Chye Hsern Cheng, Providend

Chye Hsern Cheng, Providend

19012023 TBH - Cheng Chye Hsern

19 January 2023
Money and Me: Key themes driving markets in 2023
Will inflation continue to be the theme that drives market movements this year? And is the bond market poised for a recovery in 2023? Michelle Martin asks Cheng Chye Hsern, Head of Investment, Providend.

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Listen to his previous podcasts:

2 December 2022
Money and Me: Is having too much fixed income in an investment portfolio bad for you?
It’s not surprising that we’re seeing a strong safe investments like the Singapore Treasury Bills and Singapore Savings Bonds, given the rise of inflation and the possibility of a recession. But are there any risks of having too much fixed income in an investment portfolio?
Find out with Dan Koh as he speaks to Cheng Chye Hsern, Head of Investment, Providend about some of the factors to consider before adding fixed income investments to our portfolio and how you should be investing in 2023.

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8 November 2022
Money and Me: Where to invest your money in this doom and gloom market?
With the US fed funds rate rising to the highest since 2008, how should we be adjusting our investment strategies in this volatile market? Which corners of the market look undervalued and where should investors be putting their money? Well, on today's episode of Money and Me, Zia-ul Raushan and Dan Koh speak to Cheng Chye Hsern, Head of Investment, Providend to discuss if stocks have bottomed out and where he sees value in the market.
We also analyse why S-REITs have performed poorly this year and are they still considered a good investment.

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12 October 2022
Money and Me: What you should be doing to ensure returns are above inflation over the long term
October is off to a shaky start after the US market closed off with a miserable 9.3% loss in September - living up to its name as the worst month of trading. So the question remains, what other factors might derail markets aside from the Fed raising interest rates? And how can we ensure that our returns are above inflation over the long term? You definitely don't want to miss this as Michelle Martin tears down the details with Cheng Chye Hsern, Head of Investment, Providend.

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5 September 2022
Money and Me: Volatility of stock markets in September
Given US Federal Reserve Chairman Jerome Powell's delivery of a stern commitment Friday to halting inflation, what can we expect from the outlook of interest rates? And is September truly the worst month for investing? Michelle Martin finds out with Cheng Chye Hsern, Head of Investment, Providend.

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15 August 2022

Michelle Martin and Cheng Chye Hsern, Head of Investment, Providend discuss his read of the NASDAQ entering the bull market. The currency shock has muddled earnings and helped buoy the stock market, but what has been behind the dollar’s weakness? And given that the US yield curve has inverted again, can you investors, take advantage of better short term yields here in Singapore?

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5 July 2022
Money and Me: Should investors consider Singapore Savings Bonds as part of their portfolio now?
Just recently, it was reported that the 10-year average return for the August issue of the Singapore Savings Bond (SSB) has climbed to 3 per cent – the highest level recorded since its inception in October 2015. So what is fuelling this surge in yield prices and should investors in Singapore be considering SSB as part of their portfolio given that yields are more attractive now? Michelle Martin asks Cheng Chye Hsern, Head of Investment, Providend.

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7 June 2022
Money and Me: Is this the start of a recovery for US stocks?
Michelle Martin and Cheng Chye Hsern, Head of Investment, Providend find out if US stocks are set for a potential recovery, how inflation might be moderated and if Shanghai's easing of restrictions indicate optimism for Chinese stocks.

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18 May 2022
Money and Me: What is an investor to do facing rising rates, recession risk and dollar strength?
We decipher the Fed's May moves and discuss how an investor can best position for success given the current market situation. Michelle Martin also asks Cheng Chye Hsern to share his inflationary outlook.

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18 April 2022
Money and Me: What tightening monetary policy signals for investors and could mean for you
Joining Michelle Martin is Cheng Chye Hearn, Head of Investment, Providend, who breaks down how the latest move by the MAS to combat inflation affects investors.

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2 March 2022
Money & Me: How the Ukraine conflict will influence markets, portfolios and the Feds’ interest rate hikes
How will the Ukraine conflict shape markets for the short and long term, hit investors’ portfolios and influence the Feds’ interest rate hikes? Michelle Martin gets some insights from Cheng Chye Hsern, Head of Investment, Providend.

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9 February 2022
Money & Me: Making sense of the Nasdaq's correction and MAS’ off-cycle tightening
Michelle Martin gets help from Cheng Chye Hsern, Head of Investment, Providend to make sense of the Nasdaq's recent market correction, the Feds' increasingly hawkish stance to raise interest rate hikes and the surprise off-cycle tightening move by the Monetary Authority of Singapore.

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11 January 2022
Money & Me: Will global stocks repeat double-digit gains in 2022? Bond yields losing ground and where to invest outside the S&P 500
Global stocks saw double-digit returns over the last three years... will it see a fourth? Are bond yields still considered safe havens even as they're losing ground? And for investors who feel the S&P is overvalued, could US small caps be the next big thing? Michelle Martin gets some answers from Cheng Chye Hsern, Head of Investment, Providend.

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8 November 2021
Investing in real assets
Michelle Martin and Cheng Chye Hsern discuss the importance of real assets in todays environment, connecting megatrends and assessing opportunities in real assets.

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16 August 2021
Money and Me: Fed's Taper Talk, Digital Bonds, Gold Prices & China's regulatory crackdown
Michelle Martin and Cheng Chye Hsern, Head of Investment at Provident discuss various topics including if the Fed will taper as soon as expected, digital bonds, gold prices and opportunity costs for investors and China's regulatory crackdown.

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12 July 2021
Money and Me: Recent market pullback, CDL’s outlook. Also, when could investors be compelled to return dividends?
Michelle Martin and Cheng Chye Hsern, Head of Investment at Providend discuss the market pullback, a sectoral outlook Chongqing Sincere's potential red flags for potential scams.

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1 June 2021
Money and Me: Economic moats in investing, Cathie Woods and deflation, earning results and investing in copper
Michelle Martin and Cheng Chye Hsern, Head of Investment at Providend discuss economic moats in investing and the businesses synonymous with this concept, Cathie Woods' outlook for deflation and the potential winners from a deflationary environment, how closely to consider a company's earnings and investing in copper.

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