Standard Chartered Money Insights

Daniel digs deeper into the impact of potentially higher oil prices, and why this may hurt EM Asia economies. 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 US CPI print, the asset price reaction, why this could be a buying opportunity, and what is the risk to the thesis. 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 Abhilash about what scenarios could unfold following recent events in the Middle East, how oil prices could evolve in these scenarios and what asset classes could offer a hedge. Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank Abhilash Narayan,  Senior Investment S...

Daniel discusses the difference in structures of the two economies, and whether Indian imports can offset a potential slowdown in Chinese growth for the global economy. 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 key driving factors in oil prices, given recent developments in the Middle East. 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 first of our 3-part retirement series, Steve Brice and Trang Nguyen discuss key factors one needs to consider for successful retirement planning where the traditional one-size-fits-all retirement model may prove outdated. Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Bank Trang Nguyen, Senior Portfolio Manager DPM, Standard Chartered Bank Standard Chartered Wealth Ins...

Daniel discusses the expectations for the US earnings season, and what are the key sectors 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.

Steve talks about mixed US economic signals and the implications for the Fed and bond markets over different time horizons. He also highlights a potential opportunity in gold. Speaker: Steve Brice, 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.

Michelle speaks with Raymond on the latest outlook on US government bonds, and how we should position our equities allocation ahead of the US Q3 earnings season and after China’s Golden Week holiday. Speaker: Michelle Kam, Investment Strategist, Standard Chartered Bank Raymond Cheng, Chief Investment Officer, Standard Chartered Bank For more of our latest market insights, visit Market views on-the...

Fook Hien tries to look beyond the market’s hyper focus on interest rates and discusses US equity sector opportunities. Speaker: Fook Hien Yap, Senior Investment Strategist, 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 discusses the benefit of having gold as a portfolio hedge, in an uncertain macro environment. Speaker: Fook Hien Yap, Senior Investment Strategist, 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 discusses the most important question as mentioned by a Fed official, and how that impacts the outlook for US equities. Speaker: Fook Hien Yap, Senior Investment Strategist, 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 discusses an opportunity for those who believe the US dollar is likely to weaken over the next 6-12 months: EM local currency government bonds. Speaker: Fook Hien Yap, Senior Investment Strategist, 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.

Hannah speaks to Fook Hien about the implications from the past week’s risk off environment and whether this is a good buying opportunity for investors. Speaker: Hannah Chew, Portfolio Strategist, Standard Chartered Bank Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth...

Fook Hien discusses the rise in US government bond yields to a multi-year high and what it means for investors. Speaker: Fook Hien Yap, Senior Investment Strategist, 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 tight oil supply and how that is influencing the oil markets, and how investors should be positioning in oil-related investments.  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 US has been outperforming the rest of the world, both economically in risky assets, in a tight liquidity environment, and how investors maybe 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.

Daniel discusses the BOJ’s recent decision to keep monetary policies easy for now, how that may lead to USDJPY to stay high in the very near-term, and how it lends tailwinds to Japan 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.

Hannah speaks to Manpreet about our Q4 2023 Outlook and highlights how investors can reposition after a potential pause in rate hikes by central banks. View or download our full Q4 2023 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 Hannah Chew,  Portfolio Strategist...

Daniel discusses the hawkish pause in the FOMC rates decision, how it is looking similar to the 2006/07 rate hiking cycle, and how investors should be 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.

Daniel discusses the inverted yield curve, its ability as a recession predictor, and what investment opportunities this may present 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 Chinese PPI and consumption figures, and what these mean for future policy measures.  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 FOMC and BOJ meetings this week, and what they may mean 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.

Manpreet speaks to Audrey about the implications for bond investors from recent central bank decisions, our views on EM bonds and why we like Japanese equities in light of the BoJ’s recent comments Speaker: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank Goh, Audrey Sze Chieh,  Head of Asset...

Daniel discusses why the latest US CPI figure is likely to lead to potential drop in rates volatility, and what that means for assets such as DM IG government bonds and US technology stocks.  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.