#investment #shares #China
Stashaway’s Freddy Lim: Why Stash Just Rejigged Your Portfolio
Inflation (ie rising prices) is real, and it’s here.
Enough of a reality to prompt Stashaway to rejig customer portfolios to reflect this changing trend, only the fourth time since it launched in 2017.
Co-Founder and Chief Investment Officer Freddy Lim explains what this means.
00:00 – Intro
01:11 – Why And What Triggered The Decision to Re-Optimise Clients’ Portfolios
02:49 – What It Means To Switch From ‘All-Weather’ To ‘Growth’
05:55 – What About Covid Variants And US Stocks At Record Highs?
08:35 – Does This Mean Returns Are Going To Be Higher?
11:53 – How To Protect Against Inflation in the Portfolio?
13:33 – How To Address Different Risk Profiles Among Investors?
16:38 – How To Navigate Different Growth Speeds in Asia (Slow) vs US (Faster)
18:34 – How To Deal With China Regulatory Risk (Which Has Hammered Chinese Tech Companies)
22:55 – Diversification Matters!
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