S1E289: Is the 60/40 portfolio dead? Navigating rate hikes and oil shocks
With the Fed signalling persistent rate hikes and oil shocks stirring global markets, is your portfolio positioned to survive—or thrive? What do rising bond yields, stubborn inflation, and central bank manoeuvres mean for everyday investors? Is the traditional 60/40 portfolio dead? Should you pivot to gold, lock in fixed income, or look to Asian credit for refuge?
StashAway’s Stephanie Leung and Fullerton Fund Management’s Angus Hui join correspondent Howie Lim to decode hidden market risks, FX traps, and the institutional strategies you need to build bulletproof wealth today.
Synopsis: Every Monday, The Business Times breaks down useful financial tips.
Highlights:
01:21 How high rates squeeze household budgets
05:36 Rethinking the 60/40 portfolio
08:29 Why gold beats bonds as a hedge
13:16 The real cost of staying in cash
14:40 Asia’s cash problem
16:03 Invest with institutional strategies
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Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg.
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Written and hosted by: Howie Lim (howielim@sph.com.sg)
With Stephanie Leung, CIO, StashAway and Angus Hui, deputy CIO, Fullerton Fund Management
Edited by: Howie Lim & Claressa Monteiro
Produced by: Howie Lim & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
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