StashAway Market Commentary
StashAway Market Commentary
Philipp Muedder (Head of Financial Planning at StashAway), Freddy Lim (Co-founder and CIO at StashAway)
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.
The latest Fed rate hike | China reopening
Listen to Stephanie Leung, Co-CIO, and Albert Kok, Deputy Country Manager, Malaysia, discuss the latest global events and their potential impact on the markets and on our investment portfolios. In this episode: What does strong US jobs data mean for interest rates and the economy? [2:00] How will China's reopening affect the global economy? [04:46] Could China's reopening cause inflation to pick up? [07:34] How StashAway's portfolios are positioned for the year ahead [10:46]
Feb 23, 2023
31 min
US inflation eases | China relaxes its Covid controls
Watch Stephanie Leung, Co-CIO, and Albert Kok, Deputy Country Manager, Malaysia, discuss the latest global events and their potential impact on the markets and on our investment portfolios.
Dec 14, 2022
22 min
China’s zero-Covid policy | The Fed’s recent rate hike
Get the latest on the markets and the economy: We discuss China's Covid Zero policy, the Fed's recent rate hike, and whether we're heading into a recession.
Nov 11, 2022
24 min
Europe’s energy crunch | US inflation caught markets by surprise
In this Market Commentary by StashAway, we discuss Europe’s energy crunch and the latest US inflation numbers, and answer our viewers’ questions live.
Sep 16, 2022
25 min
US inflation cools | What’s behind the recent USD strength
In this Market Commentary by StashAway, we discuss the latest US inflation data, the probability of a US recession, and why the US Dollar has been so strong.
Aug 12, 2022
10 min
Why are oil prices so volatile? | June manufacturing PMIs
In this Market Commentary by StashAway, we discuss the recent volatility in oil prices and take a look at the latest manufacturing PMI numbers.
Jul 28, 2022
7 min
Oil and inflation | China eases COVID-19 lockdowns
In this Market Commentary by StashAway, we discuss Saudi Arabia’s commitment to increase oil production, China’s easing COVID-19 lockdowns, and what this means for inflation.
Jul 28, 2022
7 min
Our take on inflation and bonds | Investing in thematic portfolios
In this Market Commentary by StashAway, we discuss the latest US inflation data, our outlook for the bond markets, and how to approach investing in thematic portfolios.
May 20, 2022
11 min
Has inflation peaked? | What’s happening to global bonds?
In this Market Commentary by StashAway, we discuss inflation, the global bond rout, and whether there could be light at the end of the tunnel.
Apr 22, 2022
14 min
The money multiplier effect | The Fed gets serious about tightening policy
In this Market Commentary by StashAway, we cover the money multiplier effect on the economy and the US Fed’s policy tightening plan.
Apr 8, 2022
12 min
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