Episodios
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Daniel discusses the effect of excess liquidity has on risky assets, and how that may play out in H2’24 as the major Central Banks begin cutting rates.
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.
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Manpreet speaks with Audrey about how to navigate the consolidation in equity markets, how to position ahead of next week’s ECB meeting and why we see downside in the GBP.
Manpreet Gill, Chief Investment Officer, Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankAudrey Goh, Head of Asset Allocation, Standard Chartered Bank
To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.
Speakers: -
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Daniel discusses how investors are focusing upon more idiosyncratic, “tried-and-tested” investment stories to reduce over-reliance on the ongoing debate about the path of interest rates.
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.
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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
For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
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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.
Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
Speaker:For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
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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.
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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.
Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankZhong Liang Han, Investment Strategist, Standard Chartered Bank
To view our latest Global Monthly Outlook, please click here, or visit our Market views on-the-go page.
Speakers:For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
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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.
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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.
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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.
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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.
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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.
Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankRaymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank
To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.
Speakers:For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
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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. -
Daniel discusses the factors affecting the performance of electric vehicles and related stocks, and why they maybe interesting at this stage.
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 interplay of equities and currency performances in Japan and why there is still strong tailwind for Japan 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. -
Daniel discusses the recent strong performance in Chinese equities, and how investors may be positioning themselves.
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 equity rebound, China USD bonds and industrial metals.
Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankZhong Liang Han, Investment Strategist, Standard Chartered Bank
To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.
Speakers: -
Daniel discusses the strong performance of Asian high-yield bonds YTD, and what to expect going forward this year.
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 how the low interest rate environment is unlikely to return in a long, long time, and why investors should be concentrating upon inflation-hedges in the near-future.
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 what the latest US non-farm payroll means for the EUR vs. USD.
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. - Mostrar más