StashAway Market Commentary
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 [email protected] 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.
- Update frequency
- every 10 days
- Average duration
- 13 minutes
- Episodes
- 58
- Years Active
- 2020 - 2023
US inflation eases | China relaxes its Covid controls
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 C…
00:22:53 |
Wed 14 Dec 2022
China’s zero-Covid policy | The Fed’s recent rate hike
In this episode
- The 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]
Follow Us …
00:24:02 |
Fri 11 Nov 2022
Europe’s energy crunch | US inflation caught markets by surprise
In this episode
- Is 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?…
00:25:16 |
Fri 16 Sep 2022
US inflation cools | What’s behind the recent USD strength
In this episode
- US 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]
Follow Us (S…
00:10:46 |
Fri 12 Aug 2022
Why are oil prices so volatile? | June manufacturing PMIs
In this episode
- Why have oil prices been so volatile? [0:17]
- What the latest manufacturing PMI numbers tell us [3:08]
Follow Us (Singapore)
Follow Us (Malaysia)
00:07:17 |
Thu 28 Jul 2022
Oil and inflation | China eases COVID-19 lockdowns
In this episode
- Saudi 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 th…
00:07:26 |
Thu 28 Jul 2022
Our take on inflation and bonds | Investing in thematic portfolios
In this episode
- A 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]
Follow Us (…
00:11:38 |
Fri 20 May 2022
Has inflation peaked? | What’s happening to global bonds?
In this episode
- How 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…
00:14:03 |
Fri 22 Apr 2022
The money multiplier effect | The Fed gets serious about tightening policy
In this episode
- What 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…
00:12:38 |
Fri 08 Apr 2022
Hedging against inflation | Previous interest rate hike cycles
In this episode
- How 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]
00:15:06 |
Sat 26 Mar 2022
Sanctions against Russia | The Fed’s upcoming rate hike
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…
00:13:37 |
Fri 11 Mar 2022
Russia-Ukraine conflict | Energy prices
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]
Follow Us (Singa…
00:11:46 |
Fri 25 Feb 2022
Global inflation pressure & US earnings numbers | StashAway
- How has the market reacted to inflation? [1:08]
- What the US earnings season reports tell us about valuations [7:08]
Follow Us (Singapore)
Follow Us (Malaysia)
00:11:25 |
Fri 11 Feb 2022
Volatile markets | China’s loosening monetary policy
- 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]
Follow Us (Singapore)
00:16:01 |
Sun 30 Jan 2022
Inflation in 2022 | Capturing the Fourth Industrial Revolution
- 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]
Follow Us …
00:12:16 |
Sat 15 Jan 2022
Friday’s big sell-off | Reviewing your risk level
- 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]
Follow Us (Singapore)
Fo…
00:07:17 |
Wed 08 Dec 2021
COVID-19’s Third Wave | Rising interest rates and inflation
- 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]
Fo…
00:10:47 |
Fri 26 Nov 2021
Inflation rate surge | Entering the metaverse
- 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]
Follow Us (Singapore)
00:15:11 |
Fri 12 Nov 2021
Disruptive technologies are accelerating | What is a futures Bitcoin ETF?
- Disruptive technologies are accelerating [1:02]
- Will there be stagflation? [3:48]
- What is a futures Bitcoin ETF? [7:25]
Follow Us (Singapore)
Follow Us (Malaysia…
00:16:03 |
Fri 29 Oct 2021
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