17 January 2023
Bigger Picture: What's not yet priced into earnings season
Eddy Loh, Chief Investment Officer, Maybank Group Wealth Management discusses how the earnings season will fare amid more warnings of a recession this year, and how to approach investing in China as it reopens.

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Listen to his previous podcasts:

14 December 2022
Bigger Picture: Cooler than expected US inflation gives Fed breathing room
Eddy Loh, Chief Investment Officer, Maybank Group Wealth Management talks about the how much the latest moderation of US inflation data will allow the Federal Reserve to dial back on its rate hike campaign, as well as why he's underweight equities in the US, alongside Europe and India.

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28 September 2022
Bigger Picture: Markets continue to sink into a bear market
Eddy Loh, Chief Investment Officer, Maybank Group Wealth Management discusses his views on the movement of a few currencies and what to expect from the upcoming China PMI numbers.

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26 August 2022
Bigger Picture: Hawkish drumbeat ahead of Jackson Hole speech
Eddy Loh, Chief Investment Officer Maybank Group Wealth Management, discusses what's driving Fed officials to lean towards higher rates, and whether China's latest round of stimulus measures will be enough to revive its economy.

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26 July 2022
Bigger Picture: Walmart cuts outlook as consumer spending patterns shift
Eddy Loh, Chief Investment Officer, Maybank Group Wealth Management, discusses the main takeaways of the earnings season so far with Walmart the latest to flag more pressure on margins, as well as how investors should read Singapore's latest inflation reading at 14 year highs in June.

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22 June 2022
Bigger Picture: Downside risks for markets in 2H2022
Eddy Loh, Chief Investment Officer, Maybank Group Wealth Management, discusses how investors can reduce their risk exposure and why he is underweight on equities as an asset class.

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22 March 2022
Bigger Picture: Powell signals potentially bigger rate hikes
Eddy Loh, Senior Investment Strategist, Maybank Group Wealth Management discusses why Fed Chair Jerome Powell is already sounding more hawkish less than a week after the FOMC kicked off the rate hike cycle, and what it means for investors.

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