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StashAway Market Commentary

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StashAway Market Commentary

Philipp Muedder (Head of Financial Planning at StashAway), Freddy Lim (Co-founder and CIO at StashAway)

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Co-founder and CIO, Freddy Lim, Head of Financial Planning, Philipp Muedder, and co- CIO, Stephanie Leung unpack recent market activity and what it could mean for your investments. Have a question about the markets that you want Freddy, Philipp, and Stephanie to answer? Shoot us an email at podcast@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 necessa ...
 
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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] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram F…
 
Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners. Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana P…
 
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? [17:28] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Insta…
 
Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners. Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana P…
 
Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners. Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana P…
 
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] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram …
 
Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners. Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana P…
 
In this episode Why have oil prices been so volatile? [0:17] What the latest manufacturing PMI numbers tell us [3:08] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram Follow Us (Thailand) Facebook Instagram Telegram…
 
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 the bond market weakness? [4:53] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us …
 
Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners. Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana P…
 
Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners. Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana P…
 
Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners. Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana P…
 
Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners. Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana P…
 
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] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram…
 
Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners. Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana P…
 
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's behind the performance of our lower SRI portfolios? (6:22) https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia…
 
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 [9:08] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram …
 
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] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us …
 
Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners. Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana P…
 
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.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagr…
 
Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners. Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana P…
 
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.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram Follo…
 
How has the market reacted to inflation? [1:08] What the US earnings season reports tell us about valuations [7:08] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram Follow Us (Thailand) Facebook Instagram Telegram Y…
 
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.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram Follow Us …
 
Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners. Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana P…
 
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.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram…
 
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.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram Telegram Youtube StashAway Ap…
 
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.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook I…
 
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.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram Telegram Yout…
 
Disruptive technologies are accelerating [1:02] Will there be stagflation? [3:48] What is a futures Bitcoin ETF? [7:25] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram Telegram Youtube StashAway App App Store Googl…
 
China’s energy shortage [1:57] US tapering and potential rate hikes [5:61] Can Chinese markets get any worse? [9:39] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram Telegram Youtube StashAway App App Store Google P…
 
Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners. Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana P…
 
Pandemic-led supply chain disruptions [1:37] Are there broader implications on the market from the Evergrande debt crisis? [5:11] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram Telegram Youtube StashAway App App S…
 
Will the central bank’s tapering affect StashAway portfolios? [0:16] The metrics to look at when assessing the S&P 500’s valuation [3:28] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram Telegram Youtube StashAway A…
 
What’s with the painting behind Freddy? [1:25] The long-term value of Chinese tech stocks [2:05] Palantir anticipating a black swan event [5:54] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram Telegram Youtube Stas…
 
Melissa Giles, Portfolio Manager with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners. Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David …
 
Stephanie explains China’s 14th Five-Year Plan (2021-2025) [0:19] Why we’ve reduced Gold in your SRI 36% portfolio [4:38] Growth-seeking and inflation hedging assets in your portfolio [8:08] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong …
 
What the PMI numbers for July tell us [0:34] Why China’s regulatory body is taking a closer look at overseas listed Chinese companies [2:23] Should you start investing in the space travel industry? [6:07] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Fo…
 
Melissa Giles, Portfolio Manager with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners. Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David …
 
Why we reoptimise your portfolios [0:34] How KWEB fits into your long-term investments [2:32] Are VIE schemes risky for my investments? [7:22] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram Telegram Youtube StashA…
 
Melissa Giles, Portfolio Manager with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners. Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David …
 
Supply-driven inflation versus demand-driven inflation [1:12] China’s crackdown on Tech monopolies and its long-term impact on the industry [5:15] Will the Besel III regulatory framework affect your Gold investments? [10:22] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) F…
 
What’s behind the 10-year Treasury Notes’ fall in yield? [0:18] China’s anti-sanction laws in perspective[2:45] Which investments hedge against inflation in your portfolio? [4:45] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Faceb…
 
In this week’s podcast, Freddy, Philipp, and Stephanie discuss the latest global events and their potential impact on the markets and on our investment portfolios. Podcast Episode Notes Our new Group Deputy CIO, Stephanie Leung [0:22] What’s driving inflation and how StashAway protects your investments[4:40] The latest on the global corporate tax d…
 
Melissa Giles, Portfolio Manager with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners. Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David …
 
We explain what’s behind recent inflation in the US [0:20] Why is there so much Gold in my portfolio?[4:40] Is the GLD ETF physically-backed? [6:29] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram Telegram Youtube …
 
Podcast Episode Notes How StashAway protects your portfolio against USD depreciation [1:08] Is there such a thing as being too diversified? [6:27] What Biden’s proposed capital gains tax hike means for your portfolio [9:10] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Fa…
 
Melissa Giles, Portfolio Manager with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners. Any charts/graphs referenced are available in print format and may be provided at your request. David served for 17 years as a Managing Director and Chief Investment Strategi…
 
Why is there an increase in Gold prices recently? [0:21] What’s on the table for the European Central Bank meeting this week? [2:10] Should I include Chinese bonds in my portfolio? [4:04] Why we include KWEB in our portfolio [5:57] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (…
 
Podcast Episode Notes China’s GDP jumps a record 18.3% from lockdown year [0:26] Why you shouldn't only focus on dividend yield [2:36] Why you should stay invested in China tech despite recent antitrust measures [6:15] https://www.stashaway.com Follow Us (Singapore) Facebook Instagram Follow Us (Malaysia) Facebook Instagram Follow Us (MENA) Faceboo…
 
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