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