Standard Chartered Money Insights

Daniel discusses the tussle 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.

Steve and Abhilash discuss the H2 2023 Outlook for bonds. They discuss the key factors driving the preference for Developed Market Investment Grade Government bonds and Asian USD bonds, and why we remain Underweight on DM High Yield bonds.  You may view the full H2 Outlook report here , or on Market views on-the-go . Speaker: Steve Brice, Chief Investment Officer, Standard Chartered Bank Abhilash...

Daniel discusses the looming reinvestment risk ahead for cash deposits, and why investors should look to lock-in yields via high-quality 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.

In this episode of Investips, Steve Brice and Trang Nguyen discuss the most common myths often associated with income investing while sharing truths that will prove beneficial to investors who are considering this popular investment strategy.     Speaker: Steve Brice, Chief Investment Officer, Standard Chartered Bank Trang Nguyen, Senior Portfolio Manager DPM, Standard Chartered Bank Standard Char...

Steve and Michelle discuss the outlook for equities in H2 2023, including how should investors position their equity exposures across different regional equity markets. You may view the full H2 Outlook report here , or on Market views on-the-go . Speaker: Steve Brice, Chief Investment Officer, Standard Chartered Bank Michelle Kam, Investment Strategist, Standard Chartered Bank Standard Chartered W...

Daniel discusses the risks of overtightening by the Fed, 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 short-term challenges that Gold is facing, and why it is still worth having Gold as a portfolio hedge. 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 and Michelle talks about a diverse range of topics, for example, the upcoming US earnings season, the cash vs. fixed income debate, the weakness in CNY and JPY vs. the USD, and how this may evolve going forward.  Speaker: Daniel Lam, Head, Equity Strategy, Standard Chartered Bank Michelle Kam, Investment Strategist, Standard Chartered Bank Standard Chartered Wealth Insights is now on Youtub...

Daniel discusses the uptrend in USDJPY, what may derail that uptrend, and how investors should be positioned in 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 discusses how investors should be adopting a middle ground, as the timing of a probable US recession remains uncertain.  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 recent events in Russia may mean for Euro area 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 discusses the challenges and tailwind in ESG investing in Asia 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 speaks with Manpreet about our H2 2023 outlook and why we believe investors should keep CALM and carry on. Download our full H2 2023 Outlook here .  Speaker: Steve Brice, Chief Investment Officer, Standard Chartered Bank Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank Standard Chartered...

Daniel discusses the discrepancy in rates markets and the Fed narrative, and what it means for your asset class allocations.  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 Chinese authorities’ focus on promoting high-quality, endogenous growth, 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 lacklustre sentiment in the China Property Sector, and what that means for investors’ equity sector and bond allocation in 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 continues to discuss the hawkish FOMC last week – this time focusing upon its effect on Gold.  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 and Michelle discuss the investment implications of this week’s central bank policy divergence between the US and Europe vs. China Speaker: Daniel Lam, Head of Equity Strategy, Standard Chartered Bank Kam, Michelle, 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 hawkish surprise at FOCM overnight, 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 discussed the latest US CPI figure – how it points towards softer readings going forward, what it means for the FOMC, and what it takes in order to turn the narrative 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.

Daniel dissects the relative economic performance in the US, the “comfort zone” for the investors in US equities, and the catalysts that may lead to rotation into 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 currently low volatility in the US markets, what that means for US equities, and what may turn that phenomenon 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.

Manpreet speaks to Steve about what would need to happen to sustain the risk asset rally, why we believe it is not late to add to Japanese equities and what we can learn from the Australian and Canadian central bank decision ahead of the Fed meeting next week.  Speaker: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy...

Daniel discusses the recent retreat in the Gold price, and why it presents an opportunity 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 if the Treasury refilling may threaten the rally in Nasdaq-100, 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.