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
Inflation concerns | Rising US bond yields
- Inflation concerns are creeping in [01:59]
- When will ERAA® reduce its exposure to Gold? [3:38]
- Rising US bond yields [5:51]
Follow Us (Singapore)
Follow Us (Mala…
00:09:21 |
Thu 25 Feb 2021
Crypto ETF tracking errors | Reducing the risk of asset bubbles
- Other types of portfolio insurance besides Gold [01:33]
- High tracking error of cryptocurrency ETFs [03:36]
- How StashAway reduces the effects of asset bubbles [05:42]
Follow Us (…
00:11:03 |
Fri 19 Feb 2021
Tesla in the news | Gold allocation in your portfolio
- Tesla using their cash reserves to buy Bitcoin [01:30]
- The role of Gold in your portfolio [05:22]
Follow Us (Singapore)
Follow Us (Malaysia)
00:09:31 |
Thu 11 Feb 2021
EU vaccine export control | Our risk management-first approach
- EU vaccine export control [0:22]
- Our risk management-first approach to portfolio construction [01:44]
- Your returns had you opted out of re-optimisation [04:16]
Follow Us (Sing…
00:09:25 |
Fri 05 Feb 2021
GameStop frenzy on Wall Street | Value versus growth
- StashAway now has US$1 billion in assets under management [00:18]
- GameStop’s short squeeze, r/wallstreetbets versus hedge funds [00:59]
- Will the bullish trend from the start of 2021 turn into a bubble…
00:13:08 |
Fri 29 Jan 2021
President Biden takes office | Jack Ma emerges again
- Joe Biden begins his presidential term [1:03]
- What Janet Yellen brings as the Treasury Secretary [2:20]
- Jack Ma emerges for the first time since the crackdown on Ant Financial [4:16]
- Will ERAA® move out…
00:12:19 |
Thu 21 Jan 2021
Trump’s second impeachment | Outlook for 2021
Podcast Episode Notes
- President Trump faces a second impeachment [1:08]
- Conference Board Leading Economic Index showing dramatic improvements [3:16]
- How investors can prepare themselves for 2021 [5:25]
- B…
00:09:03 |
Fri 15 Jan 2021
Senate runoff election | Ban on Chinese payment apps
Podcast Episode Notes
- Updates on the Senate runoff election [0:19]
- President Trump’s enforcing the ban of Chinese payment apps [2:34]
- Will a depreciation of the US Dollar affect the NAV of KWEB? [5:19]
00:11:27 |
Thu 07 Jan 2021
Differentiated asset classes | New curbs on Ant Financial
Podcast Episode Notes
- Is the ARKK ETF on StashAway’s radar? [0:23]
- The effect of another stimulus package on the economy [3:03]
- China clamps down further on Ant Financial [6:14]
00:12:57 |
Wed 30 Dec 2020
New stimulus package | Virus mutation
- Congress approved a $900 billion coronavirus relief package [0:22]
- UK uncovers a new mutation of the coronavirus [2:18]
- South Korea’s export volume is an indicator of global trade [4:29]
- Do we need to t…
00:12:08 |
Wed 23 Dec 2020
FX policies | StashAway year-to-date returns
- What caused a change in Singapore’s unemployment rate numbers [0:29]
- Bitcoin hitting $23,000; what happens now? [2:38]
- Switzerland and Vietnam added into the US list of currency manipulators [5:54]
- Stas…
00:17:51 |
Fri 18 Dec 2020
USD exposure and StashAway portfolios | China tech in US stock markets
- How would a drop in the US dollar affect investments? [0:16]
- Understanding how ETFs with similar holdings work for your portfolio[2:56]
- Is there a real risk of the delisting of Chinese stocks from the …
00:11:41 |
Fri 11 Dec 2020
Energy sector during COVID | Leveraged ETFs (02 Dec 2020)
- Democrats and Republicans jointly proposing a $908 billion USD coronavirus aid package [0:18]
- Will StashAway add clean energy ETFs into the portfolio? [2:56]
- What you should know before choosing a leve…
00:10:48 |
Thu 03 Dec 2020
US Treasury Secretary | China and banking licenses (26 Nov 2020)
- Former Chair of the Fed as a candidate for the Secretary of the Treasury [0:22]
- A decline in factory output numbers for Singapore [3:00]
- Will China’s scrutiny of digital banking players influence the s…
00:15:18 |
Fri 27 Nov 2020
Vaccine developments | New trade tensions (19 Nov 2020)
- Developments for the vaccine are coming along [0:14]
- Australia-China trade tensions develop [2:25]
- China ramps up regulation on the tech sector [4:47]
Follow Us (Singapore)
00:11:50 |
Fri 20 Nov 2020
Markets react to the election | Vaccine on the way? (11 Nov 2020)
- President Trump challenges the vote count [0:15]
- COVID vaccine developments from BioNTech and Pfizer [1:51]
- Market reactions to the US elections [3:59]
- Will StashAway create a US-based income portfolio?…
00:12:18 |
Wed 18 Nov 2020
US election | Ant Financial IPO (5 Nov 2020)
- Why we should also be paying attention to the congressional elections [0:17]
- Does Ant Financial’s halted IPO affect your portfolio? [2:57]
- Should you try to lock in your profits? [6:00]
- Will StashAway e…
00:14:08 |
Wed 18 Nov 2020
Countdown to the election | Investing in Gold (28 Oct 2020)
- 1 more week to the US Presidential Elections [1:37]
- COVID-19 resurgence in Europe [3:43]
- Do I need such a high allocation to Gold in my portfolio? [6:45]
Follow Us (Singapore)
Fa…
00:11:34 |
Wed 18 Nov 2020
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