Stephanie Leung

This discussion features Stephanie Leung, Chief Investment Officer at StashAway, who offers insights on the impact of U.S.-China trade tensions on global markets. She highlights China's fierce response to new tariffs and the potential risks for companies navigating these challenges. Ahmed Riesgo, Chief Investment Officer at Insigneo Securities, shares his thoughts on bond market volatility and recession fears. Together, they explore how investors can strategize amidst uncertainty and shifting market dynamics.

Stephanie Leung, Chief Investment Officer at StashAway, discusses the implications of President Trump's tariff threats against the EU and the strategic extension of deadlines. Kurt Tong, Managing Partner at the Asia Group, provides insights into the burgeoning partnership between Nippon Steel and U.S. Steel and Japan's aspirations for a U.S. trade deal. They dive into the complexities of U.S.-Japan trade relations, addressing potential obstacles and the evolving dynamics of international trade amid geopolitical tensions.

Stephanie Leung, Chief Investment Officer at StashAway, shares her expertise on how recent US tariffs on China are shaking up global markets. Zachary Hill, Head of Portfolio Management at Horizon Investments, sheds light on market behavior during this turbulent time. They discuss the economic repercussions of the US-China trade war, including shifts in Asia-Pacific markets and the influence of tariffs on investment strategies. Additionally, advanced AI developments and their potential effects on the housing market in China are explored.

Fred Neumann, Chief Asia Economist at HSBC, Stephanie Leung, Chief Investment Officer at StashAway, and Morris Reid, Partner at Actum, discuss the intricate interdependencies between the U.S. and Chinese economies amid rising unemployment and recession risks. They dive into the volatility of AI stocks, especially Nvidia, and the essential role of technology in global trade. The guests preview an upcoming high-stakes presidential debate, emphasizing the influence of swing voters and key economic issues that will shape the political landscape.

Joe Little, Global Chief Strategist at HSBC Asset Management, and Stephanie Leung, Chief Investment Officer at StashAway, dive into China's economic stimulus measures and their potential impacts. They discuss the critical need for targeted fiscal policies to boost consumer confidence amid property market challenges. David Tafuri, a former State Department official, reflects on the one-year anniversary of the October 7th attacks, examining its consequences for Israel and the Israeli-Palestinian relationship, while emphasizing the need for a viable path toward peace.