18 March 2021
Market View: Breaking Down the Fed's Recent Policy Decision
The Federal Reserve affirmed that they won't be withdrawing monetary support until they see a sustained rise in inflation and a sharp drop in unemployment. But Jacob Doo, CIO of Envysion Wealth Management, thinks that sooner or later, stimulus should stop. He spoke to us on Prime Time about the Fed's recent decision, the recent steepening of the yield curve and contrasted the Fed's generous stimulus with the PBOC's plan to normalize policy in China. He also touched on the growing popularity of SPACs, and if he agrees with Bridgewater's Ray Dalio, who said that the economics of bond investing are stupid.

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9 February 2021
Market View: Taking Stock of Growing Stimulus, Singapore's Upcoming Budget and Family Offices
In this extended interview, Jacob Doo, CIO of Envysion Wealth Management, joined us to talk about the growing prospect of more fiscal stimulus from the US, and whether the recent retail frenzy in the US may be a canary in the coal mine for markets. He also shared with us his thoughts on Singapore's upcoming budget, why he thinks more family offices are choosing to call Singapore home, and Envysion's latest venture in Malaysia.

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1 February 2021
Money and Me: Restrictions on GameStop, Keppel's pivot, Kuaishou's IPO and Gold
Michelle Martin and Jacob Doo, CIO of Envysion Wealth Management discuss GameStop's rally, curbs on trading on GameStop, Keppel's pivot to clean energy and what their exit means for the oil and rig business in Singapore, Kuaishou's IPO and gold edging lower.

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19 January 2021
Of Steepening Yield Curves, Reflation Trades, and Crypto Moves
Jacob Doo, CIO of Envysion Wealth Management, joined us on Prime Time to take stock of the steepening yield curve and the promise of more fiscal stimulus from the incoming Biden Administration. In a long-ranging interview, he shared his thoughts on reflation trades, Envysion's recent investment in Greater Chinese offers like Geely and Xiaomi, as well as whether it's time to take cryptocurrencies seriously this year.

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22 December 2020
Market View: A Shaky End to the Year for Markets?
News of a new COVID-19 strain coming out of the UK that is significantly more contagious kept investor sentiment subdued days before the Christmas holiday. Jacob Doo, CIO of Envysion Wealth Management, joined us on Prime Time to take stock of how this shakes things up for markets, the possibility of reflation in the year ahead, and what he's advising clients entering 2021.

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1 December 2020
Money and Me: Rethinking your portfolio for a post pandemic environment
Michelle Martin speaks to Jacob Doo, CIO, Enyvision Wealth Management to discuss investors looking for positive real returns, market forecasts, Bitcoin's rally, Maybank's research on Singapore's banks and what Dalio opening a family office here could bring to Singapore.

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17 November 2020
Market View: How Potential COVID-19 Vaccines Might Change Things for Markets
With two COVID-19 vaccine candidates proving to be more than 90% effective from preliminary late-stage trials, market sentiment got a notable boost in recent sessions. Jacob Doo, CIO of Envysion Wealth Management, joined us on Prime Time to discuss how this might impact markets that are hungry for hope, and advice he might give clients amidst signs of a rotation from tech and growth towards value stocks.

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4 November 2020
Money and Me: ANT Group's IPO suspended - what does this mean, JPMorgan's expectations for a bull run post the US election and UOB's third quarter results
Michelle Martin speaks to Jacob Doo, Chief Investment Officer, Envysion Wealth Management to discuss the suspension of ANT Group's IPO and what this means for the Hong Kong dollar, institutional investors and the HKEX, JP Morgan's expectations that the stock market is poised to resume a bull run rally, pricing in volatility in the US markets, UOB's third quarter results and expectations for DBS and OCBC's third quarter results.

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22 October 2020
Market View: How Envysion Wealth Management is Preparing for the US Elections and Ant's Mega IPO
Envysion Wealth Managment's CIO Jacob Doo joined us once again on Prime Time, to share his thoughts on what investors should brace for heading into the US elections, with fiscal stimulus hopes fading fast. He also shared his thoughts on Ant Group's mega IPO, which is expected to be priced in the coming days.

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29 September 2020
Money and Me: The US options market, the fallout of US government sanctions on chipmakers and an evaluation of Goldman's positive outlook for emerging market currencies
Michelle Martin speaks to Jacob Doo, Chief Investment Officer, Envysion Wealth Management to discuss the US options markets and the election risk, the US Department of Defence considering banning exports to SMIC, Goldman Sach's upside for emerging market currencies, the attraction of Chinese government bond yields and sectors to watch out for.

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22 September 2020
Market View: Could more tech IPOs be landing on Singapore shores?
BtyeDance is reportedly setting up regional operations in Singapore. And it's not alone as a number of tech heavyweights seek to set up base in the city state. But could provide an opportunity for possible listings here in Singapore? Rachel Kelly spoke to Jacob Doo, Chief Investment Officer, Envysion Wealth to find out.

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31 August 2020
Of Steepening Yield Curves and Geopolitical Risks
We caught up with Envysion Wealth Management's CIO Jacob Doo to recap the month that was for both global and local markets, what the steepening of the treasury yield curve means for markets, and if heightened geopolitical risks will weigh on sentiment for the rest of the year.

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4 August 2020
Money and Me: S-Reit opportunities? Buying opportunity for bank stocks? Investors eyeing 5G infrastructure and what US- China decoupling means for Singapore
Michelle Martin speaks to Jacob Doo, Chief Investment Officer at Envysion Wealth Management to discuss S-REIT earnings so far, the implications of local banks capping dividends for investors - is this a buying opportunity, the sustainability of big tech earnings from the likes of Amazon, Alphabet, Facebook and Apple, the ongoing saga between Microsoft, Tiktok and President Trump and Temasek's pre-conditional offer for Keppel Corp.

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21 July 2020
Will Recent Vaccine Developments Give Markets a Boost?
Results from early stage trials of the COVID-19 vaccine being developed by the University of Oxford seem promising, but will this help boost markets hoping for an eventual remedy to the recent economic downturn? Envysion Wealth Management's CIO Jacob Doo joined us on MONEY FM 89.3's Prime Time to talk about why there may be short-term bumpiness down the road, why earnings still matter despite the dour outlook, and if wealthier clients and family offices are starting to cash out on the recent equity rally.

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22 June 2020
Money and Me: Opportunities as economies reopen, screening biopharma and green recovery
Michelle Martin and Jacob Doo, CIO of Envysion Wealth Management discuss US and Singapore markets, critical opportunities for investors, Zombie Markets and distortions and IEA's green recovery plan to 'fix the global economy.'

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16 June 2020
Of Recovering Markets and Potential Moral Hazards Down the Road
Envysion Wealth Management's CIO Jacob Doo joined us on Prime Time once more to discuss the recent boost markets got from the Federal Reserve's new initiatives to provide lending to Main Street and begin buying billions of dollars in US corporate bonds. Could potential moral hazards come back to haunt markets in the form of zombie firms? What strategy is he advising clients amidst resurgent froth? And is the current uncertainty in Hong Kong driving investors from the financial hub to places like Singapore?

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26 May 2020
Money and Me: Strategizing for stocks ‘buffered’ to the US China trade war, top digital economy sector areas & ST Engineering
How are investors factoring in worsening China US trade tensions into investment strategies? And as investors look at the future economy with many tech companies benefiting from a migration to the digital economy, what are possible sector targets? Michelle Martin speaks to Jacob Doo, CIO of Envysion Wealth Management to discuss.

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12 May 2020
Of Market Upturns and Moral Hazards
The worst may have been averted in markets after governments and central banks stepped in with rate cuts and massive bond buying programs to support industries affected by the COVID-19 pandemic. But is there a moral hazard in the backstopping moves of the Fed and other policymakers? Jacob Doo, CIO of Envysion Wealth Management, talks to us about the risks of the markets falling again, and what he's advising some of the family offices he counts as clients.

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24 April 2020
Money and Me: Oil, Tech Stocks, Healthcare and the SGX
As we wrap up a tumultuous first quarter of 2020, the COVID-19 pandemic continues to dominate headlines and global uncertainty. Have we been more greatly affected than we were by SARS? How is oil faring and what is the root of the problem? Why is the SGX faring so well this quarter? Michelle Martin speaks with Jacob Doo, Chief Investment Officer, Envysion Wealth Management to discuss all this and more.

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