Standard Chartered Money Insights

Daniel discusses the differences between the two high-quality fixed income assets classes that we are overweight on, i.e. Asian USD bonds and DM IG government bonds.

Speaker:

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

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Daniel discusses the weak set of Chinese data, our expectations of measured policy stimulus and the improving technicals in the Chinese internet sector.

Speaker:

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

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Daniel discusses why VIX is trading at post-pandemic lows, and why investors should not get overly-complacent in risky assets.

Speaker:

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

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Daniel discusses the likelihood of targeted stimulus from China to stimulate the economy, and why the current underperformance in Chinese assets represent a buying opportunity.

Speaker:

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

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Manpreet speaks with Audrey to discuss why we see opportunities in very divergent macro data in the US and China, our views on the US technology sector and what central bank actions last week mean for the JPY, GBP and CAD.

Speaker:

• 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 and Thematic Strategy, Standard Chartered Bank

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Daniel discusses the falling trend in US inflation figures, how that feeds into asset classes and how investors can position their portfolio 

Speaker:

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

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Daniel discusses the probabilities of a US technical default from the “debt ceiling” debate, and how investors may redirect their portfolio ahead of time.

Speaker:

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

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Daniel discusses the strength in EUR and Euro-area equities, and how investors may position their portfolio. 

Speaker:

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

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Daniel discusses how the strong US non-farm payroll number may help assets such as Gold and Hong Kong China equities.

Speaker:

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

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Manpreet speaks with Rajat to understand where the risks are after a very macro and policy-heavy week, what we can learn from past US debt ceiling debates and how investors can position themselves in this environment.

Speaker:

• Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
• Bhattacharya, Rajat, Senior Investment Strategist, Standard Chartered Bank

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For more of our latest market insights, visit Market views on-the-go.