#Market Strategy — 01.03.2021

WEEKLY PODCAST ON GLOBAL MARKETS AND INVESTING

Prashant Bhayani, Chief Investment Officer, Asia

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.

THIS WEEK'S PODCAST:Turning Neutral from Positive on Oil: Time for a Pause before the Next Move Up 

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LISTEN TO OUR EARLIER WEEKLY PODCASTS

Recovery, Reflation, How Far and How Fast? Who benefits?

Prashant Bhayani discusses the surge in 10-year US Treasury yields to pre-Covid levels amid reflationary concerns.

Prashant Bhayani, CIO Asia

22.02.2021

Six Reasons to Buy Silver

Prashant Bhayani explains how silver can add shine to your portfolio.

Prashant Bhayani, CIO Asia

16.02.2021

Additional US Fiscal Stimulus Ignites Bond Yields and Equity Markets: When is it too much of a Good thing?

When is it too much of a good thing: Prashant Bhayani discusses the market rally on the back of the US stimulus and the long-term implications.

Prashant Bhayani, CIO Asia

08.02.2021

Main Street vs. Wall Street: What next?

Prashant Bhayani discusses the backdrop to the US stock market tug-of-war and looks at investors’ overall equity positioning.

Prashant Bhayani, CIO Asia

01.02.2021

US earnings season thus far…so far…very good

So Far, Very Good: Prashant Bhayani analyses the US earnings season.

Prashant Bhayani, CIO Asia

25.01.2021

Back the Union Jack

Time to look again: Prashant Bhayani lists six reasons why you should consider UK equities in your portfolio.

Prashant Bhayani, CIO Asia

18.01.2021

Centrist Outcome overall in the US

Democrats’ slim majority may preclude some of the party’s more ambitious changes including those on taxes and regulation: Prashant Bhayani discusses the implications for the US policy with Democrats taking the US Senate.

Prashant Bhayani, CIO Asia

12.01.2021

Focus on Vaccine, Recovery, and Reflation

Many early cycle sectors and smaller midcap names have delivered almost double the returns of the broader market since September: Prashant Bhayani sets the tone for the new year by discussing tactical cross-asset themes for 2021.

Prashant Bhayani, CIO Asia

04.01.2021

All Major Cross Asset Views Outperformed in 2020 during a Global Pandemic

Seven out of our ten investment themes had double digit returns and outperformed their benchmark in 2020: Prashant Bhayani discusses our cross-asset views during the year and presents a performance report card.

Prashant Bhayani, CIO Asia

22.12.2020

Major central banks stay “put” for longer

The Fed may expand its outcome-based guidance paving the way for increasing the duration of its bond purchases: Grace Tam, discusses the supportive stance of major central banks.

Grace Tam, Chief Investment Advisor, Hong Kong

14.12.2020

An Update on Gold After the Recent Price Correction

The key drivers for Gold remain in place and we are maintaining our target price of $1900-$2100/oz: Prashant Bhayani shares an update on Gold after the recent price correction.

Prashant Bhayani, CIO Asia

07.12.2020

A November to remember for the global markets!

We had the largest 3-week inflow in global equities, and the highest month-to-date return for global equities in 30 years: Prashant Bhayani explains why it was a November to remember for the global markets.

Prashant Bhayani, CIO Asia

30.11.2020

The Market Rallies: Lockdowns, vs. Medium Term Reopening Potential

The markets are oscillating between the vaccine newsflow and medium-term reopening potential vs the near-term weakness in some economies: Prashant Bhayani discusses the impact of the lockdowns and the market euphoria from vaccine news.

Prashant Bhayani, CIO Asia

25.11.2020

The Vaccine Announcement Heard Around the World

Pfizer vaccine announcement saw the largest relative global value vs. growth outperformance on a day in history: Prashant Bhayani explains why a “barbell” allocation between growth and cyclicals is key to optimising your portfolio.

Prashant Bhayani, CIO Asia

16.11.2020

US Election - Has the Blue Wave turned into a Blue Ripple? And is Gridlock = Goldilocks…..

The market narrative is now shifting to the positives : Prashant Bhayani discusses the impact of a divided US #Congress on the global markets, post the election result.

Prashant Bhayani, CIO Asia

09.11.2020

Final US Election Preview and Implications of European Lockdowns

With Republicans narrowing the gap in the polls, Prashant Bhayani discusses the battleground states that will likely decide the US election. And also the negative economic impact of the renewed European lockdowns.

Prashant Bhayani, CIO Asia

02.11.2020