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محتوای ارائه شده توسط StashAway, Philipp Muedder (Head of Financial Planning at StashAway), Freddy Lim (Co-founder, and CIO at StashAway). تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط StashAway, Philipp Muedder (Head of Financial Planning at StashAway), Freddy Lim (Co-founder, and CIO at StashAway) یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
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Our take on inflation and bonds | Investing in thematic portfolios

11:38
 
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Manage episode 337444435 series 3381205
محتوای ارائه شده توسط StashAway, Philipp Muedder (Head of Financial Planning at StashAway), Freddy Lim (Co-founder, and CIO at StashAway). تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط StashAway, Philipp Muedder (Head of Financial Planning at StashAway), Freddy Lim (Co-founder, and CIO at StashAway) یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

In this episode

  1. A look at the latest US inflation data [0:25]
  2. Could the bond market start to stabilise? [4:27]
  3. How to approach investing in thematic portfolios [7:21]

https://www.stashaway.com

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58 قسمت

Artwork
iconاشتراک گذاری
 
Manage episode 337444435 series 3381205
محتوای ارائه شده توسط StashAway, Philipp Muedder (Head of Financial Planning at StashAway), Freddy Lim (Co-founder, and CIO at StashAway). تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط StashAway, Philipp Muedder (Head of Financial Planning at StashAway), Freddy Lim (Co-founder, and CIO at StashAway) یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

In this episode

  1. A look at the latest US inflation data [0:25]
  2. Could the bond market start to stabilise? [4:27]
  3. 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

Follow Us (Thailand)
Facebook
Instagram

Telegram

Youtube

Download the StashAway App

App Store
Google Play
Huawei AppGallery

  continue reading

58 قسمت

همه قسمت ها

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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…
 
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 (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 Youtube Download the StashAway App App Store Google Play Huawei AppGallery…
 
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 Follow Us (Thailand) Facebook Instagram Telegram Youtube Download the StashAway App App Store Google Play Huawei AppGallery…
 
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 Instagram Follow Us (Hong Kong) Facebook Instagram Follow Us (Thailand) Facebook Instagram Telegram Youtube Download the StashAway App App Store Google Play Huawei AppGallery…
 
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 Follow Us (Thailand) Facebook Instagram Telegram Youtube Download the StashAway App App Store Google Play Huawei AppGallery…
 
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 Youtube Download the StashAway App App Store Google Play Huawei AppGallery…
 
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 (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram Follow Us (Thailand) Facebook Instagram Telegram Youtube Download the StashAway App App Store Google Play Huawei AppGallery…
 
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 Follow Us (Thailand) Facebook Instagram Telegram Youtube Download the StashAway App App Store Google Play Huawei AppGallery…
 
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) Facebook Instagram Follow Us (MENA) Facebook Instagram Follow Us (Hong Kong) Facebook Instagram Follow Us (Thailand) Facebook Instagram Telegram Youtube Download the StashAway App App Store Google Play Huawei AppGallery…
 
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 Follow Us (Hong Kong) Facebook Instagram Follow Us (Thailand) Facebook Instagram Telegram Youtube Download the StashAway App App Store Google Play Huawei AppGallery…
 
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 (Hong Kong) Facebook Instagram Follow Us (Thailand) Facebook Instagram Telegram Youtube Download the StashAway App App Store Google Play Huawei AppGallery…
 
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 Instagram Follow Us (Hong Kong) Facebook Instagram Follow Us (Thailand) Facebook Instagram Telegram Youtube Download the StashAway App App Store Google Play Huawei AppGallery…
 
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 Follow Us (Thailand) Facebook Instagram Telegram Youtube Download the StashAway App App Store Google Play Huawei AppGallery…
 
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 Youtube Download the StashAway App App Store Google Play Huawei AppGallery…
 
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 (Thailand) Facebook Instagram Telegram Youtube Download the StashAway App App Store Google Play Huawei AppGallery…
 
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