Episoder
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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. -
Mangler du episoder?
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Daniel discusses the importance of the non-farm payroll last Friday, and how it can help to alleviate hawkish Fed narrative.
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 Rajat about what to make of the recent Fed meeting, his read of a potential rotation towards Asia ex-Japan equities and what to make of the recent volatility in the JPY.
Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankRajat Bhattacharya, Senior 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: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 Fed’s latest policy meeting, its tough fight against inflation and how it may lead to volatility in markets.
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 evolving Fed rate cut narrative, what are the indicators, and how investors should 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. -
Daniel discusses how the BoJ has been “erring on the side of caution” in the latest BoJ meeting, by keeping policies unchanged, and how investors should 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 how to position following the recent pullback.
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 Market View Report, please click here.
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 how drivers of US sector performances have become much more idiosyncratic, and what are the sectors to be watching out for.
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 mild green-shoots continue to emerge in China, and the stabilisation in Chinese equities versus low expectations and positioning.
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 over-crowdedness is leading to a pullback in US equities, and what are the key levels to watch out for.
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 short-term trend in the USDJPY, and how what levels investors may aim to buy Japanese 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. -
Manpreet speaks with Raymond about the outlook for financial assets in the context of today’s heightened geopolitical tensions and where he sees opportunities today in Indian and Chinese equities.
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 BankRaymond Cheng, Chief Investment Officer, Standard Chartered BankFor 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 concludes the discussion on the change in narrative in financial markets over the last few weeks, looking into EM equities, and potential rotation amongst markets there.
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 continues the discussion on the change in narrative in financial markets over the last few weeks, concentrating upon the impact on Fixed Income and Forex.
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 change in narrative in financial markets over the last few weeks, and what are the arising opportunities 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 dovish ECB meeting, how the ECB is likely to run ahead of the Fed in the rate-cutting cycle, and how investors should 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 Audrey to discuss the latest US inflation report, the ECB policy meeting and the upcoming US earnings season.
Audrey Goh, Head of Asset Allocation, 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: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 third-consecutive hawkish US consumer inflation report, and how investors should be positioning themselves across asset classes to mitigate risks.
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 fundamental improvement in US energy companies’ profitability and the sector’s rising defensiveness, while retaining its cyclicality.
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. - Se mer