Money and Me: Fed rate cuts and portfolio implications
Are there moves you should make now with your portfolio? The US central bank slashes rates by 25 basis points to 4 - 4.25%, with cautious guidance pointing to only a handful of cuts ahead. Standard Chartered’s Global Market Outlook calls this a “delicate balancing act,” with investors urged to rotate from US to Asia ex-Japan equities. EM local currency bonds and locking in yields on high-quality debt emerge as key strategies. Audrey Goh, Head of Asset Allocation at Standard Chartered Bank’s Wealth Solutions Chief Investment Office, joins us to map out opportunities amid volatility. Hosted by Michelle Martin, this episode unpacks the Fed’s move and its global portfolio implications.See omnystudio.com/listener for privacy information.
22 Sep 13min
Market View: Hello Boring Tech! Berkshire Bids Farewell to BYD & SGX two new indices
Buffett cashes out, markets rally, and anime slays Hollywood! Asia-Pacific markets surge as Berkshire Hathaway ends its legendary 17-year run with BYD. SGX launches two mid-cap indices spotlighting names like CapitaLand Ascott Trust, ComfortDelGro, and Sheng Siong. In the U.S., Seagate and Micron ride the AI wave as “boring tech” takes center stage. RTX battles cyberattacks, Singtel’s Optus faces scrutiny, and Demon Slayer conquers the box office. Hosted by Michelle Martin with Ryan Huang, uncover the week’s market movers and money-making trends shaping global portfolios.See omnystudio.com/listener for privacy information.
22 Sep 24min
Money and Me: Is your portfolio positioned to capiltalise on a lower-rate environment?
Given this mix of lower rates, a strong stock market, and lingering uncertainties, how should investors balance risk and return in their portfolios for the rest of the year? And if you wanted to skip complicated products like ILP's, what would alternative options be? Michelle Martin finds out with Cheng Chye Hsern, Head of Investment, Providend.See omnystudio.com/listener for privacy information.
19 Sep 22min
Market View: Nvidia Bets on Intel
Nvidia’s $5B bet on Intel has Wall Street buzzing. Hosted by Michelle Martin with Ryan Huang, this episode unpacks what the deal means for the chip industry, markets, and investors. We explore the small-cap rally, IPO action with Netskope and Zijin Gold, and the latest moves from CrowdStrike, FedEx, ComfortDelGro, and Hong Kong Land. Discover why tech giants are teaming up and what it signals for AI and data centers. Plus, we break down market highs, sector trends, and Singapore’s STI outlook. Get insights into what’s driving momentum - and where risks remain.See omnystudio.com/listener for privacy information.
19 Sep 20min
Influence: Jeep Kline on Deep Tech, Climate Innovation, and VC in SEA
How can deep tech change the world for the better? Hosted by Michelle Martin, this episode of Influence welcomes Jeep Kline, Founder & Managing Partner of Raisewell Ventures who has launched 4 VC funds to explore impact-driven investing. We discuss why climate tech and advanced manufacturing sit at the heart of Raisewell’s portfolio, how academia can bridge research and entrepreneurship, and the realities of venture flows in Southeast Asia. Jeep shares her personal journey to launching Silicon Valley’s first impact VC fund led by a Thai woman. Gain insights into mission-driven investing, market opportunities, and shaping a better future through innovation.See omnystudio.com/listener for privacy information.
18 Sep 25min
Money and Me: Transnational Divorce- the costly intricacies
What happens when a borderless career meets a cross-border divorce? Hosted by Michelle Martin, this episode explores the financial and legal pitfalls facing globally-mobile professionals when marriages break down. Guest Foo Soon Yien, Senior Director at BR Law Corporation, breaks down jurisdictional rules, domicile requirements, and the risks of assuming Singapore’s courts will hear your case. We discuss how frequent travel, long-term PR status, and dual citizenship affect eligibility to file. Hear about “forum shopping,” landmark cases, and key differences between divorce laws across countries. Plus, practical advice to protect your assets before crisis strikes. See omnystudio.com/listener for privacy information.
18 Sep 17min
Market View: Fed Cuts and Investor Moves
Fed cuts rates - but what does it mean for investors? Markets are reacting to the first rate cut of the year, with retail investors watching closely. Hosted by Michelle Martin with Ryan Huang, this episode dives into sector winners and losers as the Fed balances unemployment and inflation. Companies in focus include PayPal, Alphabet, Nvidia, Netskope, Jardine Matheson, and Hong Kong Land. We explore how tech stocks, property counters, and blue chips are shifting amid mixed market signals. Plus, we play our daily game of UP or DOWN on Palantir, Puma, Gucci, Baidu, and more.See omnystudio.com/listener for privacy information.
18 Sep 25min
Money and Me: Gain exposure to the STI or look further away?
The STI has smashed past 4,300 – should you be looking to gain exposure to it? Tim Phillips, Founder of TimTalksMoney, joins the conversation to explore what investors should make of this milestone. We break down valuation risks, macro drivers, and whether DBS Group still has room to run. ETFs tracking the STI come under review for those eyeing a diversified route. Beyond Singapore, we scan Asia for markets and sectors that look compelling. Hosted by Michelle Martin with guest Tim Phillips, Founder of TimTalksMoney.See omnystudio.com/listener for privacy information.
17 Sep 23min
