Podcast Episodes
Back to SearchThe Week in Markets: Strong Earnings, Cautious Markets
Episode 390
Q3 US corporate earnings continue to report strong, with S&P 500 profits on track for 12% year-on-year growth and widespread beats on sales and margins.
However, despite robust fundamentals, stocks r…
Published on 17 hours ago
The challenge of reducing USD exposure without sacrificing yield
Episode 389
October was a busy month for those involved in FX transactions and the vagaries of the precious metals markets. With the US Federal Reserve having started to lower rates and continuing expectations o…
Published on 1 day ago
The Week in Markets: Q3 earnings outpacing analyst expectations so far
Episode 388
87% of the S&P 500 index companies that have reported their Q3 earnings thus far have beaten consensus forecasts - significantly higher than the 10-year average beat rate of 75%. Earnings growth is r…
Published on 1 week ago
The Week in Markets: Encouraging signs in Hong Kong’s long-beleaguered property market
Episode 387
Recent bankruptcies of companies that accessed the private debt market are a reminder that manager selection is of the utmost importance. The real acid test for the private debt market will be the ne…
Published on 1 week, 6 days ago
Why AI is driving the current emerging markets equity rally
Episode 386
For the first time in five years, emerging market equities are outperforming their developed market peers. But what’s driving this rally? Interestingly enough, this boom is driven by a rather small n…
Published on 2 weeks, 3 days ago
The Week in Markets: AI takes centre stage as Q3 earnings season begins
Episode 385
As the third-quarter equity earnings season begins, we anticipate broadly supportive results, with a strong focus on the ongoing AI investment cycle and commentary from the hyperscalers. While revenu…
Published on 3 weeks ago
China Conversations: From Golden Week to the 15th Five-Year Plan
Episode 384
Golden Week has just wrapped, offering a timely snapshot of China’s consumer sentiment. Travel volumes surged, but spending data remained subdued, highlighting the limits of short-term stimulus and r…
Published on 3 weeks, 4 days ago
The Week in Markets: Shutdown blues, Sanaenomics buzz
Episode 383
Despite uncertainty around the US government shutdown and signs of economic weakness, equities have rallied, though tech stocks paused as AI enthusiasm met valuation concerns. With non-farm payroll d…
Published on 3 weeks, 6 days ago
How structured products can add value to a portfolio
Episode 382
Structured products can provide investors with capital protection, enhanced yield, or targeted exposure to specific market scenarios. While they may appear complex to those less familiar with them, t…
Published on 1 month ago
The Week in Markets: To ride the momentum, or not?
Episode 381
The US equity market defied expectations of September seasonal weakness, with the S&P 500 index gaining 4% this month. With the exception of India, many global markets have also seen gains, with US, …
Published on 1 month ago