Standard Chartered Money Insights

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 

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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 

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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 

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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 

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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