23 November 2023
Money in the Market: Can investors be hopeful for multiple rate cuts next year?
What seemed to be a normal week for markets changed to an extraordinary one last week after markets got the biggest across-the-board CPI miss in a year. And that gave traders the greenlight to declare that the US Fed’s fight against inflation was finally over.
Market watchers moved to ratchet up the likelihood of a cut, with the prospect of a cut by March soaring.
So are we now done with rate hikes?
On Money in the Market, Hongbin Jeong speaks to Laurent Lequeu, Head of Portfolio Management & Research at Lumen Capital Investors, to find out whether we can expect multiple rate cuts next year.

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13 October 2023
Money in the Market: How are investors currently nursing their wounds from a bruising September?
Equity markets drifted lower in September due to higher oil prices, rising Treasury Yields, and a consistently hawkish FED, adding to the seasonal negative technical factors for equities. So how are investors recovering from their losses as the last quarter rolls in? What’s the outlook like for the last quarter?
On Money in the Market, Hongbin Jeong speaks to Laurent Lequeu, Head of Portfolio Management & Research at Lumen Capital Investors, to find out more.

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12 September 2023
Money in the Market: Are the bond vigilantes here to stay?
During the month of August, financial markets were heavily focus on China and its sluggish economic recovery, as the nation reported a sequence of continuously  disappointing data.
But even as markets suffered losses in the wake of this data, long-term US Treasury yields witnessed a rebound, as bond vigilantes returned.
So what led to the return of the bond market? How will current economic conditions continue to shape the performance of financial assets beyond the end of 2023, and what lies ahead for financial markets?
On Money in the Market, Hongbin Jeong speaks to Laurent Lequeu, Head of Portfolio Management & Research, Lumen Capital Investors, to find out more.

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18 August 2023
Money in the Market: Is a second wave of inflation on the horizon?
The U.S. economy has surprised analysts and investors alike, posting stellar results despite continuing predictions of a looming recession.
It posted two quarters of positive growth in the first half of 2023, and both the labour market and consumer spending are expected to remain strong in the months to come.
So should recession fears be put to bed entirely, and will we face a hard, soft, or perhaps even a trampoline landing?
Additionally, could we witness another wave of inflation, with commodity prices on the rise?
On Money in the Market, Hongbin Jeong speaks to Laurent Lequeu, Head of Portfolio Management & Research, Lumen Capital Investors, to find out more.

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11 July 2023
Money in the Market: What could turn the tides for markets from seeing a further rally?
In the first half of 2023, we’ve witnessed a slowdown in the global economy, a regional banking crisis in the US, and a disappointing reopening of the Chinese economy.
But financial markets have shown resilience despite all those events.
In fact, the S&P 500 has performed well, primarily driven by large-cap technology stocks and investor interest in artificial intelligence related stocks.
On Money in the Market, Hongbin Jeong speaks to Laurent Lequeu, Head of Portfolio Management & Research at Lumen Capital Investor, to find out more about how the first half was like for the financial markets and what we can expect for the second half of the year.

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16 May 2023
Money in the Market: Will the US fall into default?
After a historic month of March, April appeared to be much quieter for investors, whose attention was once again focused on earnings and the future of the economy in an environment of tightening credit conditions.
And in recent weeks, the US debt ceiling is a major subject of concern for investors. So how has that moved markets so far?  Could we expect a liquidity crunch?
On Money in the Market, Hongbin Jeong speaks to Laurent Lequeu, Head of Portfolio Management & Research at Lumen Capital Investors to find out more.

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12 April 2023
Money in the Market: Will the liquidity crisis mushroom into a credit crisis?
Last month, banking turmoil took over headlines, as the sector was the first casualty of the interest rate hike cycle initiated 12 months earlier by the US Fed. So what are some of the consequences of the liquidity crisis which started in Silicon Valley on the real economy, the monetary policy, and financial markets? And can this turn into a credit crisis? On Money in the Market, Hongbin Jeong speaks to Laurent Lequeu, Head of Portfolio Management & Research at Lumen Capital Investors to find out more.

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27 February 2023
Money in the Market: What has kept the "Goldilocks" dream alive?
For the time being, the tug-of-war between bulls and bears remains centred on the trends in inflation, monetary policy, and the economy. After a challenging 2022, investors anticipated that 2023 will start on a similar tone but so far this year, financial markets have benefited from the conjunction of miracles which have prompted investors to discount that we are once again in a ‘’Goldilocks’’ environment. On Money in the Market, Hongbin Jeong speaks to Laurent Lequeu, Head of Portfolio Management & Research at Lumen Capital Investors to find out more on what a ‘’Goldilocks’’ environment is and what miracles are keeping this “Goldilocks” dream alive.

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22 October 2021
Bigger Picture: Investing in the Metaverse
Laurent Lequeu, Head Portfolio Management Team, Lumen Capital Investors talks about  the Metaverse - a multi-trillion-dollar opportunity that will play out in decades, reach almost every industry and geography.

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10 June 2021
Bigger Picture: Inflation data under spotlight as prices set to rise
Laurent Lequeu, Head of Portfolio Management, Lumen Capital Investors, discusses his outlook for inflation and what is in store for markets, investors and consumers in the months to come.

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