are affecting global markets [00:24]The Fed’s first rate hike in 3 years [4:00]How StashAway portfolios have performed against the benchmarks year-to-date [7:19]https://www.stashaway.comFollow Us (Singapore)FacebookInstagramFollow Us (Malaysia)FacebookInstagramFollow Us (MENA)FacebookInstagramFollow Us (Hong Kong)FacebookInstagramFollow Us (Thailand)FacebookInstagramTelegramYoutubeDownload the StashAway AppApp StoreGoogle PlayHuawei AppGallery
In this episode:How are the markets reacting to the Russia-Ukraine conflict? [0:24]Will energy prices rise? [2:44]Debunking China’s latest rumour mill [7:48]https://www.stashaway.comFollow Us (Singapore)FacebookInstagramFollow Us (Malaysia)FacebookInstagramFollow Us (MENA)FacebookInstagramFollow Us (Hong Kong)FacebookInstagramFollow Us (Thailand)FacebookInstagramTelegramYoutubeDownload the StashAway AppApp StoreGoogle PlayHuawei AppGallery
How has the market reacted to inflation? [1:08]What the US earnings season reports tell us about valuations [7:08]https://www.stashaway.comFollow Us (Singapore)FacebookInstagramFollow Us (Malaysia)FacebookInstagramFollow Us (MENA)FacebookInstagramFollow Us (Hong Kong)FacebookInstagramFollow Us (Thailand)FacebookInstagramTelegramYoutubeDownload the StashAway AppApp StoreGoogle PlayHuawei AppGallery
What’s behind the recent short-term volatility in the markets? [1:15]Deciphering the rate hikes by the Fed [4:47]China’s loosening monetary policy [9:43]https://www.stashaway.comFollow Us (Singapore)FacebookInstagramFollow Us (Malaysia)FacebookInstagramFollow Us (MENA)FacebookInstagramFollow Us (Hong Kong)FacebookInstagramFollow Us (Thailand)FacebookInstagramTelegramYoutubeDownload the StashAway AppApp StoreGoogle PlayHuawei AppGallery
What’s next for inflation in 2022? [0:55]How global diversification protects your portfolio against inflation[2:08]Capturing the Fourth Industrial Revolution [7:06]https://www.stashaway.comFollow Us (Singapore)FacebookInstagramFollow Us (Malaysia)FacebookInstagramFollow Us (MENA)FacebookInstagramFollow Us (Hong Kong)FacebookInstagramFollow Us (Thailand)FacebookInstagramTelegramYoutubeDownload the StashAway AppApp StoreGoogle PlayHuawei AppGallery
The CSRC debunks reports of a VIE ban [0:26]China leading the Fourth Industrial Revolution [2:08]Is it time to review your SRI? [4:53]https://www.stashaway.comFollow Us (Singapore)FacebookInstagramFollow Us (Malaysia)FacebookInstagramFollow Us (MENA)FacebookInstagramFollow Us (Hong Kong)FacebookInstagramTelegramYoutubeStashAway AppApp StoreGoogle PlayHuawei AppGallery
Freddy’s view on rising inflation rates [0:21]How economies will react to COVID-19’s third wave [2:38]Our long-term perspective on investing in the healthcare sector [5:38]https://www.stashaway.comFollow Us (Singapore)FacebookInstagramFollow Us (Malaysia)FacebookInstagramFollow Us (MENA)FacebookInstagramFollow Us (Hong Kong)FacebookInstagramTelegramYoutubeStashAway AppApp StoreGoogle PlayHuawei AppGallery
What are the factors behind the recent inflation rate surge? [0:21]Technology’s deflationary pressures [4:57]What’s in store for the metaverse? [8:53]https://www.stashaway.comFollow Us (Singapore)FacebookInstagramFollow Us (Malaysia)FacebookInstagramFollow Us (MENA)FacebookInstagramFollow Us (Hong Kong)FacebookInstagramTelegramYoutubeStashAway AppApp StoreGoogle PlayHuawei AppGallery
Disruptive technologies are accelerating [1:02]Will there be stagflation? [3:48]What is a futures Bitcoin ETF? [7:25]https://www.stashaway.comFollow Us (Singapore)FacebookInstagramFollow Us (Malaysia)FacebookInstagramFollow Us (MENA)FacebookInstagramFollow Us (Hong Kong)FacebookInstagramTelegramYoutubeStashAway AppApp StoreGoogle PlayHuawei AppGallery
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