The tech titans' grip on markets may be loosening—what’s next for investors?

Hosted by Michelle Martin, this episode welcomes Tim Phillips, Founder of TimTalksMoney, to unpack the underperformance of the 'Magnificent Seven' and whether a turning point is near.

We explore smarter ETF diversification beyond the S&P 500, the strategic edge of global indices, and how to navigate softer T-bill rates.

Plus, a close look at big bank earnings and why DBS might still have room to run.

Is it time to rebalance your portfolio, trim tech, and lean into global growth?

Companies featured: Apple, Microsoft, NVIDIA, Alibaba, DBS, Berkshire Hathaway, Coinbase, Constellation Brands.

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$800 billion added in a single day—are we seeing the birth of a new tech era?

Is the truce a market mirage or a reset for global capital flows?

What signs do investors need to watch to navigate the next big market turns?

Hosted by Michelle Martin, this episode dissects the surprise US-China tariff truce that sent tech stocks skyrocketing.

Elijah Lee, Senior Financial Services Manager at Phillip Securities, helps unpack what the 90-day pause means for investors, trade, and the Fed’s next moves.

We explore how Nvidia overtook Apple, how Amazon could react. Then we discuss Coinbase's inclusion to the S&P 500.nd what this all signals for crypto's growing place in traditional finance.

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Cash is no longer king — but where can discerning investors redeploy with confidence?

Hosted by Michelle Martin, this episode explores Morningstar’s high-conviction fund strategies for a world pivoting to rate cuts. Germaine Share, Director of Manager Research, Asia, unpacks fixed income favorites like PineBridge Asia Pacific Investment Grade Bond Fund, global equity picks such as Fidelity Global Dividend Fund, and multi-asset income approaches.

We explore how Morningstar evaluates these funds for resilience, growth, and income sustainability. Gain insights into asset allocation strategies that navigate volatility while staying ahead of global monetary shifts.

If you seek to protect and grow your portfolio in an evolving rate environment, this episode is a must-listen.

Hear more on the picks that include Multi-Asset Income Funds and Global Dividend Bonds Funds.

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