Wealth Tracker: Can AI drive stocks amid weak growth?

Update: 2025-09-29

Description

US stocks are soaring at valuations not seen since the dot-com bubble and pandemic highs, but the economy tells a different story. Manufacturing remains weak, housing is struggling, and growth is modest. The rally, fueled by a surge in AI spending, has many asking: how long can it last? What risks lie ahead, and how should investors navigate these turbulent waters?

On Wealth Tracker, Hongbin Jeong speaks to Tim Murray, CFA, Capital Markets Strategist, Multi‑Asset Division at T. Rowe Price, to find out more.

See omnystudio.com/listener for privacy information.

Comments

In Channel

Right Business: This company turns wedding headaches into "I do" moments you’ll remember

2025-10-0315:13

The Big Story: F1 declares 2025 SG Grand Prix as the first ever 'heat hazard' race, but what does that mean?

2025-10-0314:07

Wealth Tracker: Why high-net-worth investors are turning to tangible assets

2025-10-0310:52

Market View: Stocks to watch as Singapore F1 Grand Prix roars into town; DBS gains S$26 billion in value, widens lead against OCBC; Elon Musk’s US$1 trillion pay plan faces pushback; Applied Materials warns of sales hit from latest curbs on China; Singapore’s retail sales up 5.2% in August, surpassing expectations; UOL, Singapore Land Group in focus

2025-10-0316:45

Sports Minutes: Singapore Grand Prix Preview; from on track action to off track entertainment, we break it all down!

2025-10-0319:52

The Big Story: Remembering Jane Goodall - What legacy does she leave behind?

2025-10-0216:26

The Big Story: Too noisy for HDB estates? Singapore hotels cash in on the pickleball boom

2025-10-0207:52

Wealth Tracker: Is Singapore’s tough stance on crypto a risk or opportunity for investors?

2025-10-0211:16

Right Business: A Singapore mall built on waste? How 680k chopsticks and 1,000 kilos of PET found new life

2025-10-0210:28

Market View: US ADP payrolls reading show firms shedding 32,000 posts in September; Shares of Samsung Electronics, SK Hynix up sharply after initial agreements to supply chips to OpenAI’s Stargate project; Seoul, Taipei led rally in Asia on Samsung-SK Hynix-OpenAI deal; Apple reportedly shelves Vision headset revamp to prioritise Meta-like AI glasses; Yangzijiang Financial, Cordlife to watch

2025-10-0216:11

The Big Story: US H-1B shakeup - Why Singapore could be the new hotspot for global talent

2025-10-0111:42

Wealth Tracker: Is the bull run in markets also leaving strategists struggling to keep up? How you can beat the game

2025-10-0111:53

Right Business: What Singapore SMEs can learn from Le Petit Society’s regional strategy and PayPal partnership

2025-10-0119:40

Market View: US government shuts down; Asian factories struggle as soft China, US demand takes toll; Japan’s top trade negotiator says Trump’s US$550 billion demand won’t weaken yen; Pfizer’s drug price cuts and Trump’s tariff reprieve; Coliwoo, Leong Guan lodge preliminary documents for SGX listings; Singapore overtakes London in ranking of world’s busiest IPO destination

2025-10-0116:40

Sports Minutes: Spence on assists, ambitions and adapting to top-flight football in the Singapore Premier League

2025-10-0123:29

Right Business: The student startup taking the pain out of veterinary paperwork

2025-09-3020:01

The Big Story: 72 hours on the clock - How likely is Hamas going to accept Trump-Netanyahu's 20-point proposal?

2025-09-3019:03

Wealth Tracker: Could these dividend-paying stocks save your portfolio in 2025?

2025-09-3013:36

Market View: Trump sets 10% tariff on lumber imports, higher tariffs on wooden products, proposes 100% duty on films made out of the US; A possible US government shutdown looms – what could be different this time around?; Shares of China’s Zijin Gold International soars on Hong Kong trading debut amid record gold prices; Boeing reportedly in early stages of developing 737 MAX replacement; UOB to watch

2025-09-3015:22