Standard Chartered Money Insights

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Through the noise: The message from Mar-a-Lago

2024-11-2210:09

In this week’s edition of Through The Noise podcast, Michelle speaks to Manpreet to discuss about potential investment implications from US president-elect Trump’s cabinet appointees and his pro-growth policies.Speakers:- Michelle Kam, Investment Strategist, Standard Chartered Bank- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views ...

Cut to the Chase! It’s the Economy

2024-11-2103:52

Daniel discusses the outlook for volatility for US equities under Trump 2.0, and what would be the key driving factors.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.

Cut to the Chase! Across the Pacific Ocean

2024-11-1904:20

Daniel talks about China’s potential economic responses to hawkish stance from the US, and what we learnt from Trump 1.0.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.

Cut to the Chase! Across the Atlantic Ocean

2024-11-1903:251

Daniel discusses the factors driving US and European Rates, 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.

Cut to the Chase! The Laggard amongst “Trump Trades”

2024-11-1704:13

Daniel discusses the factors driving oil prices, the US Energy sector and how it stacks up against other “Trump Trades”.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.

Through the Noise – Trump: What we have learnt so far

2024-11-1512:16

Manpreet speaks with Rajat about what we can learn from Trump’s cabinet appointments thus far and where we see opportunities for investors.Read our latest Weekly Market View report here.Speakers:- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank- Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or...

Cut to the Chase! The guessing game for coffee

2024-11-1403:40

Daniel discusses the latest US inflation report, how markets are focusing on the long-term inflationary implications of Trump’s policies, and how to position the portfolio against this backdrop.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.

Cut to the Chase! Tactics Trumps Strategy

2024-11-1303:52

Daniel talks about the tactical view of the markets until the year-end, and what narrative change we may expect in Q1’25.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.

InvesTips from the CIO’s desk: Is your money @ work?

2024-11-1205:13

This week, Steve talks about the trade-offs between saving and investing.Speaker:- Steve Brice, Global 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.

Cut to the Chase! The laggards post Trump’s victory

2024-11-1203:271

Daniel explains why Gold has been weak since Trump’s victory, why we still see it being on a structural uptrend, and where we see attractive levels to add.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.

Cut to the Chase! The state of things

2024-11-1103:23

Daniel discusses the latest policy decisions by the Fed and China’s National People’s Congress, and why investors are likely to focus on US equities 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.

Through the Noise: Trump returns

2024-11-0808:47

Manpreet speaks to Audrey about the potential impact for investors from both Fed policy and Trump’s win at the US Presidential election.Read our latest Weekly Market View report here.Speakers:- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank- Audrey Goh, Head of Asset Allocation, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscrib...

Cut to the Chase! The Trump returns

2024-11-0604:15

Daniel discusses the implications on asset prices, both for the short-term and medium-term, with Trump on the cusp of victory in the US Presidential elections.Read our Market Watch report here.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.

Cut to the Chase! The Chinese Counter-cyclical policies

2024-11-0603:08

Daniel discusses what to expect from a policy perspective at China’s NPC Standing Committee meetings.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.

InvesTips from the CIO’s desk: Build your risk IQ

2024-11-0505:41

In the last episode, Steve talked about the risks of not investing. In Episode 6, he discusses the main reason people delay investing, the fear of the unknown. Speaker:- Steve Brice, Global 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.

Cut to the Chase! Reflections from FX markets

2024-11-0504:42

Daniel discusses trends in FX markets and what we can learn from this vis-à-vis the potential US election outcomes.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.

Cut to the Chase! A long week ahead

2024-11-0403:20

Daniel discusses the most recent key US data and the asset price reactions, and the possibility of a “sell on fact” correction post US elections.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.

Through the Noise: Balancing election risks with soft landing prospects

2024-11-0110:15

In this week’s edition of Through The Noise podcast, Michelle speaks to Manpreet to discuss about positioning ahead of major events, including the US presidential election and the Fed’s policy meeting.Read our latest Global Market 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 Bank- Michelle Kam, Investment Strategist, Standard Chartered BankFor more of our latest mar...

Cut to the Chase! The oil premium

2024-10-3103:08

Daniel discusses the geopolitical tensions in the Middle East, and possible developments that may occur over the next few 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.

Cut to the Chase! Stacking up Indian and Chinese equities

2024-10-3003:36

Daniel talks about the recent developments and views on these two key emerging 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.

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