Do institutions like Khazanah and EPF pad the market in seismic events like the Brexit or the global financial crisis? Is the defensiveness of the Malaysian market due to the GLIC effect or fundamentals?

We dissect how stocks and markets work in an environment of high living costs. Will high import costs and local currency sales be problematic for consumer stocks? It also appears that small consumer stocks are great proxies to play into the low-cost travel and cost substitution themes

Apart from the economic implications, there's also a worrying side effect with the schizophrenia surrounding the direction of US interest rates - it is that of fund flows. Through the so-called carry trades, almost-zero interest rates in the US had lured global fund managers to borrow USD and buy into emerging market bonds. That trade hasn't work because EM currencies tanked. These fund managers are now even more likely to take their money out at the prospects of higher funding costs.

About a year ago a little known research house called Iceberg declared that commodities trader Noble Group should be worth next to nothing because of shady accounting practices. Noble's share price today affirms that call. We explore the role of such independent research houses.

It is said that when Wall Street sneezes, the rest of the world catches a cold. There's a lot of fear right now that the bull run in the US market in the last few years would end badly, resulting in a prolonged bear market. We look at some of these reasonings.

Movements in George Soros's portfolio reflects that he is really afraid of equity markets. In the meantime, Warren Buffet makes somewhat surprising buys into Apple and Yahoo. Apple being the largest company in the world by market capitalisation, goes against Soros's market-hating strategy.

Despite getting all the airtime, the USD ranks pretty lowly in the list of what affects the ringgit.

Outsourcing investments to external fund managers (EFM) has been a longstanding practice in EPF. According to the annual report, about a quarter of 2015's investment income was attributed to EFMs. We ask the question of whether this is worth it.

Also EPF will be making a radical change to another kind of investment outsourcing. Members' optional unit trust investments will be put online to reduce/eliminated sales-related fees that can come up to 5%. We also question the principles behind doing this.

Pangolin Investment Management founder and principal James Hay discusses Pangolin's Golden Rules of Investing, which are not without its controversies. Listen to the podcast to find out more!

EPF's savings are probably one of the biggest investment for every private sector employee. We try to glean insights into the way it is managed through audited numbers