WEEKLY PODCAST ON GLOBAL MARKETS AND INVESTING
CIO Weekly Podcast: Connect every Monday morning to stay updated on what happened in the global and Asian markets last week and what to expect next.
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Can Gold Glitter Again?
Can gold glitter again? Prashant Bhayani explores the reasons behind gold's recent price increase and if this trend is sustainable.
01.08.2022
What is Private Credit? How should an Investor Think about it in Asset Allocation?
What is Private Credit? How should you consider it in asset allocation? Prashant Bhayani focuses on this relatively lesser-known asset class that has seen a strong growth over the past decade and offers unique diversification benefits.
25.07.2022
Know Your Biases, Stay Objective and Long-Term
Psychological factors that influence investors’ decisions can have a lasting impact on long-term returns. Prashant Bhayani covers behavioural finance and these mental shortcuts that can bias our judgements when making complex decisions.
18.07.2022
More “Pains” before “Gains”?
How high is the risk of a recession? Why are we defensive in the short-term despite major drawdowns in risk assets? Is any potential positive news expected in 2H? Grace Tam covers these topics.
11.07.2022
With the dreaded “R” word appearing, bring quality and protection to portfolios
Where do you allocate in this challenging environment? Alternatives, higher quality Treasury and investment grade credit, and quality stocks, says Prashant Bhayani as they will bring quality and protection to portfolios.
04.07.2022
Post Central Bank Meetings: What's Next?
After the recent central bank meetings and inflation data, Prashant Bhayani discusses our updated Federal Reserve and European Central Bank rate expectations.
20.06.2022
Hawkish as I Have to Be……Stay Defensive and Continue to Diversify
Prashant Bhayani advises investors to stay defensive and diversify their portfolios as he discusses inflation, central bank policies and their implications.
13.06.2022
Strategy for Managing Portfolio Exposure to Large Single Stock Drawdowns
How should investors handle large drawdowns on single-stock positions following the recent market sell-off? Prashant Bhayani suggests that one approach could be to monetise the increased volatility while retaining some upside exposure.
06.06.2022
How do you participate in upside market moves while capping downside risk?
Healthcare is one of the sectors where investors can participate in the upside while limiting downside risk. Given the seasonally weaker period for equities, Prashant Bhayani explains how it can aid you in your portfolio construction.
30.05.2022
New Theme for the Decade: Security is the New Watchword From Globalisation to Slowbalisation
The global shocks of the past two years have triggered a global shift in economic thinking with security emerging as a critical theme for the coming decades. Prashant Bhayani covers the long-term structural trends that have been set into motiion.
23.05.2022
When will Bonds and Equities Bottom?
Following the simultaneous sell-off in bonds and equities, Prashant Bhayani discusses the conditions that could lead to a bottom. He also identifies three key catalysts to watch before we upgrade global equities.
10.05.2022