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Melissa Giles, Executive Director of Platform and Portfolio Management with Americana Partners, presents the Monthly Market Commentary and Special Reports as written by, David M. Darst, Chief Investment Officer with Americana Partners. We discuss current economic conditions and strategies for navigating today’s financial markets.
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StashAway Market Commentary

Philipp Muedder (Head of Financial Planning at StashAway), Freddy Lim (Co-founder and CIO at StashAway)

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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 ...
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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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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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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…
  continue reading
 
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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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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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…
  continue reading
 
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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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…
  continue reading
 
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…
  continue reading
 
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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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…
  continue reading
 
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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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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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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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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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…
  continue reading
 
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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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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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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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…
  continue reading
 
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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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…
  continue reading
 
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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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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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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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…
  continue reading
 
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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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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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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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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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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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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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…
  continue reading
 
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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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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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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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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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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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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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 …
  continue reading
 
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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