Standard Chartered Money Insights is a podcast series created to bring you the latest market views on-the-go. Join experts from Standard Chartered Bank as we deep dive into the global insights and financial analysis that matter to help you make better financial decisions.
This podcast channel and its contents are being distributed for general information only. It is not and does not constitute research material, independent research, an offer, recommendation or solicitation to enter into any transaction or adopt any hedging, trading or investment strategy, in relation to any securities or other financial instruments. The podcast content is for general evaluation only. It does not take into account the specific investment objectives, financial situation or particular needs of any particular person or class of persons and it has not been prepared for any particular person or class of persons. Opinions, projections and estimates are solely those of SCB at the date of the podcast content and subject to change without notice. Past performance is not indicative of future results and no representation or warranty is made regarding future performance. Any forecast contained herein as to likely future movements in rates or prices or likely future events or occurrences constitutes an opinion only and is not indicative of actual future movements in rates or prices or actual future events or occurrences (as the case may be).
Through the Noise: Tables Turning
In this week’s edition of Through The Noise podcast, Manpreet speaks with Fook Hien about what to make of equity markets’ record highs and where he sees investment opportunities today.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 BankFook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/23/2024 • 11 minutes, 49 seconds
Cut to the Chase! Is this the pivotal point?
Daniel discusses the recent strong performance in Chinese equities, and how should investors be positioning their portfolio. Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/22/2024 • 3 minutes, 58 seconds
Cut to the Chase! Respecting the risks
Daniel discusses the mixed messages from the most recent US data, what this means for the “disinflationary thesis”, and how investors should be positioning their portfolio. Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/21/2024 • 3 minutes, 41 seconds
Cut to the Chase! Favourable fundamentals and positioning
Daniel discusses the prospects of Japan equities, after a strong start YTD.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/20/2024 • 3 minutes, 14 seconds
Cut to the Chase! Facing geopolitics
Daniel discusses how geopolitics drives commodities price this year, and what investors may consider to hedge against price volatility.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/19/2024 • 3 minutes, 40 seconds
Through the Noise: Speed bump?
In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Audrey to discuss the implications of the unexpectedly strong US inflation data on our preferred asset classes.To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.Speakers:Audrey Goh, Head of Asset Allocation, Standard Chartered BankZhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/16/2024 • 10 minutes, 38 seconds
Cut to the Chase! The next 20 years
Daniel discusses the “Value-up” program from the Korean government, how it may lead to the narrowing of the “Korean discount”, and sectors that investors should be watching out for.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/15/2024 • 4 minutes, 6 seconds
Cut to the Chase! The “no-landing” narrative
Daniel discusses the latest US CPI figure in conjunction with the recent non-farm payroll numbers and why it is raising the probability of a “no-landing” narrative in the US economy. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/14/2024 • 3 minutes, 29 seconds
Cut to the Chase! Born in the Year of the Dragon
Daniel discusses the desire of EM governments to carry out fiscal consolidation, what are the drivers to watch out for, and the implications on EM Government debt.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/13/2024 • 3 minutes, 59 seconds
Through the Noise: The race to boost Asian valuations
In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to discuss the Asian equity and bond markets.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 BankZhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/9/2024 • 10 minutes, 11 seconds
Cut to the Chase! Driven by tight supply
Daniel discusses the key factors and the trends driving the Asian USD Corporate Bond asset class in 2024.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/8/2024 • 4 minutes, 14 seconds
Cut to the Chase! The football match and the equity index
Daniel talks about the upcoming key macro data in China, and how investors may position their portfolio.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/7/2024 • 4 minutes, 9 seconds
Cut to the Chase! The ‘other’ macro blockbuster
Daniel assesses the latest Indian Budget announcement as well as the upcoming Monetary Policy Committee meeting, and their implications for investors.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/6/2024 • 4 minutes, 4 seconds
Cut to the Chase! “Differentiation” in the buzz word
Daniel synthesises the takeaways from the most recent non-farm payroll numbers and FOMC meeting, and discusses the importance of the exposure to high-quality, resilient growth.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/5/2024 • 4 minutes, 3 seconds
Through the Noise: Trimming equity allocation slightly, adding bonds
In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Rajat to discuss our latest portfolio tweaks, this week’s key events, US growth stocks and European equities.Speakers:Rajat Bhattacharya, Senior Investment Strategist , Standard Chartered BankZhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/2/2024 • 11 minutes, 49 seconds
Cut to the Chase! Not in a rush
Daniel discusses the implications of the first Fed policy meeting of the year, and how investors may consider reallocating their portfolio.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
2/1/2024 • 4 minutes, 4 seconds
Cut to the Chase! The bright spot
Daniel discusses the short-term momentum in oil prices, the demand-supply dynamics, and why China’s energy equity sector is interesting right now.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/31/2024 • 3 minutes, 20 seconds
Cut to the Chase! Addressing the issues
Daniel discusses the cross-asset implications on the latest round of stimulus in China.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/30/2024 • 3 minutes, 17 seconds
Cut to the Chase! Two step-forward, one step back
Daniel talks about why it makes sense to consider partly locking-in some profit in US equities and look to add back at lower levels, or to rotate partially into some defensive sectors.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/29/2024 • 3 minutes, 59 seconds
Through the Noise: Time to rebalance
In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to discuss the durability of the US stock market rally, China equities, Red Sea tensions and our updated 3-month currency views.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 BankZhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/26/2024 • 10 minutes, 46 seconds
Cut to the Chase! Not a good problem to have
Daniel discusses the significance of the high real interest rate in China, how it limits the effectiveness of monetary policies, and the likelihood of a “large-scale” fiscal stimulus.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/25/2024 • 4 minutes, 10 seconds
Cut to the Chase! Living the dream
Daniel talks about the “cautiously optimistic” BOJ decision, short-term and medium-term thoughts on the JPY, and implications for Japan equity investors.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/24/2024 • 4 minutes, 14 seconds
Cut to the Chase! A good problem to have
Daniel discusses the strength in the US housing market, what it means for global equities, and levels to add on S&P 500.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/23/2024 • 3 minutes, 53 seconds
Cut to the Chase! The glitter
Daniel discusses the key factors driving gold prices, its current technicals, and interesting entry levels. Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/22/2024 • 3 minutes, 32 seconds
Through the Noise: What to expect from central banks?
In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Fook Hien to discuss upcoming central bank policy decisions, US bank earnings, China equities and UK government bonds.To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.Speakers:Zhong Liang Han, Investment Strategist, Standard Chartered BankFook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/19/2024 • 11 minutes, 20 seconds
Cut to the Chase! India and basketball
Daniel talks about Indian equities and bonds - which have been enjoying favourable tailwinds from a “near goldilocks” macro environment and structural positivities.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/18/2024 • 3 minutes, 54 seconds
Cut to the Chase! Not the candidate
Daniel discusses the relatively weaker economic profile in Europe compared to the US, and why investors should prefer to buy US and Japan equities on dips, despite the deep discount in European equities versus history. Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/17/2024 • 4 minutes, 21 seconds
Cut to the Chase! Being mischievous
Daniel discusses what we can learn from the latest Chinese macro data and how we would view equities within this context.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/16/2024 • 4 minutes, 6 seconds
Cut to the Chase! Seeing through the mist
Daniel dissects the latest US CPI inflation figure, why we believe it does not derail the broader disinflation trend, and key levels to watch across asset classes.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/15/2024 • 4 minutes
Through the Noise: In search of the perfect landing?
Manpreet speaks to Raymond about what to make of recent macro data, why the Japanese equities rally likely has legs and what to watch for in Asia in the coming week.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, North Asia, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/12/2024 • 12 minutes, 52 seconds
Cut to the Chase! The intriguing picture
Daniel discusses how various technical indicators are showing a firm USD in the near-term, and how that may present opportunities for investors to accumulate long duration trades in Q1’24.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/11/2024 • 3 minutes, 48 seconds
Cut to the Chase! The next catalyst
Daniel looks at the upcoming US earnings season, and its investment implications.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/10/2024 • 3 minutes, 50 seconds
Cut to the Chase! The bright spot
Daniel digs deeper into the semiconductor sector, as well as discussing Korean equities – our overweight market within Asia ex-Japan.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/9/2024 • 3 minutes, 12 seconds
Cut to the Chase! Hawkish headlines, with some dovish details
Daniel discusses the latest non-farm payroll numbers as well as arising opportunitiesSpeaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/8/2024 • 3 minutes, 38 seconds
Through the Noise – Time to consolidate gains
Manpreet speaks to Fook Hien about why markets could consolidate in the short term and where we would look to take advantage of opportunities presented by asset class pullbacks.Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFook Hien Yap, Senior Investment Strategist , Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/5/2024 • 11 minutes, 4 seconds
Cut to the Chase! Just in case…
Daniel discusses what we see as key risks in 2024, and how investors can consider hedging against them.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/4/2024 • 3 minutes, 49 seconds
Cut to the Chase! A smoother ride
Daniel discusses why this year could offer a smooth ride for fixed income, and where investors should focusSpeaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/3/2024 • 4 minutes
Cut to the Chase! The tailwind
Daniel discusses the current favourable environment for equities, and how investors may position their portfoliosSpeaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
1/2/2024 • 3 minutes, 52 seconds
2024 Outlook - How to build an income allocation
Steve speaks to Audrey about what are the favoured asset classes in an income portfolio given the 2024 Outlook.To view our 2024 Outlook, please click here. Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankGoh, Audrey Sze Chieh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/20/2023 • 9 minutes, 12 seconds
2024 Outlook – Bonds and Currency markets
Steve speaks to Manpreet about our bonds and currency market outlook for 2024, why we like high quality bonds and how to take advantage of the US Dollar range.To view our 2024 Outlook, please click here. Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankManpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/19/2023 • 9 minutes
2024 Outlook: Prefer US and Japan equity markets
Steve speaks to Daniel Lam and Fook Hien Yap about our 2024 equity market outlook, which are our favoured regions, what we mean by a barbell approach in the US and Europe and which sectors we prefer in China. To view our 2024 Outlook, please click here. Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankDaniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/18/2023 • 10 minutes, 5 seconds
2024 Outlook – Sailing with the Wind
Manpreet speaks to Steve about our market outlook for 2024 and where we see the key investment opportunities. Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankSteve Brice, 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.
12/15/2023 • 10 minutes, 44 seconds
Cut to the Chase! Change is the only constant
Daniel discusses the dovish pivot in the latest FOMC meeting and how it is favourable for “long duration” trades. “Cut to the Chase” podcast shall return on 02-Jan-24.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/14/2023 • 3 minutes, 18 seconds
Cut to the Chase! Positive demographics
Daniel explains the structurally positive drivers for Indian equities, the counterpoint from its expensive valuation, and how investors can consider positioning within their portfolioSpeaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/13/2023 • 4 minutes, 7 seconds
Cut to the Chase! Technical greenshoots
Daniel talks about the latest set of China CPI and PPI data, and emerging greenshoots in the Hang Seng IndexSpeaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/12/2023 • 3 minutes, 59 seconds
Cut to the Chase! Further macro data gaining in prominence
Daniel talks about the recent stronger-than-expected non-farm payroll and how investors should be positioning their portfolioSpeaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/11/2023 • 4 minutes, 32 seconds
Through the Noise: Three lessons from a roller-coaster year
In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to review the roller-coaster year 2023.Speakers: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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/8/2023 • 10 minutes, 14 seconds
Investips - How to create a budget and stick with it
In this episode of Investips, Steve Brice and Trang Nguyen discuss different methods of budgeting and share various tips to stay on track with a budget which plays a critical role in any financial plan. Speakers:- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank- Trang Nguyen, Senior Portfolio Manager DPM, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/7/2023 • 6 minutes, 53 seconds
Cut to the Chase! The end of an era?
Daniel talks about the US elections, what we can learn from today’s early signs and what these could mean for financial markets.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/7/2023 • 4 minutes, 22 seconds
Cut to the Chase! The golden opportunity
Daniel discusses the sharp move in gold prices, and key levels where investors can consider accumulating.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/6/2023 • 3 minutes, 21 seconds
Cut to the Chase! A season of festive
Daniel discusses the tactical opportunities available in Euro area equities.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/5/2023 • 3 minutes, 35 seconds
Cut to the Chase! A graceful slowdown
Daniel explains why the environment is still looking well for long duration ideas, and how investors may be positioning themselves.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/4/2023 • 3 minutes, 23 seconds
Through the Noise: What comes after November’s stellar rally?
In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Fook Hien about what comes next after November’s rally, recent US data implications for US equities and what Germany’s budget crisis means for European assets. Speakers:Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankZhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
12/1/2023 • 9 minutes, 8 seconds
Cut to the Chase! The beginning of the end
Daniel discusses the USDJPY carry trade – why it had been so overwhelming, and why there are increasing signs that the trend maybe coming to an end.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/30/2023 • 3 minutes, 55 seconds
Cut to the Chase! Enjoy it while it lasts
Daniel discusses the constructive combination of “inflation falling” and “wage growth rising” in the US and what this means for how investors should be positioning themselves while it lasts and beyond.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/29/2023 • 3 minutes, 32 seconds
Cut to the Chase! It is a matter of confidence
Daniel discusses how there could be potentially a short-term rebound in the USD/CNH, and what that may mean to Chinese equities.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/28/2023 • 3 minutes, 22 seconds
Cut to the Chase! The tale of two commodities
Daniel discusses how related drivers are having different effects on Gold and Oil, and how investors may consider positioning themselves.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/27/2023 • 3 minutes, 41 seconds
Through the Noise: A Christmas rally next?
In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet about the possibility of a Christmas rally and the outlook for China equities, currency and commodities.Speakers: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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/24/2023 • 10 minutes, 5 seconds
Cut to the Chase! The power of pricing power
Daniel discusses how pricing power is likely to be of even greater importance in the coming year in differentiating sector performances within US equities.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/23/2023 • 3 minutes, 34 seconds
Cut to the Chase! The short side
Daniel discusses the pressure that oil prices is facing from a slowdown in demand, what it means for investors and what are the sectors to focus on in the US.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/22/2023 • 3 minutes, 24 seconds
Cut to the Chase! The positioning element
Daniel looks at positioning in US equities, and why this factor is likely to further support to the current rallySpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/21/2023 • 3 minutes, 18 seconds
Cut to the Chase! Still need to regain confidence
Daniel takes a closer look at Chinese equities, the challenges the economy is facing, and learnings from the latest earnings season.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/20/2023 • 3 minutes, 48 seconds
Through the Noise: Disinflationary tailwind
In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet about the inflation outlook and its implications, the outlook for China and Japan equities and the JPY. Speakers: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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/17/2023 • 10 minutes, 13 seconds
Cut to the Chase! The car race and the fire
Daniel takes a closer look at the low-volatility environment in equities, how volatility is likely to evolve and what are the investment implications for investors.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/16/2023 • 4 minutes, 1 second
Cut to the Chase! When doves fly
Daniel takes a closer look at the latest US CPI print, and why it reinforces our long duration ideas.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/15/2023 • 3 minutes, 42 seconds
Cut to the Chase! “It’s the Economy, …!”
Daniel takes a closer look at Asian USD bonds, and a Chinese economic recovery is likely needed for a more sustained rally in the asset classSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/14/2023 • 4 minutes, 8 seconds
Cut to the Chase! The age gap and The Magnificent Seven
Daniel looks at drivers of small vs. large cap equities in the US, and why a “buy on dips” approach to large growth equities as well as long-short strategies may be increasingly attractive. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/13/2023 • 3 minutes, 50 seconds
Through the Noise – What Next?
Manpreet speaks to Raymond about the prospects of a year-end US equities rally, whether this could extend to Chinese equities as well and the prospects of a further fall in bond yields.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, North Asia , Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/10/2023 • 13 minutes, 19 seconds
Cut to the Chase! The key assumption
Daniel looks at key drivers of US inflation, and why it is likely to decelerate, supporting the recent rally in risky assetsSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/9/2023 • 4 minutes, 3 seconds
Cut to the Chase! Catching the worm
Daniel looks at how the recent dovish turn of events in the US may feed through to EM, and in particular, Chinese equities.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/8/2023 • 3 minutes, 55 seconds
Cut to the Chase! Challenging the wisdom
Daniel discusses the sharp turn in sentiment for the better in risky assets over the last few days, and whether this rally has legs.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/7/2023 • 3 minutes, 45 seconds
Cut to the Chase! Managing expectations
Daniel talks about the recent Bank of Japan meeting, potential developments of the BOJ’s policies and possible paths for USDJPY.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/6/2023 • 4 minutes, 8 seconds
Through the Noise - Another hawk mellows
Manpreet speaks to Rajat about what we can learn from the Fed and BoJ meetings this week, why we still see an opportunity to add high quality bonds and why capped bond yields could support a year-end equities rally.Speakers: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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/3/2023 • 10 minutes, 58 seconds
Cut to the Chase! A quarter of a step closer
Daniel discusses the combination of a slightly dovish Fed policy meeting and weaker US manufacturing data as potential tailwinds for “long duration” Growth equities.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/2/2023 • 3 minutes, 55 seconds
Cut to the Chase! Bricks and mortar
Daniel discusses the pressures that the real estate sector is facing across the globe, what are the key drivers and when a turn in sentiment is likely.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
11/1/2023 • 3 minutes, 58 seconds
Investips - Retirement planning for women
In the last of our 3-part retirement series, Steve Brice and Trang Nguyen discuss a few practical ways women can improve the potential of a successful retirement journey ahead.Speakers:Steve Brice, Global Chief Investment Officer, Standard Chartered BankTrang Nguyen, Senior Portfolio Manager DPM, Standard Chartered BankStandard Chartered Wealth Insights is now on YouTube, follow us here.For more of our latest market insights, visit Market views on-the-go.
11/1/2023 • 4 minutes, 54 seconds
Cut to the Chase! The classic tussle
Daniel discusses the classic tussle between “strong micro” and “uncertain macro”, which are the two forces influencing US equities, and how investors may position their portfolioSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/31/2023 • 3 minutes, 50 seconds
Cut to the Chase! When geopolitics trumps
Daniel discusses the recent strong price movement in Gold, and what it takes that may lead to a more sustained rally in Gold prices.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/30/2023 • 4 minutes
Through the Noise: The big bond debate
In this week’s edition of Through The Noise podcast, Zhong Liang speaks to Manpreet about the outlook of US government bond yields, its implications on other asset classes and the geopolitical conflict in the Middle East.Speakers:Zhong Liang Han, Investment Strategist , Standard Chartered BankManpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/27/2023 • 10 minutes, 37 seconds
Cut to the Chase! The breaking news
Daniel discusses the expansion of the Chinese budget deficit and what it means for Chinese assets.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/26/2023 • 4 minutes, 26 seconds
Cut to the Chase! Alien territory
Daniel talks about the US 10-year treasury yield going above 5% for the first time in years, its implications and how investors should consider positioning their portfolio.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/25/2023 • 3 minutes, 51 seconds
Investips – The Investment Lifecycle
In the second of our 3-part retirement series, Steve Brice and Trang Nguyen discuss investment strategy investors in different age groups should consider to successfully achieve their retirement objectives.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankTrang Nguyen, Senior Portfolio Manager DPM, Standard Chartered BankStandard Chartered Wealth Insights is now on YouTube, follow us here.For more of our latest market insights, visit Market views on-the-go.
10/24/2023 • 6 minutes, 58 seconds
Cut to the Chase! The Fifth Strike
Daniel discusses if this year could be the 5th year in 150 when both stocks and bonds end in the red.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/24/2023 • 3 minutes, 59 seconds
Cut to the Chase! When “Glass Half-Full” is seen as “Glass Half-Empty”
Daniel talks the recent Chinese data beats, and why investors did not embrace it with full enthusiasm.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/23/2023 • 4 minutes
Through the Noise - Turning point
Manpreet speaks to Audrey about the portfolio implications of the rise in US bond yields, what we can learn from US earnings and the opportunity in EM local currency bonds.Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankAudrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/20/2023 • 9 minutes, 44 seconds
Cut to the Chase! A potential pullback in the King Dollar
Daniel talks about the key drivers for the USD, and why we expect a mild pullback in the greenback.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/19/2023 • 4 minutes, 14 seconds
Cut to the Chase! The push and pull factor
Daniel digs deeper into flow between onshore and foreign investors in Chinese equities, and what it takes to turn the sentiment around.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/18/2023 • 3 minutes, 32 seconds
Cut to the Chase! More tough-going for EMs
Daniel digs deeper into the impact of potentially higher oil prices, and why this may hurt EM Asia economies.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/17/2023 • 3 minutes, 21 seconds
Cut to the Chase! The spanner in the works
Daniel discusses the latest US CPI print, the asset price reaction, why this could be a buying opportunity, and what is the risk to the thesis.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/16/2023 • 3 minutes, 18 seconds
Through the Noise: All eyes on the Middle East
Manpreet speaks to Abhilash about what scenarios could unfold following recent events in the Middle East, how oil prices could evolve in these scenarios and what asset classes could offer a hedge.Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist , Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/13/2023 • 9 minutes, 35 seconds
Cut to the Chase! Comparing India with China
Daniel discusses the difference in structures of the two economies, and whether Indian imports can offset a potential slowdown in Chinese growth for the global economy.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/12/2023 • 4 minutes, 34 seconds
Cut to the Chase! The driver in-focus
Daniel talks about the key driving factors in oil prices, given recent developments in the Middle East.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/11/2023 • 4 minutes, 32 seconds
InvesTips - The Future of Retirement
In the first of our 3-part retirement series, Steve Brice and Trang Nguyen discuss key factors one needs to consider for successful retirement planning where the traditional one-size-fits-all retirement model may prove outdated.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankTrang Nguyen, Senior Portfolio Manager DPM, Standard Chartered BankStandard Chartered Wealth Insights is now on YouTube, follow us here.For more of our latest market insights, visit Market views on-the-go.
10/10/2023 • 4 minutes, 15 seconds
Cut to the Chase! A pivotal point
Daniel discusses the expectations for the US earnings season, and what are the key sectors to watch out for.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/10/2023 • 4 minutes, 20 seconds
Cut to the Chase! Is the US consumer faltering?
Steve talks about mixed US economic signals and the implications for the Fed and bond markets over different time horizons. He also highlights a potential opportunity in gold.Speaker:Steve Brice, 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.
10/9/2023 • 3 minutes, 38 seconds
Through the Noise: Is the rout over?
Michelle speaks with Raymond on the latest outlook on US government bonds, and how we should position our equities allocation ahead of the US Q3 earnings season and after China’s Golden Week holiday.Speaker:Michelle Kam, Investment Strategist, 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.
10/6/2023 • 11 minutes, 40 seconds
Cut to the Chase! Can we talk about something else?
Fook Hien tries to look beyond the market’s hyper focus on interest rates and discusses US equity sector opportunities.Speaker:Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/5/2023 • 4 minutes, 7 seconds
Cut to the Chase! Remember what happened in March?
Fook Hien discusses the benefit of having gold as a portfolio hedge, in an uncertain macro environment.Speaker:Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/4/2023 • 3 minutes, 44 seconds
Cut to the Chase! The most important question!
Fook Hien discusses the most important question as mentioned by a Fed official, and how that impacts the outlook for US equities.Speaker:Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/3/2023 • 4 minutes, 2 seconds
Cut to the Chase! What now for Q4?
Fook Hien discusses an opportunity for those who believe the US dollar is likely to weaken over the next 6-12 months: EM local currency government bonds.Speaker:Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
10/2/2023 • 3 minutes, 54 seconds
Through the noise - Buying opportunity?
Hannah speaks to Fook Hien about the implications from the past week’s risk off environment and whether this is a good buying opportunity for investors.Speaker:Hannah Chew, Portfolio Strategist, Standard Chartered BankFook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/29/2023 • 10 minutes, 44 seconds
Cut to the Chase! Hitting some milestones
Fook Hien discusses the rise in US government bond yields to a multi-year high and what it means for investors.Speaker:Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/28/2023 • 3 minutes, 49 seconds
Cut to the Chase! Unfamiliar grounds
Daniel discusses the tight oil supply and how that is influencing the oil markets, and how investors should be positioning in oil-related investments. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/27/2023 • 4 minutes, 5 seconds
Cut to the Chase! US exceptionalism
Daniel discusses how US has been outperforming the rest of the world, both economically in risky assets, in a tight liquidity environment, and how investors maybe positioning their portfolio. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/26/2023 • 3 minutes, 47 seconds
Cut to the Chase! Erring on the side of caution
Daniel discusses the BOJ’s recent decision to keep monetary policies easy for now, how that may lead to USDJPY to stay high in the very near-term, and how it lends tailwinds to Japan equities. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/25/2023 • 3 minutes, 29 seconds
Through the Noise: 2023 Q3 Outlook - Reshuffling after pause
Hannah speaks to Manpreet about our Q3 2023 Outlook and highlights how investors can reposition after a potential pause in rate hikes by central banks.View or download our full Q3 2023 Outlook here.Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankHannah Chew, Portfolio Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/22/2023 • 9 minutes, 34 seconds
Cut to the Chase! Back to the… Past
Daniel discusses the hawkish pause in the FOMC rates decision, how it is looking similar to the 2006/07 rate hiking cycle, and how investors should be positioning their portfolio.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/21/2023 • 3 minutes, 39 seconds
Cut to the Chase! Rocky vs. Apollo
Daniel discusses the inverted yield curve, its ability as a recession predictor, and what investment opportunities this may presentSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/20/2023 • 4 minutes, 20 seconds
Cut to the Chase! Consistency and Stability, Part 2
Daniel discusses the recent Chinese PPI and consumption figures, and what these mean for future policy measures. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/19/2023 • 4 minutes, 2 seconds
Cut to the Chase! A block-buster Central Bank week
Daniel discusses the FOMC and BOJ meetings this week, and what they may mean for investorsSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/18/2023 • 3 minutes, 41 seconds
Through the Noise – Are central banks done?
Manpreet speaks to Audrey about the implications for bond investors from recent central bank decisions, our views on EM bonds and why we like Japanese equities in light of the BoJ’s recent commentsSpeaker:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankGoh, Audrey Sze Chieh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/15/2023 • 10 minutes, 4 seconds
Cut to the Chase! The pinning from different forces
Daniel discusses why the latest US CPI figure is likely to lead to potential drop in rates volatility, and what that means for assets such as DM IG government bonds and US technology stocks. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/14/2023 • 3 minutes, 34 seconds
Cut to the Chase! Consistency and Stability
Daniel discusses the recent, and very early, potential greenshoots in Chinese macro data, and how investors should consider positioning their investments. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/13/2023 • 3 minutes, 54 seconds
Cut to the Chase! Digging deeper into oil
Daniel discusses the strength in oil prices and what the signals from fundamentals and technicals are telling usSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/12/2023 • 3 minutes, 38 seconds
Cut to the Chase! The tussle
Daniel discusses the tussle between micro and macro factors, which had lead to low equity volatility levels this year.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/11/2023 • 3 minutes, 24 seconds
Through the Noise: Hard or soft landing?
In this week’s edition of Through The Noise, Zhong speaks to Abhilash about recent economic data and our latest outlook on Development Market bonds, Chinese financial markets and crude oil prices.Speaker:Zhong Liang Han, Investment Strategist, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/8/2023 • 9 minutes, 35 seconds
Cut to the Chase! The Film Festival and the Chinese property sector
Daniel discusses the current set of demand-side measures in boosting the Chinese property sector, and how investors should be positioning their Asian bond investments.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/7/2023 • 4 minutes, 9 seconds
Cut to the Chase! Running against the trend
Daniel discusses why Gold had been holding its own vs. the USD recently, and why we see the metal as an attractive diversifier. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/6/2023 • 3 minutes, 49 seconds
Cut to the Chase! The red pill? Or the blue pill?
Daniel discusses how the extreme positioning in Chinese equities is likely to create room for a rebound, and what is needed to create a more sustained rally Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/5/2023 • 4 minutes, 16 seconds
Cut to the Chase! The typhoon and the US NFP
Daniel discusses the latest US non-farm payroll, and what it means for yields going forward.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
9/4/2023 • 4 minutes, 9 seconds
Through the Noise – Far From Clear
Manpreet speaks to Raymond about our read of Fed Chair Powell’s policy message, why we still find high quality bond yields attractive and how we would approach Asian equity market exposure Speaker:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankCheng, Raymond, Chief Investment Officer, North Asia, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/31/2023 • 11 minutes, 6 seconds
Cut to the Chase! The turn for the yield
Daniel discusses factors that may cause US bond yields to pull back, and why we believe it is a good time to add longer-dated US and DM IG government bonds.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/31/2023 • 3 minutes, 49 seconds
Cut to the Chase! The 80/20 rule
Daniel discusses the fundamental and technical outlook for the EUR vs. the USD. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/30/2023 • 4 minutes, 4 seconds
Cut to the Chase! And the outlook keeps improving
Daniel discusses the improving outlook for the Japan economy and its companies, and how investors can position their investments. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/29/2023 • 3 minutes, 45 seconds
Cut to the Chase! Keeping CALM
Daniel digs deeper into Powell’s Jackson Hole speech, and how investors may be positioning their portfolios. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/28/2023 • 3 minutes, 46 seconds
Through the Noise – The return of Japan Inc?
Manpreet speaks to Audrey about why we find Japanese equities attractive, whether Chinese equities are approaching a bottom and our view on commodity currencies.Speaker:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankGoh, Audrey Sze Chieh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/25/2023 • 10 minutes, 32 seconds
Cut to the Chase! A better tomorrow
Daniel discusses the case for fiscal stimulus in China – a key catalyst for any sustained recovery in Chinese equities. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/24/2023 • 3 minutes, 52 seconds
Cut to the Chase! A deeper dive into Indian equities
Daniel discusses the pros and cons of Indian equities, and what we see as potentially interesting technical levels on India’s Nifty benchmark indexSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/23/2023 • 3 minutes, 56 seconds
Cut to the Chase! Jackson Hole and Long Duration
Daniel discusses what to expect from the US Jackson Hole conference, and why long duration bond exposure deserves attention at this stage. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/22/2023 • 3 minutes, 31 seconds
Cut to the Chase! Playing defence
Daniel discusses the reasons behind the volatility that risky assets are currently experiencing, and why the US healthcare sector appears interesting in this context.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/21/2023 • 3 minutes, 10 seconds
Through the Noise: Stay CALM, allocate broadly
Manpreet speaks to Rajat about how investors should react to recent market volatility, what opportunities this volatility creates and why we see a long term structural opportunity in Indian marketsSpeaker: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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/18/2023 • 11 minutes, 50 seconds
Cut to the Chase! Every reason to expect volatility
Daniel talks about the sharp change of sentiment in the Hang Seng Index over the last six weeks, what are the key macro drivers going forward, and key levels to watch out for.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/17/2023 • 3 minutes, 52 seconds
Cut to the Chase! The broadening out of returns
Daniel looks at the US Financial equity sector, which is relatively unloved and may benefit in a “soft-landing” scenarioSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/16/2023 • 3 minutes, 11 seconds
Cut to the Chase! Defying the sentiment
Daniel talks about crude oil prices, which has been defying the shaky sentiment in global risky assets, and how investors may be positioning their portfolio. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/15/2023 • 3 minutes, 59 seconds
Cut to the Chase! A tales of two CPIs
Daniel reviews the US and China CPI figures from last week and their investment implications.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/14/2023 • 4 minutes, 29 seconds
Through the Noise: Disinflation continues
Manpreet speaks to Fook Hien about what to make of the recent inflation numbers in the US and China, why we would use the opportunity to take advantage of elevated bond yield and the potential for rotation from US to China equities.Speaker:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/11/2023 • 11 minutes, 57 seconds
Cut to the Chase! A scary experience
Daniel discusses how central bank purchases of Gold are likely to remain a long-term trend. Given this, investors may consider accumulating Gold for portfolio diversification. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/10/2023 • 4 minutes, 55 seconds
Cut to the Chase! Bond matters
Daniel discusses the drivers for the recent narrowing of spreads from Developed Markets High Yield Corporate bonds, and why investors may consider trimming into strength.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/9/2023 • 3 minutes, 42 seconds
Cut to the Chase! The second chance
Daniel discusses the near-reversal in the down trend in USDJPY, and why now is a second opportunity to go long JPY.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/8/2023 • 4 minutes, 55 seconds
Cut to the Chase! Not the sum of all fears - Part 2
Daniel digs deeper into the US credit downgrade, the non-farm payroll and implications on equities.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
8/7/2023 • 4 minutes, 30 seconds
Through the Noise: Weighing the Odds
Manpreet speaks to Audrey about what to make of the US ratings downgrade and the Bank of Japan policy shift, and where we believe it has created opportunities for investors. Speaker:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankAudrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankStandard Chartered Wealth Insights is now on YouTube, follow us here.For more of our latest market insights, visit Market views on-the-go.
8/4/2023 • 10 minutes, 58 seconds
Cut to the Chase! Not the sum of all fears
Daniel talks about Fitch’s downgrade of the United States’ long-term rating, why this time was different from August 2011, and our thoughts on Gold. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
8/3/2023 • 4 minutes, 11 seconds
Cut to the Chase! There is a time for everything – Part 2
Daniel continues to discuss why this could be the time for Hong Kong China equities to rally – this time looking at the relative economic surprise between China and the US, and the potential partial rotation away from US equities.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
8/2/2023 • 4 minutes, 27 seconds
Cut to the Chase! There is a time for everything
Daniel discusses why this could be the time for Hong Kong-China equities to rally Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
8/1/2023 • 4 minutes, 27 seconds
Cut to the Chase! A decent proposition
Daniel discusses the Bank of Japan’s adjustment to its yield-curve control policy, and why it lends tailwind to long JPY positions.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/31/2023 • 4 minutes, 2 seconds
Through the Noise: Can this continue?
Zhong speaks to Manpreet about how big near-term gains in equities could extend, why we continue to like high quality bonds long term and what to make of the US Dollar’s recent turn lower.Speaker: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 BankStandard Chartered Wealth Insights is now on YouTube, follow us here.For more of our latest market insights, visit Market views on-the-go.
7/28/2023 • 9 minutes, 56 seconds
Cut to the Chase! The ticks are adding up
Daniel discusses the key implications from the FOMC meeting, and why it may open an avenue for Chinese equities to catch-up Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/27/2023 • 4 minutes, 5 seconds
Cut to the Chase! The high convexity profile
Daniel discusses the Politburo meeting in China, the positive reaction from the markets on Hong Kong China equities so far, and how investors can position their portfolioSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/26/2023 • 4 minutes, 4 seconds
Cut to the Chase! A balancing act
Daniel discusses how the BOJ may “keep the economy running hot” for now, and why this represents a good opportunity for investors to long JPY against USD. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/25/2023 • 4 minutes, 9 seconds
Cut to the Chase! The macro blockbuster week
Daniel discusses our thoughts on the upcoming FOMC, BOJ and the China Politburo meetings, and implications for asset classes.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/24/2023 • 4 minutes, 29 seconds
Through the Noise: Global premium on growth
In this week’s edition of Through The Noise podcast, Zhong Liang speaks to Michelle about the equity market leaders, US Q2 earnings season and our latest outlook for the Japanese government bonds, USD/JPY and the crude oil. Speaker:Han, Zhong Liang, Investment Strategist, Standard Chartered BankKam, Michelle, Investment Strategist, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here.For more of our latest market insights, visit Market views on-the-go.
7/21/2023 • 10 minutes, 10 seconds
Cut to the Chase! Is the BoJ tightening yet?
Daniel discusses the significance of the Japanese consumer inflation report this Friday, the prospect of Bank of Japan tightening, what is the hard data saying, and how investors should be positioning themselves. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/20/2023 • 4 minutes, 27 seconds
Cut to the Chase! A Hamlet moment
Daniel discusses the recent China GDP miss, what that means regarding potential stimulus, and how investors should consider positioning their portfolios.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/19/2023 • 4 minutes, 47 seconds
Cut to the Chase! The birthday parties
Daniel discusses how the slowdown in US inflation may lead to strengthening in low-yielding currencies, such as the JPY, and how various currencies may fare going forward. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/18/2023 • 4 minutes, 13 seconds
Cut to the Chase! An “embarrassing” kind of situation – Part 2
Daniel discusses the strong performance in Chinese equities over the past week, the key drivers lying ahead in the short-term, our thoughts on sectors, and levels to watch out for. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/17/2023 • 4 minutes, 45 seconds
Through the Noise: Cooling economies, heating markets
Manpreet speaks to Rajat about why we believe a balanced approach is more prudent in today’s markets, why GBP looks overbought and what to make of Chinese policy support measures. Speaker: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 BankStandard Chartered Wealth Insights is now on YouTube, follow us here.For more of our latest market insights, visit Market views on-the-go.
7/14/2023 • 13 minutes, 40 seconds
Cut to the Chase! The biggest intraday drop in USD in years
Daniel discusses the dovish CPI print overnight, the moves in asset prices, and how investors may consider positioning their portfolio Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/13/2023 • 4 minutes, 7 seconds
Cut to the Chase! An “embarrassing” kind of situation
Daniel discusses how Chinese equities are being pulled in different directions by a range of factors, and the positive drivers that are likely to gain in prominence in the near-term Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/12/2023 • 4 minutes, 28 seconds
Cut to the Chase! Resilience in India
Daniel discusses the resilience in the India economy, and key level to watch out for in Indian equities. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/11/2023 • 4 minutes, 4 seconds
Cut to the Chase! The “comfort zone” being tested
Daniel discusses the implications from the latest US employment report and of the US 10-year government bond yield moving above 4% Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/10/2023 • 4 minutes, 10 seconds
Through the Noise: Lean towards Asia
In this week’s edition of Through The Noise podcast, Zhong Liang speaks to Abhilash about allocating to Asia, key signposts to watch for Chinese equities and our near-term outlook for the US 10-year govt. bond yield, USD and JPY.Speaker:Han, Zhong Liang, Investment Strategist, Standard Chartered BankNarayan, Abhilash, Senior Investment Strategist, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here.For more of our latest market insights, visit Market views on-the-go.
7/7/2023 • 9 minutes, 16 seconds
Through the Noise: 2023 H2 Outlook - FX
Steve and Abhilash discuss the outlook for the US Dollar, Euro, British Pound and other currencies in H2 2023. They also discuss the reason why SCB expects nearly 10% appreciation in Japanese Yen over the next 12 months.You may view the full H2 Outlook report here, or on Market views on-the-go.Speaker:Steve Brice, Chief Investment Officer, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here.For more of our latest market insights, visit Market views on-the-go.
7/6/2023 • 9 minutes, 4 seconds
Cut to the Chase! No-landing vs.Overtightening
Daniel discusses the tussle and how investors should be positioning themselves. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/6/2023 • 4 minutes
Through the Noise: 2023 H2 Outlook - Bonds
Steve and Abhilash discuss the H2 2023 Outlook for bonds. They discuss the key factors driving the preference for Developed Market Investment Grade Government bonds and Asian USD bonds, and why we remain Underweight on DM High Yield bonds. You may view the full H2 Outlook report here, or on Market views on-the-go.Speaker:Steve Brice, Chief Investment Officer, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here.For more of our latest market insights, visit Market views on-the-go.
7/5/2023 • 8 minutes, 8 seconds
Cut to the Chase! King… for how long?
Daniel discusses the looming reinvestment risk ahead for cash deposits, and why investors should look to lock-in yields via high-quality bonds Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/5/2023 • 3 minutes, 16 seconds
Investips – Is income investing right for you?
In this episode of Investips, Steve Brice and Trang Nguyen discuss the most common myths often associated with income investing while sharing truths that will prove beneficial to investors who are considering this popular investment strategy. Speaker:Steve Brice, Chief Investment Officer, Standard Chartered BankTrang Nguyen, Senior Portfolio Manager DPM, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here.For more of our latest market insights, visit Market views on-the-go.
7/5/2023 • 7 minutes, 15 seconds
Through the Noise: 2023 H2 Outlook - Equity
Steve and Michelle discuss the outlook for equities in H2 2023, including how should investors position their equity exposures across different regional equity markets.You may view the full H2 Outlook report here, or on Market views on-the-go.Speaker:Steve Brice, Chief Investment Officer, Standard Chartered BankMichelle Kam, Investment Strategist, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here.For more of our latest market insights, visit Market views on-the-go.
7/4/2023 • 9 minutes, 43 seconds
Cut to the Chase! THE macro move of half-a-century
Daniel discusses the risks of overtightening by the Fed, and how investors should be positioning their portfolio.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/4/2023 • 4 minutes, 12 seconds
Cut to the Chase! The hedging tool
Daniel discusses the short-term challenges that Gold is facing, and why it is still worth having Gold as a portfolio hedge.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
7/3/2023 • 3 minutes, 47 seconds
Through the Noise: Policy expectations flaring. Keep CALM
Daniel and Michelle talks about a diverse range of topics, for example, the upcoming US earnings season, the cash vs. fixed income debate, the weakness in CNY and JPY vs. the USD, and how this may evolve going forward. Speaker:Daniel Lam, Head, Equity Strategy, Standard Chartered BankMichelle Kam, Investment Strategist, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here.For more of our latest market insights, visit Market views on-the-go.
6/30/2023 • 8 minutes, 26 seconds
Cut to the Chase! The smooth ride
Daniel discusses the uptrend in USDJPY, what may derail that uptrend, and how investors should be positioned in Japanese assets. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/29/2023 • 4 minutes, 11 seconds
Cut to the Chase! The middle ground
Daniel discusses how investors should be adopting a middle ground, as the timing of a probable US recession remains uncertain. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/28/2023 • 4 minutes, 41 seconds
Cut to the Chase! A possible window of opportunity
Daniel discusses what recent events in Russia may mean for Euro area assets.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/27/2023 • 4 minutes, 8 seconds
Cut to the Chase! Enter the ESG
Daniel discusses the challenges and tailwind in ESG investing in AsiaSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/26/2023 • 4 minutes, 32 seconds
Through the Noise: H2 Outlook - Keep CALM and carry on
Steve speaks with Manpreet about our H2 2023 outlook and why we believe investors should keep CALM and carry on.Download our full H2 2023 Outlook here. Speaker:Steve Brice, Chief Investment Officer, Standard Chartered BankManpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here.For more of our latest market insights, visit Market views on-the-go.
6/23/2023 • 8 minutes, 27 seconds
Cut to the Chase! The comfort zone - redux
Daniel discusses the discrepancy in rates markets and the Fed narrative, and what it means for your asset class allocations. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/22/2023 • 3 minutes, 51 seconds
Cut to the Chase! Facing challenges, Part 2
Daniel discusses the Chinese authorities’ focus on promoting high-quality, endogenous growth, and how investors should be positioning their portfolioSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/21/2023 • 4 minutes, 15 seconds
Cut to the Chase! Facing challenges
Daniel discusses the lacklustre sentiment in the China Property Sector, and what that means for investors’ equity sector and bond allocation in China. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/20/2023 • 4 minutes, 41 seconds
Cut to the Chase! The spectre of rate hikes – Part 2
Daniel continues to discuss the hawkish FOMC last week – this time focusing upon its effect on Gold. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/19/2023 • 4 minutes, 20 seconds
Through the Noise: An epic battle brewing.
Daniel and Michelle discuss the investment implications of this week’s central bank policy divergence between the US and Europe vs. ChinaSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankKam, Michelle, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/16/2023 • 6 minutes, 37 seconds
Cut to the Chase! The spectre of rate hikes
Daniel discusses the hawkish surprise at FOCM overnight, and what it means for investors.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/15/2023 • 3 minutes, 58 seconds
Cut to the Chase! Still in the “comfort zone”
Daniel discussed the latest US CPI figure – how it points towards softer readings going forward, what it means for the FOMC, and what it takes in order to turn the narrative in US equities. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/14/2023 • 3 minutes, 49 seconds
Cut to the Chase! The good, the bad and the thaw
Daniel dissects the relative economic performance in the US, the “comfort zone” for the investors in US equities, and the catalysts that may lead to rotation into Chinese equities.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/13/2023 • 4 minutes, 24 seconds
Cut to the Chase! Low volatility begets low volatility
Daniel discusses the currently low volatility in the US markets, what that means for US equities, and what may turn that phenomenon around.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/12/2023 • 4 minutes, 16 seconds
Through The Noise: What could sustain the rally?
Manpreet speaks to Steve about what would need to happen to sustain the risk asset rally, why we believe it is not late to add to Japanese equities and what we can learn from the Australian and Canadian central bank decision ahead of the Fed meeting next week. Speaker:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankBrice, Steve, Chief Investment Officer, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here. For more of our latest market insights, visit Market views on-the-go.
6/9/2023 • 10 minutes, 55 seconds
Cut to the Chase! An effective diversifier
Daniel discusses the recent retreat in the Gold price, and why it presents an opportunity for investors Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/8/2023 • 4 minutes, 22 seconds
Cut to the Chase! Why earn trillions?
Daniel discusses if the Treasury refilling may threaten the rally in Nasdaq-100, and how investors should be positioning their portfolio Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/7/2023 • 4 minutes, 20 seconds
Cut to the Chase! A closer look at Japan
Daniel discusses the outlook for the JPY, and what it means for our upgrade of Japanese equities to Overweight.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/6/2023 • 4 minutes, 18 seconds
Cut to the Chase! Putting things into perspective
Daniel discusses the strength in US equities, but also points out the growing positivity in the other regions.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/5/2023 • 4 minutes, 37 seconds
Through the Noise: Disjointed markets
Zhong Liang speaks to Rajat about the US debt ceiling breakthrough, the AI-frenzy in technology sector stocks and China’s underperforming stock markets.Speaker:Han, Zhong Liang, Investment Strategist, Standard Chartered BankBhattacharya, Rajat, Senior Investment Strategist, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here.For more of our latest market insights, visit Market views on-the-go.
6/1/2023 • 10 minutes, 45 seconds
Cut to the Chase! The comfort zone
Daniel discusses about reasons why investors have been sticking to US equities, especially those in Nasdaq-100, and key potential catalysts that may lead them to switch out of US equities. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
6/1/2023 • 3 minutes, 48 seconds
Cut to the Chase! Long or short?
Daniel talks about our preference for longer-dated maturity bonds, and how we see potential directions and relative movements between short and long-dated yields. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
5/31/2023 • 3 minutes, 44 seconds
Cut to the Chase! Exceptional circumstances
Daniel discusses about “US exceptionalism” in the form of strong USD and US equities and where do we see them going forward. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
5/30/2023 • 3 minutes, 48 seconds
Cut to the Chase! At critical level
Daniel discusses the critical levels for the Hang Seng Index, and why investor positioning may indicate further downside pressure in the near term. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
5/29/2023 • 4 minutes, 18 seconds
Through The Noise: Beyond the peak
Zhong speaks to Manpreet about what a likely Fed pause means for financial markets, our most recent changes in equity market region and sector views and why we expect US bond yields to fall.Speaker:Han, Zhong Liang, Investment Strategist, Standard Chartered BankManpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here. For more of our latest market insights, visit Market views on-the-go.
5/26/2023 • 11 minutes, 22 seconds
Cut to the Chase! The tug-of-war
Daniel discusses the forces behind US 10-year treasury yield, the potential outcome of the FOMC meeting in Jun-23, and the potential opportunities for investors.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
5/25/2023 • 4 minutes, 14 seconds
Cut to the Chase! Coming to the last hour
Daniel discusses markets’ increasing focus on the US debt ceiling debate, the behaviour of gold prices during previous debt ceiling debates, and key technical levels for the yellow metal. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
5/24/2023 • 3 minutes, 59 seconds
Cut to the Chase! Shaken, but not stirred
Daniel discusses how funds may flow back into Chinese and Asia ex-Japan equities from US equities, given the ongoing debt ceiling debate, and how investors should be reallocating their portfolio. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
5/23/2023 • 4 minutes, 13 seconds
Cut to the Chase! The chemical reaction
Daniel discusses the confluence of catalysts that helped the Japan TOPIX index to reach all-time high since 1990, and how investors should be positioning going forward. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
5/22/2023 • 4 minutes, 33 seconds
Through The Noise: Is China’s recovery sustainable?
Manpreet speaks with Daniel Lam to discuss whether China’s economic rebound can sustain, what it means for equity markets, why we still prefer IG within Asia USD bonds and what to make of the recent rise in USD/CNY.Speaker:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankDaniel Lam, Head of Equity Strategy, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here. For more of our latest market insights, visit Market views on-the-go.
5/19/2023 • 9 minutes, 55 seconds
Cut to the Chase! Quality differs
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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
5/18/2023 • 3 minutes, 48 seconds
Cut to the Chase! Reality bites
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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
5/17/2023 • 4 minutes, 23 seconds
Cut to the Chase! The tug-of-war in volatility
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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
5/16/2023 • 4 minutes, 40 seconds
Cut to the Chase! Meeting different challenges
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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
5/15/2023 • 4 minutes, 4 seconds
Through The Noise: Opportunities from diverging trends
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 BankAudrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here. For more of our latest market insights, visit Market views on-the-go.
5/12/2023 • 11 minutes, 48 seconds
Cut to the Chase! Taming inflation
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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
5/11/2023 • 3 minutes, 57 seconds
Cut to the Chase! The crystal ball
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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
5/10/2023 • 4 minutes, 30 seconds
Cut to the Chase! Digesting the bad news
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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
5/9/2023 • 3 minutes, 57 seconds
Cut to the Chase! More weakness in the USD
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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
5/8/2023 • 4 minutes, 8 seconds
Through The Noise: Where are the risks?
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 BankBhattacharya, Rajat, Senior Investment Strategist, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here. For more of our latest market insights, visit Market views on-the-go.
5/5/2023 • 11 minutes, 36 seconds
InvesTips: Rebalancing an investment portfolio
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 BankTrang Nguyen, Senior Portfolio Manager, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
5/5/2023 • 6 minutes, 34 seconds
Cut to the Chase! The golden change
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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
5/4/2023 • 4 minutes, 25 seconds
Cut to the Chase! The tussle between short and long-term indicators
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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
5/3/2023 • 4 minutes, 5 seconds
Cut to the Chase! Going for Gold
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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
5/2/2023 • 4 minutes, 4 seconds
Through The Noise: Fade the Melt-Up?
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 BankManpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankStandard Chartered Wealth Insights is now on Youtube, follow us here. For more of our latest market insights, visit Market views on-the-go.
4/28/2023 • 9 minutes, 18 seconds
Cut to the Chase! It is not too late
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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
4/27/2023 • 3 minutes, 48 seconds
Cut to the Chase! The suppression
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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
4/26/2023 • 3 minutes, 48 seconds
Cut to the Chase! Where is the King Dollar going?
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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
4/25/2023 • 4 minutes, 17 seconds
Cut to the Chase! Can Chinese equities outperform in a US recession?
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 BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
4/24/2023 • 4 minutes, 28 seconds
Through the Noise: Staying defensive
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 BankAudrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/21/2023 • 12 minutes, 28 seconds
Cut to the Chase! Technology earnings the next catalyst
Daniel discusses the upcoming US technology earnings, and what areas to watch out for.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go and subscribe to Standard Chartered Wealth Insights on Youtube.
4/20/2023 • 3 minutes, 52 seconds
Cut to the Chase! A reasonable beat
Daniel discusses the latest set of Chinese economic data, and why investors should continue to stay constructive on the Chinese economy. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go and subscribe to Standard Chartered Wealth Insights on Youtube.
4/19/2023 • 4 minutes, 26 seconds
Cut to the Chase! Opportunity for rotation
Daniel discusses why it is a good time to look to rotate into multi-asset income strategies.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.
4/18/2023 • 3 minutes, 48 seconds
Cut to the Chase! The US earnings season
Daniel discusses how the US Q1 earnings season is shaping up, what investors are expecting, and how they should position themselves. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/17/2023 • 4 minutes, 7 seconds
Through The Noise: Has a recession started?
Manpreet talks to Raymond about what US economic indicators are telling us about the likely timing of a US recession, what to expect from the US Q1 earnings season and what our view is on income assets and Singapore REITs. 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 of North Asia, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/14/2023 • 10 minutes, 54 seconds
Cut to the Chase! Finally feeding through to shelter
Daniel discusses the latest US consumer inflation report, which showed shelter inflation starting to cool, and what that means for investors.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/13/2023 • 3 minutes, 33 seconds
Cut to the Chase! The spectre
Daniel discusses the short-term factors that are affecting the Hang Seng Index, how investors should be positioning their portfolio, and key levels to watch out for.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/12/2023 • 4 minutes, 4 seconds
Cut to the Chase! Surviving the Test
Daniel discusses the US equity market price action overnight – the first trading day after the employment figures released last Friday, and how investors should be positioning their portfolio. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/11/2023 • 4 minutes, 17 seconds
Cut to the Chase! The USD smile (or not)
Zhong discusses about the dollar smile framework and what it means for other currencies and Asia ex-Japan equities. Speaker:Zhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/10/2023 • 4 minutes, 3 seconds
Through the Noise - Q2 Outlook: The opportunities in FX markets
As part of a mini-series on our Q2 Outlook, Steve speaks with Manpreet on how why we still expect a moderately weaker USD despite our US recession view, why European currencies are likely to be key beneficiaries of this and why some Asian currencies could offer some interesting opportunities.Speakers:Steve Brice, Chief Investment Officer, 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 BankFor more of our latest market insights, visit Market views on-the-go.
4/6/2023 • 8 minutes, 55 seconds
Through the Noise - Q2 Outlook: Our equity sector picks
As a part of our mini-series on our Q2 Outlook, Steve speaks with Fook Hien about why he prefers more defensive sectors across the US and Europe, why we are underweight financials and materials in the US and we like more cyclical sectors in China.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered Bank Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/6/2023 • 7 minutes, 6 seconds
Through the Noise: The Signal from Gold
Manpreet speaks with Abhilash about why we still like gold, the investment implications of OPEC+’s output cut and why we’d wait for a better opportunity in Euro vs. commodity currency pairs. Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/6/2023 • 11 minutes, 19 seconds
Through the Noise - Q2 Outlook: The pockets of opportunity in equity markets
As part of a mini-series on our Q2 Outlook, Steve speaks with Daniel on what causes us to remain less constructive on equities relative to bonds, our views on US equities and why we see Asian equities as a relative bright spot.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered Bank Daniel Lam, Head, Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/5/2023 • 7 minutes, 43 seconds
Cut to the Chase! Dissecting the ISM manufacturing
Zhong unpacks the March’s US ISM manufacturing data and its implications for investors.Speaker:Zhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/5/2023 • 3 minutes, 59 seconds
Through the Noise - Q2 Outlook: Tilting further in favour of investment grade bonds
As part of our ongoing mini-series on our Q2 Outlook, our Chief Investment Officer Steve Brice speaks with Abhilash Narayan on our continued overweight stance on bonds. We also dig deeper into the preference for Developed Market Investment Grade government bonds and Asian USD bonds. Speakers:Steve Brice, Chief Investment Officer, Standard Chartered Bank Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/4/2023 • 9 minutes, 31 seconds
Cut to the Chase! OPEC+ breaks away from its no-cut stance
Zhong discusses the recent OPEC+ output cut, it's implication for the energy sector and what it could mean for oil prices and inflation.Speaker:Zhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/4/2023 • 4 minutes, 24 seconds
Through the Noise - Q2 Outlook: Diverging economic and policy outlook
As part of our ongoing mini-series on our Q2 Outlook, our Chief Investment Officer Steve Brice speaks with Rajat Bhattacharya on the global economic outlook for Q2 and beyond. This includes the growing economic and policy divergence between the US, Euro area and China resulting in the Fed cutting rates by year-end, the ECB raising rates then holding as it battles persistently high inflation and China easing policy further to secure an economic rebound.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankRajat Bhattacharya, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/3/2023 • 11 minutes, 9 seconds
Cut to the Chase! Fortify against surprises
Daniel discusses our upgrade of Gold to overweight, and how it can help investors to hedge against macro uncertaintiesSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/3/2023 • 4 minutes, 3 seconds
Through the Noise - Q2 Outlook: Staying SAFE
In the first part of a mini-series on our Q2 Outlook, Steve speaks with Manpreet on how we view the macroeconomic backdrop today, why we would stay SAFE (Securing yield, Allocating to long-term value, Fortify against further surprises and Expanding beyond the traditional) and where our views have changed within this framework since the start of the year. Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankManpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/31/2023 • 9 minutes, 20 seconds
Cut to the Chase! An air of change
Daniel discusses how the proposal from a prominent Chinese internet company, to split its companies into different units, may fuel fresh interest in the Chinese internet sector as a whole. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/30/2023 • 4 minutes
Cut to the Chase! A zero-sum game
Daniel discusses how technology sector has been ‘benefitting’ from the volatility in the financial sector, especially in the US, and what potential opportunities in the technology sector investors should be watching out for.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/29/2023 • 3 minutes, 50 seconds
Cut to the Chase! The One
Daniel discusses the state of the US economy and how it influences the direction of the USD Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/28/2023 • 4 minutes, 11 seconds
Cut to the Chase! Who is right – the Fed or the markets?
Daniel discusses how the USD has been weakening due to differing rate expectations from the Fed and the markets, and how this creates investment opportunities. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/27/2023 • 3 minutes, 54 seconds
Through the Noise: Fed vs. Markets
In today’s edition of Through the Noise, Manpreet speaks to Abhilash about how to interpret the message from the Fed and other major central banks, how we’d approach exposure to the financial sector and why discipline is increasingly important when considering funding currencies. Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankNarayan, Abhilash, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/24/2023 • 12 minutes, 5 seconds
Cut to the Chase! Not yet the historic moment
Daniel discusses the FOMC outcome overnight, and how investors may consider positioning their portfolio.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/23/2023 • 4 minutes, 31 seconds
Cut to the Chase! The Swiss Saga
Daniel discusses the issues surrounding a special class of junior bonds issued mainly by European banks (the so-called AT1s) and the prospects for US and European financial institutions.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/22/2023 • 4 minutes
Cut to the Chase! Opportunities within US Financials
Daniel discusses the issues that US Financials face, and why investors may get long-term investment opportunities in the “Mega-Large Cap” in the sector. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/21/2023 • 3 minutes, 51 seconds
Cut to the Chase! The critical week
Daniel discusses the upcoming FOMC meeting, the Fed’s desire to control inflation, the balancing act with financial stability and how investors should be positioned. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/20/2023 • 4 minutes, 18 seconds
Through the Noise: Canary in the Coalmine
In today’s edition of Through the Noise, Manpreet speaks to Fook Hien about whether recent events in the financial sector could be a canary in the coalmine, our thoughts on opportunities and risks in the financial sector and why recent market events feed well into our SAFE theme Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/17/2023 • 12 minutes, 44 seconds
Through the Noise Special: When it rains it pours
In this special podcast, Steve talks about the recent challenges in the US/Europe banking sector and what it means for central bank policy, the global economy and the investment outlook. Speaker:Steve Brice, Chief Investment Officer, Standard Chartered BankYou may view the report here, or on our Market views on-the-go page.For more of our latest market insights, visit Market views on-the-go.
3/16/2023 • 6 minutes
Cut to the Chase! Overwhelming the Underwhelming
Daniel discusses which areas in Chinese equities are interesting, and potential developments after the National People’s Congress.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/16/2023 • 4 minutes, 43 seconds
Cut to the Chase! Everything, Everywhere, All at once
Daniel discusses the multiple pressure points in the US – the woes in the banking sector, the latest consumer price data showing continued inflationary pressures, and why Gold looks interesting.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/15/2023 • 3 minutes, 49 seconds
Cut to the Chase! Complicating the already-complicated
Daniel discusses the repercussions from the fall-out in the Californian bank, and why it complicates the already-tough situation that the FOMC is navigating. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/14/2023 • 4 minutes, 47 seconds
Cut to the Chase! The sum of all fears
Daniel discusses the big moves on Friday across different assets class – a confluence of non-fam payroll, issues with Californian financial institution, and the build up of volatility-linked products.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/13/2023 • 3 minutes, 58 seconds
Through the Noise: China’s conservative boost
In today’s edition of Through the Noise, Manpreet speaks to Raymond about whether the outcome of China’s National People Congress (NPC) is consistent with our view on Asian equities, what Powell’s testimony means for income assets and the USD and what we’d suggest US technology sector investors do today. Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankCheng, Raymond, Chief Investment Officer, North Asia, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/10/2023 • 12 minutes
InvesTips: Lessons for stock pickers
We all want to pick stocks like Warren Buffett, but we know this is harder than it sounds. In this podcast, Steve talks about the potential pitfalls to avoid, the best way to approach this challenging endeavour as well as how to deal with bragging friends. Speaker:Steve Brice, Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/10/2023 • 7 minutes, 5 seconds
Through The Noise Special – Updating our Capital market assumptions
In today’s edition of Through the Noise Special podcast, Audrey speaks to Hannah and Qi Xiu about the recent update to the CIO capital market assumptions and what this means for investors’ long-term portfolios. Speakers:Goh, Audrey Sze Chieh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankChew, Hannah, Portfolio Strategist, Standard Chartered BankTay, Qi Xiu, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/9/2023 • 12 minutes, 21 seconds
Cut to the Chase! The tough gets going – Part 2
Daniel discusses the confluence of important factors from the equity derivatives markets, pension funds funding and the hawkish Fed narrative, and what that means to volatility and your portfolio.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/9/2023 • 4 minutes, 41 seconds
Cut to the Chase! Timing matters
Daniel discusses our educated guess of the timing of a potential US recession, and why is the timing important for investors.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/8/2023 • 4 minutes, 24 seconds
Cut to the Chase! Sensing the upcoming US non-farm payroll number
Daniel discusses clues from existing macro numbers, how they may influence the upcoming US NFP number, and how investors may position themselves ahead of the number. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/7/2023 • 3 minutes, 59 seconds
Cut to the Chase! Missing the boat?!
Daniel discusses how the strong rebound in the Hang Seng Index last week maybe part of a technical rebound, and highlight levels where investors may aim to buy the index. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/6/2023 • 4 minutes, 30 seconds
Through the Noise: Goldilocks Narrative Challenged
In today’s edition of Through the Noise, Manpreet speaks with Rajat about what recent data means for the chances of a US recession, why we’d fade the rally in US/European equities in favour of income assets and what to expect from China’s NPC policy meeting. Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankBhattacharya, Rajat, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/3/2023 • 15 minutes, 6 seconds
Cut to the Chase! Dragon re-entering
Daniel discusses how the revival in the recent set of China data is likely to impact markets, and how investors should be positioned.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/2/2023 • 4 minutes, 27 seconds
Cut to the Chase! Bricks and mortar
Daniel discusses how Hong Kong properties maybe making a comeback --- slowly and steadily. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/1/2023 • 4 minutes, 9 seconds
Cut to the Chase! You gotta have faith
Daniel discusses the quietly rising USD --- the main drivers, the key levels to watch out for, and what that means for investors’ portfolios. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/28/2023 • 3 minutes, 58 seconds
Cut to the Chase! Banking on European Banks
Daniel discussed the key drivers for the European Financial sector in the next 6-12 months horizon, and why investors may consider adding on corrections. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/27/2023 • 3 minutes, 55 seconds
Through the Noise: The Income Window Reopens
In today’s edition of Through the Noise, Zhong speaks with Manpreet about why we believe the window of opportunity has reopened for income investors, why we still see value in Asia ex-Japan equities after the rally and why the USD bounce may prove to be short-lived. Speakers: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 BankFor more of our latest market insights, visit Market views on-the-go.
2/24/2023 • 9 minutes, 7 seconds
Cut to the Chase! Do not lose sight of Japan!
Daniel talks about incoming BoJ Governor Ueda’s upcoming hearing at the Japanese parliament, and how investors should be positioned for USDJPY.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/23/2023 • 4 minutes, 14 seconds
Cut to the Chase! The tough gets going
Daniel discusses information from the equity derivatives markets, and the opportunities for investors if markets get more volatile.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/22/2023 • 4 minutes, 49 seconds
Cut to the Chase! A look at ChatGPT
Daniel discusses this recent phenomenon of ChatGPT, and what are the potential investment opportunities there. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/21/2023 • 3 minutes, 59 seconds
Cut to the Chase! Short-term USD move and its implications
Daniel discusses how the recent stronger-than-expected US data had led to short-term momentum in the USD, and how that may lead to opportunities in Asia ex-Japan equities. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/20/2023 • 4 minutes, 3 seconds
Through the Noise: Dollar catches a (brief) tailwind
In today’s edition of Through the Noise, Manpreet speaks to Audrey about what the recent run of strong US data mean for Fed policy and the US Dollar, why we’d consider adding to gold and our thoughts on Japan’s Yield Curve Control debate. Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankAudrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/17/2023 • 9 minutes, 24 seconds
Cut to the Chase! A sector of growing prominence
Daniel discusses the short-term and long-term prospects on the semiconductor sectorSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/16/2023 • 4 minutes, 9 seconds
Cut to the Chase! A Blue Valentine? (Part 2)
Daniel discussed the mixed reaction from risky assets overnight on the back of US CPI release, and how investors should be positioning their portfolios.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/15/2023 • 4 minutes, 24 seconds
Cut to the Chase! Head and Shoulders for Hang Seng Index
Daniel takes a look at the latest technicals for the Hang Seng Index, and a possibly attractive entry point for Hong Kong China equities.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/14/2023 • 4 minutes, 7 seconds
Cut to the Chase! A Blue Valentine?
Daniel takes a look at potential scenario from the US CPI release on Valentine’s Day, and how investors may position their portfolio ahead of it.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/13/2023 • 4 minutes, 9 seconds
Through the Noise: Central banks starting to be heard
In this week’s edition of Through the Noise podcast, Zhong Liang speaks to Fook Hien about the recent blowout US jobs data, various central bank officials’ comments and the outlook of the global semiconductor industry amid escalating US-China tensions. Speakers:Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankZhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/10/2023 • 11 minutes, 19 seconds
Cut to the Chase! Revisiting Oil and Energy
Daniel takes a look at crude oil and energy equities, and what investors can consider doing with them. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/9/2023 • 3 minutes, 34 seconds
Cut to the Chase! Who is the better pilot – Iceman vs. Maverick
Daniel discusses how European equities have been springing surprises like Maverick, and what investors should be doing with this asset class.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/8/2023 • 4 minutes, 15 seconds
Cut to the Chase! Glass Half- Full – Part 2
Daniel discusses the outlook for the Fx markets under the confluence of factors, such as the dovish FOMC, a seemingly hawkish US non-farm payrolls, as well as the latest round of geopolitical tensions.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/7/2023 • 4 minutes, 19 seconds
Cut to the Chase! Glass Half- Full
Daniel discusses how the non-farm payroll last Friday may complicate the macro picture, but the markets is likely to take a “glass half-full” attitude in the near-termSpeaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/6/2023 • 4 minutes, 12 seconds
Through the Noise: Nearing the end
In this week’s edition of Through The Noise podcast, Michelle talks to Raymond on the market implications following rate hikes by major central banks, alongside the outlook of the Asia equities market, the USD, and US Government Bond Yields. Speakers:Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered BankMichelle Kam, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/3/2023 • 10 minutes, 30 seconds
Cut to the Chase! The V-Day approaching?
Daniel discusses if central bank rate hikes are coming to an end soon, after the most recent Fed decision, and what technical levels investors should be looking for in their switching and allocation decisions. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/2/2023 • 4 minutes, 18 seconds
Cut to the Chase! After the low-hanging fruits… (Part 2)
Daniel continues to address more FAQs on the Hang Seng Index, including what the critical levels to watch out for are and how significant the risk is of a double-dip in the index back to its 2022 lows… Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/1/2023 • 3 minutes, 53 seconds
Cut to the Chase! After the low-hanging fruits…
Daniel discusses the Hang Seng Index potentially entering a consolidation phase in the short-term, but the medium-term story remain intact. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/31/2023 • 4 minutes, 54 seconds
Cut to the Chase! The macro blockbuster week
Daniel discusses what investors should do for this week – with FOMC and ECB rates decisions, plus heavy-weight US and China data releases ahead.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/30/2023 • 4 minutes, 17 seconds
Through the Noise: Complacent markets
In this week’s edition of Through The Noise podcast, Michelle talks to Fook Hien on what to expect from the Fed and ECB’s first policy meetings of the year next week, as well as the outlook for US equity earnings, US Dollar, Gold and Oil. Speakers:Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankMichelle Kam, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/27/2023 • 10 minutes, 41 seconds
Cut to the Chase! Looking for quality in Chinese property bonds
Daniel discusses how one should be allocating within the Chinese property bonds, and our general preference for Asian USD bonds.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/26/2023 • 3 minutes, 38 seconds
Cut to the Chase! Time to take some profit on the Hang Seng index?
Daniel addresses one of the key FAQs over the last few weeks.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/25/2023 • 4 minutes, 4 seconds
Through the Noise: Time to fade the rally in Europe
In this week’s edition of Through The Noise podcast, Zhong Liang speaks to Rajat about the recent outperformance of European equities, their Q4 earnings, JPY’s outlook following the BoJ’s unchanged policy stance and the market implications of China’s recent property market policy measures. Speakers:Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered BankZhong Liang Han, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/25/2023 • 10 minutes, 15 seconds
Cut to the Chase! Focusing upon infrastructure assets
Daniel discusses how infrastructure assets may help investors fight inflation and improve their portfolio returns vs. risk ratio.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/19/2023 • 5 minutes, 6 seconds
Cut to the Chase! From building efficiency to focusing upon resilience
Daniel discusses what this shift in the global trend means for interest rates and inflation, and how you should be positioning your portfolio in the long-term. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/18/2023 • 4 minutes, 56 seconds
Outlook 2023: In conversation with Mark Carney
Mark Carney, former Governor of the Bank of England, shared his views on the increasing risks to growth amidst rising inflation, the important opportunities that climate change and emission control present, and the future role of digital currencies with our Group Chief Investment Officer, Steve Brice. Speakers:Steve Brice, Group Chief Investment Officer, Standard Chartered BankMark Carney, former Governor of the Bank of EnglandWatch the video on www.sc.com/gmo.For more of our latest market insights, visit Market views on-the-go.
1/17/2023 • 31 minutes, 44 seconds
Cut to the Chase! And we are there!
Daniel discusses how the USDJPY is essentially at our 12-month price target, and what investors may consider doing before the critical BOJ meeting this Wednesday. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/17/2023 • 3 minutes, 23 seconds
Cut to the Chase! Are we there yet?
Daniel discusses whether recent dovish US macro data will be enough for the Fed to consider pausing rate hikes, and how investors should be positioning their portfolio.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/16/2023 • 4 minutes, 13 seconds
Through The Noise: Are we there yet?
In today’s edition of Through the Noise, Manpreet speaks to Daniel about why we favour a relatively defensive approach to US equities despite the ongoing rally, why we expect the US Dollar to correct higher in the short term and why gold may face a period of consolidation. Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankDaniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/13/2023 • 8 minutes, 43 seconds
Cut to the Chase! There is no place like home
Daniel discusses how the property markets may evolve in Singapore and Hong Kong in the year 2023 – is it time to pull the trigger now? Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/12/2023 • 3 minutes, 46 seconds
Cut to the Chase! What about US equities?
Daniel discusses how light positioning may help US equities in the short-term. Our medium-term preference still lies in Chinese equities. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/11/2023 • 3 minutes, 49 seconds
Cut to the Chase! Are Chinese equities too high to chase?
Daniel discusses the key areas of concerns from investors about Chinese equities, and what are the reasonable levels to accumulate and to lock-in partial profits.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/10/2023 • 4 minutes, 17 seconds
Cut to the Chase! Is goldilocks coming back?
Daniel discusses the latest US non-farm payroll numbers, why it may be too early to talk about a goldilocks scenario, and how you should be positioning your portfolio.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/9/2023 • 4 minutes, 17 seconds
Through the Noise: Staying SAFE, preferring Asia
In the first Through The Noise podcast of the year, Michelle talks to Steve about how recent economic and policy developments fit into the Playing it SAFE approach to investing, why any short-term increase in bond yields would provide a great investment opportunity and why he believes there is still further upside for China/HK equity markets despite the recent strong rally. Speakers:Steve Brice, Group Chief Investment Officer, Standard Chartered BankMichelle Kam, Investment Strategist, Standard Chartered BankAs referenced in the podcast, if you would like to register for the CIO Office’s annual investment webinar, please go to www.sc.com/gmo.For more of our latest market insights, visit Market views on-the-go.
1/6/2023 • 11 minutes, 27 seconds
Cut to the Chase! Staying SAFE with high-quality income assets
Daniel discusses the increasing signs of slowing growth, the CIO team’s overweight in fixed income and how much you may consider allocating to this asset class in your portfolio. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/5/2023 • 4 minutes, 7 seconds
Cut to the Chase! The Last of the Mohicans
Daniel discusses how a widening in the yield-curve control band by the BOJ may lead to further downside in the USDJPY, and where is the potential level to enter a short position in the pair. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/4/2023 • 4 minutes, 40 seconds
Cut to the Chase! Enter the Dragon, Redux
Daniel discusses the impact from further reopening of Mainland China in the last two weeks of December 2022, and why the Hang Seng index may have further upside. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/3/2023 • 4 minutes, 30 seconds
2023 Outlook: Multi-asset Income Strategies
Steve speaks to Audrey and Hannah about our 2023 multi-asset income strategies outlook, why we see it as a top pick next year and our preferences within the asset class.Join us for the Global Market Outlook 2023 webinar on 11 January. To register, visit www.sc.com/gmo.Speakers:Steve Brice, Group Chief Investment Officer, Standard Chartered BankAudrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankHannah Chew, Portfolio Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/23/2022 • 8 minutes, 31 seconds
2023 Outlook: FX
Steve speaks to Manpreet Gill and Abhilash Narayan about our key currency calls for 2023.Join us for the Global Market Outlook 2023 webinar on 11 January. To register, visit www.sc.com/gmo.Speakers:Steve Brice, Group Chief Investment Officer, Standard Chartered BankManpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/22/2022 • 10 minutes, 36 seconds
2023 Outlook: Equity
Steve speaks to Daniel and Fook Hien about our 2023 equity outlook and our top picks within the asset class.Join us for the Global Market Outlook 2023 webinar on 11 January. To register, visit www.sc.com/gmo.Speakers:Steve Brice, Group Chief Investment Officer, Standard Chartered BankDaniel Lam, Head of Equity Strategy, Standard Chartered BankYap Fook Hien, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/21/2022 • 9 minutes, 45 seconds
2023 Outlook: Bonds
Steve speaks to Abhilash and Zhong Liang about our 2023 bonds outlook and our top picks within the asset class. Join us for the Global Market Outlook 2023 webinar on 11 January. To register, visit www.sc.com/gmo.Speakers:Steve Brice, Group Chief Investment Officer, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered BankHan Zhong Liang, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/20/2022 • 9 minutes, 26 seconds
2023 Outlook: Macro
Steve speaks to Rajat and Zhong Liang about our 2023 macro outlook and our top picks within the asset class.Join us for the Global Market Outlook 2023 webinar on 11 January. To register, visit www.sc.com/gmo.Speakers:Steve Brice, Group Chief Investment Officer, Standard Chartered BankRajat Bhattacharya, Senior Investment Strategist, Standard Chartered BankHan Zhong Liang, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/19/2022 • 11 minutes, 58 seconds
2023 Outlook: Playing It SAFE
Steve Brice speaks to Manpreet and Raymond about why we believe a SAFE strategy (Secure your yield, Allocate to value, Fortify against surprises and Expand beyond the traditional) as the best way to navigate foundation allocations in 2023.Join us for the Global Market Outlook 2023 webinar on 11 January. To register, visit www.sc.com/gmo.Speakers:Steve Brice, Group Chief Investment Officer, Standard Chartered BankManpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankRaymond Cheng, CIO of North Asia, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/16/2022 • 13 minutes, 38 seconds
Cut to the Chase! Rotate into defensive, income assets
Daniel discusses the key takeaways from the final FOMC for the year 2022, and how to position going into 2023.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/15/2022 • 4 minutes, 28 seconds
Cut to the Chase! Are we getting some luck?
Daniel discusses slowing US consumer inflation, and why it makes sense to trim equity holdings and rotate into income assets. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/14/2022 • 4 minutes, 39 seconds
Cut to the Chase! In heaven, or in hell?
Daniel discusses the potential turnaround in the China internet stocks, benefitting from the likely turnaround in consumption in China.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/13/2022 • 4 minutes, 30 seconds
Cut to the Chase! The tail event
Daniel discusses how 9 out of 10 US CPI releases this year have been “tail events”, and how investors should be positioned ahead of this.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/12/2022 • 4 minutes, 32 seconds
Through The Noise: The return of the central banker
Zhong speaks to Manpreet to look back at what we can learn from 2022, the key events next week that will most likely have an important role in shaping the 2023 outlook and a sneak preview of the team’s thinking about the 2023 Outlook Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankHan Zhong Liang, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/9/2022 • 7 minutes, 56 seconds
Cut to the Chase! To convert, or not to convert?
Daniel discusses the short-term upside to the USD, what are the key drivers, and what are the next data points to watch out for.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/8/2022 • 3 minutes, 55 seconds
Cut to the Chase! Death and Taxes
Daniel discusses how momentum indicators are indicating that the Hang Seng Index is overstretched, and the levels where investors may consider buying on potential short-term pullbacks. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/7/2022 • 4 minutes, 38 seconds
Cut to the Chase! A Christmas Carol
Daniel discusses how rising recession risks may affect default risks in the US, and the likely resilience from DM IG corporate bonds. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/6/2022 • 3 minutes, 42 seconds
Cut to the Chase! Buying into Non-farm beat?
Daniel discusses the implications of latest non-farm payroll numbers, and why investors bought into the market dip.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/5/2022 • 4 minutes, 1 second
Through The Noise: Santa Claus Rally?
Manpreet speaks to Fook Hien about whether it is worth chasing the rally in Asian and US equity markets, why we remain comfortable with high quality bonds despite recessionary credit quality risks and where we see tactical opportunities in FX markets today. Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankYap Fook Hien, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/2/2022 • 11 minutes, 57 seconds
Cut to the Chase! The wings of the doves, Part 2
Daniel discusses the implications of Powell’s speech, and why it makes sense to rotate from US equities into multi-asset income and into Asia ex-Japan equities. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/1/2022 • 4 minutes, 22 seconds
Cut to the Chase! The Third Arrow
Daniel discusses the CSRC’s announcement of the third arrow in the Chinese property sector, and what investors should be doing with their investments in the sector. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/30/2022 • 4 minutes, 11 seconds
Cut to the Chase! The Hang Seng’s V-shape move
Daniel discusses the V-shape move in the Hang Seng Index yesterday, and the key levels to watch out for the rest of this year. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/29/2022 • 4 minutes, 30 seconds
Cut to the Chase! Is US consumption the next shoe to drop?
Daniel discusses signs of a slowdown in US consumption and what strategies you should adopt in your investment portfolio Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/28/2022 • 3 minutes, 34 seconds
Through The Noise: Fade the equity rally
Manpreet speaks to Rajat about whether the equity market rally has legs or is about to run out of steam, why we continue to favour income assets despite the easing in bond yields and where we see opportunities in FX markets today. Speakers: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 BankFor more of our latest market insights, visit Market views on-the-go.
11/25/2022 • 10 minutes, 51 seconds
Cut to the Chase! The wings of the doves
Daniel discusses the latest FOMC minutes, and the case for adding to income assets.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/24/2022 • 3 minutes, 59 seconds
Cut to the Chase! A look at the semiconductor sector
Daniel discusses investment opportunities in the semiconductor sector.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/23/2022 • 3 minutes, 57 seconds
Cut to the Chase! Revisiting high-quality income assets
Daniel discusses the potential pullback in risky assets, and why income assets continue to be attractive for investors.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/22/2022 • 3 minutes, 36 seconds
Cut to the Chase! King Dollar not done yet
Daniel highlights the tug-of-war that is going on in the USD, and why it may rebound over the next few weeks.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/21/2022 • 4 minutes, 9 seconds
Through The Noise: Tide turning?
Manpreet speaks to Fook Hien about whether the market tide is turning, whether the USD has peaked, why we still like income assets and what to make of the storm in crypto assets. Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankYap, Fook Hien, Senior Investment Strategist, WM Chief Investments Office, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/18/2022 • 13 minutes, 24 seconds
Cut to the Chase! From “Safe-haven” to “Risk-seeking”
Daniel explains how US equities remain healthy at current levels, but Asia ex-Japan equities is likely to outperform.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/17/2022 • 4 minutes, 7 seconds
Cut to the Chase! Chinese property bonds – low systemic risk
Daniel talks about the recent strong supporting package from the Chinese government, and what is our take going forward. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/16/2022 • 4 minutes, 25 seconds
Cut to the Chase! What to do with the Hang Seng index
Daniel discusses the doubling in normal monthly volatility range in the Hang Seng index, and what levels investors may look to add or trim exposure in the index Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/15/2022 • 4 minutes, 31 seconds
Cut to the Chase! Has Asia turned?
Today, Steve talks about the recent strong recovery in Asian equities, what it will take for this to be sustained and what are the factors to watch in the coming days. Speaker:Steve Brice, Group Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/14/2022 • 3 minutes, 17 seconds
Through The Noise: Peak rate expectations?
In today’s edition of Through the Noise, Manpreet speaks to Abhilash about whether the sharp rally in equity markets after the inflation data release is sustainable, the possible market impact of mid-term US elections, our thoughts on Q3 European corporate earnings and why we still believe GBP remains in a downtrend.Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/11/2022 • 9 minutes, 45 seconds
Cut to the Chase! US energy sector – tailwinds intact for the medium-term
In today’s edition of Cut to the Chase, Daniel discusses why US mid-term election results is unlikely to derail the medium-term positive thesis on the US energy sector.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/10/2022 • 4 minutes, 7 seconds
Cut to the Chase! The “King Dollar” – where to go from here?
In today’s edition of Cut to the Chase, Daniel discusses the current action in the USD, and what factors may weaken the USD.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/9/2022 • 4 minutes, 13 seconds
Cut to the Chase! Enter the Dragon
In today’s edition of Cut to the Chase, Daniel discusses the strong price action in the Hang Seng index, and why it has more room to run. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/8/2022 • 4 minutes, 12 seconds
Cut to the Chase! Fed likely to stay its tightening course
In today’s edition of Cut to the Chase, Daniel discusses the mixed non-farm payroll and why slightly higher unemployment rate is unlikely to derail the Fed’s tightening path. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/7/2022 • 4 minutes, 7 seconds
Through The Noise: The Fed deflates another rally
In today’s edition of Through the Noise, Manpreet speaks to Rajat about how to interpret the Fed’s message as an investor, our thoughts on sectors and credit worries in Korea, and why we still see our 3Rs strategy as relevant through this quarter.Speakers: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 BankFor more of our latest market insights, visit Market views on-the-go.
11/4/2022 • 12 minutes, 42 seconds
InvesTips: How to survive a recession and thrive afterwards
In this edition, Steve talks about 3 strategies investors can use to survive the challenging environment of a recession and then thrive thereafter.Speaker:Steve Brice, Group Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/4/2022 • 6 minutes, 47 seconds
Cut to the Chase! Higher peak in policy rates
In today’s edition of Cut to the Chase, Daniel discusses the implications of the latest FOMC meeting, and how investors should be positioning themselves forward.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/3/2022 • 4 minutes, 8 seconds
Cut to the Chase! Tactical opportunity in Chinese equities
In today’s edition of Cut to the Chase, Daniel discusses the recent encouraging technical signs in Chinese equities.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/2/2022 • 3 minutes, 48 seconds
Cut to the Chase! Income assets still the focus
In today’s edition of Cut to the Chase, Daniel discusses how one should look beyond volatility in income assets and add to them.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/1/2022 • 3 minutes, 55 seconds
Cut to the Chase! It’s scary out there!
Steve talks about why the shape of the yield curve can be a scary signal, especially for equity investors.Speaker:Steve Brice, Group Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/31/2022 • 4 minutes, 50 seconds
Through The Noise: Capturing the Yield
In today’s edition of Through the Noise, Manpreet speaks to Abhilash about whether equities are set for a bear market rally, why we believe investors should take advantage of today’s yields in high quality bonds and income assets and why we continue to like our ‘3Rs’ strategy.Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/28/2022 • 10 minutes, 22 seconds
Cut to the Chase! The next shoe to drop
Steve talks about the ongoing US earnings season and why he believes that equity markets may still have another leg lower before enjoying a sustained recovery. Speaker:Steve Brice, Group Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/27/2022 • 4 minutes, 32 seconds
Cut to the Chase! New manager bounce
Today, Steve talks about the challenges facing the new British government and why now is not the time to pile back into sterling.Speaker:Steve Brice, Group Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/26/2022 • 4 minutes, 13 seconds
Cut to the Chase! It never rains…
Today, Steve talks about the recent weakness in Greater China equity markets and whether there is more to come, or are we at peak pessimism. Speaker:Steve Brice, Group Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/25/2022 • 4 minutes, 15 seconds
Through the Noise: Tug of War
In today’s edition of Through the Noise, Manpreet speaks to Audrey about what can learn from equity market positioning and the nascent US earnings season, whether yields have further to rise and our views on whether the recent moves in JPY and GBP can extend. Speaker:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankAudrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/21/2022 • 10 minutes, 37 seconds
Cut to the Chase: PIVOT!?!?
Today, Steve talks about the likelihood and potential timing of a Fed Pivot and its implications for bond markets. Speaker:Steve Brice, Group Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/20/2022 • 4 minutes, 44 seconds
Cut to the Chase: Happy Anniversary
Today, Steve talks about why we should feel both lucky and unlucky on this day and, more importantly, what to do about it. Speaker:Steve Brice, Group Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/19/2022 • 4 minutes, 50 seconds
Cut to the Chase: How are you funded?
Today, Steve talks about potential funding currencies. While the JPY has broken lower, given the central bank intervention risks, we prefer the EUR as a potential funding vehicle in a strong-USD environment. Speaker:Steve Brice, Group Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/18/2022 • 5 minutes, 41 seconds
Cut to the Chase! The curse of the consensus
Steve discusses why despite being very concerned about the 6-12 month economic outlook, this is not the time to be panic selling and why increasing investments in bonds and multi-asset income strategies makes sense for long term investors.Speaker:Steve Brice, Group Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/17/2022 • 3 minutes, 41 seconds
Though the Noise: Keeping at it for now
In today’s edition of Through the Noise, Hannah Chew speaks to Steve Brice on the Fed’s continued focus on inflation, the likelihood of further BoJ intervention in the FX markets, our take on the semiconductor sector, and how investors can best position themselves in this current investment climate.Speakers:Steve Brice, Group Chief Investment Officer, Standard Chartered BankHannah Chew, Portfolio Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/14/2022 • 12 minutes, 24 seconds
Cut to the Chase! Gold interesting at this stage
In today’s edition of Cut to the Chase, Daniel discusses how gold has been performing on US CPI release dates, and why the current low-positioning may give investors an edge based on historical analysis.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/13/2022 • 4 minutes, 8 seconds
Cut to the Chase! Are European financials able to withstand idiosyncratic risks?
In today’s edition of Cut to the Chase, Daniel discusses how there could be long-term opportunities for European financials equities and subordinated bonds. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/12/2022 • 3 minutes, 36 seconds
Through the Noise: Bonds outlook for the final quarter of 2022
This is part of a mini-series which discusses the investment outlook for the final quarter of 2022. In this edition of Through the Noise, Steve speaks to Manpreet about the direction of bond yields and where we see opportunities and risks in bond markets. Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankManpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/12/2022 • 7 minutes, 42 seconds
Through the Noise: Equities outlook for the final quarter of 2022
This is part of a mini-series which discusses the investment outlook for the final quarter of 2022. In this edition of Through the Noise, Steve Brice speaks to Fook Hien Yap about the direction for equity markets in 4Q 2022 and beyond and what our regional and sector preferences in equities are. Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankFook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/11/2022 • 7 minutes, 51 seconds
Cut to the Chase! Energy is the only overweight sector
In today’s edition of Cut to the Chase, Daniel discusses how the latest development on the oil front, and why we continue to like global energy equities.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/11/2022 • 3 minutes, 35 seconds
Cut to the Chase! Fed-Pivot too soon – Rotate into defensive
In today’s edition of Cut to the Chase, Daniel discusses how the Fed is likely to continue its aggressive rate hikes, and the need for investors to continue to go defensive.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/10/2022 • 3 minutes, 31 seconds
Talking Thematics – Q4 Investment Themes update: China renewables a bright spot
In this edition of Talking Thematics, Audrey speaks to Qi Xiu on our latest Q4 Thematic Update, how our Climate themes are expected benefit from the US Inflation Reduction Act, the outlook on China’s renewable sector and our decision to close the Cybersecurity theme. Speakers:Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankQi Xiu Tay, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/10/2022 • 8 minutes, 34 seconds
Through the Noise – Navigating a difficult near-term outlook mini series
In today’s edition of the Through the noise mini-series, Steve discusses with Audrey on our outlook on income investing, why we advocate investors to Rebalance into income assets and areas we believe will outperform.Speakers:Brice Steve, Chief Investment Officer, Standard Chartered BankAudrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/7/2022 • 8 minutes, 14 seconds
Through the Noise: Is the Fed pivoting again?
In today’s edition of Through the Noise, Steve and Daniel discuss whether the current narrative of ‘Fed pivot’ has legs, what investors should do in their portfolio, as well as our latest thinking on the AUD, Oil and US 10-year bond yields Speakers:Brice Steve, Chief Investment Officer, Standard Chartered BankDaniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/7/2022 • 10 minutes, 15 seconds
Through the Noise: Are we close to the end of the business cycle?
In the latest Through the Noise podcast series, Steve Brice discusses the global macroeconomic outlook with Rajat Bhattacharya, with a focus on the US, Europe and China. Rajat explains why we are likely near the end of a long business cycle, which started in the aftermath of the 2008-09 Global Financial Crisis and briefly interrupted by the COVID pandemic. He lays down signposts investors need to watch to assess the timing of a possible recession in the US and Europe. He ends with a more optimistic outlook for China’s economy Speakers:Brice Steve, Chief Investment Officer, Standard Chartered BankRajat Bhattacharya, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/7/2022 • 13 minutes, 13 seconds
Cut to the Chase! Challenges to the King Dollar
In today’s edition of Cut to the Chase, Daniel highlights that the USD index is testing some important support levels, the important things to look out for and the potential implications of a break lower. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/6/2022 • 3 minutes, 33 seconds
Cut to the Chase! When bad news is good
In today’s edition of Cut to the Chase, Daniel discusses the sharp rebound in equities over the last 48 hours, and what investors may consider doing in the near-term.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/5/2022 • 4 minutes, 37 seconds
Cut to the Chase! Is love justified? (Part 2)
In today’s edition of Cut to the Chase, Daniel discusses another key investment idea from the past decade – real estate – and how it shaping up in the rising rates environment.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/4/2022 • 4 minutes, 36 seconds
Cut to the Chase! Is it too late?
In today’s edition of Cut to the Chase, Daniel looks at technical and momentum signals and discusses if it is the best time to trim equities.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/3/2022 • 4 minutes, 1 second
Though the Noise: Navigating a difficult near-term outlook
This is the first part of a mini-series which discusses the investment outlook for the final quarter of 2022. In today’s edition of Through the Noise, Hannah Chew speaks to Manpreet Gill about the view on recession risks, key changes in the asset allocation calls, what higher interest rates mean for investors and how investors can navigate through the current investment climate.Speakers:Hannah Chew, Portfolio Strategist, Standard Chartered BankManpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/30/2022 • 8 minutes, 1 second
Cut to the Chase! Desperate times call for desperate measures
In today’s edition of Cut to the Chase, Daniel discusses the government interventions in Europe and short-term opportunities there.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/29/2022 • 5 minutes, 15 seconds
Cut to the Chase! Is love justified?
In today’s edition of Cut to the Chase, Daniel discusses why the environment is very different from the past decade for growth stocks, and how investors should deal with this.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/28/2022 • 4 minutes, 23 seconds
Cut to the Chase! “To get squares, you have to give squares”
In today’s edition of Cut to the Chase, Daniel discusses the plunge in the GBP, what to expect in the short-term, and how it creates opportunities in large-cap UK equities.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/27/2022 • 3 minutes, 50 seconds
Cut to the Chase! The 3D’s
In today’s edition of Cut to the Chase, Daniel discusses the 3D’s approach – de-risking, diversification and dividends – to mitigate the impact of rising interest rates.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/26/2022 • 4 minutes, 6 seconds
Through The Noise: The Fed leads yields higher, stocks lower
In today’s edition of Through the Noise, Manpreet speaks to Abhilash about why the Fed decision may mean more USD strength near-term, the technical outlook for equity markets and why a ‘3D’ investment strategy may offer one approach to navigating today’s market conditions.Speakers:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/23/2022 • 8 minutes, 31 seconds
Cut to the Chase! Defending against the sacrifice
In today’s edition of Cut to the Chase, Daniel discusses the FOMC’s determination to bring down inflation, and the need to stay defensive at this stage.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/22/2022 • 3 minutes, 57 seconds
Cut to the Chase! The only game in town
In today’s edition of Cut to the Chase, Daniel discusses what to watch out for in the upcoming FOMC meeting, and what the FX market is telling investors.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/21/2022 • 4 minutes, 1 second
Cut to the Chase! After the shock
In today’s edition of Cut to the Chase, Daniel discusses why markets have become less volatile vs. H1’22, and how investors should be positioned.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/20/2022 • 4 minutes, 15 seconds
Cut to the Chase! The Blockbuster
In today’s edition of Cut to the Chase, Daniel discusses the FOMC this week and gives more details on the barbell approach.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/19/2022 • 4 minutes, 5 seconds
Through The Noise: The Heat is On
In today’s edition of Through the Noise, Zhong speaks to Manpreet about how investors should consider reading the market reaction to the US inflation report, what technicals are telling us about short term opportunities within equity and FX markets and whether the 10-year US bond yield can break 3.50%.Speakers:Zhong Liang Han, Investment Strategist, Standard Chartered BankManpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/16/2022 • 10 minutes, 36 seconds
Cut to the Chase! Defensive growth
In today’s edition of Cut to the Chase, Daniel elaborates further about the importance of having high-dividend equities in your portfolio.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/15/2022 • 4 minutes
Cut to the Chase! 75bps and more to come
In today’s edition of Cut to the Chase, Daniel discusses the cross-asset implications from the higher-than-expected US CPI print.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/14/2022 • 4 minutes, 50 seconds
Cut to the Chase! FX stars aligning?
In today’s edition of Cut to the Chase, Daniel discusses signs of peak inflation and the push-and-pull between USD and other major currencies.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/13/2022 • 4 minutes, 5 seconds
Cut to the Chase! Quality matters
In today’s edition of Cut to the Chase, Daniel discusses why Developed Market Investment Grade Bonds are increasingly relevant in your portfolio in these uncertain times. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/12/2022 • 3 minutes, 55 seconds
InvesTips: How to manage a rising interest rate environment
Very high inflation has got central banks on the defensive and they are fighting back with dramatic interest rates rises. In this podcast, Steve talks about 3 potential strategies for bond investors to deal with such an environment. Speaker:Steve Brice, Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/12/2022 • 7 minutes, 20 seconds
Through The Noise: What do jumbo rate hikes mean for investors?
In today’s edition of Through the Noise, Manpreet speaks to Rajat about how to interpret the ECB rate hike, what the large rate hikes mean for risky assets, the market implications of Chinese policy actions and whether USD/JPY is set to re-test its 1998 high. Speakers:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankBhattacharya, Rajat, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/12/2022 • 9 minutes, 13 seconds
Cut to the Chase! Made in Haven
In today’s edition of Cut to the Chase, Daniel discusses how safe-haven assets are important in building resilience in portfolios during bear markets.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/8/2022 • 4 minutes, 7 seconds
Cut to the Chase! Inflation - Where art thou?
In today’s edition of Cut to the Chase, Daniel discusses how differences in inflation and monetary policies lead to rising USDJPY, and investment opportunities in Japanese assets.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/7/2022 • 3 minutes, 33 seconds
Cut to the Chase! Crunch time for global bonds, Part 2
In today’s edition of Cut to the Chase, Daniel discusses how investors should be reallocating amongst the various sub-asset classes within Fixed Income. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/6/2022 • 3 minutes, 38 seconds
Cut to the Chase! Crunch time for global bonds
In today’s edition of Cut to the Chase, Daniel discusses why this is a critical stage for global bonds, as the US 10-year yield goes into the key zone between 3.25% to 3.5% Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/5/2022 • 4 minutes, 21 seconds
Through The Noise: Narrowing our focus
In today’s edition of Through the Noise, Audrey speaks to Abhilash about rising recessionary risks in the US, how should investors should consider positioning their portfolios in this environment and if the sharp rally in the US dollar will persist. Speakers:Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankAudrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/2/2022 • 12 minutes, 9 seconds
Cut to the Chase! Comfort zone is over-rated
In today’s edition of Cut to the Chase, Daniel discusses why investors should be getting out of their “comfort zone” in growth stocks, and getting into “the relative unknown” in sectors such as energy.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/1/2022 • 3 minutes, 50 seconds
Cut to the Chase! Remembering the Princess
In today’s edition of Cut to the Chase, Daniel discusses why UK equities are relevant to investors, especially in this latest round of hawkishness from Central Banks.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/31/2022 • 4 minutes, 6 seconds
Cut to the Chase! When hawks fly - Part 2
In today’s edition of Cut to the Chase, Daniel further elaborates further on the implications of Jackson Hole, concentrating on key currency pairs. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/30/2022 • 3 minutes, 57 seconds
Cut to the Chase! When hawks fly
In today’s edition of Cut to the Chase, Daniel discusses the Fed’s hawkish message at Jackson Hole, and what you should do with your portfolio allocation Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/29/2022 • 4 minutes, 34 seconds
Though The Noise: Three things to watch at the Jackson Hole
In today’s edition of Through the Noise, Hannah Chew speaks to Audrey about what to look out for in the coming three-day Fed conference a Jackson Hole, whether the USD is likely to break to a new high and our latest views on Chinese equities. Speakers:Hannah Chew, Portfolio Strategist, Standard Chartered BankAudrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/26/2022 • 9 minutes, 47 seconds
Cut to the Chase! Zugzwang in Europe
In today’s edition of Cut to the Chase, Daniel discusses the difficult decisions that Europe faces, what are the potential upside risks, and how to position your portfolio.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/25/2022 • 4 minutes, 15 seconds
Cut to the Chase! When weakness means opportunities
In today’s edition of Cut to the Chase, Daniel discusses the weakness in the EUR, and how it may help European exporters.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/24/2022 • 4 minutes, 14 seconds
Cut to the Chase! Switching is the buzz word
In today’s edition of Cut to the Chase, Daniel discusses the sharp move down in US equities overnight, reiterating the case of switching into global fixed income, and also considering the switch into Chinese equities.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/23/2022 • 4 minutes, 28 seconds
Cut to the Chase! Is this base for real?
In today’s edition of Cut to the Chase, Daniel discusses if we are in for a correction in US equities, and the barbell approach in allocating your assets.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/22/2022 • 4 minutes, 3 seconds
Through The Noise: Bear rally topping
In today’s edition of Through the Noise, Michelle Kam speaks to Audrey about whether the recent equity market rally is topping out, our views on US High yield bonds and where we see opportunities in the FX markets. Speakers:Michelle Kam, Investment Strategist, Standard Chartered BankAudrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/19/2022 • 9 minutes, 58 seconds
Cut to the Chase! A tale of two retail sales numbers
In today’s edition of Cut to the Chase, Daniel discusses the US retail sales numbers, the FOMC Minutes, and opportunities in different assets.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/18/2022 • 4 minutes, 25 seconds
Cut to the Chase! What to do with Oil and Oil-related investments?
In today’s edition of Cut to the Chase, Daniel discusses the reasons behind the current weakness in the oil prices, how oil is looking technically, and our outlook on oil and oil-related investments.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/17/2022 • 4 minutes, 53 seconds
Cut to the Chase! Weakness in China data
In today’s edition of Cut to the Chase, Daniel discusses the PBoC’s unexpected rate cut, weak China retail activities data, and the cross-asset implications for Chinese and global assets.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/16/2022 • 4 minutes, 30 seconds
Cut to the Chase! Check out Global Financials
In today’s edition of Cut to the Chase, Daniel discusses the week ahead, what to make of optimism following US inflation figures last week, and why Financials are interesting right now.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/15/2022 • 4 minutes, 44 seconds
Through The Noise: Looking for a Catch-Up
In today’s edition of Cut to the Chase, Manpreet speaks to Daniel about why we expect Asian equities’ recent underperformance vs. global peers to be temporary, our view on oil prices and whether the US Dollar has indeed peaked.Speakers:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankDaniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/12/2022 • 7 minutes, 22 seconds
Cut to the Chase! A barbell investment approach after the US CPI print
In today’s edition of Cut to the Chase, Daniel discusses the US CPI print, the likely reaction from the Fed, and how you should be fine-tuning your portfolio.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/11/2022 • 4 minutes, 6 seconds
Cut to the Chase! Trim US equities into global bonds
In today’s edition of Cut to the Chase, Daniel discusses the “winning streak” for US equities over the last two months, and why it makes sense to switch some of this into global bonds.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/10/2022 • 4 minutes, 6 seconds
Cut to the Chase! Along comes USDJPY
In today’s edition of Cut to the Chase, Daniel discusses how USDJPY has been recovering on the upside, what is the pair’s outlook, as well as our thoughts on AUDUSD. Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/9/2022 • 3 minutes, 40 seconds
Cut to the Chase! Growth vs. Inflation
In today’s edition of Cut to the Chase, Daniel discusses what are the implications of last Friday’s nonfarm payroll data, what are the areas to watch out for in Chinese equities, as well as implications of rising US 10-year yield for fixed income investments.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/8/2022 • 4 minutes, 11 seconds
Through The Noise: When bad news is good news
In today’s edition of Through The Noise, Manpreet speaks to Fook Hien about how to navigate an environment where bad economic news is good news for markets, our views on Chinese equities today and whether USD/JPY can extend its fall. Speakers:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/5/2022 • 11 minutes, 2 seconds
Cut to the Chase! Looking out for endangered species
In today’s edition of Cut to the Chase, Manpreet discusses why we remain constructive on oil prices after yesterday’s OPEC+ meeting, how the BoE decision could result in a rangebound GBP and what we’d focus on in tomorrow’s US jobs report. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/4/2022 • 4 minutes, 25 seconds
Cut to the Chase! The Fed turns on the heat
In today’s edition of Cut to the Chase, Manpreet discusses whether the rise in bond yields are a risk or an opportunity, why an attractive trade in USD/JPY could be brewing and how to read the upcoming OPEC+ meeting.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/3/2022 • 4 minutes, 34 seconds
Cut to the Chase! Planning an Australian road trip?
In today’s edition of Cut to the Chase, Manpreet looks at what today’s Reserve Bank of Australia policy decision could mean for the AUD, what the key fundamental drivers are signalling and why we believe short-term technicals could be a source of optimism.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/2/2022 • 4 minutes, 17 seconds
Cut to the Chase! Bracing for a flood of macroeconomic data
In today’s edition of Cut to the Chase, Manpreet sifts through the economic calendar to discuss how US data could impact the S&P500 index as it approaches technical resistance, how to read central bank policy in Australia and the UK from a FX market perspective and why we remain positive on Chinese equities amid weak PMI data. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/1/2022 • 4 minutes, 36 seconds
Through The Noise: The many walls of worry
In this edition of our podcast, which coincides with our monthly Global Market Outlook publication, Michelle Kam discusses with Rajat Bhattacharya the key takeaways from the Fed policy meeting, whether the US is in a recession and how should investors position themselves in this environment. If you would like to attend the webinar referred to in this episode, please sign up via the following link https://www.sc.com/gmoSpeakers:Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered BankMichelle Kam, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
7/29/2022 • 9 minutes, 52 seconds
Cut to the Chase! Fed hints at a slower pace of rate hikes
In today’s edition of Cut to the Chase, Abhilash discusses the implications of the latest Fed rate hike and why markets are likely to turn more volatile around the release of key economic data in the near-term.Speakers:Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
7/28/2022 • 5 minutes, 23 seconds
Cut to the Chase! All eyes on Fed
In today’s edition of Cut to the Chase, Abhilash shares an update on the ongoing US earnings season and discusses why the recent weakness in consumer confidence data is unlikely to deter the Fed from hiking rates by 75bp. Speakers:Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
7/27/2022 • 5 minutes, 18 seconds
Cut to the Chase! Contrasting fortunes for EUR and AUD
In today’s edition of Cut to the Chase, Abhilash discusses why the release of the latest inflation and GDP data for European heavyweights could drive the EUR lower, and why a jump in Australian inflation could propel AUD higher.Speakers:Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
7/26/2022 • 3 minutes, 31 seconds
Cut to the Chase! Getting ready for the data deluge
In today’s edition of Cut to the Chase, Abhilash discusses what to expect from the coming Fed meeting and US GDP data release, and why we could see greater equity market volatility this week. Inflation and growth data releases in Europe and Australia could also trigger another bout of weakness for the EUR and extend gains in the AUD. Speakers:Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
7/25/2022 • 4 minutes, 56 seconds
Through The Noise: What will sustain the upturn?
In today’s edition of Through The Noise, Manpreet speaks to Fook Hien about whether the current rebound is sustainable amid the ongoing Q2 earnings season, what the market implications are of the ECB’s exit from negative policy rates and what to expect from the Fed next week.Speakers:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
7/22/2022 • 9 minutes, 47 seconds
Cut to the Chase! Treading water ahead of key policy events
In today’s edition of Cut to the Chase, Manpreet Gill discusses what to expect from the ECB amid rising political risk in Europe, what market expectations are telling us about BoJ policy and what both central bank meetings could mean for the EUR and JPY.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
7/21/2022 • 3 minutes, 53 seconds
Cut to the Chase! What can you learn from being a chess player?
In today’s edition of Cut to the Chase, Manpreet Gill discusses interesting signals from market positioning survey data, what a larger 50bps rate hike by the ECB could imply and upside risks to energy prices.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
7/20/2022 • 4 minutes, 12 seconds
Cut to the Chase! Are gold prices set to rebound?
In today’s edition of Cut to the Chase, Manpreet Gill discusses what we see as the major drivers of gold, what explains recent weakness and why we believe gold prices are set to rebound. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
7/19/2022 • 4 minutes, 11 seconds
Cut to the Chase! It’s the turn of non-US central banks
In today’s edition of Cut to the Chase, Manpreet Gill discusses what to watch in the week ahead, including how we’re viewing the ECB and BoJ policy meetings, what to look for from US earnings and the currency and sector opportunities these events could create.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
7/18/2022 • 4 minutes, 28 seconds
Through The Noise: Getting Hotter Still
In today’s edition of Through The Noise, Daniel Lam speaks with Manpreet Gill about the recent US inflation number, its implications for Fed policy and key asset classes, what we can learn from financial sector earnings and lower commodity prices and our broader view on the US Dollar. Speakers:Daniel Lam, Head of Equity Strategy, Standard Chartered BankManpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
7/15/2022 • 11 minutes, 10 seconds
Cut to the Chase! How far will the Fed go?
In today’s edition of Cut to the Chase, Manpreet Gill discusses what today’s US inflation report could mean for Fed policy, why we’d favour relatively defensive sectors in the US and why we continue to see opportunities in commodity currencies.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
7/14/2022 • 4 minutes, 37 seconds
Cut to the Chase! Will the EUR drop below parity with the USD?
In today’s edition of Cut to the Chase, Manpreet Gill discusses recently weak data in the Euro area, Europe’s energy challenges and what all of this means for the EUR/USD currency pair as it approaches parity with the US Dollar. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
7/13/2022 • 4 minutes
Cut to the Chase! Has inflation peaked?
In today’s edition of Cut to the Chase, Manpreet Gill discusses how to read into the US inflation print due later this week, where we’d look for sector opportunities as the US earnings season kicks off and why we’d be biased to buy the dip in Chinese equities.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
7/12/2022 • 4 minutes, 28 seconds
Through The Noise: Will equities pass the earnings test?
This week, Steve talks to Daniel Lam about the forthcoming US earnings season – which seems to be taking on increasing importance – what this means for our sector preferences, the implications of Boris Johnson’s resignation for the British pound and when might be a good time to buy gold. Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankDaniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
7/8/2022 • 12 minutes, 10 seconds
Cut to the Chase! The Fed keeps the bond market on its toes
In today’s edition of Cut to the Chase, Manpreet Gill discusses what we can learn from the minutes of the last Fed meeting, how elevated bond market volatility can offer attractive opportunities and why we’d watch gold prices closely for potential entry levels.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
7/7/2022 • 4 minutes, 15 seconds
Cut to the Chase! A gloomy start
In today’s edition of Cut to the Chase, Manpreet Gill discusses what we can read from the inversion of a key US bond yield curve, what indicators we’d watch to monitor recession risks and why yesterday’s move in EUR/USD is significant.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
7/6/2022 • 3 minutes, 56 seconds
Through the Noise: The big question with Professor Raghuram Rajan
Steve Brice is joined by Prof. Raghuram Rajan in this special Through the Noise podcast to talk about inflation, potential threats to the global financial system, and - should investors delve into cryptocurrencies or is it too late? Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankProfessor Raghuram Rajan, ex-IMF Chief Economist and former Governor of Reserve Bank of India To read our H2 Global Market Outlook report, please visit www.sc.com/gmo.
7/5/2022 • 18 minutes, 37 seconds
Cut to the Chase! Is USD/JPY heading for 147?
In today’s edition of Cut to the Chase, Manpreet Gill discusses why Bank of Japan policy remains in sharp contrast to central bank policy elsewhere, what could cause short-term upwards momentum to continue and possible scenarios under which USD/JPY could sharply reverse.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
7/5/2022 • 4 minutes, 33 seconds
Cut to the Chase! Summer travels, but not for markets
In today’s edition of Cut to the Chase, Manpreet Gill discusses why markets would ideally want a not-too-hot-not-too-cold US jobs report this week, why the RBA meeting could be supportive for the AUD and why we’d watch bond, not equity, markets for direction this week.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
7/4/2022 • 4 minutes, 32 seconds
H2 2022 Income Investing: Likely to outperform
Steve talks to Hannah Chew from the asset allocation team about why she expects an income-focused approach to investing to outperform a more pro-cyclical, balanced allocation. They also discuss whether high dividend equities are still attractive and which areas of the bond market offer the best risk-reward in an income portfolio. Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankHannah Chew, Portfolio Strategist, Standard Chartered BankFor the Global Market Outlook event registration referred to in the podcast, visit https://www.sc.com/gmoFor more of our latest market insights, visit Market views on-the-go.
7/1/2022 • 9 minutes, 47 seconds
H2 2022 FX Outlook: Looking for opportunities in FX markets
In this episode of the H2 Outlook mini-series, Steve talks to Manpreet about what path the US Dollar is likely to follow for the rest of this year, where we see the biggest opportunities in FX markets right now and why we still see benefits in exposure to gold. Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankManpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor the Global Market Outlook event registration referred to in the podcast, visit https://www.sc.com/gmoFor more of our latest market insights, visit Market views on-the-go.
6/30/2022 • 12 minutes, 5 seconds
Cut to the Chase! Postcard from Portugal
In today’s edition of Cut to the Chase, Manpreet Gill discusses what to make of major central banker comments at the ECB Forum in Portugal, why we see them dovetailing into our longer term preference for income assets and what short impact they could have on FX markets.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/30/2022 • 4 minutes, 30 seconds
H2 2022 Equities Outlook: Trimming global equity exposure
In this episode of the H2 Outlook mini-series, Steve talks to Fook Hien about why we are reducing our suggested allocation to global equities, which regions are likely to outperform and why our sector preferences are procyclical in China, but more defensive in Developed Markets. If you would like to attend the webinar referred to in this episode, please sign up via the following link - https://www.sc.com/gmoSpeakers:Steve Brice, Chief Investment Officer, Standard Chartered BankFook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/29/2022 • 9 minutes, 45 seconds
Cut to the Chase! Good news or bad news first?
In today’s edition of Cut to the Chase, Manpreet Gill discusses how China’s easing of Covid rules for international travels fits into our positive view on the country and region’s equity markets, why our equity sector picks remain conservative in the US and why we believe the EUR has room to fall further in the very short term.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/29/2022 • 3 minutes, 50 seconds
H2 2022 Bonds Outlook: Raising allocation to bonds
A sharp repricing of central bank rate hike expectations and bond yields have dramatically improved the relative attractiveness of bonds. In this edition of our podcast on the H2 Outlook, Steve Brice speaks with Abhilash Narayan to explore why we believe adding exposure to bonds offers an attractive risk reward given the rise in recession risks. They also discuss the factors that could lead Developed Market High Yield and Asian USD bonds to outperform global bonds. If you would like to attend the webinar referred to in this episode, please sign up via the following link - https://www.sc.com/gmoSpeakers:Steve Brice, Chief Investment Officer, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/28/2022 • 11 minutes, 14 seconds
Cut to the Chase! Can the Loonie break free?
In today’s edition of Cut to the Chase, Manpreet Gill discusses how key driver for the CAD are evolving, why we expect rangebound moves in the short term and why we do expect both energy prices and interest rates to push the currency higher long term.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/28/2022 • 4 minutes, 19 seconds
H2 2022 Macro Outlook: US recession and Fed outlook, European stagflation risk and China’s recovery
The global macroeconomic outlook has deteriorated in recent months, with central banks turning their focus singularly towards subduing inflation pressures. In this edition of our podcast on the H2 Outlook, Steve Brice discusses with Rajat Bhattacharya the indicators we need to monitor to assess US recession risks, how far the Fed is likely to tighten policy, the risk to Euro area periphery economies from the ECB’s policy tightening and how China stands out from the West in the global economic cycle as it emerges from its year-long downturn.If you would like to attend the webinar referred to in this episode, please sign up via the following link - https://www.sc.com/gmoSpeakers:Steve Brice, Chief Investment Officer, Standard Chartered BankRajat Bhattacharya, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/27/2022 • 12 minutes, 9 seconds
Cut to the Chase! A winding Alpine road
In today’s edition of Cut to the Chase, Manpreet Gill discusses the possible risks to oil prices amid the G7 proposal to cap Russian oil prices, why inflation data and oversold equity markets may be key for the market direction this week and why we’d add to bonds at the expense of equities.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/27/2022 • 4 minutes, 17 seconds
Through the Noise – Walking a Tightrope
This is the first part of a mini-series which discusses the investment outlook for the second half of 2022. Steve talks to Audrey about the key changes in our asset allocation calls, including the rationale for increasing our allocation to bonds, why we are adding the UK alongside Asia ex-Japan as a preferred equity region and why gold still makes sense in a diversified allocation. Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankAudrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/24/2022 • 10 minutes, 16 seconds
Cut to the Chase! Soft landing is hard
In today’s edition of Cut to the Chase, Abhilash Narayan discusses the key takeaways from Fed Chair Powell’s senate testimony and highlights the key data releases to look out for today.Speaker:Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/23/2022 • 2 minutes, 57 seconds
Cut to the Chase! All eyes on Fed
In today’s edition of Cut to the Chase, Abhilash Narayan takes a look at the various Fed members scheduled to speak this week and discusses the implications of the latest guidance from RBA on the AUD. Speaker:Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/22/2022 • 3 minutes, 8 seconds
Cut to the Chase! Will the Swiss National Bank surprise us again?
In today’s edition of Cut to the Chase, Manpreet Gill discusses why the SNB is concerned about a 2.9% inflation reading, why we see the recent fall in USD/CHF as an opportunity and why we’d being disciplined about stop-loss levels may be key to any USD/CHF strategy.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/21/2022 • 4 minutes, 23 seconds
Cut to the Chase! Facing several walls of worry
In today’s edition of Cut to the Chase, Manpreet Gill discusses how to read into Fed Chair Powell’s upcoming testimony, why we see a more positive policy environment in China and what we’d make of the signal from the weekend’s sharp drop in cryptocurrencies.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/20/2022 • 3 minutes, 58 seconds
Through the Noise: US Recession risks rising
In this week’s edition of Through the Noise, Steve speaks with Abhilash to discuss the implications of recent Fed rate hikes on the outlook for US growth and the potential increase in recession risks. They also discuss how investors may position within equities and bond markets given the current uncertain outlook.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/17/2022 • 12 minutes, 34 seconds
Cut to the Chase! The day after the Fed
In today’s edition of Cut to the Chase, Manpreet Gill discusses the key takeaways from the Fed meeting, what we see as investment implications after the Fed’s message and what to make of the ECB’s emergency meeting. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/16/2022 • 4 minutes, 38 seconds
Cut to the Chase! All eyes on Fed
In today’s edition of Cut to the Chase, Abhilash Narayan discusses key things to watch out for in the FOMC meeting later tonight and discusses the risk-reward for Yen given the recent weakness and rising risk of a currency intervention.Speaker:Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/15/2022 • 4 minutes, 56 seconds
Cut to the Chase! Is 75 the new 50?
In today’s edition of Cut to the Chase, Manpreet Gill discusses what drove yesterday’s sharp drop in equities and rise in bond yields, why the Fed meeting this week assumes particular significance and where we see opportunities amid the volatility.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/14/2022 • 4 minutes, 50 seconds
Cut to the Chase! A week of central bank meetings
In today’s edition of Cut to the Chase, Manpreet Gill discusses why this week’s Fed meeting assumes greater importance after last week’s inflation data, what to make of the Japanese statement on the Yen ahead of the BoJ meeting and why we’d add to Asian equities and dollar bonds. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/13/2022 • 4 minutes, 41 seconds
Talking Thematics: A special episode with Henrik Fisker, CEO and founder of Fisker Inc
Audrey Goh talks to Henrik Fisker, CEO and founder of Fisker Inc, an electric vehicle (EV) producer to discuss the outlook for the electric vehicles industry, his journey in setting up the business and decarbonising his supply chain along the way. We also discuss lessons learnt from his earlier failures and successes in this business. Speakers:Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankHenrik Fisker, CEO and Founder, Fisker IncFor more of our latest market insights, visit Market views on-the-go.
6/10/2022 • 15 minutes, 57 seconds
Through the Noise: Stars aligning for Asia
In this week's edition of Through The Noise, Steve talks to Daniel about whether the recent outperformance of Asian equities can extend, the outlook for the JPY after its dramatic slump and the outlook for oil and high yield bonds. Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankDaniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/10/2022 • 10 minutes, 35 seconds
Cut to the Chase! What’s your favourite video game?
In today’s edition of Cut to the Chase, Manpreet Gill discusses the significance of Chinese policy approval of a series of new video games, what to watch in today’s ECB policy meeting and what S&P500 technicals are telling us about the near-term outlook.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/9/2022 • 4 minutes, 26 seconds
InvesTips: Managing allocations in volatile times
Markets have clearly had a rough start to 2022. Steve talks about 3 things to bear in mind when trying to manage your portfolio through volatile market conditions. Speaker:Steve Brice, Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/8/2022 • 5 minutes, 7 seconds
Cut to the Chase! The World Bank sets a gloomy tone
In today’s edition of Cut to the Chase, Manpreet Gill discusses the details of the World Bank’s economic growth downgrades, why we see opportunities in energy sector equities and how Australia’s surprisingly large rate hike is expected to support the AUD. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/8/2022 • 4 minutes, 31 seconds
Cut to the Chase! Look out for the Kiwi
In today’s edition of Cut to the Chase, Manpreet Gill discusses why the NZD is often known as the ‘Kiwi’, how its policy rate hikes can be a support and why a recovery in Chinese economic growth could be a positive catalyst for the currency. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/7/2022 • 4 minutes, 9 seconds
Cut to the Chase! Stuck in a range
In today’s edition of Cut to the Chase, Manpreet Gill discusses why inflation data due later this week in several key markets is key, why US equities may be set to trade in a range short-term and why we’d keep a close watch on the EUR.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/6/2022 • 4 minutes, 7 seconds
Through the Noise: The Income Opportunity
In today’s edition of Through the Noise, Audrey Goh discusses with Manpreet Gill on what to make of the recent market rally? Is this the start of more sustained gains or simply a temporary bear rally? What can investors do in the near term while gauging the evolution of recession risks? Also where are the opportunity for income investors, with yields on most areas in bonds close to multi-years high?Speakers:Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankManpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/3/2022 • 12 minutes, 56 seconds
Cut to the Chase! When good news is bad news
In today’s edition of Cut to the Chase, Manpreet Gill discusses how to read the overnight jump in US bond yields, why we remain optimistic on Chinese equities and USD bonds and what he is doing on World Bicycle day. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/2/2022 • 4 minutes, 34 seconds
Cut to the Chase! Day 1 of Quantitative Tightening
In today’s edition of Cut to the Chase, Manpreet Gill discusses why we shouldn’t worry about the start of Fed QT, what high inflation in Europe could mean for ECB rates and the EUR and the significance of recent policy measures in China for equity markets.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
6/1/2022 • 4 minutes, 19 seconds
Cut to the Chase! The Loonie takes flight
In today’s edition of Cut to the Chase, Manpreet Gill discusses our view on the Canadian Dollar, including the impact of recent moves in oil prices and recent economic data, and what tomorrow’s policy rate hike could mean for the currency.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
5/31/2022 • 3 minutes, 59 seconds
Cut to the Chase! Does summer push markets higher this year?
In today’s edition of Cut to the Chase, Manpreet Gill discusses how the US Memorial Day holiday usually marks the start of summer, why labour market data may be key to extending last week’s strong equity rebound and what Asian and European data are likely to mean for currency markets. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
5/30/2022 • 4 minutes, 11 seconds
Through the Noise: Is the Fed winning?
In this week’s edition of the TTN podcast, Steve talks to Fook Hien Yap about what the recent decline in inflation expectations means for the outlook for bond and equity markets, which currencies are likely to be the biggest beneficiaries from emerging US dollar weakness and what developments in China on the lockdown and policy front means for the local equity market.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankFook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
5/27/2022 • 12 minutes, 10 seconds
Cut to the Chase! Where are the market opportunities today?
In today’s edition of Cut to the Chase, Manpreet Gill discusses why the Fed appears likely to deliver only on what is priced into markets, why rate hikes in New Zealand are consistent with our preference for commodity currencies and why Chinese policymaker comments could be positive for markets.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
5/26/2022 • 4 minutes, 12 seconds
Cut to the Chase! Got bonds?
In today’s edition of Cut to the Chase, Manpreet Gill discusses yesterday’s move lower in US bond yields, what may be driving this move lower and why we believe it illustrates several opportunities in bond and FX markets.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
5/25/2022 • 4 minutes, 43 seconds
Cut to the Chase! The EUR and the power of blogging
In today’s edition of Cut to the Chase, Manpreet Gill talks about how to read into recent ECB policy signals of higher rates ahead, what challenges the ECB faces in raising rates and why all of this means we’re turning increasingly bullish on the EUR over the next 2-4 weeks.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
5/24/2022 • 4 minutes, 5 seconds
Cut to the Chase! What does 20% mean to you?
In today’s edition of Cut to the Chase, Manpreet Gill discusses why a 20% drawdown is a popular bear market definition, the importance of the upcoming minutes of the last Fed meeting and what is in store for Asian markets in the week ahead.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
5/23/2022 • 4 minutes, 18 seconds
Through the Noise: Oversold markets
Today, Manpreet discusses with Rajat about whether we are close to a bottom in major equity markets, what are the key things to keep an eye on, what does recent China economic data mean for our bullish Asia equity view and how should investors navigate the current environment. Speakers:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankRajat Bhattacharya, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
5/20/2022 • 10 minutes, 24 seconds
Cut to the Chase! A turbulent day in US equities
In today’s edition of Cut to the Chase, Manpreet Gill discusses what drove the sharp drop in US equity markets yesterday, what insights we can offer from a few key characteristics and what the move means for the near-term market outlook.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
5/19/2022 • 4 minutes, 15 seconds
Cut to the Chase! On a plane to Australia
In today’s edition of Cut to the Chase, Manpreet Gill discusses why we see a brightening outlook for the Australian Dollar, why the domestic interest rate outlook is key and what we can learn from the ongoing air traffic recovery in Asia-Pacific.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
5/18/2022 • 4 minutes, 14 seconds
Cut to the Chase! It's all about the consumer
In today’s edition of Cut to the Chase, Manpreet Gill discusses why it's all about consumer data in the US this week, why US equity markets may be approaching technically significant levels and why we’d view Asian equity and bond markets through a glass-half-full lens despite weak Chinese data. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
5/17/2022 • 4 minutes, 17 seconds
Through the Noise: Beware of Negativity Bias
Today, Steve talks with Daniel Lam about why the bond-equity correlation matters and whether it might be changing for the better, why investors should be aware of negativity bias, which areas of markets are particularly interesting from an investment perspective and what should we make of the recent volatility in Stablecoins.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankDaniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
5/13/2022 • 10 minutes, 50 seconds
Talking Thematics: A special with Davide Serra, CEO of Algebris Investments
Audrey Goh talks to Davide Serra, CEO of Algebris Investments to discuss about his thoughts on Ukraine-Russia crisis and why he believe that this will trigger a long-term investment boom in Europe, particularly relating to defence and the clean energy sectors. We also discussed about how investors can incorporate elements of ESG and green investing into their portfolios, not just equity asset classes but credit as well.Speakers:Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankDavide Serra, CEO, Algebris InvestmentsFor more of our latest market insights, visit Market views on-the-go.
5/13/2022 • 22 minutes, 43 seconds
Cut to the Chase! Something for both the bulls and the bears
In today’s edition of Cut to the Chase, Manpreet Gill discusses how to interpret yesterday’s inflation reports in both the US and China, why both may create opportunities for investors and what we can learn from the recent drama in crypto stablecoins. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
5/12/2022 • 4 minutes, 38 seconds
Cut to the Chase! Are we near the top in the US Dollar?
In today’s edition of Cut to the Chase, Manpreet Gill discusses why one’s definition of the ‘US Dollar’ is important to forming a view, why further gains look increasingly difficult short term and why we’d still focus on commodity currencies to position for any turn lower in the USD.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
5/11/2022 • 4 minutes, 12 seconds
Cut to the Chase! The tumult extends, but inflation really the key
In today’s edition of Cut to the Chase, Manpreet Gill discusses what likely drove the sharp equity market sell-off yesterday, why placing this in a long-term context can be helpful, and why the upcoming US inflation data release remains key to the outlook.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
5/10/2022 • 5 minutes, 1 second
Cut to the Chase! Has inflation peaked?
In today’s edition of Cut to the Chase, Manpreet Gill discusses why markets are likely to be quite focused on inflation data release across several key markets this week and why recent events continue to favour energy prices as well as energy sector equities.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
5/9/2022 • 3 minutes, 45 seconds
Through the Noise: Peak rate expectations?
In this week’s edition of Through the Noise, Steve speaks with Manpreet Gill to discuss the implications of the Fed announcement this week, whether now is the time to be adding to bond portfolios and how the Fed outlook and earnings season fits into our sector preferences.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankManpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
5/6/2022 • 13 minutes, 53 seconds
Cut to the Chase! The Fed delivers on expectations
In today’s edition of Cut to the Chase, Manpreet Gill discusses why the Fed decision could help the outlook for beaten-down equities, why recent events feed into our equity sector preferences and what surprise central bank decisions outside the US could mean for opportunities in FX markets.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
5/5/2022 • 4 minutes, 18 seconds
Cut to the Chase! A very short, and very pivotal, week
In today’s edition of Cut to the Chase, Manpreet Gill discusses what to focus on from the Fed overnight, what equity sectors we’d focus on in the US and why we continue to like Asian equities long-term.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
5/4/2022 • 4 minutes, 7 seconds
Through the Noise: Are we there yet?
In this week’s edition of the TTN podcast, Steve talks to Daniel about the continued sell-off in equity and bond markets, when it might turn around and whether it is creating opportunities for investors.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankDaniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/29/2022 • 9 minutes, 46 seconds
Cut to the Chase! When is a EUR equal to a USD?
In today’s edition of Cut to the Chase, Manpreet Gill discusses what triggered the significant drop in the EUR overnight, why geopolitics and Chinese growth are key to the currency’s outlook and why it is not likely for the pair to go to 1.00 easily.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/28/2022 • 4 minutes, 30 seconds
Investips: Diversification
In this episode of Investips, Trang Nguyen discusses the importance of diversification, and the different ways it can help investors manage their portfolio for a successful investment journey.Speaker:Trang Nguyen, Senior Portfolio Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/27/2022 • 5 minutes, 26 seconds
Cut to the Chase! A big down day in US equity markets
In today’s edition of Cut to the Chase, Manpreet Gill discusses what drove US equities lower yesterday, why a sector strategy and gold exposure can help and why we’d keep a close watch on the Bank of Japan meeting this week. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/27/2022 • 4 minutes, 8 seconds
Cut to the Chase! Glass half full or glass half empty?
In today’s edition of Cut to the Chase, Manpreet Gill discusses why we expect a gradually stronger SGD over time and what to make of yesterday’s sharp fall in Chinese equities.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/26/2022 • 4 minutes, 8 seconds
Cut to the Chase! How should one interpret Friday’s US equity market fall?
In today’s edition of Cut to the Chase, Manpreet Gill discusses how to interpret Friday’s fall in US equities, what market technical are telling us and why earnings remain one of the most important potential catalysts to watch closely this week.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/25/2022 • 4 minutes, 24 seconds
Through the Noise: A promising start
In this week’s edition of the TTN podcast, Steve talks to Fook Hien Yap about how the US earnings season is surpassing expectations, the outlook for bond yields and the implications of the recent policy easing in China for local equity markets. Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankFook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/22/2022 • 9 minutes, 14 seconds
Talking Thematics: Q2 thematic update
Following the release of our Q2 thematic update, Audrey Goh talks to Hannah Chew to discuss the recent performance of our long-term themes in Climate investing, Digital and China common prosperity. They explored the reasons for their recent underperformance as well as what they expect in terms of their outlook going forward. Additionally, they discussed why it would still make sense for investors to incorporate long-term themes in their portfolio.Speakers:Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankHannah Chew, Portfolio Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/21/2022 • 11 minutes, 37 seconds
Cut to the Chase! What will you be doing on Earth Day?
In today’s edition of Cut to the Chase, Manpreet Gill discusses why a sector approach to Chinese equities is one option to navigate the current environment, how to interpret the brief pause in bond yields and what we’ll be watching over the next few days. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/21/2022 • 4 minutes, 11 seconds
Cut to the Chase! Would one chase the Yen lower?
In today’s edition of Cut to the Chase, Manpreet Gill discusses why we’d be careful about chasing the Japanese yen lower, why we’d focus instead on our preferred equity sectors in China, and why we’d watch any discussion of a European ban on Russian oil and gas exports closely.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/20/2022 • 4 minutes, 34 seconds
Cut to the Chase! Chasing an obsession
In today’s edition of Cut to the Chase, Manpreet Gill discusses why we like gold, what is driving prices higher and why we expect prices to break above USD 2000/oz in the coming weeks. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/19/2022 • 3 minutes, 37 seconds
Cut to the Chase! Reviewing the report card
In today’s edition of Cut to the Chase, Manpreet Gill discusses what the Q1 earnings season means for sector strategies, how to interpret Chinese economic data and what European and Singapore policy signals mean for their currencies.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/18/2022 • 4 minutes, 16 seconds
Through the Noise: The next catalyst
In this week’s edition of the TTN podcast, Steve talks to Rajat Bhattacharya about the outlook for inflation, what it means for the coming US earnings season and where the opportunities are for investors. Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankRajat Bhattacharya, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/14/2022 • 9 minutes, 24 seconds
Cut to the Chase! Oil prices make all the difference
In today’s edition of Cut to the Chase, Manpreet Gill discusses why the March US inflation report supports the case for bond yields taking a pause, and why two policy decisions could dictate whether oil prices stay rangebound.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/13/2022 • 4 minutes, 1 second
Cut to the Chase! The ECB’s dilemma
In today’s edition of Cut to the Chase, Manpreet Gill discusses how the ECB’s decision is a particularly tricky one this week, why the French Presidential election continues to loom over markets and why we believe the EUR is likely to weaken further in the short term.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/12/2022 • 4 minutes, 39 seconds
Cut to the Chase! An eventful trip around the world
In today’s edition of Cut to the Chase, Manpreet Gill discusses why investors should focus this week on possible policy easing in China, whether the ECB tightens its tone in Europe and whether inflation indeed is peaking in the US.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/11/2022 • 4 minutes, 33 seconds
Through the Noise: Learning to Live with a Hawkish Fed
In today’s edition of Through The Noise, Audrey Goh speaks to Fook Hien Yap on what the decisive hawkish turn by the Fed means for investors. They also discuss energy sector equities and if the sharp rebound in Chinese high yield bonds is sustainable. Speakers:Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered BankFook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/8/2022 • 10 minutes, 41 seconds
Talking Thematics: An introduction to cryptocurrencies
In this edition of Talking Thematics, Audrey speaks to Manpreet to get a broad overview of the cryptocurrency landscape, how to think about market prices and why upcoming regulations are key.Speakers:Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered BankManpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/8/2022 • 13 minutes, 9 seconds
Cut to the Chase! Gauging the economy’s health
In today’s edition of Cut to the Chase, Manpreet Gill discusses what investors should focus on from the Fed policy meeting minutes, how to interpret the drop in China’s services PMI and why we remain confident in energy sector equities.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/7/2022 • 4 minutes, 12 seconds
Cut to the Chase! Central banks take the stage
In today’s edition of Cut to the Chase, Manpreet Gill discusses why we should watch Fed policy comments in conjunction with whether the S&P500 holds above a key technical level, and why we still like the AUD.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/6/2022 • 4 minutes, 7 seconds
Cut to the Chase! A Toonie for my thoughts
In today’s edition of Cut to the Chase, Manpreet Gill discusses why a combination of higher energy prices and rate hike expectations creates a favourable outlook for the Canadian Dollar, despite fading momentum in the very short term.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/5/2022 • 3 minutes, 44 seconds
Cut to the Chase! An optimistic start to Q2?
In today’s edition of Cut to the Chase, Manpreet Gill discusses what recent signals from US equity market may be telling us about the quarter ahead, and why Chinese equities should start the week on a positive note.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/4/2022 • 3 minutes, 56 seconds
Through the Noise: Inversion
In this week’s episode, Steve talks to Daniel Lam about the momentary inversion of the US yield curve this week, whether this is something to be concerned about and which asset classes generally perform well after an inversion. They also talk about the wild ride for HK/China equities in March and what is the outlook from here. Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankDaniel Lam, Senior Cross-Asset Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
4/1/2022 • 11 minutes, 36 seconds
Through the Noise: Q2 Outlook: Where do you see opportunities in FX and commodity markets?
In this final episode of a 5-part mini-series on the Q2 Outlook, Steve talks to Manpreet Gill about why he still believes the US dollar will weaken later this year and why commodity currencies, the Chinese yuan, gold and (eventually) the Euro should benefit. Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankManpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/31/2022 • 8 minutes, 1 second
Talking Thematics: The Metaverse
Following the release of our 360 perspective titled “Enter the Metaverse”, Audrey Goh talks to Steve Brice to understand what is Metaverse and the potential implications of this transition to various parts of the society. They also explore potential opportunities and challenges that may arise as a result of greater adoption of Metaverse.Speakers:Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered BankSteve Brice, Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/31/2022 • 14 minutes, 32 seconds
Cut to the Chase! Red hot inflation
In today’s edition of Cut to the Chase, Abhilash discusses how the rise in oil prices is starting to filter through into inflation reading and what it means for monetary policy going forward. Speakers:- Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/31/2022 • 3 minutes, 11 seconds
Through the Noise: Q2 Outlook: Why Asia is likely to outperform global equities
In the fourth of a 5-part mini-series on the Q2 Outlook, Steve talks to Fook Hien Yap about his preference for Asia ex-Japan equities, why the US market is likely to withstand higher interest rates and his sector preferences both globally and across the US, Europe and China.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankFook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/30/2022 • 9 minutes, 5 seconds
Cut to the Chase! Bond markets flashing recession signal
In today’s edition of Cut to the Chase, Abhilash discusses the progress in Russia-Ukraine talks and how investors should interpret the recent US government bond yield curve inversion. Speakers:- Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/30/2022 • 4 minutes, 7 seconds
Investips – The allure of private assets
In this episode of Investips, Trang Nguyen discusses the basic concept of private assets and their potential roles in a traditional investment portfolio.Speaker:Trang Nguyen, Portfolio Strategist, Standard Chartered BankTo read the full publication, click here.For more of our latest market insights, visit Market views on-the-go.
3/29/2022 • 5 minutes, 13 seconds
Through the Noise: Q2 Outlook: Why bond investors should not be excessively worried about rising interest rates
In the third of a 5-part mini-series on the Q2 Outlook, Steve talks to Abhilash Narayan about why the worst may be behind us in bond markets and why we have become more constructive on corporate bonds and EM USD government bonds.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/29/2022 • 9 minutes, 59 seconds
Cut to the Chase! Yen on a slippery slope
In today’s edition of Cut to the Chase, Abhilash discusses what is driving the recent bout of weakness and volatility in USD/JPY and why a change in policy signal may be required for the Yen to rebound. Speakers:- Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/29/2022 • 3 minutes, 30 seconds
Through the Noise: Q2 Outlook: Why stagflation is nothing to get too concerned about yet
In the second of a 5-part mini-series on the Q2 Outlook, Steve talks to Rajat Bhattacharya about the economic environment, why the labour market and China are key to the global growth outlook and what to keep on the radar as we move into the second quarter. Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankRajat Bhattacharya, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/28/2022 • 8 minutes, 29 seconds
Cut to the Chase! What would you do with an extra hour in your day?
In today’s edition of Cut to the Chase, Manpreet Gill discusses what equity market technicals are telling us about the near-term outlook and why investors should pay close attention to US economic data and policy comments in the week ahead.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/28/2022 • 4 minutes, 8 seconds
Through the Noise: Q2 Outlook: Why history argues in favour of equities
In the first of a 5-part mini-series on the Q2 Outlook, Steve talks to Manpreet Gill about why the equity market rally is likely to extend, Asia/China assets remain attractive and income investors should be selective in embracing higher bond yields. They also discuss the risks emanating from higher oil prices. Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankManpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/25/2022 • 11 minutes, 2 seconds
Through the Noise Special: Top client questions answered
Michelle Kam talks to Steve Brice, Daniel Lam and Manpreet Gill to answer the top client questions from a recent client webinar which covered the Ukraine situation and the latest Fed policy meeting. Topics include how investors should deal with high inflation and tightening monetary policy, the outlook for China equities/high yield bonds and the US technology sector, and our currency preferences in the current environment. Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankDaniel Lam, Senior Cross-Asset Strategist, Standard Chartered BankManpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/24/2022 • 19 minutes, 43 seconds
Cut to the Chase! More rumblings in the oil market
In today’s edition of Cut to the Chase, Manpreet Gill discusses all the key moves in oil markets overnight, how investors can potentially mitigate against the risks and gold’s possible role amid recently jumps in inflation. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/24/2022 • 4 minutes, 5 seconds
Cut to the Chase! Should I carry an umbrella today?
In today’s edition of Cut to the Chase, Manpreet Gill discusses what Powell and other Fed policymaker comments mean for interest rates, what the rise in bond yields means for different asset classes, and why weather forecasting holds many similarities with market forecasting.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/23/2022 • 4 minutes, 15 seconds
Cut to the Chase! Chasing the Loonie
In today’s edition of Cut to the Chase, Manpreet Gill discusses what is driving a renewed surge in oil prices, and why the Canadian Dollar, or Loonie, could offer one way to ride this rebound.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/22/2022 • 3 minutes, 15 seconds
Cut to the Chase! Should I worry about a Death Cross?
In today’s edition of Cut to the Chase, Manpreet Gill discusses the improving sentiment in equity markets, why we would not worry excessively about the Death Cross technical pattern and why we’d keep a close watch on oil markets. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/21/2022 • 3 minutes, 50 seconds
Through the Noise: Have we seen a ‘whatever it takes’ moment in China?
In this week’s episode, Steve talks to Manpreet Gill about whether China has effectively decided to underwrite China equity and bond markets. They also dissect the implications of the recent US FOMC meeting and also discuss the outlook for gold after the recent consolidation. Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankManpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/18/2022 • 11 minutes, 36 seconds
Cut to the Chase! A decisive day at the Fed
In today’s edition of Cut to the Chase, Manpreet Gill discusses why the Fed’s decision is supportive for equities and diversified investment allocations, and why investors should pay equal attention to recent policy announcements in China.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/17/2022 • 4 minutes, 20 seconds
Cut to the Chase! An eye-watering drop in China and Hong Kong stocks
In today’s edition of Cut to the Chase, Manpreet Gill discusses what has been driving the unusually large drop in China and Hong Kong equities over the past few days, and why four signposts can help guide investors on how markets may move in the coming days. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/16/2022 • 3 minutes, 58 seconds
Cut to the Chase! The CNY’s immediate challenges
In today’s edition of Cut to the Chase, Manpreet Gill discusses the signposts that can help navigate Chinese financial markets after the sharp drop in equities yesterday, and why we should pay attention to a broader set of drivers when assessing the CNY’s path from here.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/15/2022 • 4 minutes, 9 seconds
Cut to the Chase! The Fed’s upcoming balancing act
In today’s edition of Cut to the Chase, Manpreet Gill discusses why the Fed message, China’s Covid measures and oil prices are the three factors that may be the most important for financial markets this week. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/14/2022 • 3 minutes, 47 seconds
Through the Noise: The cost of missing out (COMO)
Steve and Abhilash discuss the behavioural aspects of investing and why a ‘sea of red’ can be a good time for long-term investors to increase investment allocations. They also discuss implications of China’s increasingly supportive economic policies for equities and property sector bonds. Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankAbhilash Narayan, Senior Investment StrategistFor more of our latest market insights, visit Market views on-the-go.
3/11/2022 • 13 minutes, 29 seconds
Cut to the Chase! Super Mario’s big day
In today’s edition of Cut to the Chase, Manpreet Gill discusses how to interpret the sharp fall in oil prices and rebound in risky assets and why a policy-heavy day in Europe could be very significant for global markets in the days ahead.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/10/2022 • 3 minutes, 51 seconds
Cut to the Chase! A black swan, and our view on the EUR
In today’s edition of Cut to the Chase, Manpreet Gill discusses where opportunities may lie in sharply contrasting short and long-term outlooks for the Euro, just ahead of a key European Central Bank meeting, and why we may have just spotted a black swan in the metals market.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/9/2022 • 4 minutes, 10 seconds
International Women’s Day Special: What has gender diversity got to do with ESG and sustainable investing?
What has gender diversity got to do with ESG and sustainable investing? Find out more in our special International Women's Day podcast, where we explore whether gender diversity really contributes towards performance and how investors can start looking at this. Speakers:Abhilash Narayan, Senior Investment StrategistHannah Chew, Portfolio StrategistEugenia Koh, Head, Sustainable Investing
3/8/2022 • 6 minutes, 58 seconds
Cut to the Chase! The search for technical support
In today’s edition of Cut to the Chase, Manpreet Gill summarises key moves from yesterday’s market turmoil, why the energy sector could offer a harbour amid the market storm and what S&P500 technical indicators are telling us about the near-term outlook. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/8/2022 • 4 minutes, 3 seconds
Cut to the Chase! An oil price shock?
In today’s edition of Cut to the Chase, Manpreet Gill discusses the potential significance of the jump in oil prices, what to look for from this week’s ECB policy meeting and why China’s NPC meeting this year is particularly important.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/7/2022 • 4 minutes, 32 seconds
Through the Noise: How does the Ukraine situation impact our equity market preferences?
In today’s podcast, Steve talks to the CIO Office’s head of economics Rajat Bhattacharya and our senior equity strategist Fook Hien Yap. They discuss the 3 red lines of the Ukraine crisis, what this means for monetary policy settings around the world, and explain why the Ukraine crisis has changed the CIO Office’s equity preferences from both regional and sector perspectives.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankRajat Bhattacharya, Senior Investment Strategist, Standard Chartered BankFook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/4/2022 • 12 minutes
Cut to the Chase! Rate hikes on the way
In today’s edition of Cut to the Chase, Manpreet Gill discusses what really stood out from US Fed Chair Powell’s testimony, why the energy and financial sectors are likely to outperform and why the discussion on digital asset regulation in Europe is worth keeping an eye on. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/3/2022 • 3 minutes, 56 seconds
Cut to the Chase! What will Powell say?
In today’s edition of Cut to the Chase, Manpreet Gill discusses why yesterday’s sharp moves in bond and commodity markets are significant, why we continue to favour the JPY and gold as short-term hedges and why Fed Chair Powell’s testimony over the next two days is so important despite the geopolitical storm clouds.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/2/2022 • 4 minutes, 9 seconds
Cut to the Chase! EUR/JPY as a risk hedge
In today’s edition of Cut to the Chase, Manpreet Gill takes a closer look at the EUR, why EUR/JPY may offer a good hedge against an escalation in risk aversion and why architecture buffs might want to take another look at the currency. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
3/1/2022 • 4 minutes, 3 seconds
Cut to the Chase! A weekend of sanctions
In today’s edition of Cut to the Chase, Manpreet Gill discusses the channels through which the weekend’s sanctions announcements could impact financial markets this week, and why its important to also focus on key economic data releases just a couple of weeks ahead of the mid-March Fed meeting. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/28/2022 • 4 minutes, 1 second
Through the Noise: A dramatic escalation
Russia’s invasion of Ukraine marks a dramatic escalation. However, history teaches us that market reactions to geopolitical events are usually short-lived. Meanwhile, we believe the West is constrained in the retaliatory actions it can take given Europe’s dependence on Russian gas. This suggests markets are likely to recover in the coming months. Those worried about the short term could supplement their diversified foundation allocation with holdings of gold or Japanese yen.Speaker:Steve Brice, Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/25/2022 • 4 minutes, 8 seconds
Talking thematics – Climate theme on sale
In today’s edition of Talking Thematics, Audrey Goh discusses the recent performance of climate investments and how Europe may double down on its clean energy development following the rise in geopolitical tensions. Speaker:Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/24/2022 • 4 minutes, 22 seconds
Cut to the Chase! Central banks add to the action
In today’s edition of Cut to the Chase, Manpreet Gill discusses learnings from history about prior equity pullbacks, what we can learn from recent economic data in Singapore, New Zealand’s pioneering efforts at inflation targeting and why we like the SGD and NZD. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/24/2022 • 4 minutes, 14 seconds
Investips – Is your investment foundation robust (Part 1)?
In the first installment of a two-part mini-series, Trang Nguyen discusses the role and basic concepts of a foundation portfolio for a successful investment journey. Speaker:Trang Nguyen, Portfolio Strategist, Standard Chartered BankTo read the full publication, click here.For more of our latest market insights, visit Market views on-the-go.
2/23/2022 • 5 minutes, 22 seconds
Investips – Is your investment foundation robust (Part 2)?
In the second installment of a two-part mini-series, Trang Nguyen explains the process to construct a foundation portfolio and how to position it in the next 5-7 years. Speaker:Trang Nguyen, Portfolio Strategist, Standard Chartered BankTo read the full publication, click here.For more of our latest market insights, visit Market views on-the-go.
2/23/2022 • 4 minutes, 56 seconds
Cut to the Chase! What can we learn from the market’s moves yesterday?
In today’s edition of Cut to the Chase, Manpreet Gill discusses his observations from the market’s reaction to Ukraine-related geopolitical risks, and why they favour only adding hedges at this stage rather than reducing core equity allocations. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/23/2022 • 3 minutes, 48 seconds
Cut to the Chase! A yen for a geopolitically charged day
In today’s edition of Cut to the Chase, Manpreet Gill discusses why the Japanese yen offers an attractive risk hedge at this point in time, and why adding a hedge may be a preferable approach to today’s geopolitical challenges over cutting back on long-term equity exposure.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/22/2022 • 3 minutes, 46 seconds
Cut to the Chase! Watching market technical on President’s day
In today’s edition of Cut to the Chase, Manpreet Gill discusses why it is important to monitor major equity market technicals in the week ahead, how Ukraine is set to continue to dominate the market narrative and how Singapore is set to run its 4th consecutive budget deficit. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/21/2022 • 4 minutes
Through the Noise: What to make of the Ukraine crisis
Steve talks to Daniel Lam, who runs the CIO Office equity strategy team, about the value of stepping back from the day-to-day newsflow especially when it comes to geopolitical developments. They also discuss the beneficiaries of high oil prices, the implications of the European and Chinese earnings seasons and whether JPY exposure could be a good portfolio hedge. Speakers:- Steve Brice, Chief Investment Officer, Standard Chartered Bank- Daniel Lam, Senior Cross-Asset Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/18/2022 • 10 minutes, 21 seconds
Cut to the Chase! A sigh of relief amid good and bad news
In today’s edition of Cut to the Chase, Manpreet Gill discusses how markets viewed Fed meeting minutes with a sense of relief and how to potentially navigate a mix of good and bad macroeconomic news through our preferred currencies. Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/17/2022 • 4 minutes, 22 seconds
Cut to the Chase! Geopolitical risks ease, but watch those bond yields.
In today’s edition of Cut to the Chase, Manpreet Gill discusses how reports of some easing of tensions around Ukraine could brighten the outlook for Asian equities in the short term, but also why it remains key to watch US bond yields as the market focus switches back to the Fed debate. Speaker:- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/16/2022 • 4 minutes, 1 second
Cut to the Chase! What’s in a name?
In today’s edition of Cut to the Chase, Manpreet Gill talks about why the Australian Dollar has support from strong fundamentals, why we see it as an attractive short-term trade vs. the US Dollar and how it nearly ended up with a different name. Speaker:- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/15/2022 • 3 minutes, 57 seconds
Cut to the Chase! Oil, international travel and the inflation debate
In today’s edition of Cut to the Chase, Manpreet Gill discusses whether oil prices could rise further, why Fed policymaker comments this week will be important for markets and what his first international flight after 2 years says about the airline sector recovery. Speaker:- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/14/2022 • 3 minutes, 35 seconds
Through the Noise: A persistent bugbear
This week, Steve speaks to Abhilash Narayan about the persistent bugbear that is high inflation and what it means for central bank policies, currency pairs and bond yields. They also discuss the ongoing corporate earnings season in the US and Europe and how investors might benefit from these developments. Speakers:- Steve Brice, Chief Investment Officer, Standard Chartered Bank- Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/11/2022 • 10 minutes, 34 seconds
Cut to the Chase! AUD rally and the end of Australian QE
In today’s edition of Cut to the Chase, Abhilash Narayan shares his view on recent rebound in Technology sector and key signposts to watch for in the current AUD uptrend. Speaker:- Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/10/2022 • 3 minutes, 47 seconds
Cut to the Chase! Will US CPI data drive 10-year Treasury yield above 2%?
In today’s edition of Cut to the Chase, Abhilash Narayan discusses the recent pullback in oil prices and why the upcoming US CPI data and 10-year Treasury yield levels are likely to drive markets in the near-term.Speaker:- Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/9/2022 • 3 minutes, 42 seconds
Cut to the Chase! Time to consider Gold as a hedge
In today’s edition of Cut to the Chase, Abhilash Narayan discusses key signposts for the EUR/USD and how gold can help hedge against the risk of higher inflation and heightened geopolitical tensions. Speakers:- Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/8/2022 • 3 minutes, 47 seconds
Cut to the Chase! Will inflation derail the equities rebound?
In today’s edition of Cut to the Chase, Abhilash Narayan discusses how strong Q4 earnings have helped the recent equities rebound and potential for market volatility around US CPI data release later this week. Speakers:- Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/7/2022 • 4 minutes, 15 seconds
Through the Noise: Earnings still supportive, especially for tech
Steve speaks to Fook Hien Yap and Manish Jaradi about the US earnings season, the outlook for equity markets and the implications of India’s budget and the European Central Bank’s hawkish pivot. Speakers:- Steve Brice, Chief Investment Officer, Standard Chartered Bank- Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank- Manish Jaradi, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/4/2022 • 9 minutes, 59 seconds
Cut to the Chase! ECB and BoE meetings in focus
In today’s edition of Cut to the Chase, Abhilash Narayan discusses the sharp decline in US Dollar and potential implication of upcoming central bank meetings on the EUR and GBP. Speaker:- Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
2/3/2022 • 3 minutes, 55 seconds
Cut to the Chase! US earnings and jobs data in focus this week
In today’s edition of Cut to the Chase, Abhilash Narayan discusses key developments over the weekend and highlights why US earnings and jobs data could be key for a potential rebound in US technology sector this week. Speaker:- Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/31/2022 • 4 minutes
Talking thematics – Understand thematic investing. The what, why and how.
In today’s edition of Talking Thematics, Audrey Goh discusses with Robert Russell why thematic investing? What is the framework one can use to look at thematic ideas? How focusing on longer term trends can be a good way future proofs ones’ investments. Speakers:Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered BankRobert Russell, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/31/2022 • 9 minutes, 43 seconds
Through the Noise: A window of opportunity
In this week’s podcast, Steve talks to Manpreet about why he believes now is a window of opportunity for investors, especially in equity markets. Speakers:- Steve Brice, Chief Investment Officer, Standard Chartered Bank- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/28/2022 • 9 minutes, 47 seconds
Cut to the Chase! Should we read the Fed as an optimist or a pessimist?
In today’s edition of Cut to the Chase, Manpreet Gill discusses how to interpret the Fed’s decision and Powell’s press conference from a market’s perspective, why the IMF’s growth downgrade is actually a positive and how to analyse geopolitical risks in Ukraine. Speaker:- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/27/2022 • 4 minutes, 41 seconds
Cut to the Chase! Will the Fed meeting calm equity markets?
In today’s edition of Cut to the Chase, Manpreet Gill discusses what to focus on from the Fed’s statement later today, what Singapore’s surprise policy tightening means for FX markets and El Salvador’s plans to buy-the-dip in Bitcoin. Speaker:- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/26/2022 • 3 minutes, 54 seconds
Cut to the Chase! Welcome to the roller coaster ride.
In today’s edition of Cut to the Chase, Manpreet Gill talks about three indicators that should help gauge whether we are approaching the end of the equity market sell-off, and why the AUD could represent a good opportunity to play a short-term rebound in risk assets.Speaker:- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/25/2022 • 3 minutes, 47 seconds
Cut to the Chase! Will the Fed meeting give us a buy-on-dips opportunity?
In today’s edition of Cut to the Chase, Manpreet Gill helps put a rough week in perspective, analyses whether the Fed meeting could help bring some calm to markets and whether the opportunity today lies in Hong Kong’s Hang Seng. Speaker:- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/24/2022 • 4 minutes, 11 seconds
Through the Noise: Do not fear the Fed
After a difficult start to the year for investors, Steve talks to Daniel Lam and Abhilash Narayan about the implications of rising US interest rates on global and China equity markets, ways to mitigate the risk of rising bond yields as well as the outlook for the US dollar, gold and cryptocurrencies. Speakers:- Steve Brice, Chief Investment Officer, Standard Chartered Bank- Daniel Lam, Senior Cross Asset Strategist, Standard Chartered Bank - Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go.
1/21/2022 • 14 minutes, 57 seconds
Cut to the Chase! Is oil heading back to $100/bbl?
In today’s edition of Cut to the Chase, Manpreet Gill examines what events and industry in recent days mean for oil prices, and whether the ECB policy meeting later today could offer the USD a reprieve. Speaker:- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/20/2022 • 3 minutes, 55 seconds
Cut to the Chase! Looking through the sea of red on the market screens
In today’s edition of Cut to the Chase, Manpreet Gill talks looks through the sea of red in markets overnight to look for signals on where financial markets may go from here. Speaker:- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/19/2022 • 4 minutes, 5 seconds
Investips – Why It’s never too late to start investing
In the first episode of Investips, Trang Nguyen talks about why it’s never too late to start investing and key considerations for first time investors. Speaker:- Trang Nguyen, Portfolio Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/19/2022 • 4 minutes, 57 seconds
Cut to the Chase! Order and Dignity at the Bank of Japan
In today’s edition of Cut to the Chase, Manpreet Gill talks about how China’s data and policy could feed into nascent bottoming in Asian equity markets, and why the Bank of Japan’s policy decision later today should support a rangebound Yen.Speaker:- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/18/2022 • 3 minutes, 24 seconds
Cut to the Chase! What will the ECB and BoJ tell us?
In today’s edition of Cut to the Chase, Manpreet Gill talks about what to look for in China’s macroeconomic data this week, whether the ECB and BoJ may put further pressure on the US Dollar and what to focus on in the week ahead. Speaker:- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/17/2022 • 3 minutes, 44 seconds
Through the Noise: Bouncing back
Today, Steve talks to Fook Hien Yap about the outlook for the US earnings season and what this means for the US equity market, whether we think the upturn in HK/China stocks is a sign of better things to come and the implications of higher US interest rates for our bond preferences. Speakers:- Steve Brice, Chief Investment Officer, Standard Chartered Bank- Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/14/2022 • 9 minutes, 1 second
Cut to the Chase! Big inflation numbers, but are they surprising anyone?
In today’s edition of Cut to the Chase, Manpreet Gill talks about how yesterday’s key inflation reports feed into our view to buy-the-dip, some interesting technicals in Asian equities and why inflation can be key to determining which movie had the highest gross earnings in history. Speaker:- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/13/2022 • 4 minutes, 13 seconds
Cut to the Chase! Powell contrasts with market technicals.
In today’s edition of Cut to the Chase, Manpreet Gill talks about Powell’s comments on US inflation and the economy, and contrasts them with the message from major technical indicators. Speaker:- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/12/2022 • 3 minutes, 57 seconds
Cut to the Chase! Why we like the Loonie.
In today’s edition of Cut to the Chase, Manpreet Gill talks about opportunities in commodity currencies and why the Canadian Dollar looks interesting as a short term trade given supportive fundamentals, technical tailwinds and oil prices. Also, a helpful guide on the two datapoints and events to focus on in a still macro-heavy US week ahead. Speakers:- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/11/2022 • 3 minutes, 56 seconds
Cut to the Chase! It's all about jobs.
In this first edition of Cut to the Chase, Manpreet Gill focus on recent data and events that really matter, what the key takeaway is for investors and what to focus on in the week ahead. Friday was all about US jobs, extending last week’s focus on Fed policy, and US inflation and S&P500 technicals could keep the focus on US markets in the coming week. Speakers:- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/10/2022 • 4 minutes, 9 seconds
Through the Noise: Sticking with Risk, Buying the Dip
In this inaugural version of our weekly Through the Noise, our Chief Investment Officer, Steve Brice, talks with Audrey Goh about the outlook for bond yields and the implications for equity sector preferences. They also discuss signs that fears in the Asia bond market are easing and USD-Yen’s break higher.Speakers:- Steve Brice, Chief Investment Officer, Standard Chartered Bank- Audrey Goh, Senior Cross Asset Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
1/7/2022 • 10 minutes, 20 seconds
Outlook 2022 miniseries - Income strategies
In the ninth and last podcast of the 2022 Outlook series, Steve talks to Trang Nguyen about why the best income opportunities may not be found in bonds alone.Speakers:- Steve Brice, Chief Investment Officer, Standard Chartered Bank- Trang Nguyen, Portfolio Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/23/2021 • 6 minutes, 42 seconds
Outlook 2022 miniseries – Equity regions
In this eighth podcast of the 2022 Outlook series, Steve talks to Fook Hien Yap about why he expects the US and Euro area markets to outperform as we head in 2022. Speakers:- Steve Brice, Chief Investment Officer, Standard Chartered Bank- Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/22/2021 • 6 minutes, 2 seconds
Outlook 2022 miniseries - Bonds
In this seventh podcast of the 2022 Outlook series, Steve interrogates Abhilash on why he likes high yield and Asia USD bonds. Speakers:- Steve Brice, Chief Investment Officer, Standard Chartered Bank- Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/21/2021 • 7 minutes, 42 seconds
Outlook 2022 miniseries - The winds of climate change
In this sixth podcast of the 2022 Outlook series, Steve talks to Audrey about why investors should care about climate change.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankAudrey Goh, Senior Cross-Asset Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/20/2021 • 8 minutes, 52 seconds
Outlook 2022 miniseries – Embracing a digital future
In this fifth podcast of the 2022 Outlook series, Steve talks to Marco about how blurring lines between the physical, digital and industrial spheres can offer investors attractive investment opportunities.Speakers:- Steve Brice, Chief Investment Officer, Standard Chartered Bank- Marco Iachini, Cross-Asset Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/17/2021 • 8 minutes, 21 seconds
Outlook 2022 miniseries – China’s ‘Common Prosperity’
In this fourth podcast of the 2022 Outlook series, Steve talks to Audrey about what ‘Common Prosperity’ means and what the implications are for investors. Speakers:- Steve Brice, Chief Investment Officer, Standard Chartered Bank- Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/16/2021 • 9 minutes, 28 seconds
Outlook 2022 miniseries - Equity sectors
In this third podcast of the 2022 Outlook series, Steve grills Fook Hien Yap about which sectors are preferred in the US, Europe and China.Speakers:- Steve Brice, Chief Investment Officer, Standard Chartered Bank- Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/15/2021 • 9 minutes, 3 seconds
Outlook 2022 miniseries - FX
In this second podcast of the 2022 Outlook series, Steve talks to DJ Cheong about why the USD is expected to peak in the first half despite the Fed becoming more hawkish.Speakers:- Steve Brice, Chief Investment Officer, Standard Chartered Bank- DJ Cheong, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/14/2021 • 7 minutes, 23 seconds
Outlook 2022: A Winding Road to Normality
The road to normality may become increasingly visible in 2022, though its likely to be anything but straight and smooth. Expect equities to outperform bonds and cash, albeit with more modest returns than in 2021, but watch out for volatility.Speakers:- Steve Brice, Chief Investment Officer, Standard Chartered Bank- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/13/2021 • 10 minutes, 16 seconds
Weekly Market View: What to expect from central banks next week?
The upcoming week promises to be eventful. As incoming data on the Omicron variant points to less severe illness and enhanced protection through COVID vaccine booster shots, the focus shifts to key central bank meetings that are likely to set the policy direction for 2022. The US, Euro area and UK central banks are due to decide on whether to continue prioritising economic growth in the face of surging inflation.While we expect them to remain growth-supportive, at least for the next 6-12 months, any hint that they are worried about price pressures becoming more entrenched could unsettle markets. The Fed meeting on 14-15 December is probably the most critical, especially against the backdrop of a tightening US job market and inflation running at 30-year highs. The ECB and BoE are likely to push back policy tightening decisions amid Europe's ongoing COVID wave. Speakers:- Steve Brice, Chief Investment Officer, Standard Chartered Bank- Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/10/2021 • 6 minutes, 37 seconds
The Weekly FX Navigator: What is the outlook for the AUD after the RBA left policy rates unchanged?
We believe the AUD could be approaching an inflexion point as the currency is starting to look cheap on several measures. Watch this space closely! Speaker:- DJ Cheong, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/7/2021 • 3 minutes, 34 seconds
Weekly Market View: What to make of Omicron?
Omicron has led investors to reassess their risk appetite. Latest reports indicate the new COVID variant is more transmissible and less severe than those from previous waves, but the impact on vaccine efficacy and hospitalisations remains unclear. This raises near-term uncertainty. As investors, we have been here before. Despite several virus waves, the global stock market index has almost doubled from March 2020 pandemic lows. Authorities are better prepared today versus the first outbreak. While we need to keep a close eye on the latest wave, a bigger concern is how the outbreak impacts the inflation outlook and how the Fed responds to it. We still expect inflation to subside by the middle of next year, enabling the Fed to go slow on rate hikes after finishing bond purchases tapering. Thus, if Omicron plays out like the past waves, we would use any ensuing market volatility to pick up our preferred risk assets and longer-term structural themes.Speakers:- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank- Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
12/3/2021 • 7 minutes, 28 seconds
The Weekly FX Navigator: Will the short squeeze last for JPY?
Short JPY positioning has been stretched for a while now as most of the recent short bets within the G10 FX space have been concentrated here. Find out more for what this means for investors if risk sentiment remains fragile.Speaker:- DJ Cheong, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/30/2021 • 3 minutes, 40 seconds
Weekly Market View: What should investors make of US dollar’s rise?
The US dollar has broken higher. What message is this leading indicator of global markets sending? There are three likely explanations for the dollar’s breakout, each with the potential to frame the market narrative in the coming months. First, Jerome Powell’s renomination, against the backdrop of rising inflation expectations, sends a modestly hawkish message to markets. Second, the revival of the pandemic has undermined the EUR. The focus now turns to incoming German Chancellor Olaf Scholz and his revitalisation plan. Finally, a rebound in oil prices, despite a globally coordinated sale of strategic reserves by major buyers, could lift inflation expectations and put greater pressure on the Fed to react.Speakers:- Manish Jaradi, Senior Investment Strategist, Standard Chartered Bank- Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/26/2021 • 7 minutes, 56 seconds
The Weekly FX Navigator: Powell keeps his job. What does this mean for Fed policy and FX markets?
In today’s episode, DJ shares his views on whether Fed Chair Powell's re-nomination means it’s policy status quo for the Fed and whether this implies further USD strength in the weeks ahead.Speaker:- DJ Cheong, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/23/2021 • 4 minutes
Weekly Market View: What will sustain the rally?
The bull market in risk assets just crossed a major milestone – global equities, as measured by the MSCI All Country World index, has doubled since the pandemic low. The question now confronting investors: what will sustain the rally? We believe the fuel that has powered the bull so far – strong economic and corporate earnings growth, driven by above-trend consumer demand and easy financial conditions – will last for the next 6-12 months. The acceleration in US retail sales last month, despite inflation running at 30-year highs, shows the strength of US consumer demand.Speakers:- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank- Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go.
11/19/2021 • 8 minutes, 47 seconds
The Weekly FX Navigator: Gold breaks out, what next?
The precious metal has recently staged a technical breakout on the back of solid US CPI figures. Have the fundamentals changed, and should investors latch on to the recent rally?Speaker:- DJ Cheong, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/16/2021 • 3 minutes, 19 seconds
Weekly Market View: Which assets are likely to benefit from the rise in inflation?
The breakout of US inflation to a 30-year high and broadening of price pressures globally have challenged the central bank narrative that inflation is transitory. Nevertheless, several central banks, led by the Fed and BoE, have made it clear in recent weeks that their priority remains healing job markets, rather than fighting near-term inflation pressures. The decidedly dovish near-term monetary policy outlook, combined with the surprisingly strong rebound in US job creation in October, leave us constructive on risk assets over the next 6-12 months.Speakers:- Manish Jaradi, Senior Investment Strategist, Standard Chartered Bank- Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/12/2021 • 8 minutes, 52 seconds
The Weekly FX Navigator: Should you be concerned with last week's central bank decisions?
Central banks are shifting away from ultra-easy monetary policies, but they have mostly pushed back against expectations for higher interest rates next year. In light of that, today’s episode will span a broad review of what central banks did last week, and how it feeds into currency markets.Speaker:- DJ Cheong, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/9/2021 • 3 minutes, 50 seconds
Weekly Market View: Implications of the Fed’s latest policy guidance?
The Fed’s decision to start tapering bond purchases from this month has been received well by investors. Global stocks hit a new record high and Treasury yields and the USD remained range-bound as investors continued to focus on strong corporate earnings beats. We expect easy financial conditions to prevail and growth and earnings to continue surprising positively over the next 6-12 months, helping equities outperform bonds and cash.Speakers:- Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank- Marco Iachini, Cross-Asset Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/5/2021 • 9 minutes, 28 seconds
The Weekly FX Navigator: RBA disappoints the hawks
We believe it is still attractive to buy the AUD on dips as terms of trade remain supportive for the AUD. However, the currency needs to first work its way out of overbought territory.Speaker:- DJ Cheong, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
11/2/2021 • 3 minutes, 8 seconds
Global Market Outlook: Worried about inflation?
After a decade-long lull, markets have started to price in higher inflation expectations. However, we believe the growth outlook will be a more important driver of equities over the next 12 months as inflation gradually abates. We prefer equities over bonds and cash, but an allocation to gold can help mitigate any inflation surprises along the way.Speakers:- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/29/2021 • 10 minutes, 14 seconds
The Weekly FX Navigator: Fading the GBP
There may be a tactical opportunity to fade recent GBP strength ahead of the upcoming Bank of England (BoE) meeting. Timing is key, though, given the presence of month-end flows, which could distort price action.Speaker:- DJ Cheong, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/26/2021 • 3 minutes, 22 seconds
Weekly Market View: How’s the Q3 earnings season going?
The Q3 corporate earnings season is promising to be a strong driver of our two preferred equity markets – the US and Euro area. US companies are once again exceeding earnings and revenue estimates, leading to upgrades to future earnings expectations. Positive earnings growth surprises typically lead to sustained stock market outperformance, especially if monetary policy is supportive.Speakers:- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank- Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/22/2021 • 8 minutes, 57 seconds
The Weekly FX Navigator: Chasing the USD higher offers a poor risk-reward
We believe the risk-reward of chasing the USD higher from here is poor. For USD/JPY, though, oil prices are a risk.Speaker:- DJ Cheong, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/19/2021 • 3 minutes, 27 seconds
Weekly Market View: What are the market implications of tapering?
The stars are aligning for the Fed to start tapering bond purchases this year, though tapering and rate hikes have historically not stood in the way of equity market gains till monetary policy becomes outright tight. We continue to favour US and Euro area equities. In China, though, the focus remains on property sector stress. We continue to believe a broader crisis is unlikely, but a catalyst in the form of less uncertainty or policy easing may be needed to trigger a bottom in Asian High Yield (HY) bonds.Speakers:- Manish Jaradi, Senior Investment Strategist, Standard Chartered Bank- Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/15/2021 • 8 minutes, 50 seconds
The Weekly FX Navigator: The technical breakouts in the CAD and JPY
Both the CAD and JPY exhibit interesting technical breakouts in recent days, albeit in opposite directions. In this podcast, we discuss whether the moves are consistent with fundamentals and whether the moves represent an investment opportunity.Speaker:- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/12/2021 • 3 minutes, 7 seconds
Weekly Market View: Stagflation or reflation?
There is a building narrative that the world may be shifting from a reflation to a stagflation regime. While it is likely that global growth will slow as emergency stimuli are unwound and that inflation will stay elevated for longer due to supply constraints, we believe key indicators are not pointing to a stagflation outlook. As such, we would use any market dislocation to add exposure to risk assets.Speakers:- Manish Jaradi, Senior Investment Strategist, Standard Chartered Bank- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/8/2021 • 8 minutes, 37 seconds
The Weekly FX Navigator: Australia and New Zealand central banks up to bat this week
Australia’s RBA and New Zealand’s RBNZ hold key policy meetings this week. The AUD could be set to outperform as we see greater room for a currency-supportive policy surprise.Speaker:- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/5/2021 • 3 minutes, 13 seconds
Global Market Outlook: Where are the investment opportunities in Q4 and beyond?
Central bank bond purchase tapering and rising expectations of policy rate hikes across developed economies are signs of growing confidence in the economic recovery. Global equities and riskier bonds are likely to remain well-supported on a 6-12-month horizon in this environment as inflation-adjusted interest rates stay low, or negative. We retain a preference for US and Euro area equities.Speakers:- Manish Jaradi, Senior Investment Strategist, Standard Chartered Bank- Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
10/1/2021 • 9 minutes, 33 seconds
The Weekly FX Navigator: German elections and the EUR
German election results are in, and it appears the base-case scenario of a left-leaning coalition of the SPD, Greens and FDP is playing out. In this episode, DJ Cheong highlights what this means for the EUR in the near and medium-term.Speaker:- DJ Cheong, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/28/2021 • 3 minutes, 30 seconds
Weekly Market View: What is the market outlook as the Fed turns more hawkish?
Markets have heaved a sigh of relief after the Fed upgraded its growth forecasts and appeared confident in unwinding its record stimulus. In Europe, polls are increasingly pointing to a coalition between the socialist SPD, the Greens and the liberal FDP after the 26 September elections, which could lead to more fiscal stimulus. These developments support our positive outlook for US and Euro area equities. We remain watchful about Evergrande’s fallout in China, although we believe widespread contagion is unlikely.Speakers:- Steve Brice, Chief Investment Officer, Standard Chartered Bank- Marco Iachini, Cross-Asset Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/24/2021 • 8 minutes, 1 second
The Weekly FX Navigator: Eyes on the FOMC meeting
Markets appear to have come to the realisation that we could see some Fed hawkishness at the upcoming FOMC meeting. In this episode, DJ Cheong lists some scenarios to expect and explains how investors should be positioned ahead of this key event.Speaker:- DJ Cheong, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/21/2021 • 4 minutes, 40 seconds
Weekly Market View: What are the near-term catalysts for markets?
The coming week is an eventful one for investors. The Fed policymakers’ interest rate forecasts through to 2024 will show whether they are turning more hawkish. Also, in focus is China’s measures to contain any fallout from debt challenges at its second-largest property developer. Finally, the German election on 26 September portends to alter the policy space in Europe. Each of these events offers medium-term investors attractive opportunities.Speakers: - Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank- Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/17/2021 • 7 minutes, 51 seconds
The Weekly FX Navigator: Will lacklustre interest in gold persist?
Unlike the protagonists in Netflix’s Money Heist, the market’s interest in gold has been lacklustre this year. Join DJ Cheong as he offers a brief update on the macro environment, gold’s fundamentals, investor flows and the outlook for the precious metal over the next few weeks.Speaker:- DJ Cheong, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/14/2021 • 4 minutes, 5 seconds
Weekly Market View: A leftward shift in Europe?
Germany’s upcoming federal election has the potential to fundamentally alter the policymaking compass of Europe, lifting its growth potential. The ECB too remains highly accommodative, despite upgrading growth and inflation forecasts and announcing plans to slow the pace of its pandemic bond purchases.We believe the unfolding political and policy map of the Euro area will enable regional equities to outperform global stocks and the EUR to rise in the next 6-12 months.Speakers: - Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank- Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/10/2021 • 8 minutes, 1 second
The Weekly FX Navigator: Revisiting the USD ‘smirk’ framework
Price action within G10 FX has been one of USD underperformance but can that persist? In this episode, DJ Cheong revisits the USD ‘smirk’ framework and posits where the USD is headed in the short-term following a dismal US job data release.Speaker:- DJ Cheong, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/7/2021 • 4 minutes, 44 seconds
Weekly Market View: A turnaround in China?
China’s markets are likely turning a corner, with some assets such as internet sector equities offering short-term tactical opportunities and others such as High Yield bonds and material and industrial sector equities offering medium-term openings.We will need to see a dovish turn in China’s fiscal, monetary and regulatory policies before we become more constructive on China equities more broadly on a 12-month horizon.Speakers: Manish Jaradi, Senior Investment Strategist, Standard Chartered BankMarco Iachini, Cross-Asset Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
9/3/2021 • 8 minutes, 42 seconds
The Weekly FX Navigator: An update on the USD
In this episode, DJ Cheong talks about the underlying message from the Fed’s recently concluded Jackson Hole symposium and how that impacts our near-term and medium-term USD views.Speaker:DJ Cheong, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/31/2021 • 3 minutes, 23 seconds
Global Market Outlook - Looking beyond the taper
'Talking about tapering' is now well underway and we expect the US Federal Reserve to announce bond purchase tapering by end-2021. This could create temporary volatility, but strong economic and earnings growth and rock-bottom policy rates mean we retain a preference for equities over bonds.Speakers: Marco Iachini, Cross-Asset Strategist, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered BankTo read the full publication, click here.For more of our latest market insights, visit Market views on-the-go.
8/27/2021 • 8 minutes, 57 seconds
The Weekly FX Navigator: Contrasting COVID-19 approaches between the UK and Australia
In this podcast, DJ Cheong provides an update on the recent wobble in risk assets and how that impacts risk-sensitive currencies like the AUD. The UK and Australia’s contrasting approaches to tackling the COVID-19 pandemic provides investors with an opportunity to add exposure to GBP/AUD on dips.Speaker:DJ Cheong, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/24/2021 • 3 minutes, 26 seconds
Weekly Market View: Is Fed tapering really a risk?
Risk assets wobbled and stock market volatility jumped as Fed meeting minutes showed most policymakers want to start tapering bond purchases this year. Should investors be worried? While the minutes surprised markets, given prior expectations of an early 2022 tapering start, we do not see a slightly earlier tapering imparting a lasting drag on risk assets.Speakers: Marco Iachini, Cross-Asset Strategist, Standard Chartered BankManpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/20/2021 • 9 minutes, 11 seconds
Talking Thematics: Journey or destination? An inflation playbook (Part 2)
While our Chief Investment Office’s central view is that inflation will likely be transitory, in part 2 of this conversation, strategists Audrey Goh and Trang Nguyen delve deep into historical data to offer investment options to consider across a range of inflation scenarios.Speakers:Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered BankTrang Nguyen, Portfolio Strategist, Standard Chartered BankTo read the full publication, click here.For more of our latest market insights, visit Market views on-the-go.
8/19/2021 • 6 minutes, 40 seconds
Talking Thematics: Journey or destination? An inflation playbook (Part 1)
After more than a decade largely below target, recent inflation data in the US have jumped sharply. However, ample slack in labour markets lead us to believe inflation will prove transitory. In part 1 of this conversation, strategists Audrey Goh and Marco Iachini elaborate further on why the Chief Investment Office believes inflation will be transitory and run through a scenario analysis of what could drive downside risks to this view. Speakers:Marco Iachini, Cross-Asset Strategist, Standard Chartered BankAudrey Goh, Senior Cross-Asset Strategist, Standard Chartered BankTo read the full publication, click here.For more of our latest market insights, visit Market views on-the-go.
8/18/2021 • 7 minutes, 59 seconds
The Weekly FX Navigator: Watch the safe-havens
In this podcast, DJ Cheong talks about recent risk-on/risk-off dynamics and how that may affect currency markets. Traditional safe-haven currencies like the JPY and CHF have notched gains amid global growth fears, continued COVID-19 concerns and geopolitical uncertainty in the Middle East. Pairs like EUR/JPY and AUD/JPY look interesting here and could offer investors a tactical opportunity to position for continued risk aversion in the days ahead.Speaker:DJ Cheong, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/18/2021 • 2 minutes, 54 seconds
Weekly Market View: Is it time to switch back into Value-style equities?
Our strategy of averaging into Value-style equities may be starting to pay off. The revival of confidence in the US economic recovery after a solid jobs report and yet another quarter of surprisingly strong US and European corporate earnings have led to a recovery in bond yields. Although the resurgence of COVID-19 worldwide remains a concern, we see the renewed confidence as a catalyst for global Value-style equities, regions and sectors.Speakers: Steve Brice, Chief Investment Officer, Standard Chartered BankMarco Iachini, Cross-Asset Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/13/2021 • 8 minutes, 41 seconds
The Weekly FX Navigator (11 August 2021): Gold loses some of its shine
Gold had a rough start to the week, falling as low as 1685 before paring losses. In this episode, DJ Cheong delves deeper into the precious metal’s latest sell-off and whether the price correction offers investors an attractive entry point.Speaker:DJ Cheong, Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
8/11/2021 • 3 minutes, 14 seconds
Weekly Market View (6 August 2021): Is a potential Fed tapering announcement something to worry about?
Monetary policy hawks have selectively started to appear along the horizon. Several Emerging Market and commodity exporter central banks have started to taper bond purchases or raise policy rates.Recent signals from Fed policymakers support our expectation of a tapering announcement later this year. This risks triggering temporary market volatility, but strong growth and earnings data give us confidence to buy US and European equities on any such dips and sell into USD rallies.Speakers: Marco Iachini, Cross-Asset Strategist, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
8/6/2021 • 9 minutes, 35 seconds
The Weekly FX Navigator (4 August 2021): An update on the Antipodeans (AUD, NZD)
In this episode, we focus on the AUD and NZD, comparing their central bank policies, economic performance and sensitivity to risk-off sentiment. We have a preference for the NZD over the AUD in the near-term as the RBNZ remains one of the more hawkish central banks around. Hence, we believe AUD/NZD could see more downside in the coming weeks.Speaker:DJ Cheong, Investment Strategist, Standard Chartered Bank
8/4/2021 • 3 minutes, 16 seconds
Global Market Outlook (30 July 2021) - Are investors learning to live with COVID?
We see equity markets transitioning to a slower, but more sustainable, pace of gains as countries vaccinate and learn to live with COVID-19. US and European equities remain preferred. We view Asia ex-Japan and China equities as core holdings, but await more attractive entry levels. In the coming months, markets are likely to focus on the timing of Fed tapering of bond purchases, China’s policy direction, inflation expectations and the effectiveness of COVID-19 ‘vaccinate-and-normalise’ strategies.Speakers:Manish Jaradi, Senior Investment Strategist, Standard Chartered BankAudrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank
7/30/2021 • 9 minutes, 15 seconds
The Weekly FX Navigator (27 July 2021): Will the UK and the GBP lead the way out of the COVID-19 pandemic?
UK hospitalisation and mortality rates will be key for the UK’s ‘vaccinate and live with it’ COVID-19 strategy. While investors are likely to shuttle between fear and hope, we expect the UK's strategy to succeed, which should gradually lift the GBP.Speaker:DJ Cheong, Investment Strategist, Standard Chartered Bank
7/27/2021 • 3 minutes, 21 seconds
Weekly Market View (23 July 2021): What to watch this summer
The August-October period tends to be seasonally lacklustre for equity markets, but this year we are focussing on three key issues. The UK experiment with the idea of living with COVID-19 after adequate vaccinations could show the world a path out of the pandemic.Corporate Q2 earnings are another bellwether. Sustained positive surprises should help equity markets continue to climb the ‘wall of worry’. Finally, we expect policymakers to stay accommodative, sustaining the global economic expansion..Speakers:Marco Iachini, Cross-Asset Strategist, Standard Chartered BankFook Hien Yap, Senior Investment Strategist, Standard Chartered Bank
7/23/2021 • 9 minutes, 13 seconds
Talking Thematics (22 July 2021): Themes for the year and beyond
In this first instalment of “Talking Thematics” we discuss the benefits of thematic investing. We also introduce our podcast listeners to our preferred themes for 2021 and highlight the investment opportunities arising from the trends underpinning these themes. Our thematic ideas encompass structural themes such as climate change, disruptive innovation and investing in a world of low-yields as well as cyclical themes of value equities rotation, US Dollar weakness and the race for income.Speakers:Marco Iachini, Cross-Asset Strategist, Standard Chartered BankAudrey Goh, Senior Cross-Asset Strategist, Standard Chartered BankTrang Nguyen, Portfolio Strategist, Standard Chartered Bank
7/22/2021 • 15 minutes, 12 seconds
Weekly Market View (16 July 2021): Is China policy tightening over?
China’s cut in bank reserve requirements raises the chance of further policy easing. We would need to see signs of further relaxation, especially with regard to regulatory policies, before we consider turning more bullish on Chinese equities.We believe USD-denominated corporate bonds are a more attractive route to taking exposure to China, besides select equity sectors which are likely to benefit from targeted government policy support and the ongoing global economic expansion.Speakers:Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankMarco Iachini, Cross-Asset Strategist, Standard Chartered Bank
7/16/2021 • 8 minutes, 47 seconds
The Weekly FX Navigator (13 July 2021): Can the RBNZ lift the NZD?
Regular listeners will know that we hold a favourable view towards the NZD over a 12 month horizon. In this podcast, we provide a quick update on what to expect at tomorrow's Reserve Bank of New Zealand (RBNZ) policy meeting and how it fits into broader NZD fundamentals.Speaker:DJ Cheong, Investment Strategist, Standard Chartered Bank
7/13/2021 • 3 minutes, 6 seconds
Weekly Market View (9 July 2021): Bond yields - warning or opportunity?
The pullback in US government bond yields has contrasted with the ongoing reflation and recovery narrative. Are lower bond yields signalling challenges ahead? We believe not, given the fall in yields is driven by positioning, falling economic surprises and inflation expectations. Instead, we believe it is creating an entry opportunity in Value and non-US equities and High Yield bonds.Speakers: Marco Iachini, Cross-Asset Strategist, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.
7/9/2021 • 9 minutes, 34 seconds
The Weekly FX Navigator (6 July 2021): We still like the CAD
Uncertainty around the trajectory of Fed tapering could prop up the USD in the short-term, but we expect the USD downtrend to reassert itself over the next 12 months. The CAD remains a favoured currency in this scenario given its supportive terms of trade, a relatively more hawkish of Bank of Canada (BoC) and links to global growth.Speaker:DJ Cheong, Investment Strategist, Standard Chartered Bank
7/6/2021 • 2 minutes, 58 seconds
Weekly Market View (2 July 2021): Much ado about nothing?
Concerns about the longevity of the economic expansion, new COVID-19 variants and Fed policy are likely overdone. We see the recent gains in Developed Market government bonds and in Growth-style equities as opportunities to rotate into our preferred risk assets.Speakers: Steve Brice, Chief Investment Officer, Standard Chartered BankAudrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank
7/2/2021 • 10 minutes, 16 seconds
Sustainable Investing Series (28 June 2021): Companies in Transition (in partnership with Allianz Global Investors)
Most of us tend to associate the word “transition” with energy transition and oil and gas companies. However, transition can also be applied more broadly to say that companies of today need to transition into more sustainable business models to position themselves to be successful in the future. We will delve deeper into what this looks like by looking at the ESG metrics that are material for the different industries, and how engagement plays a part in driving change.Speakers: Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankThomas Morris, Product Specialist, Global Growth Equities, Allianz Global Investors
6/28/2021 • 16 minutes, 35 seconds
The Weekly FX Navigator (29 June 2021): Add the EUR on dips
While we still expect broad USD weakness over the next 6-12 months, the near-term outlook may be more challenging as expectations of the Fed tapering and transitory US inflation argue for a temporary period of USD consolidation. We still advocate averaging into short USD positions at key technical levels and see buying EUR/USD on the dip at around 1.1700 as an attractive proposition. Speaker:DJ Cheong, Investment Strategist, Standard Chartered Bank
6/28/2021 • 2 minutes, 51 seconds
Global Market Outlook (25 June 2021): Riding the recovery wave
The strong burst of stimulus-led equity market performance is likely to give way to a more sustainable pace of gains in H2 2021 and beyond as the US economic recovery wave radiates to other parts of the global economy. Equities and higher yielding corporate and Emerging Market USD bonds remain preferred in this environment.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankManpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
6/25/2021 • 10 minutes, 10 seconds
Sustainable Investing Series (23 June 2021): Making sense of ESG ratings (in partnership with Allianz Global Investors)
To drive the momentum in mainstreaming ESG, understanding ESG factors and what goes into ESG ratings is important for investors. With a wealth of ESG information from various ESG rating agencies, how can investors decipher what are the meaningful ESG metrics and how to use them? We will delve deeper into how an asset manager uses its ESG ratings and also address the rise in ESG ETFs with the use of ESG ratings. Speakers: Marco Iachini, Cross-Asset Strategist, Standard Chartered BankThomas Morris, Product Specialist, Global Growth Equities, Allianz Global Investors
6/23/2021 • 21 minutes, 12 seconds
The Weekly FX Navigator (22 June 2021): A post-FOMC update
The USD got a lift off a more confident Fed, following the central bank's upgrade to its growth and inflation forecasts and its decision to bring forward rate hike expectations to 2023. The upcoming trading sessions will likely provide confirmation of whether the USD will continue its cyclical downtrend quickly or settle into a period of consolidation over the next few weeks. Our medium-term bearish USD view remains unchanged.Speaker:DJ Cheong, Investment Strategist, Standard Chartered Bank
6/22/2021 • 3 minutes, 12 seconds
Weekly Market View (18 June 2021): A more confident Fed
The Fed’s upgrade of US growth and inflation estimates and bringing forward of rate hike expectations to 2023 signals its growing confidence in the outlook for the economy. We believe a sustained economic recovery, a transitory bout of inflation and a still-accommodative Fed well into 2023 support our view that stocks will continue to outperform bonds and cash over the next 6-12 months.Speakers: Marco Iachini, Cross-Asset Strategist, Standard Chartered BankSteve Brice, Chief Investment Officer, Standard Chartered Bank
6/18/2021 • 11 minutes, 15 seconds
The Weekly FX Navigator (15 June 2021): An oversold JPY
The JPY has been an underperformer within G10 FX amid solid reflationary forces and the market returning to using JPY as a funding currency. We list several catalysts that could lead to a JPY rebound against the USD over the coming months. These include supportive capital inflows into Japan and elevated short JPY positioning.Speaker:DJ Cheong, Investment Strategist, Standard Chartered Bank
6/15/2021 • 3 minutes, 13 seconds
Weekly Market View (11 June 2021): Taper talk
US stocks rose and the benchmark 10-year Treasury yield fell below a crucial support even after US inflation jumped to a 13-year high of 5%. The market reaction supports our view that the current bout of inflation is transitory and that the Fed is unlikely to start unwinding its unprecedented monetary stimulus soon. Given this, we stick with our pro-risk stance, based on our outlook for strong economic growth and corporate earnings.Speakers:Marco Iachini, Cross-Asset Strategist, Standard Chartered BankAudrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank
6/11/2021 • 10 minutes, 18 seconds
The Weekly FX Navigator (8 June 2021): Still lovin’ the GBP
We continue to favour the GBP as the UK gradually reopens its economy while UK political uncertainty recedes. A more hawkish Bank of England (BoE), as well as renewed capital inflows into the UK are also reasons why we expect the GBP to register further gains against the USD.Speaker:DJ Cheong, Investment Strategist, Standard Chartered Bank
6/8/2021 • 3 minutes, 15 seconds
Weekly Market View (4 June 2021): Europe calling
The chips are falling into place for Euro area and UK stocks to outperform the rest of the world and the EUR and GBP to rise further in the next 6-12 months. Our increased conviction is based on the accelerated pace of vaccinations, which should enable the region’s economies to normalise quicker than previously expected. We believe the improved prospects are not yet priced into asset valuations or reflected in investor positions. Speakers:Manish Jaradi, Senior Investment Strategist, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
6/4/2021 • 7 minutes, 45 seconds
Sustainable Investing Series (3 June 2021): Water - Understanding the value of blue gold (in partnership with BNP Paribas AM)
Water is the foundation of all economic and social development, critical for everyday use, and especially vital in industrial production and the agricultural sector. Water as a resource is both abundant and scarce, and the demand is ever increasing. We will delve deeper into understanding the water crisis, the investment opportunities, and how it enhances investment portfolios.Speakers:Marco Iachini, Cross-Asset Strategist, Standard Chartered BankJessica Lee, Head of Wholesale Distribution, Southeast Asia, BNP Paribas Asset Management
6/2/2021 • 14 minutes, 36 seconds
Sustainable Investing Series (2 June 2021): Powering the future of energy (in partnership with BNP Paribas AM)
Today, governments, businesses, and investors increasingly equate the Paris alignment with achieving net-zero emissions by 2050. As the global energy system is responsible for 70% of emissions today, it is at the heart of addressing climate change and its transition is only at the start of a multi-decade journey. The brings forth big questions on the future of energy - where do we stand, where do we go from here and what are the investment opportunities?Speakers:Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank Ramon Esteruelas, Investment Specialist, BNP Paribas Asset Management
6/2/2021 • 14 minutes, 58 seconds
The Weekly FX Navigator (1 June 2021): NZD can rally further
The NZD or “Kiwi” looks well supported by the Reserve Bank of New Zealand. The central bank is likely to be one of the first movers within Developed Markets to start normalising monetary policy – given New Zealand’s well-documented COVID-19 recovery so far. Terms of trade should also prop up New Zealand exports and act as a tailwind for the NZD. We would favour a ‘buy-on-dips’ approach for NZD/USD on any retracement below 0.7200.Speaker:DJ Cheong, Investment Strategist, Standard Chartered Bank
6/1/2021 • 3 minutes, 24 seconds
Global Market Outlook (28 May 2021): Inflation - A flash in the pan
Recent data have reignited inflation worries, but we expect the rise in inflation to be short-lived given still-wide gaps to full employment in major economies. We maintain our preference for global equities and Emerging Market and High Yield corporate bonds, noting they have historically performed well in both rising and falling inflation scenarios as long as global growth is rising.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankAudrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank
5/28/2021 • 9 minutes, 31 seconds
Sustainable Investing Series (27 May 2021): Impact Investing and SDGs (in partnership with Robeco)
The United Nations Sustainable Development Goals (SDGs), also called “People’s Goals”, are 17 goals that are designed to represent a universal blueprint for all countries and actors to come together to achieve a more sustainable future. We will delve deeper into what these SDGs are and how these can help investors looking to make an impact on their investments. Speakers:Eugenia Koh, Head, Sustainable Investing, Standard Chartered Bank Jan Anton van Zanten, SDG Strategist, Robeco
5/26/2021 • 16 minutes, 34 seconds
The Weekly FX Navigator (25 May 2021): More upside ahead for GBP/SGD
We are watching the recovery of GBP/SGD from its post-Brexit lows closely – especially the prospect of GBP gains accelerating from a technical perspective. We expect any downside technical corrections in GBP/SGD to be shallow and hold above 1.85.Speaker:DJ Cheong, Investment Strategist, Standard Chartered Bank
5/25/2021 • 3 minutes, 39 seconds
Weekly Market View (21 May 2021): Crypto goes kaput
The 35% plunge in Bitcoin prices since their April peak and this week’s volatility sends a stark message to investors – not to put core investments at risk by chasing the latest mania. While we do not expect Bitcoin’s latest bout of volatility to have a contagion effect on other assets, these episodes are a reminder of the benefits of a diversified asset allocation. We remain pro-risk on a 6-12 month horizon.Speakers:Marco Iachini, Cross-Asset Strategist, Standard Chartered BankManpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankDJ Cheong, Investment Strategist, Standard Chartered Bank
5/21/2021 • 10 minutes, 11 seconds
Sustainable Investing Series (20 May 2021): Sustainable and ESG Investing in Asia (in partnership with UOB AM)
The mainstreaming of ESG is inevitable, with the European counterparts ahead of the game with a head start, and Asia playing catch up. Government regulations and Covid-19 has changed investor focus and attitudes in Asia, and the growth and momentum will continue. We will delve deeper into changing landscape in Asia and what investors starting out in sustainable investing can consider. Speakers:Eugenia Koh, Head, Sustainable Investing, Standard Chartered Bank Victor Wong, Head of Sustainability Office, UOB Asset Management
5/20/2021 • 12 minutes, 40 seconds
The Weekly FX Navigator (18 May 2021): A ‘buy-on-dip’ approach to commodity-linked FX
As the debate around the return of inflation rages, we see near-term price pressures and talk of a gradual unwind in monetary policy stimulus in several Developed Markets as an affirmation of improving underlying fundamentals. Therefore, we would use pullbacks to add exposure to commodity-linked currencies such as the AUD and CAD.Speaker:DJ Cheong, Investment Strategist, Standard Chartered Bank
5/18/2021 • 3 minutes, 17 seconds
Weekly Market View (14 May 2021): The inflation conundrum
A surge in US inflation jolted markets this week on concerns it could force the Fed to tighten policy sooner than expected. We lay out reasons why we believe the inflation spike is likely to be temporary, caused by short-term distortions in the labour market and supply bottlenecks. Since fundamentals continue to improve, we would use any dislocation in markets to build on our medium-term investment themes.Speakers:Manish Jaradi, Senior Investment Strategist, Standard Chartered BankFook Hien Yap, Senior Investment Strategist, Standard Chartered Bank
5/14/2021 • 9 minutes, 50 seconds
The Weekly FX Navigator (11 May 2021): GBP shrugs off Scottish elections
The last week has proven to be a relatively lively period for the GBP following the conclusion of the Bank of England policy meeting and the Scottish elections. A ‘buy-on-dips’ approach is still attractive for GBP/USD, in our view, given we expect an increasingly less dovish BoE and continued rapid re-opening of the UK’s economy. Speakers:DJ Cheong, Investment Strategist, Standard Chartered Bank
5/11/2021 • 2 minutes, 56 seconds
Weekly Market View (7 May 2021): Another bumper earnings season
US corporate earnings have once again delivered a resoundingly positive surprise. European earnings have also significantly beaten expectations. Bull markets are usually sustained by repeated earnings beats of this magnitude. While some equity market technical indicators are stretched, we remain buyers on dips.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankMarco Iachini, Cross-Asset Strategist, Standard Chartered Bank
5/7/2021 • 10 minutes, 29 seconds
Sustainable Investing Series (6 May 2021): Numbers don’t lie (in partnership with Ninety One)
Numbers don’t lie, and numbers will help with painting a better picture of the scale and urgency of the climate change issue we are dealing with. Governments around the world and companies have made net zero announcements, and large amounts of investment capital is needed to fight climate change. We will delve deeper into what some of the commonly heard terms and numbers mean.Speakers:Eugenia Koh, Head, Sustainable Investing, Standard Chartered Bank John Cappetta, Head, Private Bank, Asia Advisor, Ninety One
5/6/2021 • 15 minutes, 2 seconds
The Weekly FX Navigator (5 May 2021): Buying-the-dip in pound sterling
In today’s episode, we will focus on the pound sterling. In the UK, sentiment has improved, lockdowns have eased and the vaccination rate has continued to be one of the fastest globally, though Scottish elections are a risk. We believe this sets the stage for the UK economy to advance and for the pound to move higher in the next stage of its advance. Listen to our podcast to learn more on how we would trade the pound sterling against this backdrop.Speaker:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
5/5/2021 • 2 minutes, 53 seconds
Sustainable Investing Series (3 May 2021): Getting to the ‘core’ of climate change (in partnership with Ninety One)
Climate change issues have increasingly become front and centre globally, and 2021 could be a turning point for tackling climate change issues. There have been supportive big-picture trends such as the European Green Deal and a Democratic U.S. president in Joe Biden who has ambitious plans to fight climate change. We will delve deeper into what are the investment opportunities here and how that relates to ESG.Speakers:Eugenia Koh, Head, Sustainable Investing, Standard Chartered BankJohn Cappetta, Head, Private Bank, Asia Advisor, Ninety One
5/3/2021 • 10 minutes
Global Market Outlook (30 April 2021): Relentless optimism?
Expectations for a global economic and earnings recovery remain relentlessly positive, despite an increasingly tightening policy bias in China and the risk of higher US taxes. We favour equities over bonds. US equities remain most likely to outperform other regions amid supportive policy, in our view. Asia ex-Japan faces headwinds from China’s tightening liquidity and a surge in COVID-19 cases in India and other markets. Asia and Emerging Market USD bonds continue to offer value and Developed Market High Yield bonds may still have room to outperform. A further inflation rise is likely to push bond yields, net-of-inflation, lower – a positive for gold and negative for the USD.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankMarco Iachini, Cross-Asset Strategist, Standard Chartered Bank
4/30/2021 • 9 minutes, 2 seconds
The Weekly FX Navigator (27 Apr 2021): The USD smirks
Regular readers of our publications will be aware of our interest in the “USD smirk” framework, which is a slight tweak on the traditional “USD smile”. The smile describes how the USD usually outperforms in a risk-off environment – when there is a shortage of global USD liquidity – or when US growth outpaces the rest of the world and US yields rise. We believe the USD ‘smirk’ is increasingly relevant today, supporting our view of USD weakness in the coming 12 months.Speaker: DJ Cheong, Investment Strategist, Standard Chartered Bank
4/27/2021 • 3 minutes, 42 seconds
Weekly Market View (23 April 2021): The quest for Goldilocks
The Fed has a deft balancing act to perform this year - keep the US economy 'not-too-hot, not-too-cold'. Global economic drivers, such as a renewed rise in COVID-19 infections in parts of Europe and Emerging Markets and China's policy-driven slowdown, should help keep economies from overheating. This should allow the Fed to keep policy accommodative in the coming quarters. Buy-on-dips remains a preferred strategy. Speakers:Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankMarco Iachini, Cross-Asset Strategist, Standard Chartered Bank
4/23/2021 • 12 minutes, 41 seconds
The Weekly FX Navigator (20 April 2021): Loonie tunes up for further gains
We believe there are a number of reason to be short-term bullish on the CAD, such as Canada's term of trade boost this year, its economic ties to the US and a Bank of Canada (BoC) which is on the verge of tapering. We will delve deeper into why we like the CAD in this week's podcast. Speaker:DJ Cheong, Investment Strategist, Standard Chartered Bank
4/20/2021 • 3 minutes, 12 seconds
Weekly Market View (16 April 2021): Is reflation fading?
We believe the so-called global reflation trade is taking a pause, as reflected in the pullback in US Treasury yields and a few other market indicators. However, fundamental data, including upbeat corporate earnings, point to a sustained recovery in the global economy. Hence, we would use the current dislocations to position for a continued cyclical recovery in risk assets.Speakers:Manish Jaradi, Senior Investment Strategist, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
4/16/2021 • 8 minutes, 8 seconds
Weekly Market View (9 April 2021): Keeping the taps open
The reflation theme continues to dominate the market narrative after a strong run of economic data and a calming of Fed policy tightening concerns. We continue to believe this combination of broadening growth and central bank intentions to stay very accommodative mean gains in global equities and riskier USD-denominated bonds can extend. Speakers:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankManish Jaradi, Senior Investment Strategist, Standard Chartered Bank
4/9/2021 • 7 minutes, 52 seconds
Weekly Market View (1 April 2021): Time for reckoning
April has historically been a strong month for equities. This year, it is likely to be stress-tested by investors after a strong Q1 performance. We expect the data and policy in the coming weeks to support the evolving global reflation theme, sustaining the equity market rotation from Growth to Value sectors. Our structural investment themes on new and cleaner technologies are also likely to benefit. Speakers:Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered BankDJ Cheong, Investment Strategist, Standard Chartered Bank
4/1/2021 • 8 minutes, 24 seconds
Global Market Outlook (26 March 2021): A Wave of Rotations
The market narrative is shifting towards questions about ‘too much’ stimulus and a risk of inflation. We see this environment supportive of a broadening equity market rally, albeit with significant rotations across sectors, regions and themes. In equities, we see room for our rotation-to-Value theme, 'Ready, Steady, Rotate', to extend. We add the UK to our regional preferences alongside the US, Japan and Asia ex-Japan. Rising bond yields are a challenge for multi-asset income strategies as the journey to higher yields runs through initially lower bond prices. However, we see this as a temporary challenge.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankSean Pang, Investment Strategist, Standard Chartered Bank
3/26/2021 • 15 minutes, 11 seconds
Weekly Market View (19 March 2021): Some like it hot
The message from the Fed’s latest policy meeting was unmistakable – the US central bank wants to run the economy hot for quite some time and will only tighten policy if actual inflation (not expectations) significantly and sustainably rises above its modest expectations. This is likely to add an element of volatility into the bond markets, as investors parse every bit of inflation data in the coming months. Nevertheless, we believe the environment of accelerating growth and extremely dovish central banks (the ECB announced a faster pace of bond buying only last week) is bullish for risk assets, especially US and Asian equities and higher yielding corporate and Emerging Market bonds and currencies. Speakers:Marco Iachini, Cross-Asset Strategist, Standard Chartered BankDJ Cheong, Investment Strategist, Standard Chartered Bank
3/19/2021 • 11 minutes, 49 seconds
Weekly Market View (12 March 2021): Rotation gets a booster shot
President Biden’s just-approved USD 1.9tn fiscal stimulus is likely to turbo-charge growth, setting the stage for positive corporate earnings surprises, especially in old-economy sectors. Meanwhile, central banks are likely to restrain bond yields. We believe this backdrop sets the stage for further rotation from Growth to the relatively inexpensive Value equity sectors in the coming months. Speakers:Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
3/12/2021 • 11 minutes, 38 seconds
Weekly Market View (5 March 2021): Are we in a bubble?
The latest bubble warning from China’s regulator coincided with a renewed rise in bond yields, dragging stocks lower. Since it is hard to pin-point or time bubbles, a prudent course, in our view, would be to rebalance investment allocations: for instance, from last year’s winners such as Growth equities to relatively inexpensive Value stocks.Speakers:Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankMarco Iachini, Cross-Asset Strategist, Standard Chartered Bank
3/5/2021 • 9 minutes, 38 seconds
Global Market Outlook (26 February 2021): Time to rebalance?
Our preference for equities remains unchanged given the improving growth and earnings outlook. However, it is prudent to review portfolios to ensure they have not strayed significantly from your risk tolerance and rebalance, if necessary. Speakers:Steve Brice, Chief Investment Officer, Standard Chartered Bank Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank
2/26/2021 • 15 minutes, 32 seconds
Weekly Market View (19 February 2021): Will the Fed blink?
Rising global growth and inflation expectations have paradoxically raised some alarm bells. Will the resulting rise in bond yields force the Fed to tighten monetary policy, impacting risk assets? We do not expect the Fed to tighten policy anytime soon, given still-weak job markets. Nevertheless, there is a chance of short-term pullbacks after a rapid rise in yields, which we would use to average into our preferred asset classes and themes.Speakers:Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankAbhilash Narayan, Senior Investment Strategist, Standard Chartered Bank
2/19/2021 • 7 minutes, 15 seconds
Weekly Market View (11 February 2021): From the Rat to the Ox
After a disruptive year of the Rat, the year of the Ox brings hope. The Ox also symbolises hard work. We acknowledge that this year will be a hard grind for economies to recover from a recession and for businesses to return to earnings growth to justify elevated valuations. We remain hopeful that both will surprise positively, benefitting risk assets.Speakers:Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered BankFook Hien Yap, Senior Investment Strategist, Standard Chartered Bank
2/11/2021 • 9 minutes, 35 seconds
Weekly Market View (5 February 2021): Should we sell?
Risk assets, especially Emerging Market equities and global high yield bonds, remain overbought. Nevertheless, improving fundamentals suggest it would be prudent to stay invested in a diversified allocation, instead of reducing exposure, and average in on any short-term market pullback.Speakers:Marco Iachini, Cross-Asset Strategist, Standard Chartered BankManpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank
2/5/2021 • 12 minutes, 43 seconds
Global Market Outlook (29 January 2021): More Greed than Fear
Equities have had a very strong start to 2021. Some short-term equity market indicators look stretched, which risks some temporary weakness, but we would be comfortable buying the dip with a 6-12 month horizon. We continue to prefer equities, corporate and EM bonds and multi-asset income strategies and believe drivers of our 2021 investment themes remain in place. Speakers:Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered BankFook Hien Yap, Senior Investment Strategist, Standard Chartered Bank
1/29/2021 • 11 minutes, 3 seconds
Weekly Market View (22 January 2021): What to expect from Biden
US President Joe Biden’s ambitious agenda in his first 100 days should be significantly positive for reflating the US and global economy. This is likely to be supportive of global risk assets, especially in Emerging Markets, any short-term pullbacks notwithstanding.Speakers:Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankManish Jaradi, Senior Investment Strategist, Standard Chartered Bank
1/22/2021 • 10 minutes, 16 seconds
2021 Outlook (14 December 2020): A Year of Recovery
The rapid development and deployment of the COVID-19 vaccines suggest that 2021 is likely to be a better year than 2020. Join our panel of experts at Standard Chartered as we discuss the financial outlook for 2021.Speakers:Steve Brice, Chief Investment Officer, Standard Chartered BankManpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered BankAudrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank
