Money and Me: Positioning for 2026 - US, EM and the Search for Alpha

Money and Me: Positioning for 2026 - US, EM and the Search for Alpha

Do markets still have room to rally - and where should investors really be positioned for 2026?

After a strong run for equities in 2025, global wealth manager Lombard Odier lays out how investors should think about the next phase.

We unpack the CIO Office Viewpoint with Jack Siu, Head of Discretionary Portfolio Management, Asia at Lombard Odier.

The conversation explores why Lombard Odier is underweight the US, overweight emerging markets, and tactically cautious on Japan.

We dig into standout opportunities in South Korea, healthcare, materials - and the risks markets may still be underpricing.

A practical discussion on portfolio positioning, sector-level alpha and what investors should do next, hosted by Michelle Martin.

See omnystudio.com/listener for privacy information.

Episoder(3839)

Influence: 11.11 Singles Day - Going Beyond Deep Discounts

Influence: 11.11 Singles Day - Going Beyond Deep Discounts

From social buying, complex promo schemes, selling apartments via auctions, to getting you to "game" and donate your points in red packets, Alibaba has generated in one day, more online gross merchand...

11 Nov 201912min

Money and Me: Gold, European equities, contrarian calls and that Yield Curve

Money and Me: Gold, European equities, contrarian calls and that Yield Curve

It's a chart that tracks the spread between the 10-year Treasury and the 2-year Treasury yields, but what does the yield curve really tell investors? What are contrarian calls and how has StashAway ma...

8 Nov 201916min

Read: 'After Alibaba; current and future tech titans of China'

Read: 'After Alibaba; current and future tech titans of China'

Forget 5G, China said yesterday that it is working on 6G networks. Author of 'Tech Titans Of China', Rebecca A. Fannin takes us beyond the page of her gripping and extensively researched book to descr...

8 Nov 201910min

Money and Me: In Conversation with Arun Pai November 7

Money and Me: In Conversation with Arun Pai November 7

Join Michelle Martin, as she speaks to Arun Pai, Chief Kristals Officer, Kristal.AI about TransferWise’s partnership with Asian e-wallets and the outlook for a potential 2020 recession.See omnystudio....

7 Nov 201923min

Influence: Eric Watson, Cultural Medallion Recipient 2019

Influence: Eric Watson, Cultural Medallion Recipient 2019

He is widely recognised as one of Singapore’s most prolific composers, whose works draw upon Singapore’s rich musical traditions and cultures. Eric Watson learnt to play the piano and violin growing u...

7 Nov 201912min

Money and Me: Panel - The future of fintech and who is applying for a digital bank license?

Money and Me: Panel - The future of fintech and who is applying for a digital bank license?

Join Michelle Martin, as she speaks to Kenneth Lou, CEO, Seedly, Kelvin Lam, Singapore Country Manager, YouTrip, Dhruv Arora, Founder & CEO, Syfe and Kelvin Teo, Co-Founder & CEO, Funding Societies ab...

6 Nov 201923min

Read: Literary Pioneer Rex Shelley through his children's eyes

Read: Literary Pioneer Rex Shelley through his children's eyes

This year, the Singapore Writers Festival honours the work of Rex Shelley as the Literary Pioneer for 2019, who is best known for his novels centered around the lives of Eurasians in Singapore and Mal...

6 Nov 201911min

Influence: An ex-convict that got back on the right path

Influence: An ex-convict that got back on the right path

He joined a gang when he was 13, tried drugs three months later, and was addicted to heroin by the age of 15. He’s been imprisoned five times and have spent 20 years in jail. Now at 50 years old, he w...

5 Nov 201913min

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