Markets have been moving cautiously, and November was no exception. Investors appear to be in a holding pattern, waiting for clearer signals before making major moves. The latest State Street Institutional Investor Indicators shed light on this trend: risk appetite dipped slightly, equity allocations remain solid, cash is steady, and fixed income hasn’t seen the usual safe-haven inflows.

What’s driving this cautious yet steady behaviour? Are investors diversifying globally, or sticking to familiar US tech bets? And what does this mean for markets in Asia and beyond?

On Wealth Tracker, Nadiah Koh speaks with Dwyfor Evans, Head of APAC Macro Strategy at State Street Markets, to find out more. 

Markets have been moving cautiously, and November was no exception. Investors appear to be in a holding pattern, waiting for clearer signals before making major moves. The latest State Street Institutional Investor Indicators shed light on this trend: risk appetite dipped slightly, equity allocations remain solid, cash is steady, and fixed income hasn&rsquo;t seen the usual safe-haven inflows.
What&rsquo;s driving this cautious yet steady behaviour? Are investors diversifying globally, or sticking to familiar US tech bets? And what does this mean for markets in Asia and beyond?
On Wealth Tracker, Nadiah Koh speaks with Dwyfor Evans, Head of APAC Macro Strategy at State Street Markets, to find out more.&nbsp;

Your Way Home with Hongbin Jeong is your 4–8pm drive companion,

Your Way Home with Hongbin Jeong is your 4–8pm drive companion, guiding you through the day’s biggest headlines, trending conversations and the issues shaping Singapore and the world.

From news and current affairs to lifestyle insights and generational perspectives, the show helps you make sense of what’s happening — with clarity, context and a touch of personality.

Whether you’re catching up after a long day or tuning in on the move, Your Way Home keeps you informed, engaged and connected — all the way home.

And she closes the day with a song that says it all.

Your Way Home with Hongbin Jeong is your 4&ndash;8pm drive companion, guiding you through the day&rsquo;s biggest headlines, trending conversations and the issues shaping Singapore and the world.
From news and current affairs to lifestyle insights and generational perspectives, the show helps you make sense of what&rsquo;s happening &mdash; with clarity, context and a touch of personality.
Whether you&rsquo;re catching up after a long day or tuning in on the move, Your Way Home keeps you informed, engaged and connected &mdash; all the way home.
And she closes the day with a song that says it all.