The latest Fed rate hike | China reopening
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StashAway Market Commentary
enFebruary 23, 2023
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 support@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 necessarily shared by StashAway, that past performance is no guarantee of future results, and that what you heard is not investment advice.
en58 Episodes
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Episodes (58)
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 China relaxing its Covid controls [10:38]
- Why we should stay invested ahead of a potential recession [20:12]
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StashAway Market Commentary
enDecember 14, 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]
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StashAway Market Commentary
enNovember 11, 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? [17:28]
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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]
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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]
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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 the bond market weakness? [4:53]
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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]
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StashAway Market Commentary
enMay 20, 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's behind the performance of our lower SRI portfolios? (6:22)
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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 [9:08]
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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]
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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 [7:19]
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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]
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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]
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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]
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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]
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Friday’s big sell-off | Reviewing your risk level
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]
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Inflation rate surge | Entering the metaverse
Disruptive technologies are accelerating | What is a futures Bitcoin ETF?