Standard Chartered Money Insights

Daniel talks about our view on global bonds, and where to look for value within the asset class. 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 AI theme has been propelling the US equities, and how its broadening out is likely to sustain US equities’ outperformance. 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.

Zhong Liang speaks with Manpreet about our H2 2024 outlook and how investors could adapt to the shifting winds. Download our H2 2024 Outlook (in-brief) here . Speakers: Manpreet Gill, Chief Investment Officer, Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank Zhong Liang Han, Investment Strategist, Standard Chartere...

Daniel talks about how gold has fared historically on Fed rate cut cycles and what nuances investors need to watch out for 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 Bank of Japan meeting, and its implications on the USDJPY and Japanese 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.

Daniel talks about the EU’s tariffs on China EVs, the weaknesses in the most recent Chinese data, and the technicals for the Hang Seng 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.

Daniel discusses the French snap elections, what it means for Euro area equities and how such dislocation can lead to opportunities. 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 with Raymond about what the Fed meeting means for US equities, what the BoJ meeting means for the JPY and where gold prices could find support. To view our latest Weekly Market View, please click here , or visit our Market views on-the-go page. Speakers: Manpreet Gill, Chief Investment Officer, Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodit...

Daniel discusses the latest FOMC and CPI releases, their implications on the markets and how investors should be positioning 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.

In the latest instalment of the InvesTips series, Michelle Kam talks to our Global Chief Investment Officer, Steve Brice, about the 3 sources of volatility and how each might affect investors. Steve also outlines various strategies investors can employ to prepare for, and respond to, inevitable periods of weakness in portfolios. Please see our Navigating volatility report here . Additionally, you...

Daniel talks about the weakening sentiment in Gold, and the retreating of Central Bank demand from China. 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 vote of confidence investors are showing in Indian equities after the sharp fall from the elections, and growing evidence of investor taking profit in Chinese 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.

Daniel discusses the stronger than expected non-farm payroll number, the “yo-yo” in the performance of US macro numbers, and why is likely to fuel investors into technology and communication services sectors.  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 Insight...

Manpreet speaks with Rajat about why G7 central banks have started cutting policy rates and where this likely creates opportunities in equities, bonds and currencies. To view our latest Weekly Market View, please click here , or visit our Market views on-the-go page. Speakers: Manpreet Gill, Chief Investment Officer, Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and C...

Daniel discusses the volatility in Indian risky assets post-elections, and why this represents a medium-term buying opportunity for Indian equities and 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 discusses the changing demand for US treasuries, concerns the Fed could consider monetising US debt, and 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 discusses the effect undocumented immigration has on US non-farm payrolls data, and what are the implications for investors as we head into the US presidential elections. 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 effect of excess liquidity has on risky assets, and how that may play out in H2’24 as the major Central Banks begin cutting rates. 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 with Audrey about how to navigate the consolidation in equity markets, how to position ahead of next week’s ECB meeting and why we see downside in the GBP. To view our latest Weekly Market View, please click here , or visit our Market views on-the-go page. Speakers: Manpreet Gill, Chief Investment Officer, Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency...

Daniel discusses how investors are focusing upon more idiosyncratic, “tried-and-tested” investment stories to reduce over-reliance on the ongoing debate about the path of interest rates. 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 factors influencing the USD, how it is coming under short-term pressure and ways for investors to 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.

Daniel talks about how US corporate bond spreads have been tightening, amid rising default rates, and what are the investment 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 talks about the strong CEO Confidence figures in the latest US Conference Board survey 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.

In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to discuss the recent rally in equities, bonds and gold. To view our latest Global Monthly Outlook, please click here , or visit our Market views on-the-go page. Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Ch...

Daniel looks for some counter-arguments against US equities, such as the rising auto-loan and credit card delinquencies. 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.