Hi everyone, welcome to our latest episode of Market Commentary! Watch Philipp Muedder, Head of Financial Planning, and Stephanie Leung, Group Deputy CIO, discuss the latest global events and their potential impact on the markets and on our investment portfolios.

In this episode:

1. What are the factors behind the recent inflation rate surge? [0:13]
2. Technology’s deflationary pressures [4:49]
3. What’s in store for the metaverse? [8:45]

https://youtu.be/tYWXrI84nfw

We recently won first place for ‘Singapore Financial Institution’ at The SFF Global Fintech Awards, powered by PwC Singapore! 🎉

Congratulations to all the winners!

https://www.mas.gov.sg/news/media-releases/2021/mas-and-sfa-announce-award-winners-at-singapore-fintech-festival

🎧 In Your Best Interest Episode 39 - Are NFTs The Next Big Thing? with Roy, @Zeneca_33 is now available on Spotify, Apple Podcasts, Google Podcasts, and Breaker.

Our guest for this episode is Roy and he explains how NFTs are shaping the art and gaming worlds, how to find long-term value in NFTs, and what the future holds for the digital asset.

https://www.stashaway.sg/podcast/are-nfts-the-next-big-thing-with-roy-zeneca-33

Hi everyone, welcome to the newest episode of StashAway Market Commentary!

Watch Freddy Lim, co-founder and CIO, and Stephanie Leung, Group Deputy CIO, discuss the latest global events and their potential impact on the markets and on our investment portfolios.

In this episode:

1. Freddy’s view on rising inflation rates [0:13]
2. How economies will react to COVID-19’s third wave [2:30]
3. Our long-term perspective on investing in the healthcare sector [5:30]

https://youtu.be/uJxYV_uYKR4

Hi everyone! Welcome to a special episode of StashAway’s market commentary.

Watch Freddy Lim, co-founder and CIO, and Stephanie Leung, Group Deputy CIO, discuss the latest global events and their potential impact on the markets and on our investment portfolios.

In this episode:

1. The CSRC debunks reports of a VIE ban [0:16]
2. China leading the Fourth Industrial Revolution [2:00]
3. Is it time to review your SRI? [4:45]

https://youtu.be/x470zV5RQn0

Hi everyone, welcome to 2022’s first StashAway Market Commentary!

Watch Freddy Lim, co-founder and CIO, Philipp Muedder, Head of Financial Planning, and Stephanie Leung, Group Deputy CIO, discuss the latest global events and their potential impact on the markets and on our investment portfolios.

In this episode:

1. What’s next for inflation in 2022? [0:47]
2. How global diversification protects your portfolio against inflation[2:00]
3. Capturing the Fourth Industrial Revolution [6:58]

https://youtu.be/65sZKuPle0g

Hi everyone, welcome to the latest episode of StashAway's market commentary!

Watch Freddy Lim, co-founder and CIO, Philipp Muedder, Head of Financial Planning, and Stephanie Leung, Group Deputy CIO, discuss the latest global events and their potential impact on the markets and on our investment portfolios.

In this episode:

1. What’s behind the recent short-term volatility in the markets? [1:15]
2. Deciphering the rate hikes by the Fed [4:47]
3. China’s loosening monetary policy [9:43]

https://youtu.be/Ybf00qwuCkU

Hi everyone, welcome to this week's episode of StashAway's market commentary!

Watch Freddy Lim, co-founder and CIO, Philipp Muedder, Head of Financial Planning, and Stephanie Leung, Group Deputy CIO, discuss the latest global events and their potential impact on the markets and on our investment portfolios.

In this episode:

1. StashAway Market Commentary 9 February 2022 [0:00]
2. How has the market reacted to inflation? [1:00]
3. What the US earnings season reports tell us about valuations [7:00]

https://youtu.be/AON3KJPNXeQ

Hi everyone, welcome to this week’s episode of StashAway’s market commentary.

Watch Freddy Lim, co-founder and CIO and Stephanie Leung, Group Deputy CIO, discuss the latest global events and their potential impact on the markets and on our investment portfolios.

In this episode:

- How are the markets reacting to the Russia-Ukraine conflict?
- Will energy prices rise?  
- Debunking China’s latest rumour mill

https://youtu.be/q40lTTAFUZk

Hi everyone, welcome to the latest episode of StashAway's market commentary!

Watch Freddy Lim, co-founder and CIO, Philipp Muedder, Head of Financial Planning, and Stephanie Leung, Group Deputy CIO, discuss the latest global events and their potential impact on the markets and on our investment portfolios.

In this episode:

1. How sanctions against Russia are affecting global markets [00:16]
2. The Fed’s first rate hike in 3 years [3:52]
3. How StashAway portfolios have performed against the benchmarks year-to-date [7:11]

https://youtu.be/72i4vS-Cepc

Hi everyone, welcome to the latest episode of StashAway’s Market Commentary.

Watch Freddy Lim, co-founder and CIO, Philipp Muedder, Head of Financial Planning, and Stephanie Leung, Group Deputy CIO, discuss the latest global events and their potential impact on the markets and on our investment portfolios.

In this episode:

1. What the US Federal Reserve discussed at its March meeting [1:10]
2. The money multiplier and what it means for the economy [2:20]
3. Why we shouldn’t overreact to the Fed’s tightening plan [9:00]

https://youtu.be/XuA6RZeFKRY

Hi everyone, welcome to the latest episode of StashAway’s market commentary!

Watch Freddy Lim, co-founder and CIO, Philipp Muedder, Head of Financial Planning, and Stephanie Leung, Group Deputy CIO, discuss the latest global events and their potential impact on the markets and on our investment portfolios.

In this episode:

1. How do interest rate hikes fix inflation caused by supply chain issues? (0:11)
2. Why do interest rate hikes make consumers spend less? (3:05)
3. What's the StashAway Risk Index (SRI) and what's behind the performance of our lower SRI portfolios? (6:14)

https://youtu.be/x3a5fs_i1jQ

Hi everyone, welcome to the latest episode of StashAway's Market Commentary!

Watch Freddy Lim, co-founder and CIO, Philipp Muedder, Head of Financial Planning, and Stephanie Leung, Co-CIO, discuss the latest global events and their potential impact on the markets and on our investment portfolios.

In this episode:

1. A look at the latest US inflation data [0:17]
2. Could the bond market start to stabilise? [4:19]
3. How to approach investing in thematic portfolios [7:13]

https://youtu.be/qvD_iRFE7b4

Hi everyone, welcome to the latest episode of StashAway's market commentary!

Watch Freddy Lim, co-founder and CIO, and Stephanie Leung, Co-CIO, discuss the latest global events and their potential impact on the markets and on our investment portfolios.

In this episode:

Saudi Arabia's commitment to raise oil production and what this means for inflation [0:01]
China’s easing COVID lockdowns and its fiscal stimulus plan [1:45]
Have we seen the worst of the bond market weakness? [4:45]

https://youtu.be/UCHQOjrrlRQ

Hi everyone, welcome to the latest episode of StashAway’s Market Commentary!

Watch Freddy Lim, co-founder and CIO, and Stephanie Leung, Co-CIO, discuss the latest global events and their potential impact on the markets and on our investment portfolios.

In this episode:

1. Why have oil prices been so volatile? [0:09]
2. What the latest manufacturing PMI numbers tell us [3:00]

https://youtu.be/y0Ie4KbCGD0

Markets navigated a rough first half of the year, with global stocks and bonds both experiencing double-digit declines. But what lies ahead for the rest of the year?

Join our Co-CIO Stephanie Leung as she shares her insights in our quarterly market outlook webinar.

Find out:
📌 How recent macro factors, such as Russia’s invasion of Ukraine, rising inflation, and US and global stocks falling into bear market territory, are driving concerns of an impending recession
📌 Where the economy is heading, based on signals from StashAway’s investment framework, ERAA®
📌 How StashAway’s portfolios have performed in the first half of 2022, and how they’re prepared for the rest of the year.

Date & Time: 24 August 2022 at 7:00 SGT | 7:00 MYT | 3.00 GST

Register here
SG: https://bit.ly/3bJQK24
MY: https://bit.ly/3Pav38P
MENA: https://bit.ly/3SDpmDi

Hi everyone, StashAway recently held its market outlook for the rest of 2022 virtually. This was moderated by Albert, our deputy country manager in Malaysia, and was led by Stephanie, our Co-Chief Investment Officer. Here are some takeaways from the evening -

What’s happened since the start of 2022 :
1. Bonds and equities have both slumped this year, which is a rare occurrence. This was largely due to a combination of high inflation and aggressive Fed rate hikes.
2. Tech valuations have undergone a huge reset. The Nasdaq Composite Index is now back down to its 20-year average.
3. Fed rate hikes have lifted the USD to its strongest level in 20 years.

Looking ahead :
1. The big question now is whether the Fed can achieve a “soft landing”. That would require two things: easing inflation and a mild economic slowdown.
2. On the former, a stabilisation or easing in commodity prices would suggest a downward trajectory for US headline inflation in the months ahead.
3. On the latter, the labor market and other data suggest the US economy is still showing resilience - suggesting it isn’t quite in a full-blown recession.
4. Even so, leading indicators show that we’re not out of the woods yet. Inflation is stabilising but will likely remain elevated , and growth is still slowing.

Risks we’re watching out for :
1. Increasing geopolitical tensions between the US and China has the potential to roil markets.
2. Skyrocketing energy costs in Europe - due to its heavy reliance on Russia for gas - are damping its economic outlook. It will likely be strained further as winter approaches.
3. Rising US rates and a stronger USD are lifting borrowing costs for emerging markets, putting some at risk of default.

If you would like a more in depth explanation of these points, please feel free to watch the recording of the webinar here - https://www.stashaway.sg/r/market-outlook-rest-of-2022

As always, if you have any questions for the team, reach out to us at support@stashaway.com

Hi everyone, good Monday morning. I hope you are having a great start to the week.

This is Mey, Head of Client Experience from StashAway.

We’re excited to share that we’ve partnered with BlackRockⓇ to give you even more ways to put your money to work! 💪

What does that mean? You can now invest in portfolios powered by BlackRock, right in the StashAway app!

Check it out: https://www.stashaway.com/r/general-investing-powered-by-blackrock

As always, we are available at support@stashaway.com if you need us 🙂

Hi everyone,

StashAway's regular Market Commentary is going live!

Starting this month, our Co-CIOs Freddy Lim and Stephanie Leung will discuss the latest market developments in real time. They’ll answer your questions live during the show, so tune in and join us!

Our first 🎥 livestream will be on this Thursday, 15 September 2022 at 7pm (SGT).

This month, we’ll be discussing:
1. The European Central Bank's historic 75bp rate hike
2. What's behind the energy crunch in Europe
3. The Chinese Yuan depreciation

You can watch the upcoming livestream here: https://youtu.be/Kh3Zp1I7Tjc.

👉 Subscribe to our YouTube channel (https://www.youtube.com/stashaway) and click the 🔔 bell icon to get notified of future Live Market Commentaries.

See you then! Sending you good vibes for the rest of the week 🚀