Standard Chartered Money Insights

In today’s edition of Cut to the Chase, Daniel discusses how differences in inflation and monetary policies lead to rising USDJPY, and investment opportunities 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 .

In today’s edition of Cut to the Chase, Daniel discusses how investors should be reallocating amongst the various sub-asset classes within 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 .

In today’s edition of Cut to the Chase, Daniel discusses why this is a critical stage for global bonds, as the US 10-year yield goes into the key zone between 3.25% to 3.5%  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, Audrey speaks to Abhilash about rising recessionary risks in the US, how should investors should consider positioning their portfolios in this environment and if the sharp rally in the US dollar will persist.  Speakers: Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standar...

In today’s edition of Cut to the Chase, Daniel discusses why investors should be getting out of their “comfort zone” in growth stocks, and getting into “the relative unknown” in sectors such as energy. 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 Cut to the Chase, Daniel discusses why UK equities are relevant to investors, especially in this latest round of hawkishness from Central Banks. 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 Cut to the Chase, Daniel further elaborates further on the implications of Jackson Hole, concentrating on key currency pairs.  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 Cut to the Chase, Daniel discusses the Fed’s hawkish message at Jackson Hole, and what you should do with your portfolio allocation  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, Hannah Chew speaks to Audrey about what to look out for in the coming three-day Fed conference a Jackson Hole, whether the USD is likely to break to a new high and our latest views on Chinese equities.  Speakers: Hannah Chew, Portfolio Strategist, Standard Chartered Bank Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered Bank For...

In today’s edition of Cut to the Chase, Daniel discusses the difficult decisions that Europe faces, what are the potential upside risks, and how to position 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 today’s edition of Cut to the Chase, Daniel discusses the weakness in the EUR, and how it may help European exporters. 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 Cut to the Chase, Daniel discusses the sharp move down in US equities overnight, reiterating the case of switching into global fixed income, and also considering the switch 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 .

In today’s edition of Cut to the Chase, Daniel discusses if we are in for a correction in US equities, and the barbell approach in allocating your assets. 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, Michelle Kam speaks to Audrey about whether the recent equity market rally is topping out, our views on US High yield bonds and where we see opportunities in the FX markets.  Speakers: Michelle Kam, Investment Strategist, Standard Chartered Bank Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered Bank For more of our latest market...

In today’s edition of Cut to the Chase, Daniel discusses the US retail sales numbers, the FOMC Minutes, and opportunities in different assets. 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 Cut to the Chase, Daniel discusses the reasons behind the current weakness in the oil prices, how oil is looking technically, and our outlook on oil and 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 .

In today’s edition of Cut to the Chase, Daniel discusses the PBoC’s unexpected rate cut, weak China retail activities data, and the cross-asset implications for Chinese and global assets. 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 Cut to the Chase, Daniel discusses the week ahead, what to make of optimism following US inflation figures last week, and why Financials are interesting right now. 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 Cut to the Chase, Manpreet speaks to Daniel about why we expect Asian equities’ recent underperformance vs. global peers to be temporary, our view on oil prices and whether the US Dollar has indeed peaked. Speakers: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank Daniel Lam,  Head of Equity Strategy, Standard Chartered Ba...

In today’s edition of Cut to the Chase, Daniel discusses the US CPI print, the likely reaction from the Fed, and how you should be fine-tuning 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 today’s edition of Cut to the Chase, Daniel discusses the “winning streak” for US equities over the last two months, and why it makes sense to switch some of this into global bonds. 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 Cut to the Chase, Daniel discusses how USDJPY has been recovering on the upside, what is the pair’s outlook, as well as our thoughts on AUDUSD.  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 Cut to the Chase, Daniel discusses what are the implications of last Friday’s nonfarm payroll data, what are the areas to watch out for in Chinese equities, as well as implications of rising US 10-year yield for fixed income investments. 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 Fook Hien about how to navigate an environment where bad economic news is good news for markets, our views on Chinese equities today and whether USD/JPY can extend its fall.  Speakers: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank Fook Hien Yap, Senior Investment Strategist, Standar...

In today’s edition of Cut to the Chase, Manpreet discusses why we remain constructive on oil prices after yesterday’s OPEC+ meeting, how the BoE decision could result in a rangebound GBP and what we’d focus on in tomorrow’s US jobs report.  Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank For more of our latest market insights, visit M...