Кращі подкасти про Market Commentary (2023)

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Americana Partners LLC Market Commentary

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Stay Invested - October 2023 Market Commentary 26:13

1M ago26:13

26:13

Melissa Giles, Executive Director of Portfolio and Platform 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…

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Americana Partners LLC Market Commentary

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Stay Invested - September 2023 Market Commentary 29:29

2M ago29:29

29:29

Melissa Giles, Executive Director of Portfolio and Platform 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…

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Americana Partners LLC Market Commentary

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Stay Invested - March 2023 Market Commentary 30:54

9M ago30:54

30:54

Melissa Giles, Executive Director of Portfolio and Platform 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…

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Americana Partners LLC Market Commentary

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Stay Invested - February 2023 Market Commentary 27:41

9M ago27:41

27:41

Melissa Giles, Executive Director of Portfolio and Platform 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…

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Americana Partners LLC Market Commentary

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Stay Invested - Portfolio Positioning Strategies and Principles 2023 16:43

9M ago16:43

16:43

Melissa Giles, Executive Director of Portfolio and Platform 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…

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StashAway Market Commentary

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The latest Fed rate hike | China reopening 31:18

9M ago31:18

31:18

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 Our Podcast: In Your Best Interest StashAway App: App Store Google Play Huawei AppGallery…

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Americana Partners LLC Market Commentary

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Stay Invested - January 2023 Market Commentary 26:39

11M ago26:39

26:39

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…

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StashAway Market Commentary

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US inflation eases | China relaxes its Covid controls 22:53

12M ago22:53

22:53

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.com Follow Us (Singap…

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StashAway Market Commentary

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China’s zero-Covid policy | The Fed’s recent rate hike 24:02

1y ago24:02

24:02

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…

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Americana Partners LLC Market Commentary

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Stay Invested - September 2022 Market Commentary 45:45

1y ago45:45

45:45

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…

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StashAway Market Commentary

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Europe’s energy crunch | US inflation caught markets by surprise 25:16

1y ago25:16

25:16

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…

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Americana Partners LLC Market Commentary

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Stay Invested - August 2022 Market Commentary 45:57

1y ago45:57

45:57

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…

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Americana Partners LLC Market Commentary

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Stay Invested - August 2022 (Summary) Market Commentary 6:44

1+ y ago6:44

6:44

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…

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StashAway Market Commentary

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US inflation cools | What’s behind the recent USD strength 10:46

1+ y ago10:46

10:46

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 …

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Americana Partners LLC Market Commentary

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Stay Invested - July 2022 Market Commentary 41:30

1+ y ago41:30

41:30

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…

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StashAway Market Commentary

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Why are oil prices so volatile? | June manufacturing PMIs 7:17

1+ y ago7:17

7:17

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…

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StashAway Market Commentary

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Oil and inflation | China eases COVID-19 lockdowns 7:26

1+ y ago7:26

7:26

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 …

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Americana Partners LLC Market Commentary

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Stay Invested- June 2022 Market Commentary Special Report 4:13

1+ y ago4:13

4:13

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…

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Americana Partners LLC Market Commentary

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Stay Invested - June 2022 Market Commentary 43:18

1+ y ago43:18

43:18

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…

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Americana Partners LLC Market Commentary

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Stay Invested - May 2022 Market Commentary Special Report 6:11

1+ y ago6:11

6:11

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…

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Americana Partners LLC Market Commentary

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Stay Invested - May 2022 Market Commentary 43:16

1+ y ago43:16

43:16

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…

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StashAway Market Commentary

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Our take on inflation and bonds | Investing in thematic portfolios 11:38

1+ y ago11:38

11:38

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…

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Americana Partners LLC Market Commentary

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Stay Invested -April 2022 Market Commentary 45:21

1+ y ago45:21

45:21

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…

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StashAway Market Commentary

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Has inflation peaked? | What’s happening to global bonds? 14:03

1+ y ago14:03

14:03

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…

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StashAway Market Commentary

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The money multiplier effect | The Fed gets serious about tightening policy 12:38

1+ y ago12:38

12:38

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 …

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StashAway Market Commentary

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Hedging against inflation | Previous interest rate hike cycles 15:06

1+ y ago15:06

15:06

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 …

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Americana Partners LLC Market Commentary

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Stay Invested -March 2022 Market Commentary 37:57

1+ y ago37:57

37:57

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…

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StashAway Market Commentary

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Sanctions against Russia | The Fed’s upcoming rate hike 13:37

1+ y ago13:37

13:37

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…

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Americana Partners LLC Market Commentary

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Stay Invested -February 2022 Market Commentary 44:38

2y ago44:38

44:38

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…

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StashAway Market Commentary

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Russia-Ukraine conflict | Energy prices 11:46

2y ago11:46

11:46

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…

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StashAway Market Commentary

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Global inflation pressure & US earnings numbers | StashAway 11:25

2y ago11:25

11:25

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…

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StashAway Market Commentary

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Volatile markets | China’s loosening monetary policy 16:01

2y ago16:01

16:01

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 …

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Americana Partners LLC Market Commentary

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Stay Invested - January 2022 Market Commentary 44:48

2y ago44:48

44:48

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…

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StashAway Market Commentary

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Inflation in 2022 | Capturing the Fourth Industrial Revolution 12:16

2y ago12:16

12:16

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…

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StashAway Market Commentary

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Friday’s big sell-off | Reviewing your risk level 7:17

2y ago7:17

7:17

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…

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StashAway Market Commentary

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COVID-19’s Third Wave | Rising interest rates and inflation 10:47

2y ago10:47

10:47

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…

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StashAway Market Commentary

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Inflation rate surge | Entering the metaverse 15:11

2y ago15:11

15:11

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…

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StashAway Market Commentary

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Disruptive technologies are accelerating | What is a futures Bitcoin ETF? 16:03

2y ago16:03

16:03

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…

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StashAway Market Commentary

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China’s energy shortage | US tapering 15:10

2y ago15:10

15:10

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…

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Americana Partners LLC Market Commentary

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Stay Invested -September 2021 Market Commentary 48:00

2y ago48:00

48:00

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…

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StashAway Market Commentary

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Supply chain disruptions | Are your portfolios exposed to Evergrande? 15:27

2y ago15:27

15:27

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…

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StashAway Market Commentary

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Will tapering affect StashAway’s portfolios? | S&P 500 valuations 8:53

2y ago8:53

8:53

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…

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StashAway Market Commentary

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Chinese tech stocks | Will there be a black swan event? 11:12

2y ago11:12

11:12

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…

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Americana Partners LLC Market Commentary

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Stay Invested - August 2021 Market Commentary 36:42

2+ y ago36:42

36:42

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 …

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StashAway Market Commentary

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China’s 5-Year Plan | Protective assets in your portfolio 11:30

2+ y ago11:30

11:30

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 …

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StashAway Market Commentary

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Global PMI numbers | Will China ban the use of VIE? 11:15

2+ y ago11:15

11:15

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…

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Americana Partners LLC Market Commentary

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Stay Invested - July 2021 Market Commentary 50:05

2+ y ago50:05

50:05

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 …

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StashAway Market Commentary

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Long-term view on KWEB | Delisting of a VIE 13:11

2+ y ago13:11

13:11

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…

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Americana Partners LLC Market Commentary

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Stay Invested - June 2021 Market Commentary 43:04

2+ y ago43:04

43:04

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 …

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StashAway Market Commentary

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Chinese Tech under scrutiny | Inflation rates post-COVID 14:06

2+ y ago14:06

14:06

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…

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