Money and Me: Sell or Hedge America? Dollar Doubts, Gold Whiplash and the New Fed Chair

Money and Me: Sell or Hedge America? Dollar Doubts, Gold Whiplash and the New Fed Chair

Money and Me unpacks why global investors may be hedging U.S. exposure rather than fleeing it outright, even as the dollar weakens and trade tensions simmer.

Our guest, John Sidawi, Senior Portfolio Manager for Global Fixed Income at Federated Hermes explains how currency hedging has become a core strategy after years of unhedged U.S. outperformance.

We explore what a softer dollar could mean for the greenback’s long-term dominance.

Gold’s surge toward record highs - and its sudden drop - raises questions about whether this is a buying opportunity or a warning sign.

Attention also turns to President Trump’s pick for Fed Chair and what that could mean for rates and markets.

This episode connects geopolitics, currencies and commodities - hosted by Michelle Martin.

See omnystudio.com/listener for privacy information.

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Little Luxuries: Bio Revitalisation and glowy skin

Little Luxuries: Bio Revitalisation and glowy skin

The glow from within is what Michelle Martin is on the hunt for. In this episode, she checks out a polynucleotide treatment that is not a filler, to explore the benefits it offers. See omnystudio.com/...

1 Elo 20243min

Money and Me: What investors need to know about global markets in August

Money and Me: What investors need to know about global markets in August

Tune in for an expert analysis of what investors should watch for in the last two months of 2024. Hosted by Michelle Martin, with guest Zane Aw, Research Analyst at Phillip Securities Research, this e...

1 Elo 202411min

Money and Me: The public sector view on cryptocurrency in APAC

Money and Me: The public sector view on cryptocurrency in APAC

Do law enforcement agencies in APAC think it is critical to invest in resources to fight crypto crime? Michelle Martin discusses the issue with Diederik van Wersch, Regional Director, ASEAN and Hong K...

31 Heinä 202417min

Market View: Microsoft, Samsung Electronics, AMD, Intel, Meta, Apple, Amazon, GoTo, Grab, DiDi, Pfizer, Merck, Starbucks, Diageo, Pan-United, Aztech Global, Jardine Matheson, Hong Kong Land, Wilmar International

Market View: Microsoft, Samsung Electronics, AMD, Intel, Meta, Apple, Amazon, GoTo, Grab, DiDi, Pfizer, Merck, Starbucks, Diageo, Pan-United, Aztech Global, Jardine Matheson, Hong Kong Land, Wilmar International

Join Michelle Martin on her tour of markets! Listen in on the conversation as Michelle and Ryan look at mixed performances in Asia-Pacific markets, with a spotlight on earnings from Microsoft, Samsung...

31 Heinä 202423min

Money and Me: What you need to know to keep up with AI at work!

Money and Me: What you need to know to keep up with AI at work!

AI is changing everything from meeting summaries to making it easier to create presentation slides, but what does this mean for your job? Michelle Martin chats with Adeline Tiah, Author, Reinvent 4.0,...

30 Heinä 202420min

Market View: McDonald's, Alibaba, CATL, Seatrium, CapitaLand India Trust, and more

Market View: McDonald's, Alibaba, CATL, Seatrium, CapitaLand India Trust, and more

Join Michelle Martin in her tour of markets! Michelle speaks with Ryan Huang today as they begin with McDonald's, a beloved brand in Singapore, now facing a Triple Miss in profits, revenue, and same-s...

30 Heinä 202417min

How mid-career professionals can tackle a career pivot

How mid-career professionals can tackle a career pivot

Mastering new behaviours or habits is at the core of making any sort of change real for oneself in life. Former coder and sales leader, now business owner Oliver Foo shares his ideas on making and mai...

29 Heinä 202424min

Market View: Soilbuild, Jasper Investments, Isetan, Microsoft, Apple, AMD, Hyundai Motor, 3M, SIA Engineering, Keppel Infrastructure Trust, Mapletree Logistics Trust, SATS, Yangzijiang Shipbuilding

Market View: Soilbuild, Jasper Investments, Isetan, Microsoft, Apple, AMD, Hyundai Motor, 3M, SIA Engineering, Keppel Infrastructure Trust, Mapletree Logistics Trust, SATS, Yangzijiang Shipbuilding

Hosted by Michelle Martin with Ryan Huang, we explore the liquidity trends on the Singapore Exchange, highlighting top performers like Soilbuild, Jasper Investments, and Isetan. We also cover a strong...

29 Heinä 202419min

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