Standard Chartered Money Insights

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

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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

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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

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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

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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

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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

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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

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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

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This week, Steve talks about the trade-offs between saving and investing.

Speaker:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank

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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.