Podcasts about global market outlook

In this week's edition of Through The Noise podcast, Michelle speaks to Manpreet on the CIO's latest view against the backdrop of rising economic growth concerns, declining USD and elevated market volatility.Find out more from our latest Global Market Outlook 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- Michelle Kam, 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.

Ray speaks with Manpreet about what investors should focus on amid ongoing market volatility and global trade uncertainty. They discuss why Standard Chartered remains overweight on equities, albeit after a marginal trimming of the position, and on gold, and conclude with a discussion on the Dollar's outlook.Find out more from our latest Global Market Outlook 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 Ray Heung, Senior Investment Strategist, 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.

Ray speaks with Manpreet about our views on the market reaction to the US tariffs and the performance of the equities market. We also discuss the strength of the USD, bond yields, and conclude with a perspective on gold. 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 - Ray Heung, Senior Investment Strategist, 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. 

2025 looks set to be another eventful year in financial markets. Focus among market participants will be largely on news out of the incoming Trump administration, particularly details surrounding the Republicans tariff proposals. The world's major central banks will continue to lower interest rates, as inflation globally gradually returns back to target levels, while growing downside risks to growth could trigger a mild global slowdown.But, what do our analysts see as the main focal point for investors this year? How could the global economy perform, and which currencies do we think will under- and outperform in 2025? Listen to this week's FX Talk episode to find out!We'd like to hear from you! Provide us with feedback so we can improve the podcast: https://linktr.ee/fxtalk Liked this show? Please leave us a review here – even one sentence helps!

In this final episode of our 2025 Global Market Outlook discussion, our experts bring everything together to consider the potential implications for investors.

Join host Ritu Vohora on this special edition of “The Angle” as we focus on our 2025 Global Market Outlook. In this second episode, our experts take a deeper dive into the factors impacting financial markets.

Join host Ritu Vohora on this special edition of “The Angle” as we focus on our 2025 Global Market Outlook. In this first episode, our experts discuss the macroeconomic outlook for 2025.

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 market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

In this week's edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to discuss about positioning for a world of falling interest rates.To view our latest Global Market Outlook, please click here.Speaker:- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank- Zhong 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.

Hosted by Michelle Martin, this episode dives into the recent U.S. stock slump, Michelle is joined by Arun Pai from Monk's Hill Ventures to explore the impact of the latest ISM Manufacturing PMI, Nvidia's historic single-day decline, gold's price surge, and how potential interest rate cuts could shape global markets and investors choices.See omnystudio.com/listener for privacy information.

Manpreet speaks to Steve about our latest changes in asset class views and how we see shifting winds in the global economy impacting investors.  To view our latest Global Market Outlook, please click here. Speakers: Steve Brice, Global 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 Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

The solar energy industry experienced exceptional growth in 2023, exceeding all expectations. With 447 GW of new installed capacity, solar continues to dominate the global energy transition, accounting for 78% of new global capacity additions. How has solar grown so fast, and which regions and technologies have contributed to this boom? What policies are needed to sustain this growth, and how can investment be equitably distributed around the world? We talk about this in the latest episode with Christophe Lits, market analyst at SolarPower Europe. Timeline: 03:07 The Global Market Outlook shows that 447 GW of new solar capacity was installed worldwide in 2023. What were the main factors behind this impressive growth? 08:28 What are the consequences of the strong concentration of the solar market in China, in terms of installations and production capacity? 09:51 How will the solar market develop in the USA, where modules cost 2-3 times as much due to tariffs and remuneration models such as net metering are now being scaled back? 12:22 What technological innovations have contributed to the rapid expansion of solar energy? 15:33 The IEA reported that investment in solar energy has outpaced all other generation technologies. What are the main reasons for this investment boom? Questions or suggestions? Then send us an email to podcast@thesmartere.com

In this week's edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to discuss the durability of the global equity rally and the attractive bond yields.To view our latest Global Market Outlook, 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.

According to my guest today, the lagging effects of central bank tightening will lead to a further deceleration in growth, a mild U.S. recession, anemic growth in Europe, but more resilience in emerging markets. Past episodes of high U.S. inflation suggest it will take about two years to bring core inflation down by half from its peak level. Equity valuations are stretched, particularly in big tech. Monetary authorities have decreased their support. And governments have probably already reached the limits of the fiscal stimulus they can provide.Given those challenges, you will learn about the opportunities for investors across a range of asset classes. There are quality U.S. and international stocks that trade at reasonable valuations and stand to benefit from important technology and secular trends. The expectation of lower interest rates in the future is creating opportunities in fixed income markets. That is in longer duration and in niche parts of the market like cat bonds and agencies. -Here are links for more information about Marco and Amundi US:Amundi Website- https://www.amundi.com/usinvestors Marco's LinkedIn- https://www.linkedin.com/authwallAmundi US site- https://www.amundi.com/usinvestors/Insights/Research-Insights  Equities are the building blocks of any successful portfolio. Advisors must understand the best way to wield equities if they want to succeed. Join VettaFi and other industry-leading experts on Wednesday, MARCH 13 for their “Equity Symposium!” Register for Free at etftrends.com/webcasts/equities-symposium-2024

Wert erhalten oder Rendite machen? Viele Investment-Optionen bieten eher das eine oder das andere. Es gibt jedoch eine Anlage, die für 2024 beides verspricht! Wir können unsere Ersparnisse sinnvoll gegen Inflation und Unsicherheiten absichern und gleichzeitig Gewinn damit machen. Auf diesen spannenden Trend für 2024 weist uns der “Global Market Outlook” von Goldman Sachs hin - in einer umfassenden Marktanalyse. Von welchem Investment hier die Rede ist, was ich von diesem "Trend" halte und welche Auswirkungen er im Detail auf unsere Anlage-Entscheidungen haben kann, bespreche ich in dieser Folge. ✨ Buch dir jetzt deinen Beratungs-Termin: Kostenfreies Erstgespräch für dein finanziell stabiles neues Jahr! www.anlage-in-gold.de ✨ Und hier geht's zum Webinar: https://einmaleins-der-finanzen.de/ Haftungsausschluss/Disclaimer: Die Inhalte des Podcasts dienen ausschließlich zu Informationszwecken und stellen keine spezifische Kauf- oder Anlage-Empfehlung dar. Der Podcastanbieter und der Moderator haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken und Ideen entstehen. Die Meinung von Interviewpartnern stellt nicht die Meinung des Podcastanbieters oder des Moderators dar. Jeder Mensch hat nicht nur das Recht, sondern auch die Pflicht, sich aus verschiedenen Quellen zu informieren und daraus seine eigenen Schlüsse und Handlungsschritte abzuleiten.

2022 is the year that unleashed the global solar potential in a new way. The global solar market grew 45 percent in 2022, with 239 Gigawatts (GW) worldwide. Solar PV expanded its position as leading renewable energy source, with two thirds of total installations. Those are new numbers published in the Global Market Outlook for Solar Power 2023-2027, which the European Solar Association SolarPower Europe releases annually. To get a little bit in depth with some of the studies outcomes, we talked with Michael Schmela. Michael is Executive Advisor to the CEO and a member of the leadership team of SolarPower Europe. Timeline: 02:10 About the most groundbreaking news or developments highlighted in the new Global Market Outlook Edition 06:33 The solar growth forecast points out that installed capacity is expected to double every three years. What are the main conditions to enable this growth? 12:46 Grid bottlenecks as one of the main obstacles for solar growth: What measures must be taken immediately and in the medium run to fix the problem? 15:41 Is the prospected solar growth enough to achieve global decarbonization through renewable energies? Download the "Global Market Outlook for Solar Power 2023–2027": https://www.intersolar.de/publikationen/global-market-outlook-for-solar-power Questions or suggestions? Then send us an email to podcast@thesmartere.com

In this episode, Host and Equity Research Department Head for Retail Research, Royce Aguilar is joined by ATRAM Group's Multi-Asset Analyst Luis Miguel Lopa and Business Development Manager Ms. Ericka Ninon - to talk about their economic as well as global market outlook. ATRAM also shared their tips on the factors to consider in choosing a mutual fund. Lastly, ATRAM explained the benefits of having a UITF in one's portfolio. These and more, only here on Philippine Stock Market Weekly.

Get Opto's best content every day, by subscribing to our FREE Newsletter: www.cmcmarkets.com/en/opto/newsletterToday I have the pleasure of interviewing Alfonso Peccatiello, founder & CEO of The Macro Compass, a disruptive investment strategy firm whose mission is to democratize professional macro analysis, tools, and portfolio strategy.The Macro Compass leverages Alf's experience running large pools of institutional money and offers financial education, unique macroeconomic insights, and actionable investment strategy. Before launching The Macro Compass, Alfonso was the Head of Investments for a $20 billion portfolio for ING Germany.In this interview we review Alf's global market outlook for 2023 touching on why the labor market holds the key and what asset classes and instruments could perform well and not so well in this environment. Enjoythemacrocompass.com@MacroAlfThanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

The regulatory and activism lens is widening across a bigger range of deals, dealmakers, and across a wider spectrum of industries. Discover how the year ahead will see major shifts in how regulators evaluate M&A transactions in RBC's Global Market Outlook, with Vito Sperduto, Co-Head, Global Mergers & Acquisitions, Larry Grafstein, Deputy Chairman, Global Investment Banking, and Ben Mandell, Head, Mergers & Acquisitions.

2023 will bring a ‘new normal', making it an opportune time for dealmakers to redefine their M&A playbook as transactions become more complex, scrutinized and specialized. Learn how the architecture of a transaction and the fundamentals of deal execution will be more important than ever in RBC's Global Market Outlook, with Vito Sperduto, Co-Head, Global Mergers & Acquisitions, Larry Grafstein, Deputy Chairman, Global Investment Banking, and Ben Mandell, Head, Mergers & Acquisitions.

In almost every corner of the globe, rising macro and market volatility has increased the complexity and cost of M&A. Can dealmakers find new ways to create value in 2023? Find out in RBC's Global Market Outlook with Vito Sperduto, Co-Head, Global Mergers & Acquisitions, Larry Grafstein, Deputy Chairman, Global Investment Banking, and Ben Mandell, Head, Mergers & Acquisitions.

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.

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.

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.

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.

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.

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.

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.

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.

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.

W co inwestować w 2022 roku? Które aktywa pobiją wysoką inflację? Na przełomie roku analitycy globalnych firm inwestycyjnych publikują raporty, w których dzielą się swoją oceną perspektyw dla różnych aktywów. Wspólnie z Maćkiem Pielokiem kończymy właśnie ich przegląd i dzisiejszy odcinek przeznaczymy na podzielenie się z Tobą wnioskami. ▼▼▼ Książkę Finansowa Forteca zamówisz na:

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.

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.

'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.

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

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

Frédérique Carrier is Managing Director and Head of Investment Strategy at RBC Wealth Management; she heads up the firm's London equity desk and formulates equity strategy for the UK & Europe. Frédérique also co-chairs RBC Wealth Management's global asset allocation committee, GPAC, which determines asset allocation for the firm's global client base. As of the end of last year, RBC had 843.6 billion (CAD) under administration, making it the fifth-largest wealth manager in the world. Having spent 8 years at companies like Williams de Broë – later acquired by Investec -, managing several European equity mandates, Frédérique had previously taken in 5 years at BBVA Latinvest as a sell side analyst covering Latin America. A subsequent stint with Invesco, covering emerging markets and global equities, preceded her current position. Frédérique and I discuss what leading a global asset manager is like, before we embark on a whistle-stop tour across the globe, where Frédérique offers her investment outlook for the US, Europe & UK, and Emerging Markets too. Enjoy the interview!...Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

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

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

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

BT Money Hacks Ep 91: Investing in China's market - the case for retail investors 11:43 min Synopsis: Updated fortnightly on Mondays, The Business Times breaks down useful financial tips. This week's episode looks at the case for investing in China in 2021 and beyond. It is brought to you by Fidelity International: https://www.fidelity.com.sg/ BT's digital editor Chris Lim hosts Catherine Yeung, Fidelity International's investment director, who explains the following: China's household consumption, GDP, and pent-up demand (0:42) How retail investors can take advantage of China's domestic demand story (2:12) What China's tremendous data advantage means (3:15) Investing opportunities: looking outside China's big-name equities (6:10) Income opportunities: yield from Chinese state-owned enterprises (8:26) Assessing risk in Chinese markets (9:30) Find out more about: Fidelity International: https://www.fidelity.com.sg/beginners/learn-about-investing Fidelity's Global Market Outlook 2021: https://www.fidelity.com.sg/news-and-insights/outlook Fidelity's Learn About Investing: https://www.fidelity.com.sg/beginners/learn-about-investing Produced by: Chris Lim and Ernest Luis Edited by: Adam Azlee Follow BT Money Hacks podcasts fortnightly on Mondays and rate us on: Channel: http://bt.sg/btmoneyhacks Apple Podcasts: http://bt.sg/oeXe Spotify: http://bt.sg/oeGN Google podcasts: http://bt.sg/oeGP Website: http://bt.sg/moneyhacks Feedback to: podcast@sph.com.sg Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser. See omnystudio.com/listener for privacy information.

BT Money Hacks Ep 91: Investing in China's market - the case for retail investors 11:43 min Synopsis: Updated fortnightly on Mondays, The Business Times breaks down useful financial tips. This week's episode looks at the case for investing in China in 2021 and beyond. It is brought to you by Fidelity International: https://www.fidelity.com.sg/ BT's digital editor Chris Lim hosts Catherine Yeung, Fidelity International's investment director, who explains the following: China's household consumption, GDP, and pent-up demand (0:42) How retail investors can take advantage of China's domestic demand story (2:12) What China's tremendous data advantage means (3:15) Investing opportunities: looking outside China's big-name equities (6:10) Income opportunities: yield from Chinese state-owned enterprises (8:26) Assessing risk in Chinese markets (9:30) Find out more about: Fidelity International: https://www.fidelity.com.sg/beginners/learn-about-investing Fidelity's Global Market Outlook 2021: https://www.fidelity.com.sg/news-and-insights/outlook Fidelity's Learn About Investing: https://www.fidelity.com.sg/beginners/learn-about-investing Produced by: Chris Lim and Ernest Luis Edited by: Adam Azlee Follow BT Money Hacks podcasts fortnightly on Mondays and rate us on: Channel: http://bt.sg/btmoneyhacks Apple Podcasts: http://bt.sg/oeXe Spotify: http://bt.sg/oeGN Google podcasts: http://bt.sg/oeGP Website: http://bt.sg/moneyhacks Feedback to: podcast@sph.com.sg Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser. See omnystudio.com/listener for privacy information.

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

With Jurrien Timmer, Director of Global Macro for Fidelity

BT Money Hacks Ep 89: Key investment themes to act on in 2021 10:36 min Synopsis: Updated fortnightly on Mondays, The Business Times breaks down useful financial tips. This week's episode looks at investment themes retail investors can act on in 2021 and beyond. It is brought to you by Fidelity International: https://www.fidelity.com.sg/ BT's digital editor Chris Lim hosts Paras Anand, Fidelity's Asia-Pacific chief investment officer, who explains the following: 1. Differences in Asian economic strategy when compared with countries in the West (1:00) 2. What concrete steps can retail investors take to act on this outlook? (1:51) 3. With relatively low yields, and arguably overpriced equities especially in the US, should retail investors wait for the market to cool or avoid timing the market and risk missing out on a recovery year? (5:23)  4. What are three key investment considerations for retail investors in this 'new normal' Covid-19 era? (7:30) 5. Beware of false diversification (8:59) Find out more about: Fidelity International: https://www.fidelity.com.sg/beginners/learn-about-investing Fidelity's Global Market Outlook 2021: https://www.fidelity.com.sg/news-and-insights/outlook Fidelity's Learn About Investing: https://www.fidelity.com.sg/beginners/learn-about-investing Listen to Ep 91 - Investing in China's market - the case for retail investors: https://omny.fm/shows/money-hacks-1/investing-in-chinas-market-the-case-for-retail-inv Ep 92 - Asia's ESG investing outlook in 2021 and beyond: https://omny.fm/shows/money-hacks-1/trends-for-asias-esg-investing-outlook-in-2021-and Produced by: Chris Lim and Ernest Luis Edited by: Adam Azlee Follow BT Money Hacks podcasts fortnightly on Mondays and rate us on: Channel: http://bt.sg/btmoneyhacks Apple Podcasts: http://bt.sg/oeXe Spotify: http://bt.sg/oeGN Google podcasts: http://bt.sg/oeGP Website: http://bt.sg/moneyhacks Feedback to: podcast@sph.com.sg Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser. --- Discover more BT podcast series: BT Mark To Market Podcast on: http://bt.sg/btmark2mkt BT WealthWise Podcast on: http://bt.sg/btwealthwise BT Podcasts on: http://bt.sg/podcasts Follow our shows then, if you like short, practical podcasts! See omnystudio.com/listener for privacy information.

BT Money Hacks Ep 89: Key investment themes to act on in 2021 10:36 min Synopsis: Updated fortnightly on Mondays, The Business Times breaks down useful financial tips. This week's episode looks at investment themes retail investors can act on in 2021 and beyond. It is brought to you by Fidelity International: https://www.fidelity.com.sg/ BT's digital editor Chris Lim hosts Paras Anand, Fidelity's Asia-Pacific chief investment officer, who explains the following: 1. Differences in Asian economic strategy when compared with countries in the West (1:00) 2. What concrete steps can retail investors take to act on this outlook? (1:51) 3. With relatively low yields, and arguably overpriced equities especially in the US, should retail investors wait for the market to cool or avoid timing the market and risk missing out on a recovery year? (5:23)  4. What are three key investment considerations for retail investors in this 'new normal' Covid-19 era? (7:30) 5. Beware of false diversification (8:59) Find out more about: Fidelity International: https://www.fidelity.com.sg/beginners/learn-about-investing Fidelity's Global Market Outlook 2021: https://www.fidelity.com.sg/news-and-insights/outlook Fidelity's Learn About Investing: https://www.fidelity.com.sg/beginners/learn-about-investing Listen to Ep 91 - Investing in China's market - the case for retail investors: https://omny.fm/shows/money-hacks-1/investing-in-chinas-market-the-case-for-retail-inv Ep 92 - Asia's ESG investing outlook in 2021 and beyond: https://omny.fm/shows/money-hacks-1/trends-for-asias-esg-investing-outlook-in-2021-and Produced by: Chris Lim and Ernest Luis Edited by: Adam Azlee Follow BT Money Hacks podcasts fortnightly on Mondays and rate us on: Channel: http://bt.sg/btmoneyhacks Apple Podcasts: http://bt.sg/oeXe Spotify: http://bt.sg/oeGN Google podcasts: http://bt.sg/oeGP Website: http://bt.sg/moneyhacks Feedback to: podcast@sph.com.sg Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser. --- Discover more BT podcast series: BT Mark To Market Podcast on: http://bt.sg/btmark2mkt WealthBT Podcast on: http://bt.sg/btwealthbt BT Podcasts on: http://bt.sg/podcasts Follow our shows then, if you like short, practical podcasts! See omnystudio.com/listener for privacy information.

BT Money Hacks Ep 89: Key investment themes to act on in 2021 10:36 min Synopsis: Updated fortnightly on Mondays, The Business Times breaks down useful financial tips. This week's episode looks at investment themes retail investors can act on in 2021 and beyond. It is brought to you by Fidelity International: https://www.fidelity.com.sg/ BT's digital editor Chris Lim hosts Paras Anand, Fidelity’s Asia-Pacific chief investment officer, who explains the following: 1. Differences in Asian economic strategy when compared with countries in the West (1:00) 2. What concrete steps can retail investors take to act on this outlook? (1:51) 3. With relatively low yields, and arguably overpriced equities especially in the US, should retail investors wait for the market to cool or avoid timing the market and risk missing out on a recovery year? (5:23)  4. What are three key investment considerations for retail investors in this 'new normal' Covid-19 era? (7:30) 5. Beware of false diversification (8:59) Find out more about: Fidelity International: https://www.fidelity.com.sg/beginners/learn-about-investing Fidelity's Global Market Outlook 2021: https://www.fidelity.com.sg/news-and-insights/outlook Fidelity's Learn About Investing: https://www.fidelity.com.sg/beginners/learn-about-investing Produced by: Chris Lim and Ernest Luis Edited by: Adam Azlee Follow BT Money Hacks podcasts fortnightly on Mondays and rate us on: Channel: http://bt.sg/btmoneyhacks Apple Podcasts: http://bt.sg/oeXe Spotify: http://bt.sg/oeGN Google podcasts: http://bt.sg/oeGP Website: http://bt.sg/moneyhacks Feedback to: podcast@sph.com.sg Do note: Any financial or investment information in this podcast is for use in Singapore only and is intended to be for your general information. Any particular investment or decision should only be made after consulting with a fully qualified financial adviser. See omnystudio.com/listener for privacy information.

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

With Dr. Komal Sri-Kumar, President of Sri-Kumar Global Strategies

With Rob Haworth, Senior Investment Strategist at US Bank Wealth Management

Despite the uncertainty caused by the US-China trade war and Brexit, assets such as equities, bonds and even gold rose in 2019. Ms Carmen Lee, Head of OCBC Investment Research, shares what’s in store for investors in the year ahead.

After the latest conference in China Urea analysts Elfi and Karl get together to discuss the latest updates from the global Urea market. 

29. Global Market Outlook 2019 (with macro economist Paul Diggle) by Aberdeen Standard Investments

With Jurrien Timmer, Director of Global Macro for Fidelity Investments

Mark Grinis with Ernst & Young joins Michael to discuss the latest technology and trends for commercial properties and workspaces, including sustainability and wellness for employees.

Mark Grinis with Ernst & Young joins Michael to discuss their Global Market Outlook, including the impact rising interest rates may have on commercial real estate.For more information contact Michael Bull, CCIM 404-876-1640 x 101Appreciate the video? The best thank you is to check out our sponsors. See if they might be of value to you, or your referrals. http://commercialrealestateshow.com/c...Don’t miss a show of special interest to you, subscribe to our weekly show topic email notification. You’ll know who’s on the show and what it’s about.http://bit.ly/2gfoKSNYou’re invited to subscribe to the show’s YouTube channel.http://www.youtube.com/subscription_c...For more videos, podcasts, and articles, visit http://www.CREshow.com

Mark Grinis with Ernst & Young joins Michael to discuss their Global Market Outlook, including the possible effects a Trump administration may have on commercial real estate, from deregulation to tax reform.For more information contact Michael Bull, CCIM 404-876-1640 x 101Appreciate the video? The best thank you is to check out our sponsors. See if they might be of value to you, or your referrals. http://commercialrealestateshow.com/c...Don’t miss a show of special interest to you, subscribe to our weekly show topic email notification. You’ll know who’s on the show and what it’s about.http://bit.ly/2gfoKSNYou’re invited to subscribe to the show’s YouTube channel.http://www.youtube.com/subscription_c...For more videos, podcasts, and articles, visit http://www.CREshow.com

Mark Grinis with Ernst & Young joins Michael to discuss their Global Market Outlook for 2017, including:*Trump effect on commercial real estate*Impact of rising interest rates*New technology's effect on investors*Tips for owners and investors

- Stephen Wood, Chief Market Strategist at Russell Investments - Please call 1-800-388-9700 for a free review of your financial portfolio

Mark Grinis and Thomas Brown of Ernst & Young join Michael in Studio One to discuss EY's Global Market Outlook 2016.

- Steve Hochberg, Chief Market Analyst at Elliot Wave International - Please call 1-800-388-9700 for a free review of your financial portfolio

- Stephen Wood, Chief Market Strategist for Russell Investments - Please call 1-800-388-9700 for a free review of your financial portfolio