29 August 2024
US Markets Wrap: Why Utilities and REITs are more favoured during a rate cut scenario
Laila Pence, President & Co-Founder, Pence Wealth Management shares her insights on top conviction calls including utilities and REITs, why the Artificial Intelligence and Big Tech worlds are just starting to take flight, and how investors should navigate the bonds and fixed income space.
Presented by: Ryan Huang
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: pixabay & its talented community of contributors

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Listen To Her Previous Podcasts:

10 July 2024
US Markets Wrap: Fed Chair Powell says holding rates high for too long could jeopardize economic growth
In his latest speech, Federal Reserve Chair Jerome Powell expressed concern that holding interest rates too high for too long could jeopardize economic growth.
Setting the stage for a two-day appearance on Capitol Hill this week, the central bank leader said that the economy and labour market have stayed strong despite recent cooling.
Laila Pence, President & Co-Founder, Pence Wealth Management weighs in on how long is too long, the scale of rate cuts we might see in the coming months; whether a lack of market breadth kept the S&P 500′s gains in check; if we're seeing central bank divergence currently; as well as her top conviction calls.
Presented by: Emaad Akhtar
Produced & Edited by: Yeo Kai Ting (ykaiting@sph.com.sg)
Photo credits: Tierney L. Cross | Bloomberg | Getty Images

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29 May 2024
US Markets Wrap: Eye on AI, weight loss drugs, infrastructure
Laila Pence, President, Pence Wealth Management discusses why her top conviction picks are in Big Tech, AI & semiconductors, weight loss drugs as well as infrastructure. She also takes stock on the Magnificent 7's rally and what's next for them.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

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30 April 2024
US Markets Wrap: Why is there value in intermediate term fixed income investments? Plus top 3 conviction calls.
Laila Pence, President & Co-Founder, Pence Wealth Management shares her expert analysis on the sustainability of the strong earnings season, whether Q2 seems even more volatile than Q1, her conviction calls (Streaming Services, Property & Casualty Insurers, Big Tech & AI), why there's value in intermediate term fixed income investments, especially with rates yielding north of 4.5% and the Federal Reserve nearing the end of its hiking cycle.
Presented by: Willie Keng
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: unsplash & its talented community of contributors / Alexander Grey

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15 March 2024
US Markets Wrap: Calls on property & casualty insurers, weight loss drugs, big tech and AI
Laila Pence, President & Co-Founder of Pence Wealth Management shares her insights on whether investors are rotating to the broader market, as well as the interest around weight loss drugs, AI and insurance. She also weighs in on expectations of a slowdown in the economy and the upcoming FOMC meeting.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)
Graphics credits: pixabay & its talented community of contributors

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11 January 2024
US Markets Wrap: Is the disinflation mission complete?
Laila Pence, President & Co-Founder, Pence Wealth Management shares her insights on how the inflation trajectory is moving, whether Bitcoin ETFs will be a key area on investors' watch in the coming months, and if investors should be chasing after the Magnificent Seven at this point.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

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8 December 2023
US Markets Wrap: Is the Fed narrative changing from “How High for How Long” to “How Low and How Fast”?
Laila Pence, President & Co-Founder of Pence Wealth Management shares her analysis on how markets are panning out ahead of the official jobs report, whether investors might see another rate hike this Christmas season, how far the tech run is expected to go in 2024 and the uncertainties that investors should look out for this year-end.
Presented by: Sean Cheong
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

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13 October 2023
US Markets Wrap: Where's the sweet spot for duration in the fixed income sector?
Laila Pence, President & Co-Founder at Pence Wealth Management shares her analysis on the recent inflation data, whether we will see higher rates going forward, as well as the investment outlook in the fixed income space.
Presented by: Willie Keng
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

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25 August 2023
US Markets Wrap: Will the bullish AI trend keep up?
Laila Pence, President & Co-Founder, Pence Wealth Managementshares her insights on market volatility and inflationary pressure expectations ahead of the Jackson Hole Economic Symposium, as well as bullishness in the AI space.
Presented by: Ryan Huang
Producer: Yeo Kai Ting (ykaiting@sph.com.sg)

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17 May 2023
US Markets Wrap: A rotating recession & high likelihood that Fed is going to be on a pause come June, says Pence Wealth Management's Laila Pence
Concerns over the potential of a default weighed on investors' mind in Tuesday's regular session. US President Joe Biden is also cutting short his visit to Asia as the push to strike a deal to raise the nation's borrowing limit grows more urgent.
Laila Pence, President & Co-Founder of Pence Wealth Management shares her analysis of the threat of an economic nightmare and recommendations on where investors can look to put their money.
Presenter: Ryan Huang
This podcast is produced and edited by Yeo Kai Ting (ykaiting@sph.com.sg)

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