Standard Chartered Money Insights

Steve discusses with Ray their perspectives on the upcoming Fed and ECB meetings in September. They share insights and recommendations for the equities and bond markets, while also addressing the outlook for the USD and gold.  Find out more from our latest Global Market Outlook report here . Speakers: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank - Ray Heung, Senior Inves...

Daniel shares thoughts about the upcoming US semiconductor sector earnings, and the implications for investors.  Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel provides balancing arguments to the previous day’s podcast, and how this would interact with the fundamentals of Chinese companies.  Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel shifts gears to talk about the current Chinese earnings season, and what it means to investors.  Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel talks about the outcome of the US-Russia summit and implications on risky assets.  Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Manpreet speaks to Rajat about what we can learn from data about expected Fed policy in September, why we like China equities and what to make of the Trump-Putin summit.  Find out more from our latest Weekly Market View report here .   Speakers:  - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered B...

Daniel looks at volatility in US equities, that can be caused by over-crowdness, and how investors can position themselves ahead of this. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Ever thought about creating passive, inflation-protected income through property ownership, but don’t want the headaches of managing tenants? REITs might provide the solution. Within a portfolio, REITs can provide good diversification benefits and a good source of income.   Speaker:   - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank 

Daniel discusses the market’s relief as the effect of tariff on inflation was not as bad as the market had feared.  Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel looks at the unusual downward revisions in US jobs data, what message it is sending, and how investors should incorporate this within their portfolio strategy. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel looks at the recent economic data in regions outside the US, the possibility of a consolidation in risky assets globally, and what portfolio hedges can investors consider. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Ray discusses with Manpreet the reasons for expecting a Fed rate cut in September and its implications for risk assets. They also share their perspectives on equities in Korea and India, concluding with insights on the GBP and gold.  Find out more from our latest Weekly Market View report here .  Speakers:  - Ray Heung, Senior Investment Strategist, Standard Chartered Bank  - Manpreet Gill, CIO of...

Daniel looks at how the US government is managing its fiscal position via issuing shorter-term debt, how macro factors are driving yields and where are the opportunities in fixed income.  Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses his observations on the drivers of Gold, and what it means for investors. Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel talks about how the Chinese policymakers are adding supply side reforms, and combining with existing demand stimulus, in order to boost PPI and inflation. Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses the significance of the latest non-farm payroll data, and what it means to investors’ portfolios.  Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Manpreet speaks to Fook Hien about the opportunities arising from the US Dollar rebound, what to make of US trade deals achieved so far and what they mean for US inflation and Fed policy. Find out more from our latest Weekly Market View report here .  Speakers:  - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Stan...

Daniel talks about the FOMC meeting, its implications, and the risk of the hawkish tilt. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses the positioning across global equities, and the key technical levels to watch out for in the S&P 500. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses the latest Tokyo CPI figure, the US-Japan trade deal and the likely increase in fiscal policy, can lead to a more hawkish Bank of Japan at the meeting this week. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses what are the key signposts to watch out for that may dampen the current rally in US equities. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Fook Hien Yap discusses with Ray Heung the reasons for expecting near-term consolidation in equities while maintaining a longer-term bullish outlook. They also cover our bond recommendations and share their views on the USD and gold. Find out more from our latest Global Market Outlook report here . Speakers: - Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank - Ray Heung, Senior...

This week, Steve talks about the theory behind the benefits of diversification and 3 different ways to achieve it.   Please find the link to the latest Global Market Outlook here where you can find our asset allocation models for investors with different risk profiles. Speaker: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank

Daniel discusses the Japan-US trade deal, how the market reaction suggests that it trumped over the uncertain sentiment from the election results, and the implications for Japanese assets. Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank   For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel talks about the relative calmness on the tariff front in China compared to other economies, and the implications of Politburo meeting expected this month Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank   For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.