Standard Chartered Money Insights

Daniel talks about the latest FOMC meeting and its implications on asset classes.  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 how political change in Korea is likely to act a strong catalyst to narrow the “Korean discount” in the country’s equity market. 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 geopolitical influence on oil prices, and what that means in the broader portfolio context.  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 yet another looming US debt ceiling limit, why there are new twists this time, and how it feeds into the outlook for US government bonds  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 speaks to Rajat about the key takeaways from financial markets in the first half of 2025, looking deeper into European equities and also discuss potential impact on oil prices after the latest tension in the Middle East. Read our latest Weekly Market View here .  Speakers - Ray Heung, Senior Investment Strategist, Standard Chartered Bank - Rajat Bhattacharya, Senior Investment Strategist, Stan...

Daniel discusses that latest US CPI figure, the building of the narrative of Fed rate cut, and the re-kindling of interests in bonds. 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 what investors can do to help mitigate the risk of USD weakness 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.

Steve explores the unavoidable aspects of investing: cost and taxes. The discussion focuses on how investors should be aware of and plan for these two key factors to make better-informed investment decisions.  Speaker:  - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank

Daniel discusses the fading case for further EU equities outperformance, and the likely rotation into the US. 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 solid non-farm payroll print, the relatively-low positioning in US equities, and key levels in S&P 500 index.  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 Fook Hien the investment implications of recent US economic data and the "One Big and Beautiful Bill." They also examine the impact of rising long-dated Japanese government bond yields on Japanese insurers, the effects of a key Hong Kong developer deferring payment on its perpetual bonds, and conclude with a comment on the Euro. Read our latest Weekly Market View here...

Impact investing isn’t just a trend – it’s a fundamental shift in how one approaches long-term investing, an approach that focuses on resilience and responsibility. Join Steve and Eugenia Koh, Standard Chartered’s Global Head of Sustainable Investing, as they discuss core characteristics of these investments that set them apart from conventional ones.  Speakers: - Steve Brice, Global Chief Investm...

Daniel talks about the USD’s increasing pro-cyclicality, and the JPY’s rising role in safe-haven demand. 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 TACO, what Trump is facing in reducing the US budget deficit, and the opportunities in long-dated US Treasuries 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 near-term consolidation ahead in Gold, and why there is upside ahead in the long-term 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 how the rotation within equities earlier this year, from the US to Europe, is expected to reverse under US equity tailwinds, and how investors should position themselves. 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 renewed optimism towards US equity markets, where we see sector opportunities and why we’d consider adding long maturity US government bonds at current yields Read our latest Weekly Market View here .  Speaker:  - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank...

Daniel discusses the near-term outlook for US equities, and what are the key drivers for the longer-term. 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 possible implications from rising JGB yields and the strength in JPY against the USD. 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 outlines our key macro scenarios and their probabilities as well as how one can tackle a potential pause in the gold rally. 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.

Steve discusses how to think about risk, steps to manage market volatility and recalibrate your risk appetite as you go along your investment journey.    Speaker:  - Steve Brice, Global Chief Investment Officer, 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 comes after the “low hanging fruit” recovery, and what it means for 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.

Manpreet speaks to Raymond about whether the US equity market rebound has legs, why we still expect a soft landing and our top views across global equity, bond and currency markets. Read our latest Global Market Outlook here .  Speakers:  Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank  Raymo...

Daniel discusses why the Hang Seng Index is primed for a pullback, and why we would be buying the dip. 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 Moody's downgrade of the US sovereign, how it compares to previous downgrades in 2011 and 2023, and what it means for different asset classes.  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.