Standard Chartered Money Insights

Daniel discusses factors influencing the USD, how it is coming under short-term pressure and ways for investors to position themselves.

Speaker:

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

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Daniel talks about how US corporate bond spreads have been tightening, amid rising default rates, and what are the investment 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 talks about the strong CEO Confidence figures in the latest US Conference Board survey and what it means 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.

In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to discuss the recent rally in equities, bonds and gold.

To view our latest Global Monthly Outlook, please click here, or visit our Market views on-the-go page.

Speakers:

• Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
• Zhong Liang Han, 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 looks for some counter-arguments against US equities, such as the rising auto-loan and credit card delinquencies.

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 our latest views on USD/JPY and Japanese equities, how they interact with one another, and the investment opportunities current markets offer. 

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 latest news of government support in China, and why it is likely to help near-term sentiment as well as tactical opportunities.

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 pullback in oil and energy stocks, and why it is worth looking to slowly accumulate, as inflation and US-election hedge.

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 with Raymond about the implications of the recent set of US economic and inflation data, what to make of the Q1 earnings season and whether we expect the Chinese equity market rally to continue.

To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.

Speakers:

• Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
• Raymond Cheng, Chief Investment Officer, North Asia, 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 latest set of US consumer inflation data, how it extends the shift in the market narrative towards a “slowing US economy at a measured pace”, and why we expect more investor rotation back into US 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.