Standard Chartered Money Insights

In this episode of InvesTips, Steve Brice and Trang Nguyen discuss the importance of regular portfolio rebalancing over the long term, and share tips to help investors achieve this. 

Speaker:

• Steve Brice, Chief Investment Officer, Standard Chartered Bank
• Trang Nguyen, Senior Portfolio Manager, Standard Chartered Bank

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Daniel discusses the potential pause in rate hikes after the FOMC decision, and why it bodes well for Fixed Income and Gold.

Speaker:

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

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Daniel discusses what likely explains US equities’ performance despite long-term challenges, and how investors should use this opportunity to rebalance their portfolio. 

Speaker:

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

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Daniel discusses the trend in diversification from USD into Gold in Central Bank reserves and other key drivers in Gold prices.

Speaker:

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

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Zhong speaks to Manpreet to discuss why markets have been relatively resilient despite rising US recession risk, why we would fade any short-term rebound and why we continue to favour bonds over equities long-term. 

Speaker:

• Zhong Liang Han, 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

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Daniel discusses why it is still attractive to rotate into high-quality fixed income and Asian USD bonds, despite the pullback in the US 10-year yield level since Q4’22.

Speaker:

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

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Daniel discusses how technical factors have been suppressing volatility in US equities, and why this represents a window of opportunity to rotate from equities into fixed income.

Speaker:

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

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Daniel discusses concerns about what recent bilateral trade agreements between Saudi Arabia, Brazil and China mean for the role of the USD, and the direction of the USD over the next 6-12 months.

Speaker:

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

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Daniel looks at Chinese equities in perspective versus global equities, and looks at how investors could position their portfolio.

Speaker:

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

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In this week’s edition of Through The Noise podcast, Zhong Liang speaks to Audrey about a few tactical opportunities, including adding to US defensive equity sectors and China equities, increasing exposure to high quality bonds and safe-haven currencies such as the JPY and the CHF.

Speaker:

• Zhong Liang Han, Investment Strategist, Standard Chartered Bank
• Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered Bank

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