Standard Chartered Money Insights

Daniel talks about the sharp change in narratives this year for US equities, and why investors should be trimming into strength and rotating into equities from other regions.

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

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Manpreet speaks to Audrey about how to position ahead of the expiry of Trump’s tariff pause. We would use any near-term rebound in the US dollar to rebalance into non-US equities and Emerging Market local currency bonds.

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

- Audrey Goh, Head of Asset Allocation,  Standard Chartered Bank

Daniel discusses the current environment for inflation, how it compares to the end ‘21 and H2 ’22 experiences, what it means to the Fed and how investors should be positioning their bond 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 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.