Standard Chartered Money Insights

Daniel discusses what likely explains US equities’ performance despite long-term challenges, and how investors should use this opportunity to rebalance 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 trend in diversification from USD into Gold in Central Bank reserves and other key drivers 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. 

Zhong speaks to Manpreet to discuss why markets have been relatively resilient despite rising US recession risk, why we would fade any short-term rebound and why we continue to favour bonds over equities long-term.  Speaker: 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 Commoditi...

Daniel discusses why it is still attractive to rotate into high-quality fixed income and Asian USD bonds, despite the pullback in the US 10-year yield level since Q4’22. 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 technical factors have been suppressing volatility in US equities, and why this represents a window of opportunity to rotate from equities into 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. 

Daniel discusses concerns about what recent bilateral trade agreements between Saudi Arabia, Brazil and China mean for the role of the USD, and the direction of the USD over the next 6-12 months. 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 Chinese equities in perspective versus global equities, and looks at how investors could 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. 

In this week’s edition of Through The Noise podcast, Zhong Liang speaks to Audrey about a few tactical opportunities, including adding to US defensive equity sectors and China equities, increasing exposure to high quality bonds and safe-haven currencies such as the JPY and the CHF. Speaker: Zhong Liang Han, Investment Strategist, Standard Chartered Bank Audrey Goh, Head of Asset Allocation and The...

Daniel discusses the upcoming US technology earnings, and what areas 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 and subscribe to Standard Chartered Wealth Insights on Youtube. 

Daniel discusses the latest set of Chinese economic data, and why investors should continue to stay constructive on the Chinese economy.   Speaker: Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go  and subscribe to Standard Chartered Wealth Insights on Youtube. 

Daniel discusses why it is a good time to look to rotate into multi-asset income strategies. 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 US Q1 earnings season is shaping up, what investors are expecting, and how they 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 .

Manpreet talks to Raymond about what US economic indicators are telling us about the likely timing of a US recession, what to expect from the US Q1 earnings season and what our view is on income assets and Singapore REITs.  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 Che...

Daniel discusses the latest US consumer inflation report, which showed shelter inflation starting to cool, and what that 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 .

Daniel discusses the short-term factors that are affecting the Hang Seng Index, how investors should be positioning their portfolio, and key levels 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 .

Daniel discusses the US equity market price action overnight – the first trading day after the employment figures released last Friday, 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 .

Zhong discusses about the dollar smile framework and what it means for other currencies and Asia ex-Japan equities.  Speaker: Zhong Liang Han, Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

As part of a mini-series on our Q2 Outlook, Steve speaks with Manpreet on how why we still expect a moderately weaker USD despite our US recession view, why European currencies are likely to be key beneficiaries of this and why some Asian currencies could offer some interesting opportunities. Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Bank  Manpreet Gill, CIO of Africa, Mi...

As a part of our mini-series on our Q2 Outlook, Steve speaks with Fook Hien about why he prefers more defensive sectors across the US and Europe, why we are underweight financials and materials in the US and we like more cyclical sectors in China. Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Bank  Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank For more...

Manpreet speaks with Abhilash about why we still like gold, the investment implications of OPEC+’s output cut and why we’d wait for a better opportunity in Euro vs. commodity currency pairs.  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 Strate...

As part of a mini-series on our Q2 Outlook, Steve speaks with Daniel on what causes us to remain less constructive on equities relative to bonds, our views on US equities and why we see Asian equities as a relative bright spot. Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Bank  Daniel Lam, Head, Equity Strategy, Standard Chartered Bank For more of our latest market insights,...

Zhong unpacks the March’s US ISM manufacturing data and its implications for investors. Speaker: Zhong Liang Han, Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

As part of our ongoing mini-series on our Q2 Outlook, our Chief Investment Officer Steve Brice speaks with Abhilash Narayan on our continued overweight stance on bonds. We also dig deeper into the preference for Developed Market Investment Grade government bonds and Asian USD bonds.  Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Bank  Abhilash Narayan, Senior Investment Strat...

Zhong discusses the recent OPEC+ output cut, it's implication for the energy sector and what it could mean for oil prices and inflation. Speaker: Zhong Liang Han, Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

As part of our ongoing mini-series on our Q2 Outlook, our Chief Investment Officer Steve Brice speaks with Rajat Bhattacharya on the global economic outlook for Q2 and beyond. This includes the growing economic and policy divergence between the US, Euro area and China resulting in the Fed cutting rates by year-end, the ECB raising rates then holding as it battles persistently high inflation and Ch...