Standard Chartered Money Insights

Daniel discusses the positioning from various types of investors in US equities, the risks behind the current melt-up, and the levels that investors should be watching out for.

Speaker:
 - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

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Daniel discusses EM local currency government bonds, what are the key drivers, and why a pullback would represent adding opportunity.

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 Powell’s Jackson Hole speech and its implications for risk assets. 

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. 

Steve discusses with Ray their perspectives on the upcoming Fed and ECB meetings in September. They share insights and recommendations for the equities and bond markets, while also addressing the outlook for the USD and gold. 

Find out more from our latest Global Market Outlook report here.

Speakers:

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

- Ray Heung, Senior Investment Strategist, Standard Chartered Bank

Daniel shares thoughts about the upcoming US semiconductor sector earnings, and the implications 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 or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel provides balancing arguments to the previous day’s podcast, and how this would interact with the fundamentals of Chinese companies. 

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 shifts gears to talk about the current Chinese earnings season, and what it means to investors. 

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 outcome of the US-Russia summit and implications on risky assets. 

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 speaks to Rajat about what we can learn from data about expected Fed policy in September, why we like China equities and what to make of the Trump-Putin summit. 

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 

- Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank 

Daniel looks at volatility in US equities, that can be caused by over-crowdness, and how investors can position themselves ahead of this.

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.