Podcasts about equity strategies

Daniel discusses the positioning across global equities, and the key technical levels to watch out for in the 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.

European equities rebounded yesterday, driven by largely positive earnings, as the IMF upgraded its global growth forecast for this year and next, citing reduced US trade war impact and a weaker US dollar. Meanwhile, Novo Nordisk makes headlines with a 30% share dive on revised sales and profit guidance, and US equities lose steam ahead of today's Fed meeting. For more on the earnings season so far and ahead of the four mega-cap tech stocks that are scheduled for this week, we have Mathieu Racheter, Head of Equity Strategy, on the show.(00:00) - Introduction: Bernadette Anderko, Investment Writing (00:24) - Markets wrap-up: Jan Bopp, Investment Writing (05:55) - Q2 Earnings season update: Mathieu Racheter, Head of Equity Strategy Research (11:32) - Closing remarks: Bernadette Anderko, Investment Writing Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

In this episode, host Luke Hyde-Smith is joined by guest co-host Stefan Rheinwald and renowned market strategist and author of the Greed & Fear newsletter, Chris Wood. They explore the current contradictions in the Trump agenda, the state of US equity markets, and the implications of surging AI investment.The conversation spans global markets, with Wood sharing his outlook on Japan's corporate reform story, the long-term opportunity in India's private banking sector, and why China remains an essential but complex part of any portfolio. They also discuss the risks building in private equity and private credit and the shifting role of the US dollar.This podcast is issued by W1M Wealth Management Limited which is authorised and regulated by both by the Financial Conduct Authority of 12 Endeavour Square, London E20 1JN, with firm reference number 120776 and the U.S. Securities and Exchange Commission of 100 F Street, NE Washington, DC 20549, with firm reference number 801-63787. Registered in England and Wales, Company Number 02080604.The information provided in this podcast is for information purposes only and W1M does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular wealth management or investment objectives, strategies, tax status or investment horizon. All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.

Daniel discusses the latest Tokyo CPI figure, the US-Japan trade deal and the likely increase in fiscal policy, can lead to a more hawkish Bank of Japan at the meeting this week.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.

Daniel discusses what are the key signposts to watch out for that may dampen the current rally 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.

Daniel discusses the Japan-US trade deal, how the market reaction suggests that it trumped over the uncertain sentiment from the election results, and the implications for Japanese assets.Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel discusses the results of the Japan upper house election and its implications for investors. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel talks about the relative calmness on the tariff front in China compared to other economies, and the implications of Politburo meeting expected this monthSpeaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Another morning of record highs on the S&P and NASDAQ ahead of a make-or-break week for stocks: Sara Eisen and Carl Quintanilla started the hour with a look at the major earnings coming this week (Alphabet, Tesla, Intel, and more), and what we've heard from key companies so far. Barclays Head of U.S. Equity Strategy arguing this will be the first quarter to show the impact of tariffs – but the headwinds just haven't shown up yet. Plus: a deep dive on new numbers out of Domino's with an analyst who calls the stock a buy, as their CFO says they've seen no geopolitical impact to their business.  Also in focus: hear from the CEO of the credit bureau FICO as his company comes under fire for being a “monopoly” – why he says it's just the most efficient way for the market to operate, how he's using AI in the business, and more… and the latest on the biggest movers of the day, from Sarepta to Apple to LVMH.Squawk on the Street Disclaimer

Daniel talks about the effects of inflation in US data, and what it means for investorsSpeaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

In this episode, Craig McGrouther sits down with Scott Croul of George Smith Partners to discuss navigating the longest multifamily downturn in recent memory at 36 months and counting. Scott breaks down the current capital stack dynamics, revealing that preferred equity is now pricing at 12-14% with roughly 50% current pay, making it surprisingly competitive for sponsors. They dive into why bridge-to-bridge financing went from "bad word" to standard practice, and how sponsors are focusing on capital preservation rather than chasing returns. Scott also highlights the market bifurcation: institutional investors are flooding into 2000+ vintage properties with all-cash offers while pre-90s assets struggle to find any buyers. Despite the challenges, Scott sees light at the end of the tunnel with supply chains frozen and absorption remaining strong across major Texas markets.Learn more about Lone Star Capital at www.lscre.comApply to attend the LSC Summit 2025: www.lscsummit.comGet a FREE copy of the Passive Investor Guide:https://www.lscre.com/content/passive-investor-guideSubscribe to our newsletter and receive our FREE underwriting model package:https://www.lscre.com/resource/fof-underwriting-toolkit Follow Rob Beardsley:https://www.linkedin.com/in/rob-beardsley/ Read Rob's articles:https://www.lscre.com/blog 

Daniel talks about the key factors that can help swing sentiment towards US equities, and how investors should be positioning themselves.  Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel discusses the influence of tariff on the latest US CPI inflation figure, the reaction from risky assets, and what investors should be watching out for. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Stocks retreated in response to US inflation data, which met expectations but showed that tariffs have arrived in inflation figures. The earnings season has started with mixed bank earnings dragging down broader equity markets, while the tech heavy Nasdaq reached a record high on gains by chip giant Nvidia. This followed the US decision to ease restrictions on selling AI chips to China. Mathieu Racheter, Head of Equity Strategy, shares his insights on what to expect from the earnings season and why he sees more upside potential for the defence sector. And Dario Messi, Head of Fixed Income Research, explains why Japanese bond yields increased so strongly and Japan's election this weekend remains a risk event.(00:00) - Introduction: Roman Canziani, Head of Investment Writing (00:52) - Markets wrap-up: Jan Bopp, Investment Writing (06:14) - Fixed income update: Dario Messi, Head of Fixed Income Research (11:52) - Earnings season update: Mathieu Racheter, Head of Equity Strategy Research (16:21) - Closing remarks: Roman Canziani, Head of Investment Writing Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Daniel looks into the reasons behind rising yields, in what can be a key source of volatility in H2'25.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.

Daniel dives into the upcoming US Q2'25 earnings season, what we are expecting and the sectors investors should be focusing upon.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-th

Gina Martin Adams, Chief Equity Strategist & Global Director of Equity Strategy, Bloomberg discusses why we could see the upcoming earnings season beat expectations. She also shares why investors need to look out for concentration risks in their portfolios. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.

Daniel concludes the series with thoughts on the implications of tariffs, and where investors can look for opportunities. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel looks back in history, on instances of supply chain disruption in the semiconductor space, what are the current risks, and how US is trying to use tariff to secure this supply chain. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Stock markets remain quiet, shrugging off President Trump's assertive rhetoric on additional tariffs and his stance that no exemptions will be made ahead of the 1st August deadline for reciprocal tariffs. Nevertheless, government bond yields are rising across major markets due to potential inflationary pressures triggered by the tariffs and a broader re-evaluation of risk appetite. To provide insight into these developments, Dario Messi, Head of Fixed Income Research, discusses why he remains relatively unfazed by the increase in yields, while Mathieu Racheter, Head of Equity Strategy, shares his outlook for the upcoming Q2 earnings reporting season.(00:00) - Introduction: Bernadette Anderko, Investment Writing (00:28) - Markets wrap-up: Roman Canziani, Head of Investment Writing (06:01) - Bond market update: Dario Messi, Head of Fixed Income Research (10:49) - Q2 Earnings season preview: Mathieu Racheter, Head of Equity Strategy Research (14:53) - Closing remarks: Bernadette Anderko, Investment Writing Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Daniel discusses the strategical importance of semiconductors, and looks at the fragmentation of the supply chain. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel talks about the sharp change in narratives this year for US equities, and why investors should be trimming into strength and rotating into equities from 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.

Beginning his amazing real estate investing career at a young age, Donato Callahan shares the secrets to scaling investments, leveraging tech tools, and making bold choices to create generational wealth in today's competitive market and beyond.See full article: https://www.unitedstatesrealestateinvestor.com/creating-holistic-wealth-through-real-estate-invigorating-lessons-from-donato-callahan/(00:00) - Introduction to The REI Agent Podcast by Mattias and Erica(00:24) - Mattias Reflects on Burnout and Coaching Lessons(04:58) - Guest Introduction: Donato Callahan's Real Estate Journey(05:16) - Donato's Early Start in Real Estate: From College to House Hacking(07:33) - Scaling Up: Moving from House Hacking to 172-Unit Investments(08:43) - The Learning Curve of Commercial Real Estate(10:18) - Building and Working in Teams for Real Estate Success(12:16) - Commercial Real Estate Deal Numbers and Equity Strategies(15:19) - Bright Investor: Donato's Software for Real Estate Investors(17:07) - Bright Investor's Market Data Tools and Benefits(19:24) - Enhancing Real Estate Agent Credibility with Bright Investor(22:07) - Leveraging Data for Pricing and Listing Success(27:59) - The Importance of Pricing and Market Cycles(29:38) - Historical Perspectives on Real Estate Investment(35:38) - Inflation, Appreciation, and the Value of Real Estate Assets(41:15) - Real Estate vs. Traditional Retirement Plans(45:04) - Syndications: A Passive Way to Invest in Real Estate(46:23) - Donato's Mentorship Program for Commercial Real Estate(46:49) - Where to Reach Donato for Bright Investor or Mentorship(47:00) - Donato's Book Recommendations(47:33) - Closing Remarks and Call to ActionContact Donato Callahandonatocallahan.comFacebookInstagramLinkedInBright InvestorX--Go to reiagent.com for more amazing tips on achieving holistic success!

Daniel discusses the current environment for inflation, how it compares to the end ‘21 and H2 '22 experiences, what it means to the Fed and how investors should be positioning their bond 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.

Daniel talks about the passing of the US Tax Bill in the Senate, the market reaction and what it means to your 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.

Daniel discusses the risk and reward in US equities after strong recent gains in the S&P500Speaker: - 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.

Daniel looks at Japan equities from the policy standpoint, fund flow, and vis-à-vis 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.

Daniel discusses more specific ideas on the back on “De-Dollarisation”, concentrating upon the currency and bonds asset classes. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel discusses the data, trade fragmentation and the structural risks in the US from a USD perspective. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube 

Daniel talks about the fading effect of the USD as a natural portfolio diversifier, the rise in Gold as a key reserve option, and how investors should be re-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.

Daniel discusses the escalation of geopolitical risks over the weekend, and what lies ahead. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

In this episode, Portfolio Managers Ben Wallace and Luke Newman explore the complexities of long-short equity strategies, focusing on market rationality and risk management to achieve absolute returns.

Daniel talks about the latest FOMC meeting and its implications on asset classes. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Markets await clarity on US involvement in the Middle East conflict. The US Federal Reserve holds rates steady, citing inflation and tariff uncertainty. US bank stocks rise on deregulation hopes, while crypto stocks surge after stablecoin legislation passes. The Swiss National Bank will be the first major central bank to lower interest rates to 0% today. Norbert Rücker, Head of Economics and Next Generation Research, provides our latest views on the oil market amid the war in the Middle East. Mathieu Racheter, Head of Equity Strategy, talks about two interesting markets amid all the uncertainty: Swiss mid-caps and Indian stocks.(00:00) - Introduction: Bernadette Anderko, Investment Writing (00:31) - Markets wrap-up: Mike Rauber, Investment Writing (05:17) - Oil: Norbert Rücker, Head of Economics & Next Generation Research (09:30) - Equity markets: Mathieu Racheter, Head of Equity Strategy (13:32) - Closing remarks: Bernadette Anderko, Investment Writing Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Daniel talks how political change in Korea is likely to act a strong catalyst to narrow the “Korean discount” in the country's equity market.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.

Daniel discusses the geopolitical influence on oil prices, and what that means in the broader portfolio context. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel talks about yet another looming US debt ceiling limit, why there are new twists this time, and how it feeds into the outlook for US 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.

In this season 5 episode of First Look ETF, Stephanie Stanton ‪@etfguide‬ examines the latest ETF marketplace trends with NYSE and guests. The guest lineup for this episode includes:1. Maital Legum, NYSE2. Bryant Vancronkhite, CPA, CFA, Senior Portfolio Manager at Allspring Global Investments3. Kurt Livermore, Director, Portfolio Manager at Lazard Asset Management 4. Michael Graham, CFA, Research Analyst at Polen Capital*********First Look ETF is sponsored by the New York Stock ExchangeLearn more at https://www.ETFCentral.comWatch us on YouTube (Link http://www.youtube.com/etfguide)Follow us on Twitter @ETFguide (Link https://twitter.com/etfguide)Visit us at ETFguide.com (https://www.etfguide.com)

Daniel discusses that latest US CPI figure, the building of the narrative of Fed rate cut, and the re-kindling of interests in 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.

Daniel talks about what investors can do to help mitigate the risk of USD weaknessSpeaker: - 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.

US-China trade talks continue to progress positively and may conclude soon, but have still yet to reach an agreement. Optimism among investors has led to stock markets in the Asia-Pacific region rallying today, with tech stocks in particular leading the charge. Also on today's podcast, we are joined by Mathieu Racheter, Head of Equity Strategy, who provides us with an update on equity markets and offers his outlook for how investors should position themselves for the rest of the year.(00:00) - Introduction: Bernadette Anderko, Investment Writing (00:55) - Markets wrap-up: Jonti Warris, Investment Writing (06:32) - Equity markets update: Mathieu Racheter, Head of Equity Strategy (10:34) - Closing remarks: Bernadette Anderko, Investment Writing Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Daniel discusses the fading case for further EU equities outperformance, and the likely rotation into 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.

Daniel discusses the solid non-farm payroll print, the relatively-low positioning in US equities, and key levels in S&P 500 index. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel talks about the USD's increasing pro-cyclicality, and the JPY's rising role in safe-haven demand.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.

Daniel discusses TACO, what Trump is facing in reducing the US budget deficit, and the opportunities in long-dated US TreasuriesSpeaker: - 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.

Daniel talks about the near-term consolidation ahead in Gold, and why there is upside ahead in the long-termSpeaker: - 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.

Daniel discusses how the rotation within equities earlier this year, from the US to Europe, is expected to reverse under US equity tailwinds, and how investors 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 or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses the near-term outlook for US equities, and what are the key drivers for the longer-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.

Daniel discusses possible implications from rising JGB yields and the strength in JPY against 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.

Daniel outlines our key macro scenarios and their probabilities as well as how one can tackle a potential pause in the gold 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.