Standard Chartered Money Insights

Daniel discusses how one should be allocating within the Chinese property bonds, and our general preference for Asian USD bonds. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Daniel addresses one of the key FAQs over the last few weeks. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In this week’s edition of Through The Noise podcast, Zhong Liang speaks to Rajat about the recent outperformance of European equities, their Q4 earnings, JPY’s outlook following the BoJ’s unchanged policy stance and the market implications of China’s recent property market policy measures.   Speakers: Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank Zhong Liang Han,  Inves...

Daniel discusses how infrastructure assets may help investors fight inflation and improve their portfolio returns vs. risk ratio. 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 what this shift in the global trend means for interest rates and inflation, and how you should be positioning your portfolio in the long-term.  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 how the USDJPY is essentially at our 12-month price target, and what investors may consider doing before the critical BOJ meeting this Wednesday.  Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Mark Carney, former Governor of the Bank of England, shared his views on the increasing risks to growth amidst rising inflation, the important opportunities that climate change and emission control present, and the future role of digital currencies with our Group Chief Investment Officer, Steve Brice.  Speakers: Steve Brice, Group Chief Investment Officer, Standard Chartered Bank Mark Carney, form...

Daniel discusses whether recent dovish US macro data will be enough for the Fed to consider pausing rate hikes, 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 .

In today’s edition of Through the Noise, Manpreet speaks to Daniel about why we favour a relatively defensive approach to US equities despite the ongoing rally, why we expect the US Dollar to correct higher in the short term and why gold may face a period of consolidation.   Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities...

Daniel discusses how the property markets may evolve in Singapore and Hong Kong in the year 2023 – is it time to pull the trigger now?  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 how light positioning may help US equities in the short-term. Our medium-term preference still lies 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 .

Daniel discusses the key areas of concerns from investors about Chinese equities, and what are the reasonable levels to accumulate and to lock-in partial profits. 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 latest US non-farm payroll numbers, why it may be too early to talk about a goldilocks scenario, and how you should be positioning your portfolio. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In the first Through The Noise podcast of the year, Michelle talks to Steve about how recent economic and policy developments fit into the Playing it SAFE approach to investing, why any short-term increase in bond yields would provide a great investment opportunity and why he believes there is still further upside for China/HK equity markets despite the recent strong rally.   Speakers: Steve Brice...

Daniel discusses the increasing signs of slowing growth, the CIO team’s overweight in fixed income and how much you may consider allocating to this asset class in your portfolio.  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 how a widening in the yield-curve control band by the BOJ may lead to further downside in the USDJPY, and where is the potential level to enter a short position in the pair.  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 impact from further reopening of Mainland China in the last two weeks of December 2022, and why the Hang Seng index may have further upside.  Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Steve speaks to Audrey and Hannah about our 2023 multi-asset income strategies outlook, why we see it as a top pick next year and our preferences within the asset class. Join us for the Global Market Outlook 2023 webinar on 11 January. To register, visit www.sc.com/gmo. Speakers: Steve Brice, Group Chief Investment Officer, Standard Chartered Bank Audrey Goh, Head of Asset Allocation and Thematic...

Steve speaks to Manpreet Gill and Abhilash Narayan about our key currency calls for 2023. Join us for the Global Market Outlook 2023 webinar on 11 January. To register, visit www.sc.com/gmo. Speakers: Steve Brice, Group 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,...

Steve speaks to Daniel and Fook Hien about our 2023 equity outlook and our top picks within the asset class. Join us for the Global Market Outlook 2023 webinar on 11 January. To register, visit www.sc.com/gmo. Speakers: Steve Brice, Group Chief Investment Officer, Standard Chartered Bank Daniel Lam, Head of Equity Strategy, Standard Chartered Bank Yap Fook Hien, Senior Investment Strategist, Stand...

Steve speaks to Abhilash and Zhong Liang about our 2023 bonds outlook and our top picks within the asset class.  Join us for the Global Market Outlook 2023 webinar on 11 January. To register, visit www.sc.com/gmo. Speakers: Steve Brice, Group Chief Investment Officer, Standard Chartered Bank Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank Han Zhong Liang, Investment Strateg...

Steve speaks to Rajat and Zhong Liang about our 2023 macro outlook and our top picks within the asset class. Join us for the Global Market Outlook 2023 webinar on 11 January. To register, visit www.sc.com/gmo. Speakers: Steve Brice, Group Chief Investment Officer, Standard Chartered Bank Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank Han Zhong Liang, Investment Strategis...

Steve Brice speaks to Manpreet and Raymond about why we believe a SAFE strategy (Secure your yield, Allocate to value, Fortify against surprises and Expand beyond the traditional) as the best way to navigate foundation allocations in 2023. Join us for the Global Market Outlook 2023 webinar on 11 January. To register, visit www.sc.com/gmo. Speakers: Steve Brice, Group Chief Investment Officer, Stan...

Daniel discusses the key takeaways from the final FOMC for the year 2022, and how to position going into 2023. 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 slowing US consumer inflation, and why it makes sense to trim equity holdings and rotate into income assets.  Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .