StashAway Market Commentary
By Philipp Muedder (Head of Financial Planning at StashAway), Freddy Lim (Co-founder and CIO at StashAway)
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Category: Investing
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Episodes: 58
Description
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.
| Episode | Date |
|---|---|
|
The latest Fed rate hike | China reopening
|
Feb 23, 2023 |
|
US inflation eases | China relaxes its Covid controls
|
Dec 14, 2022 |
|
China’s zero-Covid policy | The Fed’s recent rate hike
|
Nov 11, 2022 |
|
Europe’s energy crunch | US inflation caught markets by surprise
|
Sep 16, 2022 |
|
US inflation cools | What’s behind the recent USD strength
|
Aug 12, 2022 |
|
Why are oil prices so volatile? | June manufacturing PMIs
|
Jul 28, 2022 |
|
Oil and inflation | China eases COVID-19 lockdowns
|
Jul 28, 2022 |
|
Our take on inflation and bonds | Investing in thematic portfolios
|
May 20, 2022 |
|
Has inflation peaked? | What’s happening to global bonds?
|
Apr 22, 2022 |
|
The money multiplier effect | The Fed gets serious about tightening policy
|
Apr 08, 2022 |
|
Hedging against inflation | Previous interest rate hike cycles
|
Mar 26, 2022 |
|
Sanctions against Russia | The Fed’s upcoming rate hike
|
Mar 11, 2022 |
|
Russia-Ukraine conflict | Energy prices
|
Feb 25, 2022 |
|
Global inflation pressure & US earnings numbers | StashAway
|
Feb 11, 2022 |
|
Volatile markets | China’s loosening monetary policy
|
Jan 30, 2022 |
|
Inflation in 2022 | Capturing the Fourth Industrial Revolution
|
Jan 15, 2022 |
|
Friday’s big sell-off | Reviewing your risk level
|
Dec 08, 2021 |
|
COVID-19’s Third Wave | Rising interest rates and inflation
|
Nov 26, 2021 |
|
Inflation rate surge | Entering the metaverse
|
Nov 12, 2021 |
|
Disruptive technologies are accelerating | What is a futures Bitcoin ETF?
|
Oct 29, 2021 |
|
China’s energy shortage | US tapering
|
Oct 14, 2021 |
|
Supply chain disruptions | Are your portfolios exposed to Evergrande?
|
Oct 01, 2021 |
|
Will tapering affect StashAway’s portfolios? | S&P 500 valuations
|
Sep 17, 2021 |
|
Chinese tech stocks | Will there be a black swan event?
|
Sep 03, 2021 |
|
China’s 5-Year Plan | Protective assets in your portfolio
|
Aug 20, 2021 |
|
Global PMI numbers | Will China ban the use of VIE?
|
Aug 05, 2021 |
|
Long-term view on KWEB | Delisting of a VIE
|
Jul 23, 2021 |
|
Chinese Tech under scrutiny | Inflation rates post-COVID
|
Jul 09, 2021 |
|
China’s anti-sanction laws | Investments to hedge against inflation
|
Jun 25, 2021 |
|
What’s driving inflation? | Global corporate tax rate
|
Jun 10, 2021 |
|
US inflation rate explained | Gold in your portfolio
|
May 20, 2021 |
|
USD depreciation risk | Can you be "too" diversified?
|
May 07, 2021 |
|
Price of Gold increases | Volatility of Chinese bonds
|
Apr 23, 2021 |
|
Chinese economic recovery | Looking past dividend payouts
|
Apr 16, 2021 |
|
We explain SPACs | New market highs
|
Apr 09, 2021 |
|
Archegos defaults on margin calls | Non-fungible tokens
|
Apr 01, 2021 |
|
Suez Canal shipping disruption | Chinese economy rebound
|
Mar 26, 2021 |
|
US bond supply | Year-to-date market movement data
|
Mar 19, 2021 |
|
Sector rotation affecting tech | Drop in Gold prices
|
Mar 12, 2021 |
|
Section 230 reform | China-US tech arms race
|
Mar 05, 2021 |
|
Inflation concerns | Rising US bond yields
|
Feb 25, 2021 |
|
Crypto ETF tracking errors | Reducing the risk of asset bubbles
|
Feb 19, 2021 |
|
Tesla in the news | Gold allocation in your portfolio
|
Feb 11, 2021 |
|
EU vaccine export control | Our risk management-first approach
|
Feb 05, 2021 |
|
GameStop frenzy on Wall Street | Value versus growth
|
Jan 29, 2021 |
|
President Biden takes office | Jack Ma emerges again
|
Jan 21, 2021 |
|
Trump’s second impeachment | Outlook for 2021
|
Jan 15, 2021 |
|
Senate runoff election | Ban on Chinese payment apps
|
Jan 07, 2021 |
|
Differentiated asset classes | New curbs on Ant Financial
|
Dec 30, 2020 |
|
New stimulus package | Virus mutation
|
Dec 23, 2020 |
|
FX policies | StashAway year-to-date returns
|
Dec 18, 2020 |
|
USD exposure and StashAway portfolios | China tech in US stock markets
|
Dec 11, 2020 |
|
Energy sector during COVID | Leveraged ETFs (02 Dec 2020)
|
Dec 03, 2020 |
|
US Treasury Secretary | China and banking licenses (26 Nov 2020)
|
Nov 27, 2020 |
|
Vaccine developments | New trade tensions (19 Nov 2020)
|
Nov 20, 2020 |
|
Markets react to the election | Vaccine on the way? (11 Nov 2020)
|
Nov 18, 2020 |
|
US election | Ant Financial IPO (5 Nov 2020)
|
Nov 18, 2020 |
|
Countdown to the election | Investing in Gold (28 Oct 2020)
|
Nov 18, 2020 |