Standard Chartered Money Insights: Recent Episodes
Standard Chartered Bank
Standard Chartered Money Insights is a podcast series created to bring you the latest market views on-the-go. Join experts from Standard Chartered Bank as we deep dive into the global insights and financial analysis that matter to help you make better financial decisions.
This podcast channel and its contents are being distributed for general information only. It is not and does not constitute research material, independent research, an offer, recommendation or solicitation to enter into any transaction or adopt any hedging, trading or investment strategy, in relation to any securities or other financial instruments. The podcast content is for general evaluation only. It does not take into account the specific investment objectives, financial situation or particular needs of any particular person or class of persons and it has not been prepared for any particular person or class of persons. Opinions, projections and estimates are solely those of SCB at the date of the podcast content and subject to change without notice. Past performance is not indicative of future results and no representation or warranty is made regarding future performance. Any forecast contained herein as to likely future movements in rates or prices or likely future events or occurrences constitutes an opinion only and is not indicative of actual future movements in rates or prices or actual future events or occurrences (as the case may be).
Jonathan Liang discusses the softer than expected US jobs report released on Aug 7 and talks about its implications for the policy outlook from the Fed.
Speaker:
- - Jonathan Liang, Chief Investment Officer, Fixed Income and FX, 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.
Listen in for expert market insights asManpreet and Fook Yien discuss whether to add to equities amid the current breakout, our view on the Japanese yen following the recent US-Japan currency market intervention and why we still prefer short-duration USD bonds.
You can read our latest Weekly Market View today here.
Speaker(s):
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank
- Yap Fook Hien, 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 a long-term growth trend for a market that could potentially grow by 10x over the next 15 years.
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.
With the US equity market reaching new highs, Fook Hien discusses the key market drivers to watch out for in August.
Speaker:
- Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Manpreet weighs the pros and cons of gold in the current market and its key fundamental and technical factors, explaining why under-allocated investors should consider accumulating at today’s levels.
Speaker:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Steve discusses the recent volatility of USD-JPY and four key questions investors need to consider when trying to figure out whether this is the end of the Yen carry trade.
Speaker:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
In this episode, Steve Brice explains the fundamentals of digital assets, including blockchain, CBDCs, cryptocurrencies and NFTs. He discusses the opportunities and risks of investing in digital assets, highlighting the importance of understanding the asset class and ensuring any exposure aligns with investors’ financial goals and risk tolerance.
Speaker:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
In this deep-dive listen, Ray Heung and Manpreet Gill break down where we see value in current markets. Tune in as they outline why we remain constructive on risk assets overall, why we maintain an Overweight stance on equities and what drove our decision to move bonds back to a Neutral/Core holding within our asset allocation. This episode also covers our downgrade of gold from Overweight to a Neutral/Core holding.
You can read our latest Global Market Outlook today here.
Speaker(s):
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank
- Ray Heung, 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.
Rajat Bhattacharya discusses the Fed’s decision to hold rates yet again. Hit play to discover what this pause means for the equity, bond and FX markets.
Speaker:
- Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Fook Hien discusses how sentiment around AI is hitting the brakes amid the recent wave of negative AI-related headlines, but market fundamentals remain supportive of the AI trade. In periods of heightened uncertainty, distinguishing between headlines and fundamentals becomes even more important.
Speaker:
- Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
In his final and his 800th “Cut to the Chase” podcast, Daniel talks about the long-term optimism in the AI-trend, and investors’ shifting emphasis of technology companies to monetise and to generate free cash flow. He hands over the baton, to his colleagues in the Standard Chartered CIO team, who will continue to provide to you powerful insights into the Global Markets, in “Cut to the Chase” podcast.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam looks at the growing ineffectiveness of Bank of Japan jawboning, the retreat of the ‘line of defence’ of intervention and a possible rate hike to stem yen weakness.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Join Manpreet and Fook Hien as they discuss how recent geopolitical friction is impacting financial markets and what to look for in upcoming central bank meetings and earnings announcements.
You can read our latest Weekly Market View today here.
Speaker(s):
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank
- Yap Fook Hien, 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 Lam discusses the key drivers shaping the other key region in the ‘non-exuberant’ camp of equities – the Euro area – and what investors can expect there.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Chinese AI is sparking a fresh market reaction. Daniel Lam decodes the latest Chinese AI catalyst – Moonshot AI’s flagship open-weight AI model ‘Kimi K3’ – drawing parallels to DeepSeek’s January 2025 launch. Tune in to see how the reaction is playing out across US vs. Chinese tech stocks.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam examines US equity positioning and explains why the rotation into the ‘non-exuberant’ camp of equities is likely to continue.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses the exciting rotation trend into ‘non-exuberant’ equity areas – such as the Hang Seng Index – a topic highlighted in earlier podcasts this month.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Fook Hien Yap and Ray Heung discuss why we believe the Fed has passed ‘peak hawkishness’, as well as our views on US interest rates and bond yields. They also share views on how Andy Burnham’s appointment as UK Prime Minister could affect GBP and Gilt volatility. They conclude with a discussion on expectations for US tech sector earnings and the implications of US bank earnings.
Speaker(s):
- Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank
- Ray Heung, Senior 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.
Fook Hien weighs in on major US banks’ Q2 performance, which significantly exceeded consensus expectations for both earnings and revenue.
Speaker:
- Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Jonathan Liang reviews the overnight US consumer inflation print and Fed Chair Warsh’s testimony to Congress, concluding that the Fed will likely remain on hold.
Speaker:
- Jonathan Liang, Chief Investment Officer, Fixed Income and FX, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Manpreet discusses the flare-up in Middle East tensions, what the most important indicator to follow is and why this may be an opportunity for longer-term investors.
For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Speaker:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
Today, Steve looks into how investor behaviour is currently caught between fear and greed – and what you can do about it.
Speaker:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Hannah discusses with Rajat how investors can navigate the upcoming Q2 US earnings season amidst the Middle East tensions. They highlighted tactical opportunities in tech that investors can consider during this market environment.
You can read our latest Weekly Market View today here.
Speaker(s):
- Hannah Chew, Portfolio Strategist, Standard Chartered Bank
- Rajat Bhattacharya, 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.
Steve Brice looks at why markets remain resilient in the face of reigniting tensions in the Middle East, anchored by expectations ahead of the US Q2 earnings season starting next week.
For deeper analysis, check out our Weekly Market View publication releasing later this afternoon at https://www.sc.com/sg/market-outlook/
Speaker:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses the logic behind the rotation back into ‘non-exuberant’ equity areas, such as the Hang Seng Index.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam examines the key near-term drivers shaping US equities and shares a checklist to guide your portfolio through the summer.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam looks at USD/JPY, its key drivers, Bank of Japan rate hike expectations and the ‘intervention’ silver bullet from the central bank.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam takes a holistic look, at the latest macro figures from the US, and its implications on the Fed rates.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Hannah Chew and Rajat Bhattacharya discuss what the reopening of the Strait of Hormuz and lower oil prices might mean for the global monetary cycle. Listen now to discover which asset classes are supported in this scenario and where the key risks lie.
You can read our latest Weekly Market View today here.
Speaker(s):
- Hannah Chew, Portfolio Strategist, Standard Chartered Bank
- Rajat Bhattacharya, 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 Lam unpacks Fed Chair Warsh’s key messages at the ECB Forum on Central Banking 2026 in Portugal, focusingespecially on the impact of AI on the economy and the market feedthrough.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
In this episode, Steve Brice sits down with Mike Tan (Global Head of Wealth Planning and Family Advisory at Standard Chartered Global Private Bank) to dive into why proactive succession planning is critical for family-owned businesses. They discuss the importance of governance, leadership development and family communication in supporting a smooth transition and preserving wealth across generations.
Read the accompanying reportto find out more:
https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-family-business-succession-and-governance-privatebank-29-june-2026.pdf
Speaker:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
- Mike Tan, Global Head of Wealth Planning and Family Advisory, Standard Chartered Global Private Bank
For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam examines the latest positioning and near-term outlook for the USD. Listen now to discover what the shifting USD dynamics mean for global assets such as the Hang Seng Index.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam addresses the underperformance of Hong Kong-listed China equitiesvis-à-vis the high-end technology growth markets such as the US, Japan, South Korea and Taiwan, highlighting the key catalysts that could trigger a turnaround.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Being “average” might sound unappealing, but in the investing world, it could be your greatest advantage. This episode explores why trying to beat the market often backfires – frequently driven by overconfidence, excessive trading and poor timing. Even professionals struggle to outperform consistently. Instead, the real winners are disciplined investors who stay invested and let compounding do the heavy lifting. With clear, relatable examples, this podcast shows how a steady, diversified approach delivers stronger long-term results, proving that sometimes doing less is the smartest strategy of all.
Speaker:
- Steve Brice, Global 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.
Daniel Lam discusses the strong performance of Taiwanese equities and our expectations going forward.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Following Kevin Warsh’s highly anticipated debut as Fed Chair,Hannah Chew and Manpreet Gill break down his inaugural policy message and its implications for investors. They also analyse the potential impact on oil prices, sharing fresh perspectives on US and Asia ex-Japan equities. Listen now to discover key market takeaways and exactly where opportunities are opening up in bonds amid policy shifts.
You can read our latest Weekly Market View today here.
Speaker(s):
- Hannah Chew, Portfolio Strategist, Standard Chartered Bank
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), 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 Lam discusses the US dollar’s continued strength in 2026, the key drivers behind it and our outlook going forward. Tap play to uncover deep insights into the greenback’s strength.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam dives deep into the Magnificent Seven’s recent correction and what lies ahead for these tech giants. Tune in now for the latest market insights.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses equity and currency trends across the Japanese and South Korean markets. Listen now for the latest market insights.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
In this episode, Steve Brice explores how foreign exchange markets work, the factors that influence currency valuations, and why currencies are typically best viewed as a supporting part of a diversified portfolio.
Speaker:
- Steve Brice, Global 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.
Daniel Lam analyses the World Gold Council’s latest 2026 Central Bank Gold Reserves survey, which reaffirms the strong demand for gold from its biggest drivers – central banks.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
As we enter H2 2026, Manpreet Gill and Ray Heung assess where global markets are heading and what investors should focus on. They outline their reasons for remaining Overweight equities, share their latest views on fixed income and conclude with a discussion on gold. Listen to the full conversation to stay ahead of market shifts.
You can read our latest Global Market Outlook today here.
Speaker(s):
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank
- Ray Heung, Senior 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.
Daniel Lam discusses Kevin Warsh’s inaugural FOMC meeting as Chair,reviewing the key decisions, outcomes and market implications.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam talks about the motivation for the peace deal, how stable it can be, and how investors should be positioning themselves.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Where should investors look next? Daniel Lam shares the answer as he breaks down the under-the-radar investment opportunities that investors might be overlooking in this post-conflict environment. Tune in for actionable insights.
Speaker:
- Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam analyses the latest price action in gold and highlights why it is important to follow the investment rationale of central banks – the biggest buyers of gold. Listen in to learn how to position your investment portfolio for what’s ahead.
Speaker:
- Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Where do markets stand as investor froth scales back? Join Manpreet Gill and Rajat Bhattacharya as they discuss where we stand on investor positioning, why we expect the Fed to stay on hold for the rest of 2026, and the strong investment case for gold.
ou can read our latest Weekly Market View today here.
Speaker(s):
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank
- Rajat Bhattacharya, 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 Lam discusses overnight US consumer inflation data, explaining why equity issuance from the Magnificent 7 and their related companies is an even more critical factor driving equity markets right now. Listen now to get the full market breakdown.
Speaker:
- Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam analyses recent Korean export data, currency market divergences, the likely trends going forward and key investor implications.
Speaker:
- Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses the recent capital raising by hyperscalers, the upcoming mega IPOs and the implications for investors.
Speaker:
- Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam links the strong US non-farm payrolls data to the cementing of a changing economic regime where “good news is bad news.” Tune in to find out what this means for investors.
Speaker:
- Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Join Manpreet Gill and Raymond Cheng as they discuss the strategic benefits of broadening equity exposure, their latest views on the ECB and how investors should consider positioning their portfolios amid signs of investor froth.
You can read our latest Global Market Outlook today here.
Speaker(s):
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank
- Raymond Cheng, Chief Investment Officer, North Asia, 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.
With shifting dynamics in US equity positioning, is it time to adjust your portfolio? Daniel Lam explains why fine-tuning tech sector exposure makes sense right now. Listen now to discover key allocation insights.
Speaker:
- Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam breaks down the latest investment opportunities in Euro area fixed income. Tune in to stay ahead of changing European market trends.
Speaker:
- Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube
Daniel Lam discusses the latest positioning, flows and drivers shaping Euro area equities. Listen now to stay ahead of changing European market trends.
Speaker:
- Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses the long-term benefits of holding gold in investment portfolios, backing the analysis with hard historical data across various economic scenarios.
Speaker:
- Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Michelle Kam and Ray Heung discuss why the latest US PCE data is unlikely to trigger a hawkish Fed shift. Tune in as they assess stagflation risks and Bund opportunities in Europe and share views on the NZD, China equities, and the need for a diversified equity positioning.
You can read our latest Global Market Outlook today here.
Speaker(s):
- Michelle Kam, Investment Strategist, Standard Chartered Bank
- Ray Heung, Senior 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.
In this episode, Steve Brice speaks with Vipul Kumar, Global Head of FX, FX Derivatives and Digital Assets, at Standard Chartered, about digital assets, how cryptocurrencies work, the risks involved, and the different ways investors can gain exposure to this evolving asset class.
Read the accompanying report https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-the-crypto-conundrum-is-it-right-for-you-29-may-2026.pdf to find out more.
Speaker:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
- Vipul Kumar, Global Head, FX, FXD and Digital Assets Product, 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 Lam talks about the intense focus on recent US macro data releases. Tune in to understand the key takeaways and implications for investors.
Speaker:
- Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses the relationship between movements in the US 10-year Treasury yield and US equities and outlines how investors should prepare for such moves.
Speaker:
- Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses the delicate balance that central banks need to strike between inflation control and avoiding choking off growth. Listen now as Lam highlights the key market pain points for investors to watch.
Speaker:
- Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
In this episode, Steve Brice explains what commodities are, how they can strengthen portfolio diversification and how they help investors navigate inflation and global supply and demand trends. Tune in to discover key strategies for managing volatility.
Speaker:
- Steve Brice, Global 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.
Daniel Lam explains why fairly strong economic data can draw less enthusiasm in aninflationary environment. He also breaks down the “self-regenerating” mechanism of the economy and markets. Tune in to find out what this means for investors.
Speaker:
- Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Manpreet Gill and Ray Heung discuss how earnings are supporting equities, why prolonged oil disruption could revive inflation risks and why they favour broader equity exposure, Emerging Market bonds and gold despite volatility.
You can read our latest Global Market Outlook today here.
Speaker(s):
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank
- Ray Heung, Senior 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.
In this episode, Steve Brice speaks with Mike Tan, Global Head of Wealth Planning and Family Advisory at Standard Chartered Global Private Bank, about how strategic wealth planning can help families navigate succession, preserve legacy, and manage wealth across generations.
Read the accompanying report https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-strategic-wealth-planning-privatebank-18-may-2026.pdf to find out more.
Speaker:
- Steve Brice, Global 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.
Daniel Lam discusses the effect of elevated bond yields on equities, and the theme of AI.
Speaker:
- Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam examines the current market forces driving borrowing costs and explains where it makes sense to ‘lock’ them in.
Speaker:
- Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam explores the impact of the Bank of Japan’s latest round of FX intervention and delves into what it means for USD/JPY in the short-to-longer term.
Speaker:
- Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses his thoughts on the Summit between Trump and Xi, the key takeaways and the investment implications.
Speaker:
- Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Join Manpreet Gill and Fook Hien Yap as they analyse the risks of an oil price tipping point, the potential policy shifts under the incoming Fed Chair Warsh and why we like the Hang Seng Tech Index.
You can read our latest Global Market Outlook today here.
Speaker(s):
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank
- Yap Fook Hien, 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 Lam discusses the strength of Chinese data versus expectations, and implications for the CNH and AUD.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam explains why the latest US consumer inflation data is not as worrisome as the headlines suggest. Tune in as Lam digs deeper into the implications for investors.
Speaker:
- Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered Bank
For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses positioning in and flow demand for US equities from March 2026 to now, the implications of this shift and how investors should be positioning their investments against this context.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam talks about the markets positive reaction to non-farm payroll on Friday, and the uncertainties associated around this interpretation.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Gill, CIO (AMEE), speaks with Rajat Bhattacharya, Senior Investment Strategist, about why we’ve rotated from Asia ex-Japan to Euro area equities, the markets we continue to like in Asia and the risk-reward profile of AUD bonds.
You can read our latest Global Market Outlook today here.
Speaker(s):
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank
- Rajat Bhattacharya, 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.
In this episode, Steve Brice explains how derivatives work, the different ways they can be used to manage investment risk and why they should only be used with a clear understanding of their potential risks and costs.
Speaker:
- Steve Brice, Global 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.
Daniel Lam talks about the history of Bank of Japan intervention, and where we expect the USD/JPY to go from here.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam analyses the latest macro data and trends and explains how investors can diversify their portfolios with US TIPS and gold.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam explains why the current period represents an interesting opportunity for investors to add gold.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam continues the discussion on “the era of dissent” among major central banks. From the threat of rising inflation to Fed independence, find out what to expect over the next few months.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Gill (CIO, AMEE) and Ray Heung (Senior Investment Strategist) discuss how US Q1 2026 earnings support our Overweight view on equities, especially in the tech sector. They also examine the rationale for adding gold miners to portfolios, the USD/JPY outlook amid central bank policy divergence and selective opportunities in GCC Investment-grade sovereign and bank bonds.
You can read our latest Global Market Outlook today here.
Speaker(s):
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank
- Ray Heung, Senior 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.
Daniel Lam discusses the latest Fed meeting, where, much like this week’s Bank of Japan policy meeting, there was heavy debate and dissenting votes. Listen now to understand the implications of these developments for interest rate trajectory and investor portfolios.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam discusses the outcome of the Bank of Japan policy meeting, the dilemma central banks face in balancing inflation control with growth and the reasons we expect downside in the USD/JPY.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam discusses the sharp recovery in many key asset classes, and why investors should not be fearful of such recovery where fundamentals are strong
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam explores the evolving macro and central bank dynamics between the Euro area and the US, explaining why we expect upward momentum for EUR/USD.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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.
Senior Investment Strategist Ray Heung speaks with Manpreet Singh Gill (CIO, AMEE) about the prospects for de-escalation in the Middle East and the remaining tail risks. They explore oil price scenarios and their implications for inflation and central bank rate decisions, highlighting strategies for positioning across equities and selective bonds.
You can read our latest Global Market Outlook today here.
Speaker(s):
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank
- Ray Heung, Senior 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.
Daniel Lam analyses the relative momentum and speed of recovery in US vs. European and Asian equities and explains why factors continue to point towards solid performance in the US.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam discusses the outlook for US yields and how investors should currently be positioning themselves
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam discusses the return of the ‘de-dollarisation’ trend and the key currency pairs to watch out for.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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, Steve discusses stock market volatility, investor emotions, and why focusing on company fundamentals and staying disciplined is more effective than trying to time the market.
Speaker:
- Steve Brice, Global 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.
Daniel Lam discusses the impact of elevated energy prices on macro data, the implications for key H2 2026 events and how investors should position themselves.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Gill (CIO, AMEE) and Senior Investment Strategist Rajat Bhattacharya discuss how to read the US-Iran negotiations, our preferred equity market sectors and why we expect the USD to weaken.
You can read our latest Weekly Market View today here.
Speaker(s):
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank
- Rajat Bhattacharya, 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 Lam discusses the latest developments in China’s technology sector, highlighting key emerging trends and the opportunities ahead.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam discusses current positioning in US equities and explains why there is a high bar for geopolitical events to spark furthersevere sell-offs.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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, Steve explains what equities are, how stock markets work, and why patience and long-term investing matter more than trying to time the market.
Speaker:
- Steve Brice, Global 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.
Daniel Lam discusses what to expect from the Q1’26 US earnings season.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam talks about the latest US consumer inflation data and its implications for investors.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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.
Michelle talks to Fook Hien on what the US‑Iran ceasefire means for markets, near‑term risks to watch, and how investors should position across asset classes.
You can read our latest Weekly Market View today here.
Speaker(s):
- Michelle Kam, Investment Strategist, Standard Chartered Bank
- Yap Fook Hien, 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 Lam discusses the reversal of the trades initiated at the height of the pessimism surrounding the Middle East conflict and outlines how investors should now position themselves.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam discusses the impact of a prolonged state of conflict in the Middle East, and how it influences EM assets – in particular, the bonds.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam talks about the implications of extreme level of equity volatility, what history tells us about future market performance from these levels, and how uncertainties are being increasingly “baked-into” risky asset prices.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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, Steve explores hybrid mutual funds and why they deserve more attention, explaining how they combine equities and bonds to balance growth and stability, the different types available, and how they can support a range of investment goals.
Speaker:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Daniel Lam discusses the latest US non-farm payroll data, and why the Fed is likely to be staying cautious and be data dependent, for now.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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.
Michelle talks to Rajat on the CIO’s latest perspectives on the Middle East crisis, the potential implications on investor positioning, and strategies for preparing for elevated energy prices.
You can read our latest Weekly Market View today here.
Speaker(s):
- Michelle Kam, Investment Strategist, Standard Chartered Bank
- Rajat Bhattacharya, 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 Lam checks the latest fundamentals in Europe and discusses the effect of the conflict in the Middle East and its implications.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam analyses the factors driving Chinese and US technology stocks, how they may play out, the key catalysts to watch and how investors can position themselves.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam assesses the current Middle East situation, the odds of a US-Iran ceasefire and how investors can position themselves.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam discusses the implications of the Middle East conflict for Emerging Market bonds and our expectations going forward.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 with Ray about oil‑driven geopolitical risks and potential de‑escalation scenarios in the Middle East, the implications for Fed rate cuts and bond yields. They also discuss how damage to oil infrastructure could affect economic growth, and highlight investment opportunities across bonds, gold and Asia ex‑Japan equities.
You can read our latest Weekly Market View today here.
Speaker(s):
- Hannah Chew, Portfolio Strategist, Standard Chartered Bank
- Ray Heung, 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 Lam talks about how Chinese equities are at an important juncture and could benefit from a potential de-escalation in the Middle East and the return of positive reflation.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam talks about the recent correction in gold prices and why the current market volatility is a good opportunity to add to gold.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam unpacks the current market stress and the key factors that could help soothe it, comparing how the recent volatility stacks up against past stress scenarios, such as the ‘Liberation Day’ tariffs.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam looks into the recent ECB and BOJ meetings, the implications of the elevated energy prices on their stance, and what it means for investors.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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.
Ray speaks with Manpreet about our view on oil‑driven geopolitical risks and scenario outcomes, the implications for Fed rate cuts and bond yields, regional equity positioning across the US and Asia, opportunities in credit markets, and whether recent USD safe‑haven strength creates opportunities in FX and gold.
You can read our latest Weekly Market View today here.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank
- Ray Heung, Senior 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.
In this episode, Steve Brice speaks with Sundeep Gantori about investing in the technology sector. They explore its recent underperformance against a strong long-term track record, and how evolving trends across areas like semiconductors, software, and digital innovation are shaping opportunities. They also discuss how investors can approach the sector to capture growth while managing risks.
Read the accompanying report https://av.sc.com/corp-en/nr/content/docs/thematic-report-investing-in-gliobal-tech-19-march-2026.pdf to find out more.
Speakers:
-
Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
-
Sundeep Gantori , Chief Investment Officer, Equities, 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 Lam discusses the Fed’s slightly hawkish tilt overnight, the re-escalation of Middle East tensions and how investors can position themselves in this shifting landscape.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam discusses the key considerations and likely outcomes of the Fed, ECB and BoJ meetings this week – and their implications for investors.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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, Steve speaks with Gautam Duggal, Global Head of Banca at Standard Chartered, about the role of health and wellness in holistic wealth management. They discuss how integrating healthcare planning, insurance protection, and preventive wellness strategies can help investors build financial resilience, manage rising healthcare costs, and support long-term wealth and lifestyle goals.
Read the accompanying report link to find out more.
Speakers:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
-Gautam Duggal, Global Head, Bancassurance, 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 Lam discusses investor positioning across sectors such as global financials and energy, focusing on the US and Asian markets.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam talks about current investor positioning, how “forced unwind and de-risking” is playing out in the markets, and why it represents a good opportunity to add technology exposure.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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.
Raymond joins Manpreet to explore the investment strategy implications arising from the ongoing Middle East conflict. Raymond also shares his perspective on Chinese Internet firms ahead of the upcoming earnings report next week, and takes a closer look at the outlook across commodities and related commodity currencies.
You can read our latest Weekly Market View today here.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank
- Raymond Cheng, Chief Investment Officer, North Asia, 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 Lam discusses the US CPI overnight, the transmission mechanism of oil prices on upcoming CPI releases, the effectiveness of the IEA release of strategic oil reserves and how investors should be positioning their portfolios.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam looks at the various hedges for elevated oil prices, and why this time around the JPY is not the best of the hedges.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam discusses the main elements of the China National Peoples’ Congress, and what are the key factors and implications for investors.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam discusses the weak non-farm payroll numbers, how it sits alongside the stress from the Middle East for marktes, and how investors should be positioning themselves.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 with Ray about the Middle-east conflicts and discuss why investors should maintain a pro-risk core allocation, while building hedges against any inflation spike. They share views on China and India equities and conclude with the outlook for the Japanese Yen.
You can read our latest Weekly Market View today here.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank
- Ray Heung, Senior 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.
Daniel Lam discusses the linkage, the feedback mechanism, what changes the markets are currently pricing-in, and implications to investors.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam looks at energy stocks as a hedge against rise in oil prices.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam talks about how the weakness in technology sector is looking overdone in US equities, the possibility of short-covering and how that would affect the current strength in cyclical sectors.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 Lam discusses the impact on financial markets from the events in the Middle East and what investments investors should consider.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative 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 talks to Rajat on the implications of the US Supreme Court verdict on President Trump's tariffs. They also discuss their views on the Technology sector, with a particular focus on the semiconductor and software industries.
You can read our latest Weekly Market View today 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
- Rajat Bhattacharya, 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.
In this episode, Steve discusses why understanding your investor personality matters. He explores key questions around risk tolerance, financial goals, and reactions to market volatility, highlighting how greater self-awareness can support more disciplined and rational investment decisions.
Read the accompanying report https://www.sc.com/en/uploads/sites/66/content/docs/wm-thematic-report-know-thyself-what-type-of-investor-are-you-12-january-2026.pdf to find out more
Speaker:
- Steve Brice, Global 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.
Daniel Lam discusses further evidence of a goldilocks environment in the US, easing financial conditions, and our preference for 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 Lam discusses the strong performance YTD in Euro-area equities, what are the key drivers going forward, 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.
Daniel Lam digs deeper into the leadership rotation, looking within the technology sector and also across other sectors, and the investment implications.
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 Lam talks about the ongoing leadership rotation within US equites, how that is occurring in an orderly fashion, and what are the implications 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.
Hannah speaks with Fook Hien about recent US equity underperformance relative to global peers and what factors are expected to support a catch-up US equity rally. They also discuss thoughts on other currencies like the GBP and CHF.
You can read our latest Weekly Market View today here.
Speakers:
- Hannah Chew, Portfolio Strategist, Standard Chartered Bank
- Yap Fook Hien, 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 Lam discusses the volatility in technology stocks, the interaction between capex spending and monetisation, and areas for investors to be focusing upon.
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.
Raymond reviews with Ray the performance of our recommendations since the release of our 2026 outlook and highlights key areas to monitor. They assess the AI theme and reaffirm an equity overweight in the US and Asia ex-Japan. The discussion also covers gold and concludes with comments on bonds.
You can read our latest Global Market Outlook today here.
Speakers:
- Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank
- Ray Heung, Senior 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.
Daniel Lam discusses the solid non-farm payroll numbers, market reaction and the implications for the USD.
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 Lam discusses the sharp underperformance of software stocks, especially vs. semiconductors, what are our thoughts and implications 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 Lam talks about the opportunity arising from the drop in prices in 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 Lam discusses the Japan House of Representatives’ election results, how Prime Minister Takaichi is now in a position to push through her agenda, and implications to 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.
Michelle talks to Rajat on the implications of investors’ positioning as global markets enter a more volatile phase where economic data, policy shifts and geopolitical events reshape investor sentiment.
You can read our latest Weekly Market View today here.
Speakers:
- Michelle Kam, Investment Strategist, Standard Chartered Bank
- Rajat Bhattacharya, 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 Lam discusses the rebound in US ISM Manufacturing Index, the subdued inflation trend, a likely supportive Fed and implications 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 Lam talks about how flows influence the moves in Silver and Gold, how it trickles to the other asset classes and how investors should approach the volatility in the markets.
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 Lam discusses the key highlights of the Indian Budget, why it supports risk assets, 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.
Daniel Lam talks about the extreme volatility in Gold through January 2026, what to expect in the near-term and the medium- to longer-term outlook.
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.
Michelle talks to Fook Hien on the implications of investors’ positioning under the backdrop of shifting geopolitical dynamics, strong tech earnings, and FX realignments that emerged over the past month.
You can read our latest Weekly Market View today here.
Speakers:
- Michelle Kam, Investment Strategist, Standard Chartered Bank
- Yap Fook Hien, 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 Lam discusses the most-recent FOMC meeting, its implications for investors and our thoughts across asset classes
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 Lam talks about how US Treasuries’ positioning has moved to much more neutral territory, and why we continue to be pro-risk overall.
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 Lam discusses recent events in Japan’s currency and bond markets, our take and our views going forward.
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 Lam discusses the continued robust inflow into EM debt, why we prefer EM debt to DM debt in 2026, and the investment implications.
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.
Rajat reviews with Ray Trump’s first year of his second term and outlines what to expect in the year ahead. They also discuss geopolitical risks, specifically Greenland, along with our rationale for staying overweight on gold and raising its target price. They share the implications of rising Japanese government bond yields and conclude with key areas to watch in the upcoming US corporate earnings season.
You can read our latest Weekly Market View today here.
Speakers:
- Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank
- Ray Heung, 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 Lam looks at the upcoming India Union Budget, the key areas to focus upon, and what it means for investing in India.
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 Lam discusses the political events in Japan and what are the implications for USDJPY, and global assets, in the short and medium-term.
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 Lam talks about China’s latest GDP figure, how the growth has become reliant upon exports, and the implications 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.
In this episode, Steve speaks with Manpreet about how investment strategies should change based on one’s age and life stage, what are the most important factors to consider at each stage and how the ‘Today, Tomorrow and Forever’ framework can help.
Read the accompanying report https://av.sc.com/corp-en/nr/content/docs/thematic-report-invest-your-age-tailored-investment-strategies-for-every-stage-of-life-19-jan-2026.pdf to find out more.
Daniel Lam discusses this frequently asked question – what are the key drivers, our thoughts, and investment implications.
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 with Ray about our view on Fed rate cuts versus market expectations. They also provide a brief review of US bank earnings and discuss how the USD 200bn MBS purchase will affect the asset‑backed market. In addition, they consider whether the rally in precious metals, gold and silver, can be sustained, and conclude with comments on oil amid the resurfacing of geopolitical tensions.
Read our latest Weekly Market View report 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
-
Ray Heung, Senior Investment Officer, Standard Chartered Bank
Daniel Lam discusses China’s drive towards technological self-sufficiency, what are the key areas, and the investment implications.
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 Lam talks about the newest tariff threats from Trump, why they are not likely to materialise, and the implications for various 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 Lam talks about the tightening from Bank of Japan, how it diverges from the Fed, and its implications on bonds and forex markets.
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 Lam discusses the mixed US non-farm payroll release, how it represents a resilience US macro outlook near-term, and the investment implications.
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, Steve speaks with Mischa Bitton, Head of Alternative Investments at Standard Chartered, about the growing role of alternative investments. They discuss why alternatives matter in a high-inflation environment and how different alternative assets could help investors diversify portfolios in 2026.
Read the accompanying report https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-the-role-of-alternatives-in-a-world-of-elevated-valuations-pvb-09-january-2026.pdf to find out more.
Speaker:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
- Mischa Bitton, Head of Alternative Investments, 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 with Fook Hien about the start of 2026 and the outlook ahead, including the upcoming US earnings season, China tech sector IPOs and the precious metals rally.
Read our latest Weekly Market View report 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
-
Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank
In this episode, Steve speaks with Gautam Duggal, Global Head of Banca at Standard Chartered, about the role of insurance in retirement planning. They discuss how insurance can provide protection, generate a steady income stream, and support long-term wealth growth.
Read the accompanying report https://www.sc.com/en/uploads/sites/66/content/docs/wm-thematic-report-future-proofing-your-retirement-the-insurance-way-27-november-2025.pdf to find out more.
Speaker:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
- Gautam Duggal, Global Head, Bancassurance, 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 Lam discusses the importance of using alternative assets for portfolio diversification, to prepare for an eventful 2026
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 Lam continues the discussion on the operation in Venezuela – this time, talking about the impact on Gold, and how strong demand continues from Central Banks and from Exchange-Traded-Products.
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 Lam discusses the operation in Venezuela, the implications for energy companies and the “truce out of convenience” between the US and 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 Lam talks about the strong start to Chinese equities in 2026, how the stocks from the new economy sectors are leading the way, and what to expect going forward.
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 the first CTTC podcast in 2026, Daniel Lam discusses how strong demand continues to support AI capital expenditures, which provides the backbone for our Overweight in global equities in 2026
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 Lam discusses the latest rates decisions from the ECB and the BOJ, how the USD-Index has been recovering, and the positive correlation between the USD and US equities. “Cut to the Chase” will return on Friday 02-Jan-26.
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 Lam discusses how the contribution from AI investments dominate US GDP growth and what that means in terms of risks and opportunities.
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 Lam talks about the latest set of US employment and retail sales data, and why it points towards further Fed easing.
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 Lam discusses the combination of recent weakness in high-profile technology stocks post earnings and the firm US 10-year treasury yield, and why investors should use correction as opportunities to add.
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 Lam discusses the prospects of Indian and Chinese equities in 2026, and how they can offer complementary exposure 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.
Steve discusses the CIO Office 2026 outlook, why we expect equities and gold to outperform and why we believe equities and the AI theme are not in a bubble. He advocates diversifying equities across regions, preferring US and Asia ex-Japan, adding Emerging Market bonds, and Alternative assets to balance risk and capture opportunities in the year ahead.
Read our accompanying report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…
Speakers:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Steve explains our rationale for being Overweight global equities, with a focus on the US and Asia ex-Japan, reviewing support from earnings, AI investment, and fundamentals and why risks are best managed through a barbell strategy.
Read our accompanying report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…
Speakers:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Steve explains why we favor Emerging Market bonds in 2026 and why we are more cautious on Developed Market corporate bonds. He also sees top opportunistic ideas, including US inflation-protected bonds, US AAA CLOs and Asia USD investment grade bonds.
Read our accompanying report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…
Speakers:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Steve shares our views on Hedge Fund strategies and delves into how these can be used to diversify your investment portfolio.
Read our accompanying report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…
Speakers:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Steves explains why we believe Chinese and Indian equities — the two powerhouse markets in Asia – offer distinct investment opportunities.
Read our accompanying report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…
Speakers:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Steve explains why private credit is an increasingly contentious area, but why he believes the asset class can deliver when matched with high-quality managers and disciplined portfolio construction.
Read our accompanying report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…
Speakers:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Steve shares his thoughts on AI’s transformative impact, why he favours US, Europe, and China tech sectors with a focus on semiconductors, software, and diversified platforms.
Read our accompanying report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…
Speakers:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Steve talks about the US dollar’s near-term resilience and why we expect eventual weakening amid shifting global interest rate differentials. He also discusses how these trends will impact major currencies like the euro, yen, pound, and renminbi.
Read our accompanying report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…
Speakers:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Steve discusses his approach to digital assets, highlighting their permanence, diversification benefits, and recommends a cautious 2% portfolio allocation for most investors.
Read our accompanying report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…
Speakers:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Daniel Lam discusses the implications from the last FOMC meeting in 2025.
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 Lam discusses the shifting relationship between USD and US equities this year, how that is likely to evolve, and what it means under various cases of US macro scenarios.
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 Lam discusses the possibility of a dovish tone at the FOMC press conference later this week, and implications 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 Lam discusses the upcoming Bank of Japan meeting, the likelihood of a rate hike, how the JGB bond yields have been reacting, and risks of a JPY carry trade unwind.
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.
Michelle speaks with Rajat about the performances of the CIO team’s strategies this year, as well as investment opportunities around Asia and the US looking ahead.
Read our latest Weekly Market View report here.
Speakers:
-
Michelle Kam, Investment Strategist, Standard Chartered Bank
-
Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank
In this episode, Steve speaks to Eugenia Koh, Standard Chartered’s Global Head of Sustainable Finance, and Standard Chartered’s Lucy Palairet, Director, Carbon Markets Development, about the rapidly growing carbon markets. They speak about the fundamentals of how they work, the role of project-based carbon markets, and why investors may want to consider these opportunities.
Read the accompanying report
https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-carbon-markets-fluff-or-a-concrete-opportunity-27-november-2025.pdf to find out more.
Speakers:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
-
Eugenia Koh, Global Head of Sustainable Finance, Standard Chartered Bank
-
Lucy Palairet, Director, Carbon Markets Development, Standard Chartered Bank
Daniel Lam talks about the narrative in AI, what are the key drivers, how that may lead to volatility, and opportunities, in 2026
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 Lam discusses the recent weakness in China’s PMI, how that raises the likelihood of further, targeted stimulus and the implications 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 Lam talks about the strong Indian GDP growth release, how that reflects on our thesis of potential upside to earnings growth and, more broadly, the increasingly favourable dynamics on Indian 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 Lam digs deeper into the US Healthcare sector, our preference for US pharmaceuticals, and the key points 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.
Ray speaks with Raymond about the implications of renewed hopes for a December FOMC rate cut on risk assets. They review the equities barbell strategy for the US tech and healthcare sectors and discuss the impacts on UK government bonds and the British pound following the Autumn Budget. They conclude with a discussion on the NZD/USD outlook after the recent RBNZ meeting
Read our latest Weekly Market View report here.
Speakers:
-
Ray Heung, Senior Investment Officer, Standard Chartered Bank
-
Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank
Daniel Lam discusses different angles in looking at US equities, based upon historical and quantitative factors.
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 Lam assesses how long the current correction in US equities may last, and where we see opportunities.
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 Lam discusses the evolution of demand for Gold, why liquidity is the dominant short-term driver, and when this may take a turn for the better.
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 Lam talks about the recent volatility in US equities, our take on the latest non-farm payroll and unemployment data, and how investors can 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 or subscribe to Standard Chartered Wealth Insights on YouTube.
Manpreet speaks with Ray about the likelihood of a December Fed rate cut and its impact on risk assets. They recommend that investors use pullbacks as opportunities to add to tech stocks in the US and China following strong tech earnings and guidance. They conclude the discussion with implications for Japanese risk assets of a potentially significant budget stimulus from the Takaichi government.
Read our latest Weekly Market View report 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
-
Ray Heung, Senior Investment Officer, Standard Chartered Bank
Daniel Lam discusses the current drivers for Indian equities, the key levels and the opportunities ahead.
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 Lam talks about the key drivers of the JPY and what we expect in the near-term.
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 Lam discusses the current choppiness in US equities, and why quality stocks are likely to outperform in the near-term.
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 Lam discusses the various source of gold demand, how they have been evolving, and what it means to 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.
Hannah speaks with Rajat about the end of the US government shutdown and what it means for US government bonds and Equities. They also cover other opportunities in the market including Gold.
Read our latest Weekly Market View report here.
Speakers:
-
Hannah Chew, Portfolio Strategist, Standard Chartered Bank
-
Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank
Daniel Lam explains why a slightly weak, but not excessively weak, US economy, can be the “happy medium” for 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 Lam discusses the qualities that investors are looking for, in US and Chinese technology companies.
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 Lam discusses the structural and cyclical drivers of the USD, and our expectations on the USD-path
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 Lam looks into the current Chinese earnings season, areas to watch out for and investment implications to 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.
Ray speaks with Fook Hien about the recent political events in the US and their implications for risk assets. They share views on US and China equities and then conclude with a discussion on UK government bonds and the British pound (GBP).
Read our latest Weekly Market View report here.
Speakers:
-
Ray Heung, Senior Investment Officer, Standard Chartered Bank
-
Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank
Daniel Lam looks at these three key factors, that investors have been focusing upon in the current US earnings season.
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 Lam looks further into the structural and short-term drivers for Gold, and why investors should be adding on dips.
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 speaks to Nic Rigois, Global Head of Capital Market Products and Solutions at Standard Chartered, about the features and operation of wealth lending and why investors should consider wealth lending as part of their wealth management approach to optimise portfolio returns.
Read to find out more click on this link
Speakers:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
- Nic Rigois, Global head, CMPS, Standard Chartered Bank
Daniel Lam discusses the pockets of value that we identified, in our opportunistic ideas in equities and 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 Lam discusses our preferences within the Fixed Income space, and where we see pockets of value
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.
Ray speaks with Manpreet about the reasons for maintaining a risk-on stance from a macro perspective. They then discuss gold and highlight their preferences within equities and bonds. They conclude with a discussion on the USD.
Read our latest Global Monthly Outlook report here.
Speakers:
-
Ray Heung, Senior 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
Daniel Lam discusses the FOMC overnight, the uncertain tone from Powell about the Dec-25 rate cut and how investors can 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.
Daniel Lam looks at the direction of the new five-year plan in China, the key areas of focus and implications 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 Lam talks about the implications of rate cuts on Gold, what are the other key drivers and why the current correction is an adding opportunity.
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 Lam discusses the delayed US CPI figure, how it lays the path for another 25bps cut from the Fed, and the implications 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 Rajat about gold – what are today’s key drivers, what are the risks and our view following its recent price correction.
Read our latest Weekly Market View report 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
-
Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank
Daniel looks at the risks from private credit, the potential channel to risk assets, 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.
Daniel discusses the leverage that the US and China, has on each other, and how they seek to neutralise and lessen the effect of these leverages.
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 drivers of volatility 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 talks about the likely emphasis upon technology and innovation in China’s upcoming 15th 5-year plan, its effort to move up the value chain, the encouragement of domestic consumption, and the implications to 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.
Hannah speaks with Raymond about the US-China trade tensions and what it means for US and China Equities. They also cover other opportunities in the market including UK Gilts and EM Local Currency Bonds.
Read our latest Weekly Market View report here.
Speakers:
- Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank
- Hannah Chew, Portfolio Strategist, Standard Chartered Bank
Daniel discusses how the US and China are likely to come back to the negotiating table over the next few weeks to narrow their differences, and why US and China equities are likely to pull back, but only mildly.
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 shift of buyers for Gold, the key drivers ahead and how Gold stacks up versus Bitcoin.
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 how the US technological prowess, the improvement in efficiency and costs, can be an offsetting factor against inflation, and help maintain US exceptionalism.
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 ratcheting up of trade tensions between the US and China, the key drivers and the implications for risky 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.
Ray speaks with Fook Hien about the upcoming US 3Q earnings season, focusing on banks, communications, healthcare, and technology. They also share insights on gold and the Australian dollar, concluding with a discussion on the recent rise in yields of developed market government bonds.
Read our latest Weekly Market Outlook report here.
Speakers:
- Ray Heung, Senior Investment Officer, Standard Chartered Bank
- Yap, Fook Hien, Senior Investment Officer, Standard Chartered Bank
Daniel discusses the current political issues in France and how investors should be positioning their 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 talks about the victory of Sanae Takaichi, the implications for Japan assets, and why she maybe more fiscally prudent than the market is current expecting.
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.
Today, Steve talks about 3 key dimensions of debt mutual funds to be aware of and how to pick a fund that matches your needs. Bonds are an important component of most portfolios, despite offering lower returns over long periods of time. They can help with different objectives such as protecting your emergency reserve, generating income or providing an important diversifier to equity portfolios.
Speaker:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Daniel discusses the US government shutdown, our base case versus a more prolonged shutdown scenario, and the market implications.
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 strong, self-reinforcing feedback loop, from gold prices to gold miners fundamentals.
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 speaks to Manpreet about understanding the nature of equity market volatility and how investors can build strategies to ensure their investment plans are not derailed by temporary or cyclical volatility.
Read our full report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-thematic-report-equity-market-volatility-from-chaos-to-clarity-03-october-2025.pdf
Speaker:
- Steve Brice, Global 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
Manpreet speaks to Raymond about the US government shutdown, its implications for stocks, bonds and the US Dollar, and why we like gold long-term.
Find out more from our latest Weekly Market Outlook report 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
-
Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank
Daniel talks about the critical month in policymaking in China, how the recent figures are stacking up, and the outlook for 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 our Overweight in EM Local Currency Government Bonds and the key drivers of this asset class
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 shares his recent media experience on Indian equities --- looking at the current correction as a buying opportunity.
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 our upgrade of Gold to Overweight and the key drivers ahead.
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.
Michelle speaks to Manpreet about latest market perspectives amid signs of a weakening US labour market, including our outlook on global equities, bond performance, and the recent surge in gold prices.
Find out more from our latest Weekly Market Outlook report 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
-
Michelle Kam, Investment Strategist, Standard Chartered Bank
Daniel looks at the increase in productivity in China, due to technological advances, and what areas of Chinese equities that investors can focus upon.
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 Fed’s current stance, how that could evolve in coming months, and what it means for 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.
Daniel discusses the Goods and Services Tax revamp in India, what it means for Indian 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 talks about the factors that can drive market volatility in the near-term, and where he sees opportunities if risky assets pause or pull back.
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 Raymond about key takeaways from the Fed policy meeting, why equities should be well supported and the risk of rising bond yields short term.
Find out more from our latest Weekly Market Outlook report 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
-
Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank
Daniel talks about the Fed rate cut, how the Fed is moving its focus to the labour market over inflation, and the implications on risky 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 political and macro drivers of USD/JPY, and our expectations for the pair in the near-term.
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 more recent key drivers for Chinese equities, and how investors may position themselves in this context
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 Manpreet introduced the different types of bonds and the basics of bond investing. They then discussed the various drivers that can impact the return profile of bonds, concluding with key factors that investors should focus on when making bond investments.
Read our full report to find out more
https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-resilience-of-bonds-staying-calm-during-turbulence-11-september-2025.pdf
Speaker:
- Steve Brice, Global 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
Daniel looks at the various scenarios in the upcoming FOMC meeting, where markets are expecting the Fed to start its rate-cutting cycle
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.
Audrey and Ray share their views on the upcoming FOMC meeting next week. They discuss the magnitude of the rate cut and its potential impact on the markets. Additionally, they examine the effects of recent political events in France and Japan on financial markets. They conclude with a discussion on commodities and the South Korean equities market.
Find out more from our latest Weekly Market Outlook report here.
Speakers:
-
Ray Heung, Senior Investment Strategist, Standard Chartered Bank
-
Audrey Goh, Head of Asset Allocation, Standard Chartered Bank
In today’s episode, Steve narrows the focus to equity mutual funds and highlights the 4 things to consider when building an equity portfolio. The key is to take a calibrated approach. Equity investing promises healthy long-term returns, but the short term volatility can be difficult to stomach, especially those starting out on their journey. Therefore, it is important not to accidentally add to volatility unnecessarily.
Speaker:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Daniel digs deeper into the stellar performance of silver in 2025, and what to expect going forward.
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.
As the Q2’25 earnings season comes to an end, Daniel discusses why weakening US macro data can lead to a near-term consolidation 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 zooms into Gold – where the weak non-farm payroll numbers prompted further gains – and how investors should be considering positioning around Gold and Silver.
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 latest non-farm payroll number, and its implications for risky 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.
Manpreet and Ray discuss the impact of bond market volatility on risk assets. They share their perspectives on why they believe there is limited upside to long-term bond yields from current levels, as well as the yield levels at which they would consider adding to bonds. Additionally, they discuss how investors should position themselves in equities, particularly in Chinese equities during pullbacks, and conclude with insights on gold.
Find out more from our latest Weekly Market Outlook report 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
-
Ray Heung, Senior Investment Strategist, Standard Chartered Bank
Daniel discusses possible outcomes of the US non-farm payroll data, and what they would mean for the chances and size of any Fed rate cut.
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 major factors driving bond yields in US and Europe at this moment.
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 sharp differentiation in performance within Chinese equities, and why a more selective approach is rising in importance.
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 Trump’s threat on the Fed’s independence, 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.
Ray discusses the prospect of a Fed rate cut in September with Fook Hien and its implications for risk assets. They share their perspectives on US bond yields amid challenges to the Fed's independence. Additionally, they discuss their views on equities, focusing on the US semiconductor sector, as well as Chinese and European equities, concluding with insights on the Euro.
Find out more from our latest Weekly Market Outlook report here.
Speakers:
-
Ray Heung, Senior Investment Strategist, Standard Chartered Bank
-
Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank
Daniel talks about the French political uncertainties, how it affects Euro-area equities, and what are the key levels to be watching 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.
In today’s episode, Steve talks about mutual funds: what they do, their benefits as an investment vehicle and things to consider when choosing one.
Speaker:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Daniel discusses the positioning from various types of investors in US equities, the risks behind the current melt-up, and the levels that investors should be watching 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.
Daniel discusses EM local currency government bonds, what are the key drivers, and why a pullback would represent adding opportunity.
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 Powell’s Jackson Hole speech and its implications for risk 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.
Steve discusses with Ray their perspectives on the upcoming Fed and ECB meetings in September. They share insights and recommendations for the equities and bond markets, while also addressing the outlook for the USD and gold.
Find out more from our latest Global Market Outlook report here.
Speakers:
-
Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
-
Ray Heung, Senior Investment Strategist, Standard Chartered Bank
Daniel shares thoughts about the upcoming US semiconductor sector earnings, and the implications 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 provides balancing arguments to the previous day’s podcast, and how this would interact with the fundamentals of Chinese companies.
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 shifts gears to talk about the current Chinese earnings season, and what it means to 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 talks about the outcome of the US-Russia summit and implications on risky 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.
Manpreet speaks to Rajat about what we can learn from data about expected Fed policy in September, why we like China equities and what to make of the Trump-Putin summit.
Find out more from our latest Weekly Market View report 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
-
Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank
Daniel looks at volatility in US equities, that can be caused by over-crowdness, and how investors can position themselves ahead of this.
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.
Ever thought about creating passive, inflation-protected income through property ownership, but don’t want the headaches of managing tenants? REITs might provide the solution. Within a portfolio, REITs can provide good diversification benefits and a good source of income.
Speaker:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Daniel discusses the market’s relief as the effect of tariff on inflation was not as bad as the market had feared.
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 the unusual downward revisions in US jobs data, what message it is sending, and how investors should incorporate this within their portfolio strategy.
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 the recent economic data in regions outside the US, the possibility of a consolidation in risky assets globally, and what portfolio hedges can investors consider.
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.
Ray discusses with Manpreet the reasons for expecting a Fed rate cut in September and its implications for risk assets. They also share their perspectives on equities in Korea and India, concluding with insights on the GBP and gold.
Find out more from our latest Weekly Market View report here.
Speakers:
-
Ray Heung, Senior Investment Strategist, 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
Daniel looks at how the US government is managing its fiscal position via issuing shorter-term debt, how macro factors are driving yields and where are the opportunities in 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 his observations on the drivers of Gold, 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 talks about how the Chinese policymakers are adding supply side reforms, and combining with existing demand stimulus, in order to boost PPI and inflation.
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 significance of the latest non-farm payroll data, and what it means to investors’ portfolios.
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 Fook Hien about the opportunities arising from the US Dollar rebound, what to make of US trade deals achieved so far and what they mean for US inflation and Fed policy.
Find out more from our latest Weekly Market View report 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
- Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank
Daniel talks about the FOMC meeting, its implications, and the risk of the hawkish tilt.
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 positioning across global equities, and the key technical levels to watch out for in the S&P 500.
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 Tokyo CPI figure, the US-Japan trade deal and the likely increase in fiscal policy, can lead to a more hawkish Bank of Japan at the meeting this week.
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 are the key signposts to watch out for that may dampen the current rally 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.
Fook Hien Yap discusses with Ray Heung the reasons for expecting near-term consolidation in equities while maintaining a longer-term bullish outlook. They also cover our bond recommendations and share their views on the USD and gold.
Find out more from our latest Global Market Outlook report here.
Speakers:
-
Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank
-
Ray Heung, Senior Investment Strategist, Standard Chartered Bank
This week, Steve talks about the theory behind the benefits of diversification and 3 different ways to achieve it.
Please find the link to the latest Global Market Outlook here where you can find our asset allocation models for investors with different risk profiles.
Speaker:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Daniel discusses the Japan-US trade deal, how the market reaction suggests that it trumped over the uncertain sentiment from the election results, and the implications for 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 talks about the relative calmness on the tariff front in China compared to other economies, and the implications of Politburo meeting expected this month
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 results of the Japan upper house election and its implications 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 talks about the effects of inflation in US data, 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.
Rajat discusses with Ray the ongoing consolidation in risk assets, the implications of the US inflation report, and the potential impact of the upcoming Japan upper house election. They conclude with a deep dive into the Q2 2025 earnings of US banks.
Find out more from our latest Weekly Market View report here.
Speakers:
-
Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank
-
Ray Heung, Senior Investment Strategist, Standard Chartered Bank
Daniel talks about the key factors that can help swing sentiment towards US equities, 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.
Daniel discusses the influence of tariff on the latest US CPI inflation figure, the reaction from risky assets, and what investors should be watching 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.
Daniel looks into the reasons behind rising yields, in what can be a key source of volatility in H2’25.
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, Steve talks to Manpreet about gold, its history during inflationary times and what role it can play in investment portfolios.
Read our full report to find out more:
https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-gold-market-dynamics-analysing-the-safe-haven-14-july-2025.pdf
Speakers:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Daniel dives into the upcoming US Q2’25 earnings season, what we are expecting and the sectors investors should be focusing upon.
Speaker:
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-th
Raymond discusses with Ray how investors should position themselves in view of a market consolidation. They also share their views on upcoming key datapoints, including US inflation, trade negotiation and Q2 2025 corporate earnings.
Find out more from our latest Weekly Market View report here.
Speakers:
-
Raymond Cheng, Chief Investment Officer, Standard Chartered Bank
-
Ray Heung, Senior Investment Strategist, Standard Chartered Bank
Daniel concludes the series with thoughts on the implications of tariffs, and where investors can look for opportunities.
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 back in history, on instances of supply chain disruption in the semiconductor space, what are the current risks, and how US is trying to use tariff to secure this supply chain.
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 strategical importance of semiconductors, and looks at the fragmentation of the supply chain.
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 sharp change in narratives this year for US equities, and why investors should be trimming into strength and rotating into equities from other regions.
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 how to position ahead of the expiry of Trump’s tariff pause. We would use any near-term rebound in the US dollar to rebalance into non-US equities and Emerging Market local currency bonds.
Find out more from our latest Weekly Market View report 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
-
Audrey Goh, Head of Asset Allocation, Standard Chartered Bank
Daniel discusses the current environment for inflation, how it compares to the end ‘21 and H2 ’22 experiences, what it means to the Fed and how investors should be positioning their bond portfolios.
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 passing of the US Tax Bill in the Senate, the market reaction and what it means to 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 or subscribe to Standard Chartered Wealth Insights on YouTube.
‘Everyone has a plan until they get punched in the mouth’ is one of my favourite quotes, courtesy of Mike Tyson. We know that our plans will change, and life will throw curve balls at us. The key is to have a savings, insurance and investment plan that takes into account different scenarios, their likelihood and their impact on your finances.
In this podcast, I share two examples of life changing situations and how you might think about putting together a plan that can be adapted in response to different outcomes.
Speaker:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Daniel discusses the risk and reward in US equities after strong recent gains in the S&P500
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 Japan equities from the policy standpoint, fund flow, and vis-à-vis 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.
Manpreet discusses with Ray how investors can position themselves to take advantage of potential market volatility as the Trump trade truce expires. They also share their views on the Japanese equities market and conclude with a discussion on oil price and the Canadian dollar amid the risk events in the Middle East.
Find out more from our latest Weekly Market View report 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
- Ray Heung, Senior Investment Strategist, Standard Chartered Bank
Daniel discusses more specific ideas on the back on “De-Dollarisation”, concentrating upon the currency and bonds asset classes.
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 fading effect of the USD as a natural portfolio diversifier, the rise in Gold as a key reserve option, and how investors should be re-positioning their portfolios.
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 data, trade fragmentation and the structural risks in the US from a USD perspective.
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 escalation of geopolitical risks over the weekend, and what lies ahead.
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.
Ray discusses with Manpreet the investment theme for 2H 2025: a weaker USD. They explore specific segments in equities and bonds that are likely to benefit from this trend. The discussion ends with strategies for hedging and mitigating risks amid renewed geopolitical tensions in the Middle East.
Read our report to find out more https://av.sc.com/corp-en/nr/content/docs/wm-global-market-outlook-positioning-for-a-weak-dollar-20-june-2025.pdf
Speakers:
-
Ray Heung, Senior Investment Strategist, 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
Daniel talks about the latest FOMC meeting and its implications on asset classes.
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 how political change in Korea is likely to act a strong catalyst to narrow the “Korean discount” in the country’s equity market.
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 geopolitical influence on oil prices, and what that means in the broader portfolio context.
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 yet another looming US debt ceiling limit, why there are new twists this time, and how it feeds into the outlook for US government 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.
Ray speaks to Rajat about the key takeaways from financial markets in the first half of 2025, looking deeper into European equities and also discuss potential impact on oil prices after the latest tension in the Middle East.
Read our latest Weekly Market View here.
Speakers
-
Ray Heung, Senior Investment Strategist, Standard Chartered Bank
-
Rajat Bhattacharya, 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 that latest US CPI figure, the building of the narrative of Fed rate cut, and the re-kindling of interests in 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.
Daniel talks about what investors can do to help mitigate the risk of USD weakness
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 explores the unavoidable aspects of investing: cost and taxes. The discussion focuses on how investors should be aware of and plan for these two key factors to make better-informed investment decisions.
Speaker:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Daniel discusses the fading case for further EU equities outperformance, and the likely rotation into the US.
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 solid non-farm payroll print, the relatively-low positioning in US equities, and key levels in S&P 500 index.
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.
Ray discusses with Fook Hien the investment implications of recent US economic data and the "One Big and Beautiful Bill." They also examine the impact of rising long-dated Japanese government bond yields on Japanese insurers, the effects of a key Hong Kong developer deferring payment on its perpetual bonds, and conclude with a comment on the Euro.
Read our latest Weekly Market View here.
Speakers
-
Ray Heung, Senior Investment 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 Insights on YouTube.
Impact investing isn’t just a trend – it’s a fundamental shift in how one approaches long-term investing, an approach that focuses on resilience and responsibility. Join Steve and Eugenia Koh, Standard Chartered’s Global Head of Sustainable Investing, as they discuss core characteristics of these investments that set them apart from conventional ones.
Speakers:
-
Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
-
Eugenia Koh, Global Head of Sustainable Investing, Standard Chartered Bank
Read our full report to find out more https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-impact-investing-profit-with-purpose-05-june-2025.pdf
Daniel talks about the USD’s increasing pro-cyclicality, and the JPY’s rising role in safe-haven demand.
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 TACO, what Trump is facing in reducing the US budget deficit, and the opportunities in long-dated US Treasuries
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 near-term consolidation ahead in Gold, and why there is upside ahead 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 or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel discusses how the rotation within equities earlier this year, from the US to Europe, is expected to reverse under US equity tailwinds, and how investors 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 or subscribe to Standard Chartered Wealth Insights on YouTube.
Manpreet speaks to Rajat about renewed optimism towards US equity markets, where we see sector opportunities and why we’d consider adding long maturity US government bonds at current yields
Read our latest Weekly Market View here.
Speaker:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Rajat Bhattacharya, 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 near-term outlook for US equities, and what are the key drivers for the longer-term.
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 possible implications from rising JGB yields and the strength in JPY against the USD.
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 discusses how to think about risk, steps to manage market volatility and recalibrate your risk appetite as you go along your investment journey.
Speaker:
- Steve Brice, Global 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.
Daniel outlines our key macro scenarios and their probabilities as well as how one can tackle a potential pause in the gold rally.
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 comes after the “low hanging fruit” recovery, and what it means for 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.
Manpreet speaks to Raymond about whether the US equity market rebound has legs, why we still expect a soft landing and our top views across global equity, bond and currency markets.
Read our latest Global Market 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
- Raymond Cheng, CIO of North Asia, 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 why the Hang Seng Index is primed for a pullback, and why we would be buying the dip.
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 Moody's downgrade of the US sovereign, how it compares to previous downgrades in 2011 and 2023, and what it means for different asset classes.
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 history of "post-drawdown" equity market rallies, what were the common features, how the current rally compares, and where can we expect profit-taking.
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 peace deal that Trump is trying to broker - a ceasefire between Russia and Ukraine - the chances of this going through, and the market implications.
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 discusses with Ray what investors should focus on following the trade truce between the US and China, concluding with a discussion on the AUD/ USD pair.
Read our latest Weekly Market View here.
Speakers:
- Hannah Chew, Portfolio Strategist, Standard Chartered Bank
- Ray Heung, 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 talks about why making peace deals is the next step and an important part of Trump’s plans, and what to expect next for the trade deals.
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 figure, how this will keep the Fed watching, and why markets are edging higher.
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 the discussion on USD – through positioning, historical context, assessment of whether we are in structural bear-market, and diversification demand.
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 weakness in USD year-to-date, the change in macro factors and how investors should be approaching Fx.
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 discusses with Ray how investors should position themselves after the rebound in risk assets, what to expect from the US and China tariff discussions, and the implications of the two central banks' meetings during the week.
Speaker:
- Hannah Chew, Portfolio Strategist, Standard Chartered Bank
- Ray Heung, 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 talks about the latest round of Chinese stimulus, the FOMC decision and the key data and market levels to watch in the near future.
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 flow dynamics in US equities, and how investors may position themselves around current trends.
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 markets has been giving priority to “de-escalation” in trade tensions, what this means for bond markets, and where are the opportunities.
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 investment implications of the recent fine-tuning of Trump’s stance on trade.
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 Trump’s likely policies over the next 100 days and what we see as key levels in markets to consider rebalancing our portfolio.
Read our latest Weekly Market View 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
- Audrey Goh, Head of Asset Allocation, Standard Chartered Bank
In this episode, Steve discusses alternative investments and why you might want to consider these investments, the different types available, their limitations and the trends shaping this dynamic landscape.
Read the accompanying report https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-exploring-alternatives-looking-beyond-traditional-investments-30-april-2025.pdf to find out more.
Speaker:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Fook Hien discusses our outlook for the US dollar.
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.
In this episode, Steve talks to Mahesh Shahdadpuri about wealth planning, its importance and the different areas to consider. This is a really important, and often over-looked, area of your wealth journey.
Speakers:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
- Mahesh Shahdadpuri, Head of Wealth Planning - Europe, Middle East & Africa, Standard Chartered
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 our view on how China equities can outperform within Asia.
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.
In this episode, Steve talks about goal-based investing, why it is a great way to think about investing and how to address some of the challenges associated with the approach.
Speaker:
- Steve Brice, Global 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.
Fook Hien gives an update on the US earnings season and what it means for our equity views.
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.
In this week’s edition of Through The Noise podcast, Michelle speaks to Manpreet on the CIO’s latest view against the backdrop of rising economic growth concerns, declining USD and elevated market volatility.
Find out more from our latest Global Market Outlook report 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
-
Michelle Kam, 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.
Michelle discusses CIO’s views on gold prices following its continual rally since start of year.
Speaker:
- Michelle Kam, 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.
Michelle discusses the opportunities under elevated market volatility from both an asset allocation as well as equities sector perspective.
Speaker:
- Michelle Kam, 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.
In this episode, Steve presents a compelling case for investors to focus on their career and income-generating capability while taking a simplified and disciplined approach to investing.
Speaker:
- Steve Brice, Global 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.
Fook Hien discusses the US dollar’s recent move lower and what it means for investors, especially the significance of risk management.
Speaker:
- Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank
Fook Hien discusses the US earnings season and what we can learn so far from US company management.
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 with Ray the implications for the market following Trump’s pause of tariffs against major trade partners.
Read our latest Weekly Market View here.
Speakers:
- Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank
- Ray Heung, 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 latest set of healthy Chinese data, why Chinese equities subsequently fell, and how investors can consider 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.
Daniel discusses the drivers of CNY, China’s balancing act between offsetting the impact of US tariffs and its relationship with its trading partners in the rest of the world.
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 our outlook for the two safe haven currencies - JPY and CHF.
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 different scenarios that may develop in the US markets, and what investors should consider.
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 Rajat about the range of potential macro and market scenarios from here, and where he would go bargain-hunting
Speakers:
-
Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
-
Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank
Find out more from our latest Weekly Market View report here.
Daniel discusses possible reasons behind the sharp development in the tariff-saga, and what investors may consider doing at this stage.
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 further rise in trade tension between the US and China, what the S&P 500 volatility market is telling us, and opportunities 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 puts various factors, such as valuation, quant performances and past macro comparisons, into longer-term perspective.
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 fear narrative in the markets, and why investors should take a measured attitude and approach.
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.
We have seen volatility pick up sharply since US ‘Liberation Day’. In this episode, Steve emphasises the long-term importance of your actions in the coming days and weeks and gives some tips on how to approach investing during periods of volatility.
Speaker:
- Steve Brice, Global 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.
Steve speaks with Ray about the implications of US ‘Liberation Day’ tariff announcements for investors, particularly their implications for economic growth, and what investment strategies are attractive in the current environment.
Read our latest Weekly Market View here.
Speakers:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
- Ray Heung, 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 latest implications on asset markets after the announcement of increased tariffs on US imported goods on “Liberation Day”
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, Steve talks about how to find a financial advisor to partner you on your investment journey.
Speaker:
- Steve Brice, Global 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.
Daniel discusses the different prospects in the New Economy and Real Economy sectors 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 or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel talks about the JPY – the other diversifier besides Gold - and why it is shaping up for more upside against the USD.
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 past instances of weaknesses in the US economy, the asset class performances during those times, and what lessons we can draw for investing today.
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.
Ray speaks with Manpreet about what investors should focus on amid ongoing market volatility and global trade uncertainty. They discuss why Standard Chartered remains overweight on equities, albeit after a marginal trimming of the position, and on gold, and conclude with a discussion on the Dollar’s outlook.
Find out more from our latest Global Market Outlook report 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
- Ray Heung, 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 structural shift in inflation risks in a multi-polar world, and how investors can consider hedging against risks.
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 lacklustre earnings’ prospective in the “real economy” sectors in China, the current prospects in the property sector, and how investors may 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 episode, Steve talks about procrastination and how you can leverage the 5-A approach to getting started on your investment journey.
Speaker:
- Steve Brice, Global 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.
Daniel discusses the key drivers of Gold, including the strong inflow into Exchange-Traded Products, and where we expect Gold to go from here.
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 outperformance of Chinese offshore equities vs. onshore equities, and the chances of a loop-back effect from DeepSeek into the Chinese real 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.
Manpreet speaks to Audrey about the implications of greater fiscal spending in Germany, why we like US technology software and where we expect gold to go from here.
Find out more from our latest Weekly Market View report 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
- Audrey Goh, Head of Asset Allocation, 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 latest FOMC decision, why VIX has been slow-to-fall, and the opportunities available to 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 the key macro developments in Europe, including how US tariffs will play out.
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 the divergence in policies between the Bank of Japan and the other Key Central Banks, and where are the opportunities in the currency space.
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, Steve talks about the challenges of managing the huge volume of information we all have available to us, the issue of fake news and how social media algorithms make our job harder. His solution? Focus more on yourself and invest like you shop.
Speaker:
- Steve Brice, Global 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.
Daniel highlights the attractive risk-reward in US equities using statistical analysis, and providing observations on “bargain-hunting” in the Magnificent-Seven 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.
In this week’s edition of Through The Noise podcast, Michelle speaks to Rajat on how to position amid a declining US equity market, against the backdrop of ongoing tariff and recession concerns.
Read our latest Weekly Market View here.
Speakers:
- Michelle Kam, Investment Strategist, Standard Chartered Bank
- Rajat Bhattacharya, 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.
In this episode, Steve talks to Gautam Duggal about the role of insurance in protecting, growing and transferring wealth. They also discuss emerging trends in the insurance industry.
Read the accompanying report https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-insurance-planning-14-march-2025.pdf to find out more.
Speakers:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
- Gautam Duggal, Global Head, Bancassurance, Trust & Wealth Planning
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 latest US CPI figure, the reaction from asset classes, and signs of bottoming-out 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 looks at the shift in dynamics in the demand for Gold this year, 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 or subscribe to Standard Chartered Wealth Insights on YouTube.
In this episode, Steve discusses a 3-step approach to deciding which risks to insure against and how to find the right balance between coverage and its cost.
Speaker
- Steve Brice, Global 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.
Daniel shifts the focus to Europe, and discusses its prospects vis-à-vis the US, and implications on the asset classes.
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 most recent US employment data, how it feeds into the US Economic Surprise Index, and what it means for US equities going forward
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.
Ray speaks with Raymond about our views on the market, focusing on the potential for a Ukraine/Russia ceasefire, the recent weakness in the DXY, and developments in the Chinese market amid the ongoing Two Sessions.
Read our latest Weekly Market View here.
Speakers:
-
Raymond Cheng, Chief Investment Officer, Standard Chartered Bank
-
Ray Heung, 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 talks about the markets’ “checks and balance” on Trump, and how that may evolve going forward.
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 further about the emerging narrative of slowdown in US growth, focusing upon the recent correction in equities, and what to expect from here.
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 emerging narrative of a slowdown in US growth, what that means for bonds and how investors can 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 or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel discusses the situation in Europe, the change in policies from Trump versus the past, and investment implications in 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.
Manpreet speaks to Rajat about what to make of the recent growth data in the US, opportunities in the China tech sector rally and why we’d fade gains in the EUR.
Read our latest Weekly Market View 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
- Rajat Bhattacharya, 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 looks at the rotation of funds from the US into Chinese equities and how that may play out.
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 further into the areas where China’s low-cost AI model, DeepSeek, can make a difference in the Chinese equity market, 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.
Daniel looks at the latest German elections and how that would feed into your 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 talks about the emerging drivers on Gold, and why it may lead to “buy on dips” opportunities.
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.
Ray speaks with Manpreet about our views on the market reaction to the US tariffs and the performance of the equities market. We also discuss the strength of the USD, bond yields, and conclude with a perspective on gold.
Read our latest Global Market 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
- Ray Heung, 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 how DeepSeek could prove supportive for China’s economy and equities, and what this means for investor positioning.
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 digs deeper the USD, its drivers, and the near-term outlook against JPY in particular
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 the surprising outperformance of Europe and China equities year-to-date relative to US equities, what has been driving this and how we expect this to evolve in the future.
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 Developed-Market High Yield bonds – the key drivers, our outlook as well as the broader fixed income environment.
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 whether the recent US equity underperformance vs. Europe and China is likely to reverse, our view on high yield bonds and why we would buy any dips in gold.
Find out more from our latest Weekly Market View report 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
- Audrey Goh, Head of Asset Allocation, 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 reasons for the strong sentiment in the market, why the US “non-inflationary growth” agenda is on track, and outlook for the Hang Seng Index.
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 climatic rise in Gold, who are the likely buyers, and where it can go from here.
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 deeper at the implications of DeepSeek on global 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 looks at the latest US non-farm payroll data, the retaliatory tariffs from the US likely to be announced this week, as well as importance of having foundation and opportunistic lens to the 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.
Manpreet speaks to Rajat about whether Trump is likely to prioritize tariffs or deals in his early months and how investors can position their portfolios around these US policies.
Find out more from our latest Weekly Market View report 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
- Rajat Bhattacharya, 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 looks at the strong performance behind Gold, the key drivers, the important levels, and the trend forward.
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 digs deeper into the political and economical implications from Trump’s tariffs, what are the key drivers, and implications on investments in the near-term.
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 features of the most recent Indian Budget, and its investment implications.
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 start of the US-led tariff war and what this means across asset classes.
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 these key events this week, and their implications on risky 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 talks about the demand to diversify from USD, how the lack of alternatives led to flow into Gold, and what are the prospects there.
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 currency moves following Bank of Japan’s rate hike, Trump’s “non-inflationary growth” agenda, and the likely path of the USDJPY in the near-term.
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.
Ray speaks with Rajat about the raft of policy announcements during US President Donald Trump's first week in office and what to make of them. They also discuss the ongoing US Q4 2024 earnings season and implication of the Bank of Japan's latest rate hike on currency markets.
Find out more from our latest Weekly Market View report here.
Speakers:
- Ray Heung, Senior Investment Strategist, Standard Chartered Bank
- Rajat Bhattacharya, 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 talks about the US “national energy emergency”, why it is important for Trump to try to drive down oil prices, the supply and demand dynamics for oil, and our view on the prices this year.
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 currency moves following Trump’s inauguration, the key drivers in the near-term, and important 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 or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel talks about the key factors currently at play in Chinese equities, and how investors can consider positioning their portfolios
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 pullback in Indian equities, the key drivers, what policy measures can be expected, and the implications 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 whether recent rise in bond yields and equity market volatility presents a risk or an opportunity. Audrey also discusses our latest FX market views.
Find out more from our latest Weekly Market View report here.
Speaker:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Audrey Goh, Head of Asset Allocation, 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 encouraging factors overnight – softer-than-expected US inflation, strong major banks earnings – and the implications for US equities and sectors.
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 upcoming US Q4’24 earnings season, the market’s expectations and implications 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 talks about the drivers behind gold’s strong performance in 2025 thus far, despite USD strength, and what to expect going forward.
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 latest non-farm payroll figure, why it fuels the further narrative on US exceptionalism, and what investments investors should be focusing upon.
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 Fook Hien about how to position portfolios ahead of Trump’s inauguration and how to balance policy risks with economic fundamentals.
Find out more from our latest Weekly Market View report 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
- 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 recent geopolitical rhetorics, the US macro data, and the implications to investments in the near-term.
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 dynamics of the EUR against the USD, what to expect in the near-term and going forward.
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 indicators on US equities, where are interesting medium-term investment areas.
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 the strong USD, and what are the risks 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 more about dividend investing, but this time in the context of a portfolio that is focused on growth rather than income
Speaker:
- Steve Brice, Global 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.
Daniel discusses market price action at the start of 2025 as investors focus on seeing greater clarity on Trump’s policies over the next 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 or subscribe to Standard Chartered Wealth Insights on YouTube.
Steve discusses how to generate inflation-protected income.
Speaker:
- Steve Brice, Global 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.
As part of our Outlook 2025 mini-series, Steve speaks to Audrey about the long term returns outlook and our view on multi asset income strategies in 2025.
Read our Outlook 25 here.
Speakers:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
- Audrey Goh, Head of Asset Allocation, 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.
As part of our Outlook 2025 mini-series, Steve speaks to Ray about the bond market outlook for 2025.
Read our Outlook 25 here.
Speakers:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
- Ray Heung, 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 key factors to watch out for in 2025. This will be the final “Cut to the Chase” podcast in 2024. It shall resume on Friday 03-Jan-25.
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.
As part of our Outlook 2025 mini-series, Steve speaks to Raymond on the outlook for equity markets in 2025.
Read our Outlook 25 here.
Speaker(s):
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
- Raymond Cheng, 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.
Daniel talks about our thoughts for equities and bonds in 2025.
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.
As part of our Outlook 2025 mini-series, Steve speaks to Rajat about the macroeconomic and currency market outlook for 2025.
Read our Outlook 25 here.
Speakers:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
- Rajat Bhattacharya, 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 why we are Overweight in Gold in our 2025 Annual Outlook, and what are the key drivers 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.
Daniel talks about how the latest set of macro data bodes well for the mega-cap growth stocks, to be heading higher into the end of this year.
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.
As part of our Outlook 2025 mini-series, Steve speaks to Manpreet about our views on major asset classes in 2025, our view on the policy backdrop and the risks.
You can read our Outlook 25 here.
Speakers:
- Steve Brice, Global 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
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, tactical moves in HK-China equities given the prospects of fresh stimulus and our barbell approach to investing in Hong Kong China 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.
This week, Steve talks about some basics on bond investing.
Speaker:
- Steve Brice, Global 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.
Daniel discusses the headwind against Korean equities, and why we prefer Indian equities within the Asia ex-Japan region.
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 non-farm payroll number, which continues to show a “slowing, but not collapsing” labour market, and how investors may consider 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.
Manpreet speaks with Audrey about how long US exceptionalism can continue, our view on year-end opportunities in markets and what political concerns mean for the EUR
Speaker:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Audrey Goh, Head of Asset Allocation, 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 policies from US Treasury nominee, Scott Bessent, and how these can drive the markets and asset 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.
Daniel talks about the key drivers for Chinese equities over the next 12 months, and how investors should position their portfolios.
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 US equity market positioning, including where he sees crowded and less crowded areas.
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 Gold’s key drivers and potential entry points ahead
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 with Fook Hien about what we can learn from Bessent’s nomination as US Treasury Secretary and what his proposed policies mean for investors
Speaker:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, 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 Insights on YouTube.
Daniel discussed about the potential outlook for the EUR and the JPY against the USD.
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 potential outlook for CNH against the USD.
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.
This week, Steve talks about how to identify the best style of investing for you
Speaker:
- Steve Brice, Global 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.
Daniel discusses the drivers for European equities, and why we still see headwinds over the near-term.
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 what we have learnt from the Q3’24 earnings season as well as the trends in the near-term.
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, Michelle speaks to Manpreet to discuss about potential investment implications from US president-elect Trump’s cabinet appointees and his pro-growth policies.
Speakers:
- Michelle Kam, Investment Strategist, 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
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 outlook for volatility for US equities under Trump 2.0, and what would be the key driving factors.
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 China’s potential economic responses to hawkish stance from the US, and what we learnt from Trump 1.0.
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 factors driving US and European Rates, 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.
Daniel discusses the factors driving oil prices, the US Energy sector and how it stacks up against other “Trump Trades”.
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 with Rajat about what we can learn from Trump’s cabinet appointments thus far and where we see opportunities for investors.
Read our latest Weekly Market View report 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
- Rajat Bhattacharya, 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 latest US inflation report, how markets are focusing on the long-term inflationary implications of Trump’s policies, and how to position the portfolio against this backdrop.
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 tactical view of the markets until the year-end, and what narrative change we may expect in Q1’25.
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 explains why Gold has been weak since Trump’s victory, why we still see it being on a structural uptrend, and where we see attractive levels to add.
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.
This week, Steve talks about the trade-offs between saving and investing.
Speaker:
- Steve Brice, Global 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.
Daniel discusses the latest policy decisions by the Fed and China’s National People’s Congress, and why investors are likely to focus on US equities in the near-term.
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 potential impact for investors from both Fed policy and Trump’s win at the US Presidential election.
Read our latest Weekly Market View report 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
- Audrey Goh, Head of Asset Allocation, 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 implications on asset prices, both for the short-term and medium-term, with Trump on the cusp of victory in the US Presidential elections.
Read our Market Watch report here.
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 to expect from a policy perspective at China’s NPC Standing Committee meetings.
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 the last episode, Steve talked about the risks of not investing. In Episode 6, he discusses the main reason people delay investing, the fear of the unknown.
Speaker:
- Steve Brice, Global 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.
Daniel discusses trends in FX markets and what we can learn from this vis-à-vis the potential US election outcomes.
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 most recent key US data and the asset price reactions, and the possibility of a “sell on fact” correction post US elections.
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, Michelle speaks to Manpreet to discuss about positioning ahead of major events, including the US presidential election and the Fed’s policy meeting.
Read our latest Global Market 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
- Michelle Kam, 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 geopolitical tensions in the Middle East, and possible developments that may occur over the next few 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 talks about the recent developments and views on these two key emerging markets.
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 risks associated with the global semiconductor sector, and why volatility represents buying opportunities.
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 USDJPY carry trade, and why it can be a significant risk for US equities, particularly the growth 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.
Manpreet speaks to Fook Hien Yap about how to position ahead of US elections, the UK budget and Japanese elections.
Read our latest Weekly Market View report 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
- 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 whether the “Trump trades” have been priced-in, and where are the opportunities.
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.
This week, Steve talks about the importance of factoring rising prices into your investment plan.
Speaker:
- Steve Brice, Global 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.
Daniel talks about how the bullish trend in Gold is likely to persist, regardless of the US election outcome, with central bank demand remaining one of the key supportive factors.
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 US earnings, alongside the context of the US Elections, and the potential opportunities arising.
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 US small caps, the key macro drivers, as well as implications from a potential Republican clean sweep.
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, Michelle speaks with Rajat to discuss about the risks and opportunities ahead of the US presidential election and further earnings reports from major US corporations.
Read our latest Weekly Market View report here.
Speakers:
- Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank
- Michelle Kam, 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 recent uptick in Euro area economic expectations 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.
Daniel discusses while the latest rebound in US government bond yield represents an investment opportunity for 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 explores likely scenarios after the US election, how the latest odds are stacking up, and the investment implications.
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 the week’s edition of Through The Noise podcast, Zhong Liang speaks with Audrey to discuss about the risks and opportunities from the surge in bond yields.
Find out more from our latest Weekly Market View report here.
Speakers:
- Audrey Goh, Head of Asset Allocation, Standard Chartered Bank
- Zhong Liang Han, 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 talks about the key takeaways from the Chinese Ministry of Finance meeting, the implications on the markets and how investors may 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.
Daniel discusses possible short-term headwinds facing Indian equities, and why this provides potential entry opportunities for long-term 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 about the implications of reduced Fed rate-cut expectations, the performance of US economy vis-à-vis the rest of the globe, how that influences FX markets and other asset classes.
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 the discussion, with thoughts on the Middle East tensions and how it may feed through to various asset classes.
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 latest, strong US non-farm payroll figure, what are the investment implications, and how investors should be positioning after taking a holistic view with the Middle East tensions.
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 Raymond Cheng about the investment implications of Chinese policy support and mitigating risks of geopolitical tensions.
Speaker:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Raymond Cheng, Chief Investment Officer, Standard Chartered Bank
Find out more from our latest Weekly Market View report here.
For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
In our latest InvesTips episode, Steve Brice and Trang Nguyen discuss key aspects of real estate investing from the most common strategies to the latest emerging trends and the role it plays in wealth accumulation for an investor.
Speaker:
- Steve Brice, Global 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.
Daniel continues the discussion on the Fed rate-cutting cycle, and why investors should consider increasing their allocation into 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.
Steve discusses why an emergency fund is important and what the steps are to building one quickly.
Speaker:
- Steve Brice, Global 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.
In this episode, Steve talks about the need to be mindful in our approach to necessities, ‘joy-givers’ and ‘nice-to-haves’ when it comes to prioritising spending.
Speaker:
- Steve Brice, Global 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.
Daniel discusses the further stimulus action from the Chinese authorities since our last update on this topic, and what investors should be expecting in Chinese 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.
This week, Steve talks about the need to manage debt and strategies to pay off credit card debt as quickly as possible.
Speaker:
- Steve Brice, Global 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.
Daniel talks about the change of leadership in the ruling-LDP in Japan, why this is a “regime-change”, and how investors should consider reacting
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 why the Fed rate-cutting cycle is the start of eroding attractiveness of holding cash, and how investors should consider redeploying excess cash.
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 with Manpreet to discuss about positioning for a world of falling interest rates.
To view our latest Global Market Outlook, please click here.
Speaker:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Zhong Liang Han, 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 talks about the return of the “hunt for income”, 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.
In this inaugural episode of the series, Steve talks about the key steps you need to go through to put a robust financial plan in place.
Speaker:
- Steve Brice, Global 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.
Daniel discusses the stronger-than-expected round of stimulus from China, 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 or subscribe to Standard Chartered Wealth Insights on YouTube.
Zhong Liang discusses the ongoing US budget negotiation to avert a government shutdown
Speaker:
- Zhong Liang Han, 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.
Zhong Liang discusses the implications of the latest BoJ rate decision.
Speaker:
- Zhong Liang Han, 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.
Manpreet speaks to Fook Hien about how investors should consider responding after the Fed, the Bank of England and the Bank of Japan policy decisions.
Find out more from our latest Weekly Market View report here.
Speaker:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, 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 Insights on YouTube.
Zhong Liang discusses the prospects for the US technology sector following recent underperformance.
Speaker:
- Zhong Liang Han, 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.
Zhong Liang gives a preview of what to expect from the upcoming Fed meeting.
Speaker:
- Zhong Liang Han, 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.
Zhong Liang discusses our views on the latest set of macro data in China.
Speaker:
- Zhong Liang Han, 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.
Zhong Liang discusses our thoughts on the recent divergence of gold and oil prices and their near-term outlook.
Speaker:
- Zhong Liang Han, 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.
Manpreet speaks to Rajat about what to expect from major central banks next week and where we see equity sector opportunities today.
For insights from our latest Weekly Market View report, visit the link 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
- Rajat Bhattacharya, 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.
Steve discusses the implications of the Presidential debate, US inflation data and the importance of Yen moves.
Speaker:
- Steve Brice, Global 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.
Markets are positioned for a benign inflation print, skewing its potential impact.
Speaker:
- Steve Brice, Global 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.
Steve discusses tonight’s Presidential debate, the potential implications for equity markets and places for investors to hunker down.
Speakers:
- Steve Brice, Global 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.
Daniel discusses the latest US non-farm payroll numbers, and how investors may position their portfolio in the near-term.
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.
Michelle speaks to Raymond on how to navigate through potential market volatilities in September, which tends to be a seasonally weaker month for equities historically.
For insights from our latest Weekly Market View report, visit the link here.
Speakers:
- Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank
- Michelle Kam, 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 talks about signs of volatility returning to the markets, and what kind of defensive exposure can be considered.
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 different outcomes in the US elections mean for risky assets and other major asset classes.
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 performance of bonds in past easing cycles, what to expect in the current cycle and where are the opportunities.
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 explains our recent downgrade of global equities to Neutral, what are the key drivers and what to expect from here.
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 our latest changes in asset class views and how we see shifting winds in the global economy impacting investors.
To view our latest Global Market Outlook, please click here.
Speakers:
- Steve Brice, Global 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
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 drivers and possible direction in the USD.
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 are looking at income solutions, and the prospects of various income asset classes.
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 Fed pivot would influence Euro-area assets, 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.
Daniel discusses Powell’s dovish speech at the Jackson Hole meeting, the possible path of the Fed rate cutting cycle, and implications on risky 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.
Manpreet speaks to Fook Hien about what to look for in Powell’s Jackson Hole speech and where we see opportunities in the US and China equity markets.
To view our latest Weekly Market View, please click 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
- 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 compares the longer-term EPS growth in DMs vs. EMs, and why a few key drivers continue to act against EMs.
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 supply and demand side factors in oil, and what to expect going forward.
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 event catalysts that are key to risky assets in the rest of Aug-24, and what are the potential opportunities 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 the resilience of Gold during the recent market sell-off, and how it may benefit from the Fed rate-cutting cycle.
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 with Rajat to discuss the recent batch of data, the opportunities in equities and the renewed geopolitical tensions.
To view our latest Weekly Market View, please click here.
Speakers:
- Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank
- Zhong Liang Han, 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 latest US CPI release, how it cements the chances of a Fed rate cut in Sep-24, and how to position for risky 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 talks about the latest RBA release, the implications and opportunities in the AUD
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 upcoming US CPI release, its significance and implications on risky 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 key areas where one may look for bottoming in risky 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.
Manpreet speaks to Raymond about what drove the recent volatility across financial markets and where we now see the opportunities after the shakeout.
To view our latest Weekly Market View, please click here.
Speaker:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Raymond Cheng, Chief Investment Officer, North Asia, 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 cuts through the current volatility, and looks at the considerations and past experience of how fast the Fed would be cutting rates
Daniel discusses the recent sharp moves in risky assets, what to expect in the near-term, and where opportunities may lie.
Daniel discusses the various scenarios for the US elections and their respective investment implications.
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 series of weaker-than-expected US macro data, including the non-farm payroll, why it is triggering growth concerns and how risky asset may react in the near-term.
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 with Manpreet to discuss the winners and losers in a rate cutting environment.
To view our latest Weekly Market View, please click 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
- Zhong Liang Han, 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 clearer path to pivot from the Fed and the very significant move from the Bank of Japan over the last 24 hours, and the investment implications.
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 US Energy sector, the driver factors in crude oil prices, and why we prefer the US Financials sector.
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 US Financials, why it is not merely a “Trump Trade”, and the reasons why we see further room for rally in the sector.
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 current market volatility, and why this represents opportunities, especially in mega-cap Nasdaq-100 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.
In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Audrey to discuss the past week’s equity selloff, US Q2 earnings season, China surprise rate cuts and India budget.
To view our latest Weekly Market View, please click here.
Speakers:
- Zhong Liang Han, Investment Strategist, Standard Chartered Bank
- Audrey Sze Chieh Goh, Head of Asset Allocation, 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 latest Indian budget, how it balances investment-led growth with stimulus for the rural and agriculture segments, likely building more solid Indian growth and positive for 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 talks about Trump’s desire for a weaker USD, how that stacks up against his proposed tariffs and fiscal policies, and the implications for the FX markets.
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 Biden’s withdrawal from the US Presidential race may lead to short-term volatility in the “Trump trades”, and why this should result in investment opportunities 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 talks about the initial thoughts of its outcome and the investment implications 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.
In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Fook Hien to discuss the ‘Trump trade’, Euro area government bonds and gold.
To view our latest Weekly Market View, please click here.
Speakers:
- Zhong Liang Han, Investment 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 Insights on YouTube.
Daniel talks about the sharp rise in US small caps, the catalysts behind, and the expectations going forward.
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 assassination attempt on Trump led to the rotation into Trump trades, and where are the potential opportunities 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 talks about the latest Japan macro data, what it means for asset price and the investment opportunities.
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 “buy the rumour, sell the fact” reactions in asset prices in the US after the latest US CPI data release, and how investors may position themselves in the near-term.
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 with Fook Hien to discuss the latest US inflation and payrolls data and opportunities in Euro area equities and China financial assets.
To view our latest Weekly Market View, please click here.
Speakers:
- Zhong Liang Han, Investment 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 Insights on YouTube.
Daniel discusses the asset-price “playbook” in previous US elections, particularly focusing upon the 2016 election experience, and what it means for asset prices in H2’24.
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 more investors are looking at idiosyncratic factors, lending more importance to the upcoming US earnings season and its implications on 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 our views on Gold, and how the increasing demand from the official sector is a strong supporting factor 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 or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel discusses the latest US non-farm payroll, how it points towards a soft-landing in the economy, and what it means for investors in equities and 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.
Manpreet speaks to Rajat about the potential market impact of US, UK and French elections, what to watch for in the upcoming US earnings season and what’s driving Japanese equities.
To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Bhattacharya Rajat, 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 how potential BoJ intervention is unlikely to deter the rising trend in USD/JPY, until concrete steps from the Fed and the BoJ reverse the trend.
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 positive price actions in India since the sharp fall post the elections, and why India is likely to emerge stronger 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 or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel discusses the first round of the French elections, the possibility of a "hung parliament", and the investment implications.
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 important “Third Plenum” in the middle of July 2024, and what it means for 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.
Manpreet speaks to Audrey about how investors should plan around upcoming political events, why we remain Overweight the US tech sector and where USD/JPY is likely to go from 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
- Audrey Goh, Head of Asset Allocation, 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 Liang speaks to Manpreet about our outlook for bonds and currencies in H2 2024.
Download our H2 2024 Outlook (in-brief) here.
Speaker:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Zhong Liang Han, 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 structural shift in Emerging Market debt, and why there are pockets of value in areas such as EM US Dollar-denominated government debt.
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 Liang speaks to Audrey about the merits of balanced portfolios and how they stack up against income portfolios.
Download our H2 2024 Outlook (in-brief) here.
Speaker:
- Audrey Goh, Head of Asset Allocation, Standard Chartered Bank
- Zhong Liang Han, 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 how US economic data continues to outperform vs. other regions, and how it lends tailwind to the “tried-and-tested” investment themes 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.
Zhong Liang speaks to Daniel and Fook Hien about our outlook for equities in H2 2024, including our regional and sector preferences.
Download our H2 2024 Outlook (in-brief) here.
Speaker:
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
- Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank
- Zhong Liang Han, 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 talks about our view on global bonds, and where to look for value within the asset class.
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 AI theme has been propelling the US equities, and how its broadening out is likely to sustain US equities’ outperformance.
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 Liang speaks with Manpreet about our H2 2024 outlook and how investors could adapt to the shifting winds.
Download our H2 2024 Outlook (in-brief) here.
Speakers:
- Manpreet Gill, Chief Investment Officer, Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Zhong Liang Han, 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 talks about how gold has fared historically on Fed rate cut cycles and what nuances investors need 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.
Daniel discusses the latest Bank of Japan meeting, and its implications on the USDJPY and Japanese 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 talks about the EU’s tariffs on China EVs, the weaknesses in the most recent Chinese data, and the technicals for the Hang Seng Index.
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 French snap elections, what it means for Euro area equities and how such dislocation can lead to opportunities.
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 with Raymond about what the Fed meeting means for US equities, what the BoJ meeting means for the JPY and where gold prices could find support.
To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.
Speakers:
- Manpreet Gill, Chief Investment Officer, Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank
Daniel discusses the latest FOMC and CPI releases, their implications on the markets 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.
In the latest instalment of the InvesTips series, Michelle Kam talks to our Global Chief Investment Officer, Steve Brice, about the 3 sources of volatility and how each might affect investors. Steve also outlines various strategies investors can employ to prepare for, and respond to, inevitable periods of weakness in portfolios.
Please see our Navigating volatility report here.
Additionally, you can see our SC Wealth Select advisory approach to investing, covering the Purpose, Principles and Process for managing your wealth here.
Speakers:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
- Michelle Kam, 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 talks about the weakening sentiment in Gold, and the retreating of Central Bank demand from 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 discusses the vote of confidence investors are showing in Indian equities after the sharp fall from the elections, and growing evidence of investor taking profit 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 or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel discusses the stronger than expected non-farm payroll number, the “yo-yo” in the performance of US macro numbers, and why is likely to fuel investors into technology and communication services sectors.
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 with Rajat about why G7 central banks have started cutting policy rates and where this likely creates opportunities in equities, bonds and currencies.
To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.
Speakers:
- Manpreet Gill, Chief Investment Officer, Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank
Daniel discusses the volatility in Indian risky assets post-elections, and why this represents a medium-term buying opportunity for Indian equities and 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.
Daniel discusses the changing demand for US Treasuries, concerns the Fed could consider monetising US debt, and implications 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 the effect undocumented immigration has on US non-farm payrolls data, and what are the implications for investors as we head into the US presidential elections.
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 effect of excess liquidity has on risky assets, and how that may play out in H2’24 as the major Central Banks begin cutting rates.
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 with Audrey about how to navigate the consolidation in equity markets, how to position ahead of next week’s ECB meeting and why we see downside in the GBP.
To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.
Speakers:
- Manpreet Gill, Chief Investment Officer, Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Audrey Goh, Head of Asset Allocation, Standard Chartered Bank
Daniel discusses how investors are focusing upon more idiosyncratic, “tried-and-tested” investment stories to reduce over-reliance on the ongoing debate about the path of interest rates.
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 factors influencing the USD, how it is coming under short-term pressure and ways for investors to 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 or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel talks about how US corporate bond spreads have been tightening, amid rising default rates, and what are the investment implications 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 talks about the strong CEO Confidence figures in the latest US Conference Board survey 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.
In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to discuss the recent rally in equities, bonds and gold.
To view our latest Global Monthly Outlook, please click here, or visit our Market views on-the-go page.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Zhong Liang Han, 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 looks for some counter-arguments against US equities, such as the rising auto-loan and credit card delinquencies.
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 macro thoughts on USDJPY and Japanese equities, how they interact with one another, and the investment opportunities.
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 news of government support in China, and why it is likely to help near-term sentiment as well as tactical opportunities.
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 pullback in oil and energy stocks, and why it is worth looking to slowly accumulate, as inflation and US-election 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.
Manpreet speaks with Raymond about the implications of the recent set of US economic and inflation data, what to make of the Q1 earnings season and whether we expect the Chinese equity market rally to continue.
To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.
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 Cheng, Chief Investment Officer, North Asia, 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 set of US consumer inflation data, how it extends the shift in the market narrative towards a “slowing US economy at a measured pace”, and why we expect more investor rotation back into US 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 factors affecting the performance of electric vehicles and related stocks, and why they maybe interesting at this stage.
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 interplay of equities and currency performances in Japan and why there is still strong tailwind for 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.
Daniel discusses the recent strong performance in Chinese equities, and how investors may 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.
In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to discuss the recent equity rebound, China USD bonds and industrial metals.
To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Zhong Liang Han, Investment Strategist, Standard Chartered Bank
Daniel discusses the strong performance of Asian high-yield bonds YTD, and what to expect going forward this year.
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 low interest rate environment is unlikely to return in a long, long time, and why investors should be concentrating upon inflation-hedges in the near-future.
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 the latest US non-farm payroll means for the EUR vs. USD.
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 importance of the non-farm payroll last Friday, and how it can help to alleviate hawkish Fed narrative.
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 with Rajat about what to make of the recent Fed meeting, his read of a potential rotation towards Asia ex-Japan equities and what to make of the recent volatility in the JPY.
To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Rajat Bhattacharya, 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 Fed’s latest policy meeting, its tough fight against inflation and how it may lead to volatility in markets.
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 evolving Fed rate cut narrative, what are the indicators, 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.
Daniel discusses how the BoJ has been “erring on the side of caution” in the latest BoJ meeting, by keeping policies unchanged, 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.
In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to discuss how to position following the recent pullback.
To view our latest Global Market View Report, please click 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
- Zhong Liang Han, 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 how drivers of US sector performances have become much more idiosyncratic, and what are the sectors to be watching 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.
Daniel discusses how mild green-shoots continue to emerge in China, and the stabilisation in Chinese equities versus low expectations and positioning.
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 over-crowdedness is leading to a pullback in US equities, and what are the 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 or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel discusses the short-term trend in the USDJPY, and how what levels investors may aim to buy Japanese 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.
Manpreet speaks with Raymond about the outlook for financial assets in the context of today’s heightened geopolitical tensions and where he sees opportunities today in Indian and Chinese equities.
To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.
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 Cheng, 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.
Daniel concludes the discussion on the change in narrative in financial markets over the last few weeks, looking into EM equities, and potential rotation amongst markets there.
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 the discussion on the change in narrative in financial markets over the last few weeks, concentrating upon the impact on Fixed Income and Forex.
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 change in narrative in financial markets over the last few weeks, and what are the arising opportunities 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 talks about the dovish ECB meeting, how the ECB is likely to run ahead of the Fed in the rate-cutting cycle, 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.
In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Audrey to discuss the latest US inflation report, the ECB policy meeting and the upcoming US earnings season.
To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.
Speakers:
- Audrey Goh, Head of Asset Allocation, Standard Chartered Bank
- Zhong Liang Han, 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 talks about the third-consecutive hawkish US consumer inflation report, and how investors should be positioning themselves across asset classes to mitigate risks.
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 fundamental improvement in US energy companies’ profitability and the sector’s rising defensiveness, while retaining its cyclicality.
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 Gold has been defying conventional wisdom this year, what are the driving forces of its sharp rise, and how investors can 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 or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel discusses the latest series of strong US economic data, what the risky assets are telling us, and how to take advantage of sector rotation in the 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.
Manpreet speaks with Raymond about the outlook for oil and gold after strong gains recently, and how they impact the Fed rate outlook and, in turn, the outlook for US equities.
To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.
Speakers:
- Manpreet Gill, Chief Investment Officer, Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Raymond Cheng, Chief Investment Officer, North Asia, 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 EM local currency bond space, and opportunities in Indian local currency 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.
Daniel discusses the high hurdle in the upcoming US earnings season, and why it makes sense for investors to increase their exposure in the US energy sector.
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 potential trends that may develop in the bond space, even if rates volatility reduces, and how investors may 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.
Daniel discusses the YTD outperformance from the Asian HY bonds over IG bonds, and what is likely in store in the near-future
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 with Manpreet to discuss the key highlights of our Q2 outlook.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Zhong Liang Han, 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 issues in the Chinese property sector, as well as the bright spots within 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 path forward for the Swiss Franc, following the Swiss National Bank’s surprise rate cut last week, and how the SNB may act with an eye on the ECB and the Fed.
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 continued tightness in oil demand and supply, the likely depletion in oil inventories, and how energy equities act at Trump and inflation hedges.
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 fundamentals of philanthropy and the influences it has in shaping the future of wealth management.
Speakers:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
- Trang Nguyen, Senior Portfolio Manager, Discretionary Portfolio Management, 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 resilient European economic data, what it means for European equities and specific 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.
Manpreet speaks with Raymond about what the slew of central bank meetings means for markets and where we see tactical opportunities within Chinese equities.
To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.
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 Cheng, Chief Investment Officer, North Asia, 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 FOMC – how the Fed may cut rates even if inflation were running slightly higher than ideal levels, 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.
Daniel discusses the significance of the end of Japan’s ultra-loose monetary policy, and its implications on 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 talks about the strong physical demand in Gold, and discusses why the metal is attractive as an inflation 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 discusses why the increasing uncertainties in other regions may lead to a rally 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 or subscribe to Standard Chartered Wealth Insights on YouTube.
Manpreet speaks with Audrey about what to focus on ahead of the BoJ meeting this week, our preferences within Indian equities and why AUD could benefit from gold’s gains.
To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Audrey Sze Chieh Goh, Head of Asset Allocation , 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 fading narrative of recession, why it is still important to monitor the possible drivers, 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.
Daniel discusses the latest US CPI figure, and why, in conjunction with the most recent non-farm payroll numbers, still points towards a good environment for 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 discusses the policy implications on a potential second Trump term of presidency.
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 connection between the latest non-farm payroll, equities’ reaction, as well as sharp move higher in 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.
Manpreet speaks with Fook Hien about the implications of ‘Super Tuesday’, China’s NPC and why Chinese equity earnings matter.
To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, 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 Insights on YouTube.
Daniel discusses key drivers of the USD in 2024, and how they may evolve.
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 back-up in bond yields YTD, and why this is a buying opportunity.
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 our thoughts on the demand and supply dynamics in oil over the short and the longer-term, and how it influences inflation and Central bank policies.
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 favourable demand and supply dynamics in the global semiconductor space, and why it benefits Korean companies and 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.
In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to discuss the durability of the global equity rally and the attractive bond yields.
To view our latest Global Market Outlook, please click here, or visit our Market views on-the-go page.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Zhong Liang Han, 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 expectations for the upcoming China National People’s Congress, the implication on the Chinese economy and risky assets, 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 growth prospects in the European economy, the ECB policy, as well as positioning in European equities, and which sectors are looking interesting.
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 takes a look at the implications of the nearly-concluded US earnings season, and why differentiation is the key word here.
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 why we are of the view that current levels offer a good opportunity to consider accumulating 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.
In this week’s edition of Through The Noise podcast, Manpreet speaks with Fook Hien about what to make of equity markets’ record highs and where he sees investment opportunities today.
To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, 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 Insights on YouTube.
Daniel discusses the recent strong performance in Chinese equities, and how should investors 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 mixed messages from the most recent US data, what this means for the “disinflationary thesis”, 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 prospects of Japan equities, after a strong start YTD.
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 geopolitics drives commodities price this year, and what investors may consider to hedge against price volatility.
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 with Audrey to discuss the implications of the unexpectedly strong US inflation data on our preferred asset classes.
To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.
Speakers:
- Audrey Goh, Head of Asset Allocation, Standard Chartered Bank
- Zhong Liang Han, 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 “Value-up” program from the Korean government, how it may lead to the narrowing of the “Korean discount”, and sectors that investors should be watching 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.
Daniel discusses the latest US CPI figure in conjunction with the recent non-farm payroll numbers and why it is raising the probability of a “no-landing” narrative in the US 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 discusses the desire of EM governments to carry out fiscal consolidation, what are the drivers to watch out for, and the implications on EM Government debt.
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 with Manpreet to discuss the Asian equity and bond markets.
To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Zhong Liang Han, 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 key factors and the trends driving the Asian USD Corporate Bond asset class in 2024.
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 upcoming key macro data in China, and how investors may 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.
Daniel assesses the latest Indian Budget announcement as well as the upcoming Monetary Policy Committee meeting, and their implications 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 synthesises the takeaways from the most recent non-farm payroll numbers and FOMC meeting, and discusses the importance of the exposure to high-quality, resilient growth.
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 with Rajat to discuss our latest portfolio tweaks, this week’s key events, US growth stocks and European equities.
Speakers:
- Rajat Bhattacharya, Senior Investment Strategist , Standard Chartered Bank
- Zhong Liang Han, 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 implications of the first Fed policy meeting of the year, and how investors may consider reallocating 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 momentum in oil prices, the demand-supply dynamics, and why China’s energy equity sector is 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 or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel discusses the cross-asset implications on the latest round of stimulus 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 talks about why it makes sense to consider partly locking-in some profit in US equities and look to add back at lower levels, or to rotate partially into some defensive sectors.
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 with Manpreet to discuss the durability of the US stock market rally, China equities, Red Sea tensions and our updated 3-month currency views.
To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Zhong Liang Han, 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 significance of the high real interest rate in China, how it limits the effectiveness of monetary policies, and the likelihood of a “large-scale” fiscal stimulus.
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 “cautiously optimistic” BOJ decision, short-term and medium-term thoughts on the JPY, and implications for Japan equity 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 the strength in the US housing market, what it means for global equities, and levels to add on S&P 500.
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 key factors driving gold prices, its current technicals, and interesting entry levels.
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 with Fook Hien to discuss upcoming central bank policy decisions, US bank earnings, China equities and UK government bonds.
To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.
Speakers:
- Zhong Liang Han, Investment 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 Insights on YouTube.
Daniel talks about Indian equities and bonds - which have been enjoying favourable tailwinds from a “near goldilocks” macro environment and structural positivities.
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 relatively weaker economic profile in Europe compared to the US, and why investors should prefer to buy US and Japan equities on dips, despite the deep discount in European equities versus history.
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 we can learn from the latest Chinese macro data and how we would view equities within this context.
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 latest US CPI inflation figure, why we believe it does not derail the broader disinflation trend, and key levels to watch across asset classes.
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 Raymond about what to make of recent macro data, why the Japanese equities rally likely has legs and what to watch for in Asia in the coming week.
To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.
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 Cheng, Chief Investment Officer, North Asia, 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 various technical indicators are showing a firm USD in the near-term, and how that may present opportunities for investors to accumulate long duration trades in Q1’24.
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 the upcoming US earnings season, and its investment implications.
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 digs deeper into the semiconductor sector, as well as discussing Korean equities – our overweight market within Asia ex-Japan.
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 non-farm payroll numbers as well as arising opportunities
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 Fook Hien about why markets could consolidate in the short term and where we would look to take advantage of opportunities presented by asset class pullbacks.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, 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 Insights on YouTube.
Daniel discusses what we see as key risks in 2024, and how investors can consider hedging against them.
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 why this year could offer a smooth ride for fixed income, and where investors should focus
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 current favourable environment for equities, and how investors may position their portfolios
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 to Audrey about what are the favoured asset classes in an income portfolio given the 2024 Outlook.
To view our 2024 Outlook, please click here.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Goh, Audrey Sze Chieh, Head of Asset Allocation and Thematic 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 to Manpreet about our bonds and currency market outlook for 2024, why we like high quality bonds and how to take advantage of the US Dollar range.
To view our 2024 Outlook, please click here.
Speakers:
- 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
For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Steve speaks to Daniel Lam and Fook Hien Yap about our 2024 equity market outlook, which are our favoured regions, what we mean by a barbell approach in the US and Europe and which sectors we prefer in China.
To view our 2024 Outlook, please click here.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- 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 our market outlook for 2024 and where we see the key investment opportunities.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- 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.
Daniel discusses the dovish pivot in the latest FOMC meeting and how it is favourable for “long duration” trades. “Cut to the Chase” podcast shall return on 02-Jan-24.
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 explains the structurally positive drivers for Indian equities, the counterpoint from its expensive valuation, and how investors can consider positioning within 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 talks about the latest set of China CPI and PPI data, and emerging greenshoots in the Hang Seng Index
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 recent stronger-than-expected non-farm payroll 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.
In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to review the roller-coaster year 2023.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Zhong Liang Han, 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 talks about the US elections, what we can learn from today’s early signs and what these could mean for financial markets.
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 different methods of budgeting and share various tips to stay on track with a budget which plays a critical role in any financial plan.
Speakers:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
- Trang Nguyen, Senior Portfolio Manager DPM, 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 sharp move in gold prices, and key levels where investors can consider accumulating.
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 tactical opportunities available in Euro area 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 explains why the environment is still looking well for long duration ideas, and how investors may 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.
In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Fook Hien about what comes next after November’s rally, recent US data implications for US equities and what Germany’s budget crisis means for European assets.
Speakers:
- Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank
- Zhong Liang Han, 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 USDJPY carry trade – why it had been so overwhelming, and why there are increasing signs that the trend maybe coming to an end.
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 constructive combination of “inflation falling” and “wage growth rising” in the US and what this means for how investors should be positioning themselves while it lasts and beyond.
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 there could be potentially a short-term rebound in the USD/CNH, and what that may mean to 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 how related drivers are having different effects on Gold and Oil, and how investors may consider 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.
In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet about the possibility of a Christmas rally and the outlook for China equities, currency and commodities.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Zhong Liang Han, 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 how pricing power is likely to be of even greater importance in the coming year in differentiating sector performances within 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 discusses the pressure that oil prices is facing from a slowdown in demand, what it means for investors and what are the sectors to focus on in the US.
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 positioning in US equities, and why this factor is likely to further support to the current rally
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 takes a closer look at Chinese equities, the challenges the economy is facing, and learnings from the latest earnings season.
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 with Manpreet about the inflation outlook and its implications, the outlook for China and Japan equities and the JPY.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Zhong Liang Han, 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 takes a closer look at the low-volatility environment in equities, how volatility is likely to evolve and what are the investment implications 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 takes a closer look at the latest US CPI print, and why it reinforces our long duration ideas.
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 takes a closer look at Asian USD bonds, and a Chinese economic recovery is likely needed for a more sustained rally in the asset class
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 drivers of small vs. large cap equities in the US, and why a “buy on dips” approach to large growth equities as well as long-short strategies may be increasingly attractive.
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 Raymond about the prospects of a year-end US equities rally, whether this could extend to Chinese equities as well and the prospects of a further fall in bond yields.
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 Cheng, Chief Investment Officer, North Asia , 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 key drivers of US inflation, and why it is likely to decelerate, supporting the recent rally in risky 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 looks at how the recent dovish turn of events in the US may feed through to EM, and in particular, 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 sharp turn in sentiment for the better in risky assets over the last few days, and whether this rally has legs.
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 recent Bank of Japan meeting, potential developments of the BOJ’s policies and possible paths for USDJPY.
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 Rajat about what we can learn from the Fed and BoJ meetings this week, why we still see an opportunity to add high quality bonds and why capped bond yields could support a year-end equities rally.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Rajat Bhattacharya, 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 combination of a slightly dovish Fed policy meeting and weaker US manufacturing data as potential tailwinds for “long duration” Growth 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 pressures that the real estate sector is facing across the globe, what are the key drivers and when a turn in sentiment is likely.
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 the last of our 3-part retirement series, Steve Brice and Trang Nguyen discuss a few practical ways women can improve the potential of a successful retirement journey ahead.
Speakers:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
- Trang Nguyen, Senior Portfolio Manager DPM, Standard Chartered Bank
Standard Chartered Wealth Insights is now on YouTube, follow us here.
For more of our latest market insights, visit Market views on-the-go.
Daniel discusses the classic tussle between “strong micro” and “uncertain macro”, which are the two forces influencing US equities, and how investors may 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.
Daniel discusses the recent strong price movement in Gold, and what it takes that may lead to a more sustained rally 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.
In this week’s edition of Through The Noise podcast, Zhong Liang speaks to Manpreet about the outlook of US government bond yields, its implications on other asset classes and the geopolitical conflict in the Middle East.
Speakers:
- 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 Commodities (FICC) 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 expansion of the Chinese budget deficit and what it means for Chinese 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 talks about the US 10-year treasury yield going above 5% for the first time in years, its implications and how investors should consider 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.
In the second of our 3-part retirement series, Steve Brice and Trang Nguyen discuss investment strategy investors in different age groups should consider to successfully achieve their retirement objectives.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Trang Nguyen, Senior Portfolio Manager DPM, Standard Chartered Bank
Standard Chartered Wealth Insights is now on YouTube, follow us here.
For more of our latest market insights, visit Market views on-the-go.
Daniel discusses if this year could be the 5th year in 150 when both stocks and bonds end in the red.
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 the recent Chinese data beats, and why investors did not embrace it with full enthusiasm.
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 portfolio implications of the rise in US bond yields, what we can learn from US earnings and the opportunity in EM local currency bonds.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Audrey Goh, Head of Asset Allocation and Thematic 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 drivers for the USD, and why we expect a mild pullback in the greenback.
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 digs deeper into flow between onshore and foreign investors in Chinese equities, and what it takes to turn the sentiment 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.
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 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 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.
In 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 Insights is now on YouTube, follow us here.
For more of our latest market insights, visit Market views on-the-go.
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-go or subscribe to Standard Chartered Wealth Insights on YouTube.
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 Insights on YouTube.
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, 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 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 Allocation and Thematic 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 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.
Daniel discusses the recent, and very early, potential greenshoots in Chinese macro data, and how investors should consider positioning their 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 the strength in oil prices and what the signals from fundamentals and technicals are telling us
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 tussle between micro and macro factors, which had lead to low equity volatility levels this year.
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, Zhong speaks to Abhilash about recent economic data and our latest outlook on Development Market bonds, Chinese financial markets and crude oil prices.
Speaker:
- Zhong Liang Han, Investment Strategist, Standard Chartered Bank
- Abhilash Narayan, 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 current set of demand-side measures in boosting the Chinese property sector, and how investors should be positioning their Asian bond 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 why Gold had been holding its own vs. the USD recently, and why we see the metal as an attractive diversifier.
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 extreme positioning in Chinese equities is likely to create room for a rebound, and what is needed to create a more sustained rally
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 non-farm payroll, and what it means for yields going forward.
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 Raymond about our read of Fed Chair Powell’s policy message, why we still find high quality bond yields attractive and how we would approach Asian equity market exposure
Speaker:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Cheng, Raymond, Chief Investment Officer, North Asia, 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 factors that may cause US bond yields to pull back, and why we believe it is a good time to add longer-dated US and DM IG government 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.
Daniel discusses the fundamental and technical outlook for the EUR vs. the USD.
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 improving outlook for the Japan economy and its companies, and how investors can position their 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 digs deeper into Powell’s Jackson Hole speech, and how investors may be positioning their portfolios.
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 why we find Japanese equities attractive, whether Chinese equities are approaching a bottom and our view on commodity currencies.
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 Allocation and Thematic 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 case for fiscal stimulus in China – a key catalyst for any sustained recovery 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 or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel discusses the pros and cons of Indian equities, and what we see as potentially interesting technical levels on India’s Nifty benchmark index
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 to expect from the US Jackson Hole conference, and why long duration bond exposure deserves attention at this stage.
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 reasons behind the volatility that risky assets are currently experiencing, and why the US healthcare sector appears interesting in this context.
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 Rajat about how investors should react to recent market volatility, what opportunities this volatility creates and why we see a long term structural opportunity in Indian markets
Speaker:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Rajat Bhattacharya, 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 talks about the sharp change of sentiment in the Hang Seng Index over the last six weeks, what are the key macro drivers going forward, 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 or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel looks at the US Financial equity sector, which is relatively unloved and may benefit in a “soft-landing” scenario
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 crude oil prices, which has been defying the shaky sentiment in global risky assets, and how investors may 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 reviews the US and China CPI figures from last week and their investment implications.
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 Fook Hien about what to make of the recent inflation numbers in the US and China, why we would use the opportunity to take advantage of elevated bond yield and the potential for rotation from US to China equities.
Speaker:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, 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 Insights on YouTube.
Daniel discusses how central bank purchases of Gold are likely to remain a long-term trend. Given this, investors may consider accumulating Gold for portfolio diversification.
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 drivers for the recent narrowing of spreads from Developed Markets High Yield Corporate bonds, and why investors may consider trimming into strength.
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 near-reversal in the down trend in USDJPY, and why now is a second opportunity to go long JPY.
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 digs deeper into the US credit downgrade, the non-farm payroll and implications on 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.
Manpreet speaks to Audrey about what to make of the US ratings downgrade and the Bank of Japan policy shift, and where we believe it has created opportunities for investors.
Speaker:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered Bank
Standard Chartered Wealth Insights is now on YouTube, follow us here.
For more of our latest market insights, visit Market views on-the-go.
Daniel talks about Fitch’s downgrade of the United States’ long-term rating, why this time was different from August 2011, and our thoughts 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 continues to discuss why this could be the time for Hong Kong China equities to rally – this time looking at the relative economic surprise between China and the US, and the potential partial rotation away from 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 discusses why this could be the time for Hong Kong-China equities to rally
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 Bank of Japan’s adjustment to its yield-curve control policy, and why it lends tailwind to long JPY positions.
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 about how big near-term gains in equities could extend, why we continue to like high quality bonds long term and what to make of the US Dollar’s recent turn lower.
Speaker:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Zhong Liang Han, Investment Strategist, Standard Chartered Bank
Standard Chartered Wealth Insights is now on YouTube, follow us here.
For more of our latest market insights, visit Market views on-the-go.
Daniel discusses the key implications from the FOMC meeting, and why it may open an avenue for Chinese equities to catch-up
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 Politburo meeting in China, the positive reaction from the markets on Hong Kong China equities so far, and how investors can 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.
Daniel discusses how the BOJ may “keep the economy running hot” for now, and why this represents a good opportunity for investors to long JPY against USD.
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 our thoughts on the upcoming FOMC, BOJ and the China Politburo meetings, and implications for asset classes.
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 Michelle about the equity market leaders, US Q2 earnings season and our latest outlook for the Japanese government bonds, USD/JPY and the crude oil.
Speaker:
- Han, Zhong Liang, Investment Strategist, Standard Chartered Bank
- Kam, Michelle, Investment Strategist, Standard Chartered Bank
Standard Chartered Wealth Insights is now on Youtube, follow us here.
For more of our latest market insights, visit Market views on-the-go.
Daniel discusses the significance of the Japanese consumer inflation report this Friday, the prospect of Bank of Japan tightening, what is the hard data saying, 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.
Daniel discusses the recent China GDP miss, what that means regarding potential stimulus, and how investors should consider positioning their portfolios.
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 slowdown in US inflation may lead to strengthening in low-yielding currencies, such as the JPY, and how various currencies may fare going forward.
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 strong performance in Chinese equities over the past week, the key drivers lying ahead in the short-term, our thoughts on sectors, and 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 or subscribe to Standard Chartered Wealth Insights on Youtube.
Manpreet speaks to Rajat about why we believe a balanced approach is more prudent in today’s markets, why GBP looks overbought and what to make of Chinese policy support measures.
Speaker:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank
Standard Chartered Wealth Insights is now on YouTube, follow us here.
For more of our latest market insights, visit Market views on-the-go.
Daniel discusses the dovish CPI print overnight, the moves in asset prices, and how investors may consider 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 how Chinese equities are being pulled in different directions by a range of factors, and the positive drivers that are likely to gain in prominence in the near-term
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 resilience in the India economy, and key level to watch out for in Indian 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 implications from the latest US employment report and of the US 10-year government bond yield moving above 4%
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 Abhilash about allocating to Asia, key signposts to watch for Chinese equities and our near-term outlook for the US 10-year govt. bond yield, USD and JPY.
Speaker:
- Han, Zhong Liang, Investment Strategist, Standard Chartered Bank
- Narayan, Abhilash, Senior Investment Strategist, Standard Chartered Bank
Standard Chartered Wealth Insights is now on Youtube, follow us here.
For more of our latest market insights, visit Market views on-the-go.
Steve and Abhilash discuss the outlook for the US Dollar, Euro, British Pound and other currencies in H2 2023. They also discuss the reason why SCB expects nearly 10% appreciation in Japanese Yen over the next 12 months.
You may view the full H2 Outlook reporthere, or on Market views on-the-go.
Speaker:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
Standard Chartered Wealth Insights is now on Youtube, follow us here.
For more of our latest market insights, visit Market views on-the-go.
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 reporthere, or on Market views on-the-go.
Speaker:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
Standard Chartered Wealth Insights is now on Youtube, follow us here.
For more of our latest market insights, visit Market views on-the-go.
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 Chartered Wealth Insights is now on Youtube, follow us here.
For more of our latest market insights, visit Market views on-the-go.
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 reporthere, 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 Wealth Insights is now on Youtube, follow us here.
For more of our latest market insights, visit Market views on-the-go.
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 Youtube, follow us here.
For more of our latest market insights, visit Market views on-the-go.
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 Wealth Insights is now on Youtube, follow us here.
For more of our latest market insights, visit Market views on-the-go.
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, Standard Chartered Bank
- Brice, Steve, Chief Investment Officer, Standard Chartered Bank
Standard Chartered Wealth Insights is now on Youtube, follow us here.
For more of our latest market insights, visit Market views on-the-go.
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.
Daniel discusses the outlook for the JPY, and what it means for our upgrade of Japanese equities to Overweight.
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 strength in US equities, but also points out the growing positivity in the other regions.
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 Liang speaks to Rajat about the US debt ceiling breakthrough, the AI-frenzy in technology sector stocks and China’s underperforming stock markets.
Speaker:
- Han, Zhong Liang, Investment Strategist, Standard Chartered Bank
- Bhattacharya, Rajat, Senior Investment Strategist, Standard Chartered Bank
Standard Chartered Wealth Insights is now on Youtube, follow us here.
For more of our latest market insights, visit Market views on-the-go.
Daniel discusses about reasons why investors have been sticking to US equities, especially those in Nasdaq-100, and key potential catalysts that may lead them to switch out of 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 talks about our preference for longer-dated maturity bonds, and how we see potential directions and relative movements between short and long-dated yields.
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 about “US exceptionalism” in the form of strong USD and US equities and where do we see them going forward.
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 critical levels for the Hang Seng Index, and why investor positioning may indicate further downside pressure in the near term.
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 about what a likely Fed pause means for financial markets, our most recent changes in equity market region and sector views and why we expect US bond yields to fall.
Speaker:
- Han, Zhong Liang, Investment Strategist, 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 Wealth Insights is now on Youtube, follow us here.
For more of our latest market insights, visit Market views on-the-go.
Daniel discusses the forces behind US 10-year treasury yield, the potential outcome of the FOMC meeting in Jun-23, and the potential opportunities 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 markets’ increasing focus on the US debt ceiling debate, the behaviour of gold prices during previous debt ceiling debates, and key technical levels for the yellow metal.
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 funds may flow back into Chinese and Asia ex-Japan equities from US equities, given the ongoing debt ceiling debate, and how investors should be reallocating 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 confluence of catalysts that helped the Japan TOPIX index to reach all-time high since 1990, and how investors should be positioning going forward.
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 with Daniel Lam to discuss whether China’s economic rebound can sustain, what it means for equity markets, why we still prefer IG within Asia USD bonds and what to make of the recent rise in USD/CNY.
Speaker:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
Standard Chartered Wealth Insights is now on Youtube, follow us here.
For more of our latest market insights, visit Market views on-the-go.
Daniel discusses the differences between the two high-quality fixed income assets classes that we are overweight on, i.e. Asian USD bonds and DM IG government 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.
Daniel discusses the weak set of Chinese data, our expectations of measured policy stimulus and the improving technicals in the Chinese internet sector.
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 why VIX is trading at post-pandemic lows, and why investors should not get overly-complacent in risky 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 likelihood of targeted stimulus from China to stimulate the economy, and why the current underperformance in Chinese assets represent a buying opportunity.
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 with Audrey to discuss why we see opportunities in very divergent macro data in the US and China, our views on the US technology sector and what central bank actions last week mean for the JPY, GBP and CAD.
Speaker:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered Bank
Standard Chartered Wealth Insights is now on Youtube, follow us here.
For more of our latest market insights, visit Market views on-the-go.
Daniel discusses the falling trend in US inflation figures, how that feeds into asset classes and how investors can 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.
Daniel discusses the probabilities of a US technical default from the “debt ceiling” debate, and how investors may redirect their portfolio ahead of time.
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 strength in EUR and Euro-area equities, and how investors may 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.
Daniel discusses how the strong US non-farm payroll number may help assets such as Gold and Hong Kong China 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.
Manpreet speaks with Rajat to understand where the risks are after a very macro and policy-heavy week, what we can learn from past US debt ceiling debates and how investors can position themselves in this environment.
Speaker:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Bhattacharya, Rajat, Senior Investment Strategist, Standard Chartered Bank
Standard Chartered Wealth Insights is now on Youtube, follow us here.
For more of our latest market insights, visit Market views on-the-go.
In this episode of InvesTips, Steve Brice and Trang Nguyen discuss the importance of regular portfolio rebalancing over the long term, and share tips to help investors achieve this.
Speaker:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Trang Nguyen, Senior Portfolio Manager, 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 potential pause in rate hikes after the FOMC decision, and why it bodes well for Fixed Income and 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 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 Commodities (FICC) Strategy, Standard Chartered Bank
Standard Chartered Wealth Insights is now on Youtube, follow us here.
For more of our latest market insights, visit Market views on-the-go.
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 Thematic Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
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 Cheng, Chief Investment Officer of North Asia, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
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, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
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 of our latest market insights, visit Market views on-the-go.
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 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 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, visit Market views on-the-go.
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 Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
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 China easing policy further to secure an economic rebound.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Daniel discusses our upgrade of Gold to overweight, and how it can help investors to hedge against macro uncertainties
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 part of a mini-series on our Q2 Outlook, Steve speaks with Manpreet on how we view the macroeconomic backdrop today, why we would stay SAFE (Securing yield, Allocating to long-term value, Fortify against further surprises and Expanding beyond the traditional) and where our views have changed within this framework since the start of the year.
Speakers:
- 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
For more of our latest market insights, visit Market views on-the-go.
Daniel discusses how the proposal from a prominent Chinese internet company, to split its companies into different units, may fuel fresh interest in the Chinese internet sector as a whole.
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 technology sector has been ‘benefitting’ from the volatility in the financial sector, especially in the US, and what potential opportunities in the technology sector investors should be watching 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 state of the US economy and how it influences the direction of the USD
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 USD has been weakening due to differing rate expectations from the Fed and the markets, and how this creates investment opportunities.
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 Abhilash about how to interpret the message from the Fed and other major central banks, how we’d approach exposure to the financial sector and why discipline is increasingly important when considering funding currencies.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Narayan, Abhilash, Senior Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Daniel discusses the FOMC outcome overnight, and how investors may consider 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.
Daniel discusses the issues surrounding a special class of junior bonds issued mainly by European banks (the so-called AT1s) and the prospects for US and European financial institutions.
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 issues that US Financials face, and why investors may get long-term investment opportunities in the “Mega-Large Cap” in the sector.
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 upcoming FOMC meeting, the Fed’s desire to control inflation, the balancing act with financial stability and how investors should be positioned.
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 whether recent events in the financial sector could be a canary in the coalmine, our thoughts on opportunities and risks in the financial sector and why recent market events feed well into our SAFE theme
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, 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.
In this special podcast, Steve talks about the recent challenges in the US/Europe banking sector and what it means for central bank policy, the global economy and the investment outlook.
Speaker:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
You may view the report here, or on our Market views on-the-go page.
For more of our latest market insights, visit Market views on-the-go.
Daniel discusses which areas in Chinese equities are interesting, and potential developments after the National People’s Congress.
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 multiple pressure points in the US – the woes in the banking sector, the latest consumer price data showing continued inflationary pressures, and why Gold looks interesting.
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 repercussions from the fall-out in the Californian bank, and why it complicates the already-tough situation that the FOMC is navigating.
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 big moves on Friday across different assets class – a confluence of non-fam payroll, issues with Californian financial institution, and the build up of volatility-linked products.
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 Raymond about whether the outcome of China’s National People Congress (NPC) is consistent with our view on Asian equities, what Powell’s testimony means for income assets and the USD and what we’d suggest US technology sector investors do today.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Cheng, Raymond, Chief Investment Officer, North Asia, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
We all want to pick stocks like Warren Buffett, but we know this is harder than it sounds. In this podcast, Steve talks about the potential pitfalls to avoid, the best way to approach this challenging endeavour as well as how to deal with bragging friends.
Speaker:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In today’s edition of Through the Noise Special podcast, Audrey speaks to Hannah and Qi Xiu about the recent update to the CIO capital market assumptions and what this means for investors’ long-term portfolios.
Speakers:
- Goh, Audrey Sze Chieh, Head of Asset Allocation and Thematic Strategy, Standard Chartered Bank
- Chew, Hannah, Portfolio Strategist, Standard Chartered Bank
- Tay, Qi Xiu, Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Daniel discusses the confluence of important factors from the equity derivatives markets, pension funds funding and the hawkish Fed narrative, and what that means to volatility and 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 our educated guess of the timing of a potential US recession, and why is the timing important 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 clues from existing macro numbers, how they may influence the upcoming US NFP number, and how investors may position themselves ahead of the number.
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 strong rebound in the Hang Seng Index last week maybe part of a technical rebound, and highlight levels where investors may aim to buy the index.
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 with Rajat about what recent data means for the chances of a US recession, why we’d fade the rally in US/European equities in favour of income assets and what to expect from China’s NPC policy meeting.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Bhattacharya, Rajat, Senior Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Daniel discusses how the revival in the recent set of China data is likely to impact markets, and how investors should be positioned.
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 Hong Kong properties maybe making a comeback --- slowly and steadily.
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 quietly rising USD --- the main drivers, the key levels to watch out for, and what that means for investors’ portfolios.
Speaker:
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Daniel discussed the key drivers for the European Financial sector in the next 6-12 months horizon, and why investors may consider adding on corrections.
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, Zhong speaks with Manpreet about why we believe the window of opportunity has reopened for income investors, why we still see value in Asia ex-Japan equities after the rally and why the USD bounce may prove to be short-lived.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Zhong Liang Han, Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Daniel talks about incoming BoJ Governor Ueda’s upcoming hearing at the Japanese parliament, and how investors should be positioned for USDJPY.
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 information from the equity derivatives markets, and the opportunities for investors if markets get more volatile.
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 this recent phenomenon of ChatGPT, and what are the potential investment opportunities there.
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 recent stronger-than-expected US data had led to short-term momentum in the USD, and how that may lead to opportunities in Asia ex-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.
In today’s edition of Through the Noise, Manpreet speaks to Audrey about what the recent run of strong US data mean for Fed policy and the US Dollar, why we’d consider adding to gold and our thoughts on Japan’s Yield Curve Control debate.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Daniel discusses the short-term and long-term prospects on the semiconductor sector
Speaker:
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Daniel discussed the mixed reaction from risky assets overnight on the back of US CPI release, and how investors should be positioning their portfolios.
Speaker:
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Daniel takes a look at the latest technicals for the Hang Seng Index, and a possibly attractive entry point for Hong Kong China 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 takes a look at potential scenario from the US CPI release on Valentine’s Day, and how investors may position their portfolio ahead of it.
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 Fook Hien about the recent blowout US jobs data, various central bank officials’ comments and the outlook of the global semiconductor industry amid escalating US-China tensions.
Speakers:
- Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank
- Zhong Liang Han, Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Daniel takes a look at crude oil and energy equities, and what investors can consider doing with them.
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 European equities have been springing surprises like Maverick, and what investors should be doing with this asset class.
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 outlook for the Fx markets under the confluence of factors, such as the dovish FOMC, a seemingly hawkish US non-farm payrolls, as well as the latest round of geopolitical tensions.
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 non-farm payroll last Friday may complicate the macro picture, but the markets is likely to take a “glass half-full” attitude in the near-term
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, Michelle talks to Raymond on the market implications following rate hikes by major central banks, alongside the outlook of the Asia equities market, the USD, and US Government Bond Yields.
Speakers:
- Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank
- Michelle Kam, Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Daniel discusses if central bank rate hikes are coming to an end soon, after the most recent Fed decision, and what technical levels investors should be looking for in their switching and allocation decisions.
Speaker:
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Daniel continues to address more FAQs on the Hang Seng Index, including what the critical levels to watch out for are and how significant the risk is of a double-dip in the index back to its 2022 lows…
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 Hang Seng Index potentially entering a consolidation phase in the short-term, but the medium-term story remain intact.
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 investors should do for this week – with FOMC and ECB rates decisions, plus heavy-weight US and China data releases ahead.
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, Michelle talks to Fook Hien on what to expect from the Fed and ECB’s first policy meetings of the year next week, as well as the outlook for US equity earnings, US Dollar, Gold and Oil.
Speakers:
- Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank
- Michelle Kam, Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
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, Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
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, former Governor of the Bank of England
Watch the video on www.sc.com/gmo.
For more of our latest market insights, visit Market views on-the-go.
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 (FICC) Strategy, Standard Chartered Bank
- 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 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, Group Chief Investment Officer, Standard Chartered Bank
- Michelle Kam, Investment Strategist, Standard Chartered Bank
As referenced in the podcast, if you would like to register for the CIO Office’s annual investment webinar, please go to www.sc.com/gmo.
For more of our latest market insights, visit Market views on-the-go.
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 Strategy, Standard Chartered Bank
- Hannah Chew, Portfolio Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
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, Standard Chartered Bank
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
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, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
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 Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
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 Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
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, 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
- Raymond Cheng, CIO of North Asia, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
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.
Daniel discusses the potential turnaround in the China internet stocks, benefitting from the likely turnaround in consumption 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.
Daniel discusses how 9 out of 10 US CPI releases this year have been “tail events”, and how investors should be positioned ahead of this.
Speaker:
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Zhong speaks to Manpreet to look back at what we can learn from 2022, the key events next week that will most likely have an important role in shaping the 2023 outlook and a sneak preview of the team’s thinking about the 2023 Outlook
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Han Zhong Liang, Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Daniel discusses the short-term upside to the USD, what are the key drivers, and what are the next data points 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 how momentum indicators are indicating that the Hang Seng Index is overstretched, and the levels where investors may consider buying on potential short-term pullbacks.
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 rising recession risks may affect default risks in the US, and the likely resilience from DM IG corporate 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 discusses the implications of latest non-farm payroll numbers, and why investors bought into the market dip.
Speaker:
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Manpreet speaks to Fook Hien about whether it is worth chasing the rally in Asian and US equity markets, why we remain comfortable with high quality bonds despite recessionary credit quality risks and where we see tactical opportunities in FX markets today.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Daniel discusses the implications of Powell’s speech, and why it makes sense to rotate from US equities into multi-asset income and into Asia ex-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.
Daniel discusses the CSRC’s announcement of the third arrow in the Chinese property sector, and what investors should be doing with their investments in the sector.
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 V-shape move in the Hang Seng Index yesterday, and the key levels to watch out for the rest of this year.
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 signs of a slowdown in US consumption and what strategies you should adopt in your investment portfolio
Speaker:
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Manpreet speaks to Rajat about whether the equity market rally has legs or is about to run out of steam, why we continue to favour income assets despite the easing in bond yields and where we see opportunities in FX markets today.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Rajat Bhattacharya , Senior Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Daniel discusses the latest FOMC minutes, and the case for adding to 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.
Daniel discusses investment opportunities in the semiconductor sector.
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 potential pullback in risky assets, and why income assets continue to be attractive 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 highlights the tug-of-war that is going on in the USD, and why it may rebound over the next 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.
Manpreet speaks to Fook Hien about whether the market tide is turning, whether the USD has peaked, why we still like income assets and what to make of the storm in crypto assets.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Yap, Fook Hien, Senior Investment Strategist, WM Chief Investments Office, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Daniel explains how US equities remain healthy at current levels, but Asia ex-Japan equities is likely to outperform.
Speaker:
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Daniel talks about the recent strong supporting package from the Chinese government, and what is our take going forward.
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 doubling in normal monthly volatility range in the Hang Seng index, and what levels investors may look to add or trim exposure in the index
Speaker:
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Today, Steve talks about the recent strong recovery in Asian equities, what it will take for this to be sustained and what are the factors to watch in the coming days.
Speaker:
- Steve Brice, Group Chief Investment Officer, 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 Abhilash about whether the sharp rally in equity markets after the inflation data release is sustainable, the possible market impact of mid-term US elections, our thoughts on Q3 European corporate earnings and why we still believe GBP remains in a downtrend.
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 Strategist, 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 US mid-term election results is unlikely to derail the medium-term positive thesis on the US energy sector.
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 current action in the USD, and what factors may weaken the USD.
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 strong price action in the Hang Seng index, and why it has more room to run.
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 mixed non-farm payroll and why slightly higher unemployment rate is unlikely to derail the Fed’s tightening path.
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 Rajat about how to interpret the Fed’s message as an investor, our thoughts on sectors and credit worries in Korea, and why we still see our 3Rs strategy as relevant through this quarter.
Speakers:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In this edition, Steve talks about 3 strategies investors can use to survive the challenging environment of a recession and then thrive thereafter.
Speaker:
- Steve Brice, Group Chief Investment Officer, 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 implications of the latest FOMC meeting, and how investors should be positioning themselves forward.
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 recent encouraging technical signs 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.
In today’s edition of Cut to the Chase, Daniel discusses how one should look beyond volatility in income assets and add to them.
Speaker:
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Steve talks about why the shape of the yield curve can be a scary signal, especially for equity investors.
Speaker:
- Steve Brice, Group Chief Investment Officer, 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 Abhilash about whether equities are set for a bear market rally, why we believe investors should take advantage of today’s yields in high quality bonds and income assets and why we continue to like our ‘3Rs’ strategy.
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 Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Steve talks about the ongoing US earnings season and why he believes that equity markets may still have another leg lower before enjoying a sustained recovery.
Speaker:
- Steve Brice, Group Chief Investment Officer, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Today, Steve talks about the challenges facing the new British government and why now is not the time to pile back into sterling.
Speaker:
- Steve Brice, Group Chief Investment Officer, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Today, Steve talks about the recent weakness in Greater China equity markets and whether there is more to come, or are we at peak pessimism.
Speaker:
- Steve Brice, Group Chief Investment Officer, 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 Audrey about what can learn from equity market positioning and the nascent US earnings season, whether yields have further to rise and our views on whether the recent moves in JPY and GBP can extend.
Speaker:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Today, Steve talks about the likelihood and potential timing of a Fed Pivot and its implications for bond markets.
Speaker:
- Steve Brice, Group Chief Investment Officer, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Today, Steve talks about why we should feel both lucky and unlucky on this day and, more importantly, what to do about it.
Speaker:
- Steve Brice, Group Chief Investment Officer, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Today, Steve talks about potential funding currencies. While the JPY has broken lower, given the central bank intervention risks, we prefer the EUR as a potential funding vehicle in a strong-USD environment.
Speaker:
- Steve Brice, Group Chief Investment Officer, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Steve discusses why despite being very concerned about the 6-12 month economic outlook, this is not the time to be panic selling and why increasing investments in bonds and multi-asset income strategies makes sense for long term investors.
Speaker:
- Steve Brice, Group Chief Investment Officer, 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 Steve Brice on the Fed’s continued focus on inflation, the likelihood of further BoJ intervention in the FX markets, our take on the semiconductor sector, and how investors can best position themselves in this current investment climate.
Speakers:
- Steve Brice, Group Chief Investment Officer, Standard Chartered Bank
- Hannah Chew, Portfolio Strategist, 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 gold has been performing on US CPI release dates, and why the current low-positioning may give investors an edge based on historical analysis.
Speaker:
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
This is part of a mini-series which discusses the investment outlook for the final quarter of 2022. In this edition of Through the Noise, Steve speaks to Manpreet about the direction of bond yields and where we see opportunities and risks in bond markets.
Speakers:
- 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
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 there could be long-term opportunities for European financials equities and subordinated bonds.
Speaker:
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
This is part of a mini-series which discusses the investment outlook for the final quarter of 2022. In this edition of Through the Noise, Steve Brice speaks to Fook Hien Yap about the direction for equity markets in 4Q 2022 and beyond and what our regional and sector preferences in equities are.
Speakers:
- Steve Brice, Chief Investment Officer, 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.
In today’s edition of Cut to the Chase, Daniel discusses how the latest development on the oil front, and why we continue to like global energy 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 this edition of Talking Thematics, Audrey speaks to Qi Xiu on our latest Q4 Thematic Update, how our Climate themes are expected benefit from the US Inflation Reduction Act, the outlook on China’s renewable sector and our decision to close the Cybersecurity theme.
Speakers:
- Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered Bank
- Qi Xiu Tay, Investment Strategist, 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 the Fed is likely to continue its aggressive rate hikes, and the need for investors to continue to go defensive.
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 the Through the noise mini-series, Steve discusses with Audrey on our outlook on income investing, why we advocate investors to Rebalance into income assets and areas we believe will outperform.
Speakers:
- Brice Steve, Chief Investment Officer, Standard Chartered Bank
- Audrey Goh, Head of Asset Allocation and Thematic 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, Steve and Daniel discuss whether the current narrative of ‘Fed pivot’ has legs, what investors should do in their portfolio, as well as our latest thinking on the AUD, Oil and US 10-year bond yields
Speakers:
- Brice Steve, Chief Investment Officer, Standard Chartered Bank
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In the latest Through the Noise podcast series, Steve Brice discusses the global macroeconomic outlook with Rajat Bhattacharya, with a focus on the US, Europe and China. Rajat explains why we are likely near the end of a long business cycle, which started in the aftermath of the 2008-09 Global Financial Crisis and briefly interrupted by the COVID pandemic. He lays down signposts investors need to watch to assess the timing of a possible recession in the US and Europe. He ends with a more optimistic outlook for China’s economy
Speakers:
- Brice Steve, Chief Investment Officer, Standard Chartered Bank
- Rajat Bhattacharya, Senior Investment Strategist, 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 highlights that the USD index is testing some important support levels, the important things to look out for and the potential implications of a break lower.
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 rebound in equities over the last 48 hours, and what investors may consider doing in the near-term.
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 another key investment idea from the past decade – real estate – and how it shaping up in the rising rates environment.
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 looks at technical and momentum signals and discusses if it is the best time to trim equities.
Speaker:
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
This is the first part of a mini-series which discusses the investment outlook for the final quarter of 2022. In today’s edition of Through the Noise, Hannah Chew speaks to Manpreet Gill about the view on recession risks, key changes in the asset allocation calls, what higher interest rates mean for investors and how investors can navigate through the current investment climate.
Speakers:
- Hannah Chew, Portfolio Strategist, 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
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 government interventions in Europe and short-term opportunities there.
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 the environment is very different from the past decade for growth stocks, and how investors should deal with this.
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 plunge in the GBP, what to expect in the short-term, and how it creates opportunities in large-cap UK 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 the 3D’s approach – de-risking, diversification and dividends – to mitigate the impact of rising interest rates.
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 Abhilash about why the Fed decision may mean more USD strength near-term, the technical outlook for equity markets and why a ‘3D’ investment strategy may offer one approach to navigating today’s market conditions.
Speakers:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Abhilash Narayan, Senior Investment Strategist, 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 FOMC’s determination to bring down inflation, and the need to stay defensive at this stage.
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 to watch out for in the upcoming FOMC meeting, and what the FX market is telling investors.
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 markets have become less volatile vs. H1’22, and how investors should be positioned.
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 FOMC this week and gives more details on the barbell approach.
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, Zhong speaks to Manpreet about how investors should consider reading the market reaction to the US inflation report, what technicals are telling us about short term opportunities within equity and FX markets and whether the 10-year US bond yield can break 3.50%.
Speakers:
- Zhong Liang Han, Investment Strategist, Standard Chartered Bank
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 elaborates further about the importance of having high-dividend equities 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.
In today’s edition of Cut to the Chase, Daniel discusses the cross-asset implications from the higher-than-expected US CPI print.
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 signs of peak inflation and the push-and-pull between USD and other major currencies.
Speaker:
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Very high inflation has got central banks on the defensive and they are fighting back with dramatic interest rates rises. In this podcast, Steve talks about 3 potential strategies for bond investors to deal with such an environment.
Speaker:
- Steve Brice, Chief Investment Officer, 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 Developed Market Investment Grade Bonds are increasingly relevant in your portfolio in these uncertain times.
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 safe-haven assets are important in building resilience in portfolios during bear markets.
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 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, 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 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 more of our latest market insights, visit Market views on-the-go.
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 insights, visit Market views on-the-go.
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 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 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, 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 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 Market views on-the-go.
In today’s edition of Cut to the Chase, Manpreet discusses whether the rise in bond yields are a risk or an opportunity, why an attractive trade in USD/JPY could be brewing and how to read the upcoming OPEC+ meeting.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 looks at what today’s Reserve Bank of Australia policy decision could mean for the AUD, what the key fundamental drivers are signalling and why we believe short-term technicals could be a source of optimism.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 sifts through the economic calendar to discuss how US data could impact the S&P500 index as it approaches technical resistance, how to read central bank policy in Australia and the UK from a FX market perspective and why we remain positive on Chinese equities amid weak PMI data.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In this edition of our podcast, which coincides with our monthly Global Market Outlook publication, Michelle Kam discusses with Rajat Bhattacharya the key takeaways from the Fed policy meeting, whether the US is in a recession and how should investors position themselves in this environment.
If you would like to attend the webinar referred to in this episode, please sign up via the following link https://www.sc.com/gmo
Speakers:
- Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank
- Michelle Kam, Investment Strategist, 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, Abhilash discusses the implications of the latest Fed rate hike and why markets are likely to turn more volatile around the release of key economic data in the near-term.
Speakers:
- Abhilash Narayan, Senior Investment Strategist, 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, Abhilash shares an update on the ongoing US earnings season and discusses why the recent weakness in consumer confidence data is unlikely to deter the Fed from hiking rates by 75bp.
Speakers:
- Abhilash Narayan, Senior Investment Strategist, 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, Abhilash discusses why the release of the latest inflation and GDP data for European heavyweights could drive the EUR lower, and why a jump in Australian inflation could propel AUD higher.
Speakers:
- Abhilash Narayan, Senior Investment Strategist, 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, Abhilash discusses what to expect from the coming Fed meeting and US GDP data release, and why we could see greater equity market volatility this week. Inflation and growth data releases in Europe and Australia could also trigger another bout of weakness for the EUR and extend gains in the AUD.
Speakers:
- Abhilash Narayan, Senior Investment Strategist, 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 whether the current rebound is sustainable amid the ongoing Q2 earnings season, what the market implications are of the ECB’s exit from negative policy rates and what to expect from the Fed next week.
Speakers:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, 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.
In today’s edition of Cut to the Chase, Manpreet Gill discusses what to expect from the ECB amid rising political risk in Europe, what market expectations are telling us about BoJ policy and what both central bank meetings could mean for the EUR and JPY.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Gill discusses interesting signals from market positioning survey data, what a larger 50bps rate hike by the ECB could imply and upside risks to energy prices.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Gill discusses what we see as the major drivers of gold, what explains recent weakness and why we believe gold prices are set to rebound.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Gill discusses what to watch in the week ahead, including how we’re viewing the ECB and BoJ policy meetings, what to look for from US earnings and the currency and sector opportunities these events could create.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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, Daniel Lam speaks with Manpreet Gill about the recent US inflation number, its implications for Fed policy and key asset classes, what we can learn from financial sector earnings and lower commodity prices and our broader view on the US Dollar.
Speakers:
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Gill discusses what today’s US inflation report could mean for Fed policy, why we’d favour relatively defensive sectors in the US and why we continue to see opportunities in commodity currencies.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Gill discusses recently weak data in the Euro area, Europe’s energy challenges and what all of this means for the EUR/USD currency pair as it approaches parity with the US Dollar.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Gill discusses how to read into the US inflation print due later this week, where we’d look for sector opportunities as the US earnings season kicks off and why we’d be biased to buy the dip in Chinese equities.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
This week, Steve talks to Daniel Lam about the forthcoming US earnings season – which seems to be taking on increasing importance – what this means for our sector preferences, the implications of Boris Johnson’s resignation for the British pound and when might be a good time to buy gold.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- 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 Gill discusses what we can learn from the minutes of the last Fed meeting, how elevated bond market volatility can offer attractive opportunities and why we’d watch gold prices closely for potential entry levels.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Gill discusses what we can read from the inversion of a key US bond yield curve, what indicators we’d watch to monitor recession risks and why yesterday’s move in EUR/USD is significant.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Steve Brice is joined by Prof. Raghuram Rajan in this special Through the Noise podcast to talk about inflation, potential threats to the global financial system, and - should investors delve into cryptocurrencies or is it too late?
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Professor Raghuram Rajan, ex-IMF Chief Economist and former Governor of Reserve Bank of India
To read our H2 Global Market Outlook report, please visit www.sc.com/gmo.
In today’s edition of Cut to the Chase, Manpreet Gill discusses why Bank of Japan policy remains in sharp contrast to central bank policy elsewhere, what could cause short-term upwards momentum to continue and possible scenarios under which USD/JPY could sharply reverse.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Gill discusses why markets would ideally want a not-too-hot-not-too-cold US jobs report this week, why the RBA meeting could be supportive for the AUD and why we’d watch bond, not equity, markets for direction this week.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Steve talks to Hannah Chew from the asset allocation team about why she expects an income-focused approach to investing to outperform a more pro-cyclical, balanced allocation. They also discuss whether high dividend equities are still attractive and which areas of the bond market offer the best risk-reward in an income portfolio.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Hannah Chew, Portfolio Strategist, Standard Chartered Bank
For the Global Market Outlook event registration referred to in the podcast, visit https://www.sc.com/gmo
For more of our latest market insights, visit Market views on-the-go.
In this episode of the H2 Outlook mini-series, Steve talks to Manpreet about what path the US Dollar is likely to follow for the rest of this year, where we see the biggest opportunities in FX markets right now and why we still see benefits in exposure to gold.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
For the Global Market Outlook event registration referred to in the podcast, visit https://www.sc.com/gmo
For more of our latest market insights, visit Market views on-the-go.
In today’s edition of Cut to the Chase, Manpreet Gill discusses what to make of major central banker comments at the ECB Forum in Portugal, why we see them dovetailing into our longer term preference for income assets and what short impact they could have on FX markets.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In this episode of the H2 Outlook mini-series, Steve talks to Fook Hien about why we are reducing our suggested allocation to global equities, which regions are likely to outperform and why our sector preferences are procyclical in China, but more defensive in Developed Markets.
If you would like to attend the webinar referred to in this episode, please sign up via the following link - https://www.sc.com/gmo
Speakers:
- Steve Brice, Chief Investment Officer, 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.
In today’s edition of Cut to the Chase, Manpreet Gill discusses how China’s easing of Covid rules for international travels fits into our positive view on the country and region’s equity markets, why our equity sector picks remain conservative in the US and why we believe the EUR has room to fall further in the very short term.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
A sharp repricing of central bank rate hike expectations and bond yields have dramatically improved the relative attractiveness of bonds. In this edition of our podcast on the H2 Outlook, Steve Brice speaks with Abhilash Narayan to explore why we believe adding exposure to bonds offers an attractive risk reward given the rise in recession risks. They also discuss the factors that could lead Developed Market High Yield and Asian USD bonds to outperform global bonds.
If you would like to attend the webinar referred to in this episode, please sign up via the following link - https://www.sc.com/gmo
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Abhilash Narayan, Senior Investment Strategist, 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 Gill discusses how key driver for the CAD are evolving, why we expect rangebound moves in the short term and why we do expect both energy prices and interest rates to push the currency higher long term.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
The global macroeconomic outlook has deteriorated in recent months, with central banks turning their focus singularly towards subduing inflation pressures. In this edition of our podcast on the H2 Outlook, Steve Brice discusses with Rajat Bhattacharya the indicators we need to monitor to assess US recession risks, how far the Fed is likely to tighten policy, the risk to Euro area periphery economies from the ECB’s policy tightening and how China stands out from the West in the global economic cycle as it emerges from its year-long downturn.
If you would like to attend the webinar referred to in this episode, please sign up via the following link - https://www.sc.com/gmo
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Rajat Bhattacharya, Senior Investment Strategist, 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 Gill discusses the possible risks to oil prices amid the G7 proposal to cap Russian oil prices, why inflation data and oversold equity markets may be key for the market direction this week and why we’d add to bonds at the expense of equities.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
This is the first part of a mini-series which discusses the investment outlook for the second half of 2022.
Steve talks to Audrey about the key changes in our asset allocation calls, including the rationale for increasing our allocation to bonds, why we are adding the UK alongside Asia ex-Japan as a preferred equity region and why gold still makes sense in a diversified allocation.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Audrey Goh, Head of Asset Allocation and Thematic 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, Abhilash Narayan discusses the key takeaways from Fed Chair Powell’s senate testimony and highlights the key data releases to look out for today.
Speaker:
- Abhilash Narayan, Senior Investment Strategist, 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, Abhilash Narayan takes a look at the various Fed members scheduled to speak this week and discusses the implications of the latest guidance from RBA on the AUD.
Speaker:
- Abhilash Narayan, Senior Investment Strategist, 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 Gill discusses why the SNB is concerned about a 2.9% inflation reading, why we see the recent fall in USD/CHF as an opportunity and why we’d being disciplined about stop-loss levels may be key to any USD/CHF strategy.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Gill discusses how to read into Fed Chair Powell’s upcoming testimony, why we see a more positive policy environment in China and what we’d make of the signal from the weekend’s sharp drop in cryptocurrencies.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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, Steve speaks with Abhilash to discuss the implications of recent Fed rate hikes on the outlook for US growth and the potential increase in recession risks. They also discuss how investors may position within equities and bond markets given the current uncertain outlook.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Abhilash Narayan, Senior Investment Strategist, 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 Gill discusses the key takeaways from the Fed meeting, what we see as investment implications after the Fed’s message and what to make of the ECB’s emergency meeting.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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, Abhilash Narayan discusses key things to watch out for in the FOMC meeting later tonight and discusses the risk-reward for Yen given the recent weakness and rising risk of a currency intervention.
Speaker:
- Abhilash Narayan, Senior Investment Strategist, 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 Gill discusses what drove yesterday’s sharp drop in equities and rise in bond yields, why the Fed meeting this week assumes particular significance and where we see opportunities amid the volatility.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Gill discusses why this week’s Fed meeting assumes greater importance after last week’s inflation data, what to make of the Japanese statement on the Yen ahead of the BoJ meeting and why we’d add to Asian equities and dollar bonds.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Audrey Goh talks to Henrik Fisker, CEO and founder of Fisker Inc, an electric vehicle (EV) producer to discuss the outlook for the electric vehicles industry, his journey in setting up the business and decarbonising his supply chain along the way. We also discuss lessons learnt from his earlier failures and successes in this business.
Speakers:
- Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered Bank
- Henrik Fisker, CEO and Founder, Fisker Inc
For more of our latest market insights, visit Market views on-the-go.
In this week's edition of Through The Noise, Steve talks to Daniel about whether the recent outperformance of Asian equities can extend, the outlook for the JPY after its dramatic slump and the outlook for oil and high yield bonds.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- 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 Gill discusses the significance of Chinese policy approval of a series of new video games, what to watch in today’s ECB policy meeting and what S&P500 technicals are telling us about the near-term outlook.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Markets have clearly had a rough start to 2022. Steve talks about 3 things to bear in mind when trying to manage your portfolio through volatile market conditions.
Speaker:
- Steve Brice, Chief Investment Officer, 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 Gill discusses the details of the World Bank’s economic growth downgrades, why we see opportunities in energy sector equities and how Australia’s surprisingly large rate hike is expected to support the AUD.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Gill discusses why the NZD is often known as the ‘Kiwi’, how its policy rate hikes can be a support and why a recovery in Chinese economic growth could be a positive catalyst for the currency.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Gill discusses why inflation data due later this week in several key markets is key, why US equities may be set to trade in a range short-term and why we’d keep a close watch on the EUR.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Goh discusses with Manpreet Gill on what to make of the recent market rally? Is this the start of more sustained gains or simply a temporary bear rally?
What can investors do in the near term while gauging the evolution of recession risks? Also where are the opportunity for income investors, with yields on most areas in bonds close to multi-years high?
Speakers:
- Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered Bank
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Gill discusses how to read the overnight jump in US bond yields, why we remain optimistic on Chinese equities and USD bonds and what he is doing on World Bicycle day.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Gill discusses why we shouldn’t worry about the start of Fed QT, what high inflation in Europe could mean for ECB rates and the EUR and the significance of recent policy measures in China for equity markets.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Gill discusses our view on the Canadian Dollar, including the impact of recent moves in oil prices and recent economic data, and what tomorrow’s policy rate hike could mean for the currency.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Gill discusses how the US Memorial Day holiday usually marks the start of summer, why labour market data may be key to extending last week’s strong equity rebound and what Asian and European data are likely to mean for currency markets.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In this week’s edition of the TTN podcast, Steve talks to Fook Hien Yap about what the recent decline in inflation expectations means for the outlook for bond and equity markets, which currencies are likely to be the biggest beneficiaries from emerging US dollar weakness and what developments in China on the lockdown and policy front means for the local equity market.
Speakers:
- Steve Brice, Chief Investment Officer, 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.
In today’s edition of Cut to the Chase, Manpreet Gill discusses why the Fed appears likely to deliver only on what is priced into markets, why rate hikes in New Zealand are consistent with our preference for commodity currencies and why Chinese policymaker comments could be positive for markets.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Gill discusses yesterday’s move lower in US bond yields, what may be driving this move lower and why we believe it illustrates several opportunities in bond and FX markets.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Gill talks about how to read into recent ECB policy signals of higher rates ahead, what challenges the ECB faces in raising rates and why all of this means we’re turning increasingly bullish on the EUR over the next 2-4 weeks.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Gill discusses why a 20% drawdown is a popular bear market definition, the importance of the upcoming minutes of the last Fed meeting and what is in store for Asian markets in the week ahead.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Today, Manpreet discusses with Rajat about whether we are close to a bottom in major equity markets, what are the key things to keep an eye on, what does recent China economic data mean for our bullish Asia equity view and how should investors navigate the current environment.
Speakers:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
- Rajat Bhattacharya, Senior Investment Strategist, 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 Gill discusses what drove the sharp drop in US equity markets yesterday, what insights we can offer from a few key characteristics and what the move means for the near-term market outlook.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Gill discusses why we see a brightening outlook for the Australian Dollar, why the domestic interest rate outlook is key and what we can learn from the ongoing air traffic recovery in Asia-Pacific.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Gill discusses why it's all about consumer data in the US this week, why US equity markets may be approaching technically significant levels and why we’d view Asian equity and bond markets through a glass-half-full lens despite weak Chinese data.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Today, Steve talks with Daniel Lam about why the bond-equity correlation matters and whether it might be changing for the better, why investors should be aware of negativity bias, which areas of markets are particularly interesting from an investment perspective and what should we make of the recent volatility in Stablecoins.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Audrey Goh talks to David Serra, CEO of Algebris Investments to discuss about his thoughts on Ukraine-Russia crisis and why he believe that this will trigger a long-term investment boom in Europe, particularly relating to defence and the clean energy sectors. We also discussed about how investors can incorporate elements of ESG and green investing into their portfolios, not just equity asset classes but credit as well.
Speakers:
- Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered Bank
- David Serra, CEO, Algebris Investments
For more of our latest market insights, visit Market views on-the-go.
In today’s edition of Cut to the Chase, Manpreet Gill discusses how to interpret yesterday’s inflation reports in both the US and China, why both may create opportunities for investors and what we can learn from the recent drama in crypto stablecoins.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Gill discusses why one’s definition of the ‘US Dollar’ is important to forming a view, why further gains look increasingly difficult short term and why we’d still focus on commodity currencies to position for any turn lower in the USD.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Gill discusses what likely drove the sharp equity market sell-off yesterday, why placing this in a long-term context can be helpful, and why the upcoming US inflation data release remains key to the outlook.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Gill discusses why markets are likely to be quite focused on inflation data release across several key markets this week and why recent events continue to favour energy prices as well as energy sector equities.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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, Steve speaks with Manpreet Gill to discuss the implications of the Fed announcement this week, whether now is the time to be adding to bond portfolios and how the Fed outlook and earnings season fits into our sector preferences.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) 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 Gill discusses why the Fed decision could help the outlook for beaten-down equities, why recent events feed into our equity sector preferences and what surprise central bank decisions outside the US could mean for opportunities in FX markets.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses what to focus on from the Fed overnight, what equity sectors we’d focus on in the US and why we continue to like Asian equities long-term.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In this week’s edition of the TTN podcast, Steve talks to Daniel about the continued sell-off in equity and bond markets, when it might turn around and whether it is creating opportunities for investors.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- 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 Gill discusses what triggered the significant drop in the EUR overnight, why geopolitics and Chinese growth are key to the currency’s outlook and why it is not likely for the pair to go to 1.00 easily.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In this episode of Investips, Trang Nguyen discusses the importance of diversification, and the different ways it can help investors manage their portfolio for a successful investment journey.
Speaker:
- Trang Nguyen, Senior Portfolio Strategist, 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 Gill discusses what drove US equities lower yesterday, why a sector strategy and gold exposure can help and why we’d keep a close watch on the Bank of Japan meeting this week.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses why we expect a gradually stronger SGD over time and what to make of yesterday’s sharp fall in Chinese equities.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses how to interpret Friday’s fall in US equities, what market technical are telling us and why earnings remain one of the most important potential catalysts to watch closely this week.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In this week’s edition of the TTN podcast, Steve talks to Fook Hien Yap about how the US earnings season is surpassing expectations, the outlook for bond yields and the implications of the recent policy easing in China for local equity markets.
Speakers:
- Steve Brice, Chief Investment Officer, 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.
Following the release of our Q2 thematic update, Audrey Goh talks to Hannah Chew to discuss the recent performance of our long-term themes in Climate investing, Digital and China common prosperity. They explored the reasons for their recent underperformance as well as what they expect in terms of their outlook going forward. Additionally, they discussed why it would still make sense for investors to incorporate long-term themes in their portfolio.
Speakers:
- Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered Bank
- Hannah Chew, Portfolio Strategist, 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 Gill discusses why a sector approach to Chinese equities is one option to navigate the current environment, how to interpret the brief pause in bond yields and what we’ll be watching over the next few days.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses why we’d be careful about chasing the Japanese yen lower, why we’d focus instead on our preferred equity sectors in China, and why we’d watch any discussion of a European ban on Russian oil and gas exports closely.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses why we like gold, what is driving prices higher and why we expect prices to break above USD 2000/oz in the coming weeks.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses what the Q1 earnings season means for sector strategies, how to interpret Chinese economic data and what European and Singapore policy signals mean for their currencies.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In this week’s edition of the TTN podcast, Steve talks to Rajat Bhattacharya about the outlook for inflation, what it means for the coming US earnings season and where the opportunities are for investors.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Rajat Bhattacharya, Senior Investment Strategist, 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 Gill discusses why the March US inflation report supports the case for bond yields taking a pause, and why two policy decisions could dictate whether oil prices stay rangebound.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses how the ECB’s decision is a particularly tricky one this week, why the French Presidential election continues to loom over markets and why we believe the EUR is likely to weaken further in the short term.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses why investors should focus this week on possible policy easing in China, whether the ECB tightens its tone in Europe and whether inflation indeed is peaking in the US.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Goh speaks to Fook Hien Yap on what the decisive hawkish turn by the Fed means for investors. They also discuss energy sector equities and if the sharp rebound in Chinese high yield bonds is sustainable.
Speakers:
- Audrey Goh, Senior Cross-Asset 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.
In this edition of Talking Thematics, Audrey speaks to Manpreet to get a broad overview of the cryptocurrency landscape, how to think about market prices and why upcoming regulations are key.
Speakers:
- Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses what investors should focus on from the Fed policy meeting minutes, how to interpret the drop in China’s services PMI and why we remain confident in energy sector equities.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses why we should watch Fed policy comments in conjunction with whether the S&P500 holds above a key technical level, and why we still like the AUD.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses why a combination of higher energy prices and rate hike expectations creates a favourable outlook for the Canadian Dollar, despite fading momentum in the very short term.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses what recent signals from US equity market may be telling us about the quarter ahead, and why Chinese equities should start the week on a positive note.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In this week’s episode, Steve talks to Daniel Lam about the momentary inversion of the US yield curve this week, whether this is something to be concerned about and which asset classes generally perform well after an inversion. They also talk about the wild ride for HK/China equities in March and what is the outlook from here.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Daniel Lam, Senior Cross-Asset Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In this final episode of a 5-part mini-series on the Q2 Outlook, Steve talks to Manpreet Gill about why he still believes the US dollar will weaken later this year and why commodity currencies, the Chinese yuan, gold and (eventually) the Euro should benefit.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Following the release of our 360 perspective titled “Enter the Metaverse”, Audrey Goh talks to Steve Brice to understand what is Metaverse and the potential implications of this transition to various parts of the society. They also explore potential opportunities and challenges that may arise as a result of greater adoption of Metaverse.
Speakers:
- Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank
- Steve Brice, Chief Investment Officer, 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, Abhilash discusses how the rise in oil prices is starting to filter through into inflation reading and what it means for monetary policy going forward.
Speakers:
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In the fourth of a 5-part mini-series on the Q2 Outlook, Steve talks to Fook Hien Yap about his preference for Asia ex-Japan equities, why the US market is likely to withstand higher interest rates and his sector preferences both globally and across the US, Europe and China.
Speakers:
- Steve Brice, Chief Investment Officer, 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.
In today’s edition of Cut to the Chase, Abhilash discusses the progress in Russia-Ukraine talks and how investors should interpret the recent US government bond yield curve inversion.
Speakers:
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In this episode of Investips, Trang Nguyen discusses the basic concept of private assets and their potential roles in a traditional investment portfolio.
Speaker:
- Trang Nguyen, Portfolio Strategist, Standard Chartered Bank
To read the full publication, click here.
For more of our latest market insights, visit Market views on-the-go.
In today’s edition of Cut to the Chase, Abhilash discusses what is driving the recent bout of weakness and volatility in USD/JPY and why a change in policy signal may be required for the Yen to rebound.
Speakers:
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In the third of a 5-part mini-series on the Q2 Outlook, Steve talks to Abhilash Narayan about why the worst may be behind us in bond markets and why we have become more constructive on corporate bonds and EM USD government bonds.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In the second of a 5-part mini-series on the Q2 Outlook, Steve talks to Rajat Bhattacharya about the economic environment, why the labour market and China are key to the global growth outlook and what to keep on the radar as we move into the second quarter.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Rajat Bhattacharya, Senior Investment Strategist, 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 Gill discusses what equity market technicals are telling us about the near-term outlook and why investors should pay close attention to US economic data and policy comments in the week ahead.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In the first of a 5-part mini-series on the Q2 Outlook, Steve talks to Manpreet Gill about why the equity market rally is likely to extend, Asia/China assets remain attractive and income investors should be selective in embracing higher bond yields. They also discuss the risks emanating from higher oil prices.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Michelle Kam talks to Steve Brice, Daniel Lam and Manpreet Gill to answer the top client questions from a recent client webinar which covered the Ukraine situation and the latest Fed policy meeting. Topics include how investors should deal with high inflation and tightening monetary policy, the outlook for China equities/high yield bonds and the US technology sector, and our currency preferences in the current environment.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Daniel Lam, Senior Cross-Asset Strategist, Standard Chartered Bank
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses all the key moves in oil markets overnight, how investors can potentially mitigate against the risks and gold’s possible role amid recently jumps in inflation.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses what Powell and other Fed policymaker comments mean for interest rates, what the rise in bond yields means for different asset classes, and why weather forecasting holds many similarities with market forecasting.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses what is driving a renewed surge in oil prices, and why the Canadian Dollar, or Loonie, could offer one way to ride this rebound.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses the improving sentiment in equity markets, why we would not worry excessively about the Death Cross technical pattern and why we’d keep a close watch on oil markets.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In this week’s episode, Steve talks to Manpreet Gill about whether China has effectively decided to underwrite China equity and bond markets. They also dissect the implications of the recent US FOMC meeting and also discuss the outlook for gold after the recent consolidation.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses why the Fed’s decision is supportive for equities and diversified investment allocations, and why investors should pay equal attention to recent policy announcements in China.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses what has been driving the unusually large drop in China and Hong Kong equities over the past few days, and why four signposts can help guide investors on how markets may move in the coming days.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses the signposts that can help navigate Chinese financial markets after the sharp drop in equities yesterday, and why we should pay attention to a broader set of drivers when assessing the CNY’s path from here.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses why the Fed message, China’s Covid measures and oil prices are the three factors that may be the most important for financial markets this week.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Steve and Abhilash discuss the behavioural aspects of investing and why a ‘sea of red’ can be a good time for long-term investors to increase investment allocations. They also discuss implications of China’s increasingly supportive economic policies for equities and property sector bonds.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Abhilash Narayan, Senior Investment Strategist
For more of our latest market insights, visit Market views on-the-go.
In today’s edition of Cut to the Chase, Manpreet Gill discusses how to interpret the sharp fall in oil prices and rebound in risky assets and why a policy-heavy day in Europe could be very significant for global markets in the days ahead.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses where opportunities may lie in sharply contrasting short and long-term outlooks for the Euro, just ahead of a key European Central Bank meeting, and why we may have just spotted a black swan in the metals market.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
What has gender diversity got to do with ESG and sustainable investing?Find out more in our special International Women's Day podcast, where we explore whether gender diversity really contributes towards performance and how investors can start looking at this.
Speakers:
- Abhilash Narayan, Senior Investment Strategist
- Hannah Chew, Portfolio Strategist
- Eugenia Koh, Head, Sustainable Investing
In today’s edition of Cut to the Chase, Manpreet Gill summarises key moves from yesterday’s market turmoil, why the energy sector could offer a harbour amid the market storm and what S&P500 technical indicators are telling us about the near-term outlook.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses the potential significance of the jump in oil prices, what to look for from this week’s ECB policy meeting and why China’s NPC meeting this year is particularly important.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In today’s podcast, Steve talks to the CIO Office’s head of economics Rajat Bhattacharya and our senior equity strategist Fook Hien Yap. They discuss the 3 red lines of the Ukraine crisis, what this means for monetary policy settings around the world, and explain why the Ukraine crisis has changed the CIO Office’s equity preferences from both regional and sector perspectives.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Rajat Bhattacharya, Senior Investment 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.
In today’s edition of Cut to the Chase, Manpreet Gill discusses what really stood out from US Fed Chair Powell’s testimony, why the energy and financial sectors are likely to outperform and why the discussion on digital asset regulation in Europe is worth keeping an eye on.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses why yesterday’s sharp moves in bond and commodity markets are significant, why we continue to favour the JPY and gold as short-term hedges and why Fed Chair Powell’s testimony over the next two days is so important despite the geopolitical storm clouds.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill takes a closer look at the EUR, why EUR/JPY may offer a good hedge against an escalation in risk aversion and why architecture buffs might want to take another look at the currency.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses the channels through which the weekend’s sanctions announcements could impact financial markets this week, and why its important to also focus on key economic data releases just a couple of weeks ahead of the mid-March Fed meeting.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Russia’s invasion of Ukraine marks a dramatic escalation. However, history teaches us that market reactions to geopolitical events are usually short-lived. Meanwhile, we believe the West is constrained in the retaliatory actions it can take given Europe’s dependence on Russian gas. This suggests markets are likely to recover in the coming months. Those worried about the short term could supplement their diversified foundation allocation with holdings of gold or Japanese yen.
Speaker:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In today’s edition of Talking Thematics, Audrey Goh discusses the recent performance of climate investments and how Europe may double down on its clean energy development following the rise in geopolitical tensions.
Speaker:
- Audrey Goh, Senior Cross-Asset Strategist, 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 Gill discusses learnings from history about prior equity pullbacks, what we can learn from recent economic data in Singapore, New Zealand’s pioneering efforts at inflation targeting and why we like the SGD and NZD.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In the second installment of a two-part mini-series, Trang Nguyen explains the process to construct a foundation portfolio and how to position it in the next 5-7 years.
Speaker:
- Trang Nguyen, Portfolio Strategist, Standard Chartered Bank
To read the full publication, click here.
For more of our latest market insights, visit Market views on-the-go.
In the first installment of a two-part mini-series, Trang Nguyen discusses the role and basic concepts of a foundation portfolio for a successful investment journey.
Speaker:
- Trang Nguyen, Portfolio Strategist, Standard Chartered Bank
To read the full publication, click here.
For more of our latest market insights, visit Market views on-the-go.
In today’s edition of Cut to the Chase, Manpreet Gill discusses his observations from the market’s reaction to Ukraine-related geopolitical risks, and why they favour only adding hedges at this stage rather than reducing core equity allocations.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses why the Japanese yen offers an attractive risk hedge at this point in time, and why adding a hedge may be a preferable approach to today’s geopolitical challenges over cutting back on long-term equity exposure.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses why it is important to monitor major equity market technicals in the week ahead, how Ukraine is set to continue to dominate the market narrative and how Singapore is set to run its 4th consecutive budget deficit.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Steve talks to Daniel Lam, who runs the CIO Office equity strategy team, about the value of stepping back from the day-to-day newsflow especially when it comes to geopolitical developments. They also discuss the beneficiaries of high oil prices, the implications of the European and Chinese earnings seasons and whether JPY exposure could be a good portfolio hedge.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Daniel Lam, Senior Cross-Asset Strategist, 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 Gill discusses how markets viewed Fed meeting minutes with a sense of relief and how to potentially navigate a mix of good and bad macroeconomic news through our preferred currencies.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses how reports of some easing of tensions around Ukraine could brighten the outlook for Asian equities in the short term, but also why it remains key to watch US bond yields as the market focus switches back to the Fed debate.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill talks about why the Australian Dollar has support from strong fundamentals, why we see it as an attractive short-term trade vs. the US Dollar and how it nearly ended up with a different name.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses whether oil prices could rise further, why Fed policymaker comments this week will be important for markets and what his first international flight after 2 years says about the airline sector recovery.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
This week, Steve speaks to Abhilash Narayan about the persistent bugbear that is high inflation and what it means for central bank policies, currency pairs and bond yields. They also discuss the ongoing corporate earnings season in the US and Europe and how investors might benefit from these developments.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Abhilash Narayan, Senior Investment Strategist, 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, Abhilash Narayan shares his view on recent rebound in Technology sector and key signposts to watch for in the current AUD uptrend.
Speaker:
- Abhilash Narayan, Senior Investment Strategist, 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, Abhilash Narayan discusses the recent pullback in oil prices and why the upcoming US CPI data and 10-year Treasury yield levels are likely to drive markets in the near-term.
Speaker:
- Abhilash Narayan, Senior Investment Strategist, 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, Abhilash Narayan discusses key signposts for the EUR/USD and how gold can help hedge against the risk of higher inflation and heightened geopolitical tensions.
Speakers:
- Abhilash Narayan, Senior Investment Strategist, 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, Abhilash Narayan discusses how strong Q4 earnings have helped the recent equities rebound and potential for market volatility around US CPI data release later this week.
Speakers:
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Steve speaks to Fook Hien Yap and Manish Jaradi about the US earnings season, the outlook for equity markets and the implications of India’s budget and the European Central Bank’s hawkish pivot.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank
- Manish Jaradi, Senior Investment Strategist, 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, Abhilash Narayan discusses the sharp decline in US Dollar and potential implication of upcoming central bank meetings on the EUR and GBP.
Speaker:
- Abhilash Narayan, Senior Investment Strategist, 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, Abhilash Narayan discusses key developments over the weekend and highlights why US earnings and jobs data could be key for a potential rebound in US technology sector this week.
Speaker:
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In today’s edition of Talking Thematics, Audrey Goh discusses with Robert Russell why thematic investing?
What is the framework one can use to look at thematic ideas? How focusing on longer term trends can be a good way future proofs ones’ investments.
Speakers:
- Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank
- Robert Russell, Senior Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In this week’s podcast, Steve talks to Manpreet about why he believes now is a window of opportunity for investors, especially in equity markets.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses how to interpret the Fed’s decision and Powell’s press conference from a market’s perspective, why the IMF’s growth downgrade is actually a positive and how to analyse geopolitical risks in Ukraine.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill discusses what to focus on from the Fed’s statement later today, what Singapore’s surprise policy tightening means for FX markets and El Salvador’s plans to buy-the-dip in Bitcoin.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill talks about three indicators that should help gauge whether we are approaching the end of the equity market sell-off, and why the AUD could represent a good opportunity to play a short-term rebound in risk assets.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill helps put a rough week in perspective, analyses whether the Fed meeting could help bring some calm to markets and whether the opportunity today lies in Hong Kong’s Hang Seng.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
After a difficult start to the year for investors, Steve talks to Daniel Lam and Abhilash Narayan about the implications of rising US interest rates on global and China equity markets, ways to mitigate the risk of rising bond yields as well as the outlook for the US dollar, gold and cryptocurrencies.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Daniel Lam, Senior Cross Asset Strategist, Standard Chartered Bank
- Abhilash Narayan, Senior Investment Strategist, 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 Gill examines what events and industry in recent days mean for oil prices, and whether the ECB policy meeting later today could offer the USD a reprieve.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill talks looks through the sea of red in markets overnight to look for signals on where financial markets may go from here.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In the first episode of Investips, Trang Nguyen talks about why it’s never too late to start investing and key considerations for first time investors.
Speaker:
- Trang Nguyen, Portfolio Strategist, 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 Gill talks about how China’s data and policy could feed into nascent bottoming in Asian equity markets, and why the Bank of Japan’s policy decision later today should support a rangebound Yen.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill talks about what to look for in China’s macroeconomic data this week, whether the ECB and BoJ may put further pressure on the US Dollar and what to focus on in the week ahead.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Today, Steve talks to Fook Hien Yap about the outlook for the US earnings season and what this means for the US equity market, whether we think the upturn in HK/China stocks is a sign of better things to come and the implications of higher US interest rates for our bond preferences.
Speakers:
- Steve Brice, Chief Investment Officer, 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.
In today’s edition of Cut to the Chase, Manpreet Gill talks about how yesterday’s key inflation reports feed into our view to buy-the-dip, some interesting technicals in Asian equities and why inflation can be key to determining which movie had the highest gross earnings in history.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill talks about Powell’s comments on US inflation and the economy, and contrasts them with the message from major technical indicators.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 Gill talks about opportunities in commodity currencies and why the Canadian Dollar looks interesting as a short term trade given supportive fundamentals, technical tailwinds and oil prices. Also, a helpful guide on the two datapoints and events to focus on in a still macro-heavy US week ahead.
Speakers:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In this first edition of Cut to the Chase, Manpreet Gill focus on recent data and events that really matter, what the key takeaway is for investors and what to focus on in the week ahead. Friday was all about US jobs, extending last week’s focus on Fed policy, and US inflation and S&P500 technicals could keep the focus on US markets in the coming week.
Speakers:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In this inaugural version of our weekly Through the Noise, our Chief Investment Officer, Steve Brice, talks with Audrey Goh about the outlook for bond yields and the implications for equity sector preferences. They also discuss signs that fears in the Asia bond market are easing and USD-Yen’s break higher.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Audrey Goh, Senior Cross Asset Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In the ninth and last podcast of the 2022 Outlook series, Steve talks to Trang Nguyen about why the best income opportunities may not be found in bonds alone.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Trang Nguyen, Portfolio Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In this eighth podcast of the 2022 Outlook series, Steve talks to Fook Hien Yap about why he expects the US and Euro area markets to outperform as we head in 2022.
Speakers:
- Steve Brice, Chief Investment Officer, 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.
In this seventh podcast of the 2022 Outlook series, Steve interrogates Abhilash on why he likes high yield and Asia USD bonds.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In this sixth podcast of the 2022 Outlook series, Steve talks to Audrey about why investors should care about climate change.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In this fifth podcast of the 2022 Outlook series, Steve talks to Marco about how blurring lines between the physical, digital and industrial spheres can offer investors attractive investment opportunities.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In this fourth podcast of the 2022 Outlook series, Steve talks to Audrey about what ‘Common Prosperity’ means and what the implications are for investors.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In this third podcast of the 2022 Outlook series, Steve grills Fook Hien Yap about which sectors are preferred in the US, Europe and China.
Speakers:
- Steve Brice, Chief Investment Officer, 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.
In this second podcast of the 2022 Outlook series, Steve talks to DJ Cheong about why the USD is expected to peak in the first half despite the Fed becoming more hawkish.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- DJ Cheong, Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
The road to normality may become increasingly visible in 2022, though its likely to be anything but straight and smooth. Expect equities to outperform bonds and cash, albeit with more modest returns than in 2021, but watch out for volatility.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
The upcoming week promises to be eventful. As incoming data on the Omicron variant points to less severe illness and enhanced protection through COVID vaccine booster shots, the focus shifts to key central bank meetings that are likely to set the policy direction for 2022. The US, Euro area and UK central banks are due to decide on whether to continue prioritising economic growth in the face of surging inflation.
While we expect them to remain growth-supportive, at least for the next 6-12 months, any hint that they are worried about price pressures becoming more entrenched could unsettle markets. The Fed meeting on 14-15 December is probably the most critical, especially against the backdrop of a tightening US job market and inflation running at 30-year highs. The ECB and BoE are likely to push back policy tightening decisions amid Europe's ongoing COVID wave.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
We believe the AUD could be approaching an inflexion point as the currency is starting to look cheap on several measures. Watch this space closely!
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Omicron has led investors to reassess their risk appetite. Latest reports indicate the new COVID variant is more transmissible and less severe than those from previous waves, but the impact on vaccine efficacy and hospitalisations remains unclear. This raises near-term uncertainty.
As investors, we have been here before. Despite several virus waves, the global stock market index has almost doubled from March 2020 pandemic lows. Authorities are better prepared today versus the first outbreak. While we need to keep a close eye on the latest wave, a bigger concern is how the outbreak impacts the inflation outlook and how the Fed responds to it. We still expect inflation to subside by the middle of next year, enabling the Fed to go slow on rate hikes after finishing bond purchases tapering. Thus, if Omicron plays out like the past waves, we would use any ensuing market volatility to pick up our preferred risk assets and longer-term structural themes.
Speakers:
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Short JPY positioning has been stretched for a while now as most of the recent short bets within the G10 FX space have been concentrated here. Find out more for what this means for investors if risk sentiment remains fragile.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
The US dollar has broken higher. What message is this leading indicator of global markets sending? There are three likely explanations for the dollar’s breakout, each with the potential to frame the market narrative in the coming months.
First, Jerome Powell’s renomination, against the backdrop of rising inflation expectations, sends a modestly hawkish message to markets. Second, the revival of the pandemic has undermined the EUR. The focus now turns to incoming German Chancellor Olaf Scholz and his revitalisation plan. Finally, a rebound in oil prices, despite a globally coordinated sale of strategic reserves by major buyers, could lift inflation expectations and put greater pressure on the Fed to react.
Speakers:
- Manish Jaradi, Senior Investment Strategist, Standard Chartered Bank
- Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In today’s episode, DJ shares his views on whether Fed Chair Powell's re-nomination means it’s policy status quo for the Fed and whether this implies further USD strength in the weeks ahead.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
The bull market in risk assets just crossed a major milestone – global equities, as measured by the MSCI All Country World index, has doubled since the pandemic low. The question now confronting investors: what will sustain the rally?
We believe the fuel that has powered the bull so far – strong economic and corporate earnings growth, driven by above-trend consumer demand and easy financial conditions – will last for the next 6-12 months. The acceleration in US retail sales last month, despite inflation running at 30-year highs, shows the strength of US consumer demand.
Speakers:
- Marco Iachini, Cross-Asset 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.
The precious metal has recently staged a technical breakout on the back of solid US CPI figures. Have the fundamentals changed, and should investors latch on to the recent rally?
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
The breakout of US inflation to a 30-year high and broadening of price pressures globally have challenged the central bank narrative that inflation is transitory. Nevertheless, several central banks, led by the Fed and BoE, have made it clear in recent weeks that their priority remains healing job markets, rather than fighting near-term inflation pressures.
The decidedly dovish near-term monetary policy outlook, combined with the surprisingly strong rebound in US job creation in October, leave us constructive on risk assets over the next 6-12 months.
Speakers:
- Manish Jaradi, Senior Investment Strategist, Standard Chartered Bank
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Central banks are shifting away from ultra-easy monetary policies, but they have mostly pushed back against expectations for higher interest rates next year. In light of that, today’s episode will span a broad review of what central banks did last week, and how it feeds into currency markets.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
The Fed’s decision to start tapering bond purchases from this month has been received well by investors. Global stocks hit a new record high and Treasury yields and the USD remained range-bound as investors continued to focus on strong corporate earnings beats. We expect easy financial conditions to prevail and growth and earnings to continue surprising positively over the next 6-12 months, helping equities outperform bonds and cash.
Speakers:
- Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
We believe it is still attractive to buy the AUD on dips as terms of trade remain supportive for the AUD. However, the currency needs to first work its way out of overbought territory.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
After a decade-long lull, markets have started to price in higher inflation expectations. However, we believe the growth outlook will be a more important driver of equities over the next 12 months as inflation gradually abates. We prefer equities over bonds and cash, but an allocation to gold can help mitigate any inflation surprises along the way.
Speakers:
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
There may be a tactical opportunity to fade recent GBP strength ahead of the upcoming Bank of England (BoE) meeting. Timing is key, though, given the presence of month-end flows, which could distort price action.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
The Q3 corporate earnings season is promising to be a strong driver of our two preferred equity markets – the US and Euro area. US companies are once again exceeding earnings and revenue estimates, leading to upgrades to future earnings expectations. Positive earnings growth surprises typically lead to sustained stock market outperformance, especially if monetary policy is supportive.
Speakers:
- Marco Iachini, Cross-Asset 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.
We believe the risk-reward of chasing the USD higher from here is poor. For USD/JPY, though, oil prices are a risk.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
The stars are aligning for the Fed to start tapering bond purchases this year, though tapering and rate hikes have historically not stood in the way of equity market gains till monetary policy becomes outright tight. We continue to favour US and Euro area equities.
In China, though, the focus remains on property sector stress. We continue to believe a broader crisis is unlikely, but a catalyst in the form of less uncertainty or policy easing may be needed to trigger a bottom in Asian High Yield (HY) bonds.
Speakers:
- Manish Jaradi, Senior Investment Strategist, Standard Chartered Bank
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Both the CAD and JPY exhibit interesting technical breakouts in recent days, albeit in opposite directions. In this podcast, we discuss whether the moves are consistent with fundamentals and whether the moves represent an investment opportunity.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
There is a building narrative that the world may be shifting from a reflation to a stagflation regime. While it is likely that global growth will slow as emergency stimuli are unwound and that inflation will stay elevated for longer due to supply constraints, we believe key indicators are not pointing to a stagflation outlook. As such, we would use any market dislocation to add exposure to risk assets.
Speakers:
- Manish Jaradi, Senior Investment Strategist, Standard Chartered Bank
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Australia’s RBA and New Zealand’s RBNZ hold key policy meetings this week. The AUD could be set to outperform as we see greater room for a currency-supportive policy surprise.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Central bank bond purchase tapering and rising expectations of policy rate hikes across developed economies are signs of growing confidence in the economic recovery. Global equities and riskier bonds are likely to remain well-supported on a 6-12-month horizon in this environment as inflation-adjusted interest rates stay low, or negative. We retain a preference for US and Euro area equities.
Speakers:
- Manish Jaradi, Senior Investment Strategist, Standard Chartered Bank
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
German election results are in, and it appears the base-case scenario of a left-leaning coalition of the SPD, Greens and FDP is playing out. In this episode, DJ Cheong highlights what this means for the EUR in the near and medium-term.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Markets have heaved a sigh of relief after the Fed upgraded its growth forecasts and appeared confident in unwinding its record stimulus. In Europe, polls are increasingly pointing to a coalition between the socialist SPD, the Greens and the liberal FDP after the 26 September elections, which could lead to more fiscal stimulus. These developments support our positive outlook for US and Euro area equities. We remain watchful about Evergrande’s fallout in China, although we believe widespread contagion is unlikely.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Markets appear to have come to the realisation that we could see some Fed hawkishness at the upcoming FOMC meeting. In this episode, DJ Cheong lists some scenarios to expect and explains how investors should be positioned ahead of this key event.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
The coming week is an eventful one for investors. The Fed policymakers’ interest rate forecasts through to 2024 will show whether they are turning more hawkish. Also, in focus is China’s measures to contain any fallout from debt challenges at its second-largest property developer. Finally, the German election on 26 September portends to alter the policy space in Europe. Each of these events offers medium-term investors attractive opportunities.
Speakers:
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Unlike the protagonists in Netflix’s Money Heist, the market’s interest in gold has been lacklustre this year. Join DJ Cheong as he offers a brief update on the macro environment, gold’s fundamentals, investor flows and the outlook for the precious metal over the next few weeks.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Germany’s upcoming federal election has the potential to fundamentally alter the policymaking compass of Europe, lifting its growth potential. The ECB too remains highly accommodative, despite upgrading growth and inflation forecasts and announcing plans to slow the pace of its pandemic bond purchases.
We believe the unfolding political and policy map of the Euro area will enable regional equities to outperform global stocks and the EUR to rise in the next 6-12 months.
Speakers:
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
- Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Price action within G10 FX has been one of USD underperformance but can that persist? In this episode, DJ Cheong revisits the USD ‘smirk’ framework and posits where the USD is headed in the short-term following a dismal US job data release.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
China’s markets are likely turning a corner, with some assets such as internet sector equities offering short-term tactical opportunities and others such as High Yield bonds and material and industrial sector equities offering medium-term openings.
We will need to see a dovish turn in China’s fiscal, monetary and regulatory policies before we become more constructive on China equities more broadly on a 12-month horizon.
Speakers:
- Manish Jaradi, Senior Investment Strategist, Standard Chartered Bank
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
In this episode, DJ Cheong talks about the underlying message from the Fed’s recently concluded Jackson Hole symposium and how that impacts our near-term and medium-term USD views.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
'Talking about tapering' is now well underway and we expect the US Federal Reserve to announce bond purchase tapering by end-2021. This could create temporary volatility, but strong economic and earnings growth and rock-bottom policy rates mean we retain a preference for equities over bonds.
Speakers:
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
To read the full publication, click here.
For more of our latest market insights, visit Market views on-the-go.
In this podcast, DJ Cheong provides an update on the recent wobble in risk assets and how that impacts risk-sensitive currencies like the AUD. The UK and Australia’s contrasting approaches to tackling the COVID-19 pandemic provides investors with an opportunity to add exposure to GBP/AUD on dips.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Risk assets wobbled and stock market volatility jumped as Fed meeting minutes showed most policymakers want to start tapering bond purchases this year. Should investors be worried? While the minutes surprised markets, given prior expectations of an early 2022 tapering start, we do not see a slightly earlier tapering imparting a lasting drag on risk assets.
Speakers:
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
While our Chief Investment Office’s central view is that inflation will likely be transitory, in part 2 of this conversation, strategists Audrey Goh and Trang Nguyen delve deep into historical data to offer investment options to consider across a range of inflation scenarios.
Speakers:
- Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank
- Trang Nguyen, Portfolio Strategist, Standard Chartered Bank
To read the full publication, click here.
For more of our latest market insights, visit Market views on-the-go.
After more than a decade largely below target, recent inflation data in the US have jumped sharply. However, ample slack in labour markets lead us to believe inflation will prove transitory. In part 1 of this conversation, strategists Audrey Goh and Marco Iachini elaborate further on why the Chief Investment Office believes inflation will be transitory and run through a scenario analysis of what could drive downside risks to this view.
Speakers:
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
- Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank
To read the full publication, click here.
For more of our latest market insights, visit Market views on-the-go.
In this podcast, DJ Cheong talks about recent risk-on/risk-off dynamics and how that may affect currency markets. Traditional safe-haven currencies like the JPY and CHF have notched gains amid global growth fears, continued COVID-19 concerns and geopolitical uncertainty in the Middle East. Pairs like EUR/JPY and AUD/JPY look interesting here and could offer investors a tactical opportunity to position for continued risk aversion in the days ahead.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Our strategy of averaging into Value-style equities may be starting to pay off. The revival of confidence in the US economic recovery after a solid jobs report and yet another quarter of surprisingly strong US and European corporate earnings have led to a recovery in bond yields. Although the resurgence of COVID-19 worldwide remains a concern, we see the renewed confidence as a catalyst for global Value-style equities, regions and sectors.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Gold had a rough start to the week, falling as low as 1685 before paring losses. In this episode, DJ Cheong delves deeper into the precious metal’s latest sell-off and whether the price correction offers investors an attractive entry point.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Monetary policy hawks have selectively started to appear along the horizon. Several Emerging Market and commodity exporter central banks have started to taper bond purchases or raise policy rates.
Recent signals from Fed policymakers support our expectation of a tapering announcement later this year. This risks triggering temporary market volatility, but strong growth and earnings data give us confidence to buy US and European equities on any such dips and sell into USD rallies.
Speakers:
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
In this episode, we focus on the AUD and NZD, comparing their central bank policies, economic performance and sensitivity to risk-off sentiment. We have a preference for the NZD over the AUD in the near-term as the RBNZ remains one of the more hawkish central banks around. Hence, we believe AUD/NZD could see more downside in the coming weeks.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
We see equity markets transitioning to a slower, but more sustainable, pace of gains as countries vaccinate and learn to live with COVID-19. US and European equities remain preferred. We view Asia ex-Japan and China equities as core holdings, but await more attractive entry levels. In the coming months, markets are likely to focus on the timing of Fed tapering of bond purchases, China’s policy direction, inflation expectations and the effectiveness of COVID-19 ‘vaccinate-and-normalise’ strategies.
Speakers:
- Manish Jaradi, Senior Investment Strategist, Standard Chartered Bank
- Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank
UK hospitalisation and mortality rates will be key for the UK’s ‘vaccinate and live with it’ COVID-19 strategy. While investors are likely to shuttle between fear and hope, we expect the UK's strategy to succeed, which should gradually lift the GBP.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
The August-October period tends to be seasonally lacklustre for equity markets, but this year we are focussing on three key issues. The UK experiment with the idea of living with COVID-19 after adequate vaccinations could show the world a path out of the pandemic.
Corporate Q2 earnings are another bellwether. Sustained positive surprises should help equity markets continue to climb the ‘wall of worry’. Finally, we expect policymakers to stay accommodative, sustaining the global economic expansion..
Speakers:
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
- Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank
In this first instalment of “Talking Thematics” we discuss the benefits of thematic investing. We also introduce our podcast listeners to our preferred themes for 2021 and highlight the investment opportunities arising from the trends underpinning these themes. Our thematic ideas encompass structural themes such as climate change, disruptive innovation and investing in a world of low-yields as well as cyclical themes of value equities rotation, US Dollar weakness and the race for income.
Speakers:
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
- Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank
- Trang Nguyen, Portfolio Strategist, Standard Chartered Bank
China’s cut in bank reserve requirements raises the chance of further policy easing. We would need to see signs of further relaxation, especially with regard to regulatory policies, before we consider turning more bullish on Chinese equities.
We believe USD-denominated corporate bonds are a more attractive route to taking exposure to China, besides select equity sectors which are likely to benefit from targeted government policy support and the ongoing global economic expansion.
Speakers:
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
Regular listeners will know that we hold a favourable view towards the NZD over a 12 month horizon. In this podcast, we provide a quick update on what to expect at tomorrow's Reserve Bank of New Zealand (RBNZ) policy meeting and how it fits into broader NZD fundamentals.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
The pullback in US government bond yields has contrasted with the ongoing reflation and recovery narrative. Are lower bond yields signalling challenges ahead?
We believe not, given the fall in yields is driven by positioning, falling economic surprises and inflation expectations. Instead, we believe it is creating an entry opportunity in Value and non-US equities and High Yield bonds.
Speakers:
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
For more of our latest market insights, visit Market views on-the-go.
Uncertainty around the trajectory of Fed tapering could prop up the USD in the short-term, but we expect the USD downtrend to reassert itself over the next 12 months. The CAD remains a favoured currency in this scenario given its supportive terms of trade, a relatively more hawkish of Bank of Canada (BoC) and links to global growth.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
Concerns about the longevity of the economic expansion, new COVID-19 variants and Fed policy are likely overdone. We see the recent gains in Developed Market government bonds and in Growth-style equities as opportunities to rotate into our preferred risk assets.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank
Most of us tend to associate the word “transition” with energy transition and oil and gas companies. However, transition can also be applied more broadly to say that companies of today need to transition into more sustainable business models to position themselves to be successful in the future. We will delve deeper into what this looks like by looking at the ESG metrics that are material for the different industries, and how engagement plays a part in driving change.
Speakers:
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
- Thomas Morris, Product Specialist, Global Growth Equities, Allianz Global Investors
While we still expect broad USD weakness over the next 6-12 months, the near-term outlook may be more challenging as expectations of the Fed tapering and transitory US inflation argue for a temporary period of USD consolidation. We still advocate averaging into short USD positions at key technical levels and see buying EUR/USD on the dip at around 1.1700 as an attractive proposition.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
The strong burst of stimulus-led equity market performance is likely to give way to a more sustainable pace of gains in H2 2021 and beyond as the US economic recovery wave radiates to other parts of the global economy. Equities and higher yielding corporate and Emerging Market USD bonds remain preferred in this environment.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
To drive the momentum in mainstreaming ESG, understanding ESG factors and what goes into ESG ratings is important for investors. With a wealth of ESG information from various ESG rating agencies, how can investors decipher what are the meaningful ESG metrics and how to use them? We will delve deeper into how an asset manager uses its ESG ratings and also address the rise in ESG ETFs with the use of ESG ratings.
Speakers:
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
- Thomas Morris, Product Specialist, Global Growth Equities, Allianz Global Investors
The USD got a lift off a more confident Fed, following the central bank's upgrade to its growth and inflation forecasts and its decision to bring forward rate hike expectations to 2023. The upcoming trading sessions will likely provide confirmation of whether the USD will continue its cyclical downtrend quickly or settle into a period of consolidation over the next few weeks. Our medium-term bearish USD view remains unchanged.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
The Fed’s upgrade of US growth and inflation estimates and bringing forward of rate hike expectations to 2023 signals its growing confidence in the outlook for the economy. We believe a sustained economic recovery, a transitory bout of inflation and a still-accommodative Fed well into 2023 support our view that stocks will continue to outperform bonds and cash over the next 6-12 months.
Speakers:
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
The JPY has been an underperformer within G10 FX amid solid reflationary forces and the market returning to using JPY as a funding currency. We list several catalysts that could lead to a JPY rebound against the USD over the coming months. These include supportive capital inflows into Japan and elevated short JPY positioning.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
US stocks rose and the benchmark 10-year Treasury yield fell below a crucial support even after US inflation jumped to a 13-year high of 5%. The market reaction supports our view that the current bout of inflation is transitory and that the Fed is unlikely to start unwinding its unprecedented monetary stimulus soon.
Given this, we stick with our pro-risk stance, based on our outlook for strong economic growth and corporate earnings.
Speakers:
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
- Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank
We continue to favour the GBP as the UK gradually reopens its economy while UK political uncertainty recedes. A more hawkish Bank of England (BoE), as well as renewed capital inflows into the UK are also reasons why we expect the GBP to register further gains against the USD.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
The chips are falling into place for Euro area and UK stocks to outperform the rest of the world and the EUR and GBP to rise further in the next 6-12 months. Our increased conviction is based on the accelerated pace of vaccinations, which should enable the region’s economies to normalise quicker than previously expected. We believe the improved prospects are not yet priced into asset valuations or reflected in investor positions.
Speakers:
- Manish Jaradi, Senior Investment Strategist, Standard Chartered Bank
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
Today, governments, businesses, and investors increasingly equate the Paris alignment with achieving net-zero emissions by 2050. As the global energy system is responsible for 70% of emissions today, it is at the heart of addressing climate change and its transition is only at the start of a multi-decade journey. The brings forth big questions on the future of energy - where do we stand, where do we go from here and what are the investment opportunities?
Speakers:
- Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank
- Ramon Esteruelas, Investment Specialist, BNP Paribas Asset Management
Water is the foundation of all economic and social development, critical for everyday use, and especially vital in industrial production and the agricultural sector. Water as a resource is both abundant and scarce, and the demand is ever increasing. We will delve deeper into understanding the water crisis, the investment opportunities, and how it enhances investment portfolios.
Speakers:
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
- Jessica Lee, Head of Wholesale Distribution, Southeast Asia, BNP Paribas Asset Management
The NZD or “Kiwi” looks well supported by the Reserve Bank of New Zealand. The central bank is likely to be one of the first movers within Developed Markets to start normalising monetary policy – given New Zealand’s well-documented COVID-19 recovery so far. Terms of trade should also prop up New Zealand exports and act as a tailwind for the NZD. We would favour a ‘buy-on-dips’ approach for NZD/USD on any retracement below 0.7200.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
Recent data have reignited inflation worries, but we expect the rise in inflation to be short-lived given still-wide gaps to full employment in major economies. We maintain our preference for global equities and Emerging Market and High Yield corporate bonds, noting they have historically performed well in both rising and falling inflation scenarios as long as global growth is rising.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank
The United Nations Sustainable Development Goals (SDGs), also called “People’s Goals”, are 17 goals that are designed to represent a universal blueprint for all countries and actors to come together to achieve a more sustainable future. We will delve deeper into what these SDGs are and how these can help investors looking to make an impact on their investments.
Speakers:
- Eugenia Koh, Head, Sustainable Investing, Standard Chartered Bank
- Jan Anton van Zanten, SDG Strategist, Robeco
We are watching the recovery of GBP/SGD from its post-Brexit lows closely – especially the prospect of GBP gains accelerating from a technical perspective. We expect any downside technical corrections in GBP/SGD to be shallow and hold above 1.85.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
The 35% plunge in Bitcoin prices since their April peak and this week’s volatility sends a stark message to investors – not to put core investments at risk by chasing the latest mania. While we do not expect Bitcoin’s latest bout of volatility to have a contagion effect on other assets, these episodes are a reminder of the benefits of a diversified asset allocation. We remain pro-risk on a 6-12 month horizon.
Speakers:
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
- DJ Cheong, Investment Strategist, Standard Chartered Bank
The mainstreaming of ESG is inevitable, with the European counterparts ahead of the game with a head start, and Asia playing catch up. Government regulations and Covid-19 has changed investor focus and attitudes in Asia, and the growth and momentum will continue. We will delve deeper into changing landscape in Asia and what investors starting out in sustainable investing can consider.
Speakers:
- Eugenia Koh, Head, Sustainable Investing, Standard Chartered Bank
- Victor Wong, Head of Sustainability Office, UOB Asset Management
As the debate around the return of inflation rages, we see near-term price pressures and talk of a gradual unwind in monetary policy stimulus in several Developed Markets as an affirmation of improving underlying fundamentals. Therefore, we would use pullbacks to add exposure to commodity-linked currencies such as the AUD and CAD.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
A surge in US inflation jolted markets this week on concerns it could force the Fed to tighten policy sooner than expected. We lay out reasons why we believe the inflation spike is likely to be temporary, caused by short-term distortions in the labour market and supply bottlenecks. Since fundamentals continue to improve, we would use any dislocation in markets to build on our medium-term investment themes.
Speakers:
- Manish Jaradi, Senior Investment Strategist, Standard Chartered Bank
- Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank
The last week has proven to be a relatively lively period for the GBP following the conclusion of the Bank of England policy meeting and the Scottish elections. A ‘buy-on-dips’ approach is still attractive for GBP/USD, in our view, given we expect an increasingly less dovish BoE and continued rapid re-opening of the UK’s economy.
Speakers:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
US corporate earnings have once again delivered a resoundingly positive surprise. European earnings have also significantly beaten expectations. Bull markets are usually sustained by repeated earnings beats of this magnitude. While some equity market technical indicators are stretched, we remain buyers on dips.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
Numbers don’t lie, and numbers will help with painting a better picture of the scale and urgency of the climate change issue we are dealing with. Governments around the world and companies have made net zero announcements, and large amounts of investment capital is needed to fight climate change. We will delve deeper into what some of the commonly heard terms and numbers mean.
Speakers:
- Eugenia Koh, Head, Sustainable Investing, Standard Chartered Bank
- John Cappetta, Head, Private Bank, Asia Advisor, Ninety One
In today’s episode, we will focus on the pound sterling. In the UK, sentiment has improved, lockdowns have eased and the vaccination rate has continued to be one of the fastest globally, though Scottish elections are a risk. We believe this sets the stage for the UK economy to advance and for the pound to move higher in the next stage of its advance. Listen to our podcast to learn more on how we would trade the pound sterling against this backdrop.
Speaker:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
Climate change issues have increasingly become front and centre globally, and 2021 could be a turning point for tackling climate change issues. There have been supportive big-picture trends such as the European Green Deal and a Democratic U.S. president in Joe Biden who has ambitious plans to fight climate change. We will delve deeper into what are the investment opportunities here and how that relates to ESG.
Speakers:
- Eugenia Koh, Head, Sustainable Investing, Standard Chartered Bank
- John Cappetta, Head, Private Bank, Asia Advisor, Ninety One
Expectations for a global economic and earnings recovery remain relentlessly positive, despite an increasingly tightening policy bias in China and the risk of higher US taxes. We favour equities over bonds. US equities remain most likely to outperform other regions amid supportive policy, in our view. Asia ex-Japan faces headwinds from China’s tightening liquidity and a surge in COVID-19 cases in India and other markets. Asia and Emerging Market USD bonds continue to offer value and Developed Market High Yield bonds may still have room to outperform. A further inflation rise is likely to push bond yields, net-of-inflation, lower – a positive for gold and negative for the USD.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
Regular readers of our publications will be aware of our interest in the “USD smirk” framework, which is a slight tweak on the traditional “USD smile”. The smile describes how the USD usually outperforms in a risk-off environment – when there is a shortage of global USD liquidity – or when US growth outpaces the rest of the world and US yields rise. We believe the USD ‘smirk’ is increasingly relevant today, supporting our view of USD weakness in the coming 12 months.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
The Fed has a deft balancing act to perform this year - keep the US economy 'not-too-hot, not-too-cold'. Global economic drivers, such as a renewed rise in COVID-19 infections in parts of Europe and Emerging Markets and China's policy-driven slowdown, should help keep economies from overheating. This should allow the Fed to keep policy accommodative in the coming quarters. Buy-on-dips remains a preferred strategy.
Speakers:
- Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
We believe there are a number of reason to be short-term bullish on the CAD, such as Canada's term of trade boost this year, its economic ties to the US and a Bank of Canada (BoC) which is on the verge of tapering. We will delve deeper into why we like the CAD in this week's podcast.
Speaker:
- DJ Cheong, Investment Strategist, Standard Chartered Bank
We believe the so-called global reflation trade is taking a pause, as reflected in the pullback in US Treasury yields and a few other market indicators. However, fundamental data, including upbeat corporate earnings, point to a sustained recovery in the global economy. Hence, we would use the current dislocations to position for a continued cyclical recovery in risk assets.
Speakers:
- Manish Jaradi, Senior Investment Strategist, Standard Chartered Bank
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
The reflation theme continues to dominate the market narrative after a strong run of economic data and a calming of Fed policy tightening concerns. We continue to believe this combination of broadening growth and central bank intentions to stay very accommodative mean gains in global equities and riskier USD-denominated bonds can extend.
Speakers:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
- Manish Jaradi, Senior Investment Strategist, Standard Chartered Bank
April has historically been a strong month for equities. This year, it is likely to be stress-tested by investors after a strong Q1 performance. We expect the data and policy in the coming weeks to support the evolving global reflation theme, sustaining the equity market rotation from Growth to Value sectors. Our structural investment themes on new and cleaner technologies are also likely to benefit.
Speakers:
- Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank
- DJ Cheong, Investment Strategist, Standard Chartered Bank
The market narrative is shifting towards questions about ‘too much’ stimulus and a risk of inflation. We see this environment supportive of a broadening equity market rally, albeit with significant rotations across sectors, regions and themes. In equities, we see room for our rotation-to-Value theme, 'Ready, Steady, Rotate', to extend. We add the UK to our regional preferences alongside the US, Japan and Asia ex-Japan. Rising bond yields are a challenge for multi-asset income strategies as the journey to higher yields runs through initially lower bond prices. However, we see this as a temporary challenge.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Sean Pang, Investment Strategist, Standard Chartered Bank
The message from the Fed’s latest policy meeting was unmistakable – the US central bank wants to run the economy hot for quite some time and will only tighten policy if actual inflation (not expectations) significantly and sustainably rises above its modest expectations. This is likely to add an element of volatility into the bond markets, as investors parse every bit of inflation data in the coming months.
Nevertheless, we believe the environment of accelerating growth and extremely dovish central banks (the ECB announced a faster pace of bond buying only last week) is bullish for risk assets, especially US and Asian equities and higher yielding corporate and Emerging Market bonds and currencies.
Speakers:
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
- DJ Cheong, Investment Strategist, Standard Chartered Bank
President Biden’s just-approved USD 1.9tn fiscal stimulus is likely to turbo-charge growth, setting the stage for positive corporate earnings surprises, especially in old-economy sectors. Meanwhile, central banks are likely to restrain bond yields. We believe this backdrop sets the stage for further rotation from Growth to the relatively inexpensive Value equity sectors in the coming months.
Speakers:
- Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
The latest bubble warning from China’s regulator coincided with a renewed rise in bond yields, dragging stocks lower. Since it is hard to pin-point or time bubbles, a prudent course, in our view, would be to rebalance investment allocations: for instance, from last year’s winners such as Growth equities to relatively inexpensive Value stocks.
Speakers:
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
Our preference for equities remains unchanged given the improving growth and earnings outlook. However, it is prudent to review portfolios to ensure they have not strayed significantly from your risk tolerance and rebalance, if necessary.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
Rising global growth and inflation expectations have paradoxically raised some alarm bells. Will the resulting rise in bond yields force the Fed to tighten monetary policy, impacting risk assets? We do not expect the Fed to tighten policy anytime soon, given still-weak job markets. Nevertheless, there is a chance of short-term pullbacks after a rapid rise in yields, which we would use to average into our preferred asset classes and themes.
Speakers:
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
After a disruptive year of the Rat, the year of the Ox brings hope. The Ox also symbolises hard work. We acknowledge that this year will be a hard grind for economies to recover from a recession and for businesses to return to earnings growth to justify elevated valuations. We remain hopeful that both will surprise positively, benefitting risk assets.
Speakers:
- Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank
- Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank
Risk assets, especially Emerging Market equities and global high yield bonds, remain overbought. Nevertheless, improving fundamentals suggest it would be prudent to stay invested in a diversified allocation, instead of reducing exposure, and average in on any short-term market pullback.
Speakers:
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
Equities have had a very strong start to 2021. Some short-term equity market indicators look stretched, which risks some temporary weakness, but we would be comfortable buying the dip with a 6-12 month horizon. We continue to prefer equities, corporate and EM bonds and multi-asset income strategies and believe drivers of our 2021 investment themes remain in place.
Speakers:
- Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank
- Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank
US President Joe Biden’s ambitious agenda in his first 100 days should be significantly positive for reflating the US and global economy. This is likely to be supportive of global risk assets, especially in Emerging Markets, any short-term pullbacks notwithstanding.
Speakers:
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
- Manish Jaradi, Senior Investment Strategist, Standard Chartered Bank
The rapid development and deployment of the COVID-19 vaccines suggest that 2021 is likely to be a better year than 2020. Join our panel of experts at Standard Chartered as we discuss the financial outlook for 2021.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
- Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank