S1E290: Beyond the black box: Inside a glass-box approach to Asean investing
Markets are loud. Your strategy doesn't have to be. In this episode of Money Hacks, Howie Lim speaks to BlackRock strategist Filip Mena Berlin to pull back the curtain on systematic active equities — not a black box, but a glass box where data, discipline, and human judgment converge.
Discover why Asean is the diversification trade most portfolios are missing, how sentiment data reveals who you're really trading against, and why the best investors don't try to time markets — they outlast them.
Synopsis: Every Monday, The Business Times breaks down useful financial tips.
Highlights:
02:57 Why Asean stands apart when Asia falls
05:22 Black box to glass box = transparency
08:04 Human with machine + discipline
10:36 The sentiment edge
13:26 Who the strategy is for
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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 Filip Mena Berlin, strategist, systematic active equities team, BlackRock
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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