Afleveringen
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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
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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. -
Zijn er afleveringen die ontbreken?
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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. -
Daniel discusses how Gold has been defying conventional wisdom this year, what are the driving forces of its sharp rise, and how investors can 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. -
Daniel discusses the latest series of strong US economic data, what the risky assets are telling us, and how to take advantage of sector rotation in the US 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 oil and gold after strong gains recently, and how they impact the Fed rate outlook and, in turn, the outlook for US equities.
Manpreet Gill, Chief Investment Officer, 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 EM local currency bond space, and opportunities in Indian local currency bonds.
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 high hurdle in the upcoming US earnings season, and why it makes sense for investors to increase their exposure in the US energy sector.
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 potential trends that may develop in the bond space, even if rates volatility reduces, and how investors may position their portfolio.
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 YTD outperformance from the Asian HY bonds over IG bonds, and what is likely in store 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. - Laat meer zien