Standard Chartered Money Insights

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.

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 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.

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.