Standard Chartered Money Insights

In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet about the inflation outlook and its implications, the outlook for China and Japan equities and the JPY.  Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank Zhong Liang Han, Investment Strategist, Stan...

Daniel takes a closer look at the low-volatility environment in equities, how volatility is likely to evolve 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 takes a closer look at the latest US CPI print, and why it reinforces our long duration ideas. 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 takes a closer look at Asian USD bonds, and a Chinese economic recovery is likely needed for a more sustained rally in 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 looks at drivers of small vs. large cap equities in the US, and why a “buy on dips” approach to large growth equities as well as long-short strategies may be increasingly attractive.  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 the prospects of a year-end US equities rally, whether this could extend to Chinese equities as well and the prospects of a further fall in bond yields. Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank Raymond Cheng, Chief Investment Officer, North As...

Daniel looks at key drivers of US inflation, and why it is likely to decelerate, supporting the recent rally in 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.

Daniel looks at how the recent dovish turn of events in the US may feed through to EM, and in particular, 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 sharp turn in sentiment for the better in risky assets over the last few days, and whether this rally has legs. 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 recent Bank of Japan meeting, potential developments of the BOJ’s policies and possible paths for USDJPY. 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 the Fed and BoJ meetings this week, why we still see an opportunity to add high quality bonds and why capped bond yields could support a year-end equities rally. Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank Rajat Bhattacharya,...

Daniel discusses the combination of a slightly dovish Fed policy meeting and weaker US manufacturing data as potential tailwinds for “long duration” Growth 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 pressures that the real estate sector is facing across the globe, what are the key drivers and when a turn in sentiment is likely. 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 last of our 3-part retirement series, Steve Brice and Trang Nguyen discuss a few practical ways women can improve the potential of a successful retirement journey ahead. Speakers: Steve Brice, Global Chief Investment Officer, Standard Chartered Bank Trang Nguyen, Senior Portfolio Manager DPM, Standard Chartered Bank Standard Chartered Wealth Insights is now on YouTube, follow us here . For...

Daniel discusses the classic tussle between “strong micro” and “uncertain macro”, which are the two forces influencing US equities, and how investors may position their portfolio 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 recent strong price movement in Gold, and what it takes that may lead to a more sustained rally in Gold prices. 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 to Manpreet about the outlook of US government bond yields, its implications on other asset classes and the geopolitical conflict in the Middle East. Speakers: Zhong Liang Han, Investment Strategist , Standard Chartered Bank Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and C...

Daniel discusses the expansion of the Chinese budget deficit and what it means for Chinese 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 US 10-year treasury yield going above 5% for the first time in years, its implications and how investors should consider positioning their portfolio. 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.

I n the second of our 3-part retirement series, Steve Brice and Trang Nguyen discuss investment strategy investors in different age groups should consider to successfully achieve their retirement objectives. Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Bank Trang Nguyen, Senior Portfolio Manager DPM, Standard Chartered Bank Standard Chartered Wealth Insights is now on YouTub...

Daniel discusses if this year could be the 5th year in 150 when both stocks and bonds end in the red. 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 the recent Chinese data beats, and why investors did not embrace it with full enthusiasm. 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 Audrey about the portfolio implications of the rise in US bond yields, what we can learn from US earnings and the opportunity in EM local currency bonds. Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank Audrey Goh, Head of Asset Allocation and Thematic Strategy, St...

Daniel talks about the key drivers for the USD, and why we expect a mild pullback in the greenback. 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 digs deeper into flow between onshore and foreign investors in Chinese equities, and what it takes to turn the sentiment around. 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.