Standard Chartered Money Insights

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.