Standard Chartered Money Insights

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 

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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 

Daniel talks about the latest FOMC meeting and its implications on 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 how political change in Korea is likely to act a strong catalyst to narrow the “Korean discount” in the country’s equity market.

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 geopolitical influence on oil prices, and what that means in the broader portfolio context. 

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 yet another looming US debt ceiling limit, why there are new twists this time, and how it feeds into the outlook for US government bonds 

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 speaks to Rajat about the key takeaways from financial markets in the first half of 2025, looking deeper into European equities and also discuss potential impact on oil prices after the latest tension in the Middle East.

Read our latest Weekly Market View here. 

Speakers

- Ray Heung, Senior Investment Strategist, Standard Chartered Bank

- Rajat Bhattacharya, Senior Investment Strategist, 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 that latest US CPI figure, the building of the narrative of Fed rate cut, and the re-kindling of interests in bonds.

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 what investors can do to help mitigate the risk of USD weakness

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.