Podcasts about senior investment strategist

Hannah discusses with Ray what investors should focus on following the trade truce between the US and China, concluding with a discussion on the AUD/ USD pair. Read our latest Weekly Market View here. Speakers: - Hannah Chew, Portfolio Strategist, Standard Chartered Bank - Ray Heung, 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.

Hannah discusses with Ray how investors should position themselves after the rebound in risk assets, what to expect from the US and China tariff discussions, and the implications of the two central banks' meetings during the week.Speaker:- Hannah Chew, Portfolio Strategist, Standard Chartered Bank - Ray Heung, 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. 

Fook Hien discusses our outlook for the US dollar.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.

Fook Hien discusses our view on how China equities can outperform within Asia.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.

Fook Hien gives an update on the US earnings season and what it means for our equity views. Speaker: - Fook Hien Yap, 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. 

Fook Hien discusses the US dollar's recent move lower and what it means for investors, especially the significance of risk management. Speaker: - Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank

Asian stocks edged down at the open after US President Donald Trump's criticism of Federal Reserve Chair Jerome Powell raised concerns about the central bank's independence and sparked a selloff in US assets. We get reaction from JoAnne Bianco, Partner & Senior Investment Strategist at BondBloxx Investment Management. Plus - late Monday, Japan's Prime Minister Shigeru Ishiba said Japan won't concede to all US demands in trade talks, citing the need to protect national interests. Those comments come as a second round of trade talks between Tokyo and Washington are expected in the coming days. Suntory Holdings Chairman and CEO Takeshi Niinami says the current situation regarding US tariffs is "really concerning." Niinami, who also serves as Senior Economic Advisor to Prime Minister Ishiba, speaks with Bloomberg's Shery Ahn in Tokyo.See omnystudio.com/listener for privacy information.

Fook Hien discusses the US earnings season and what we can learn so far from US company management. Speaker:  - Fook Hien Yap, 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.

Fook Hien discusses with Ray the implications for the market following Trump's pause of tariffs against major trade partners. Read our latest Weekly Market View here. Speakers:  Fook Hien Yap, Senior Investment Strategist, 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. 

Manpreet speaks to Rajat about the range of potential macro and market scenarios from here, and where he would go bargain-huntingSpeakers:- 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 BankFind out more from our latest Weekly Market View report here.

Send us a textOn this podcast I cover the recent volatility in the market. We discuss everything including today's market moves as they occured. Among the topics covered:The recent market volatility and the reasons behind it.The impact of tariff policy on markets, the economy, and global tradeA broad look at performance beyond just the S&P 500. This includes International and Emerging Equity Markets, Real Assets, Core Bond and High Yield Bond Markets.The benefits of diversification year-to-date.Probability of loss across a range of asset allocation strategies.The notion of buying opportunistically during market pullbacks. Does it make sense? If so, for who?Fed policy going forward and the impact on interest rates.How to think about long-term financial planning during periods of volatility.The impact of market timing during periods of capital markets stress.I was joined by Roosevelt Bowman, a Senior Investment Strategist at Bernstein. Many of you know Roosevelt. This episode is a replay of a client webinar from April 10, 2025.  With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein.

Steve speaks with Ray about the implications of US ‘Liberation Day' tariff announcements for investors, particularly their implications for economic growth, and what investment strategies are attractive in the current environment. Read our latest Weekly Market View here. Speakers:  Steve Brice, Global Chief Investment Officer, 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.

Daryl Ho, Senior Investment Strategist, DBS Bank’s Chief Investment Office discusses why Treasury Inflation Protected Securities (TIPS) look particularly attractive in the current climate of frequent geopolitical or economic shocks occupying the headlines. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

Ray Heung, Senior Investment Strategist, Standard Chartered Bank discusses how investors should position themselves in Q2, amid global trade tensions and geopolitics. He shares his view why the US is likely to avoid a recession, and equities will rebound once volatility normalizes. Produced/Presented: Ryan HuangSee omnystudio.com/listener for privacy information.

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.

Dans ce podcast, Jeremy Fasquelle et Edouard Desbonnets, Senior Investment Strategist, discutent des risques pour le marché boursier américain liés aux flux d'investisseurs étrangers fluctuantLes investisseurs étrangers ont considérablement augmenté leurs avoirs en actifs financiers américains, totalisant 10 trillions de dollars entre 2020 et 2024, les investisseurs européens détenant 49 % de ces actifs.Le S&P 500 est actuellement survalorisé avec un ratio cours/bénéfice (PE) de 20x par rapport à sa moyenne à long terme de 16x, tandis que les marchés de la zone euro et du Japon sont correctement évalués ou bon marché.Nous préférons l'exposition aux actions américaines via l'indice S&P 500 pondéré de manière égale, ainsi qu'un rééquilibrage vers les actions internationales au Royaume-Uni, dans la zone euro, au Japon et possiblement en Chine.Hosted by Ausha. See ausha.co/privacy-policy for more information.

In this week's edition of Through The Noise podcast, Michelle speaks to Rajat on how to position amid a declining US equity market, against the backdrop of ongoing tariff and recession concerns. Read our latest Weekly Market View here. Speakers: Michelle Kam, Investment Strategist, Standard Chartered Bank Rajat Bhattacharya, 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 Raymond about our views on the market, focusing on the potential for a Ukraine/Russia ceasefire, the recent weakness in the DXY, and developments in the Chinese market amid the ongoing Two Sessions. Read our latest Weekly Market View here.  Speakers: - Raymond Cheng, Chief Investment Officer, 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.

Manpreet speaks to Rajat about what to make of the recent growth data in the US, opportunities in the China tech sector rally and why we'd fade gains in the EUR. Read our latest Weekly Market View 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 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. 

In this episode of Critical thinking, Amit Popat, Global Head of Financial Institutions at Mercer, is joined by David Morrow, Head of Insurance, and Stephanie Thomes, a Senior Investment Strategist in Mercer's Insurance team, to explore Mercer's outlook for insurers in 2025. This year's paper reflects a transitional phase for the economy, defined by shifts in structural factors such as monetary policy, geopolitical uncertainty, and technological and regulatory innovation that requires a broader and longer perspective. These challenges will require thoughtful navigation, particularly for investors with a longer-term investment horizon, such as insurers. Key takeaways include: How investment risk can serve as a stabilising force for insurers: When underwriting results are under pressure from increased claims and reduced premium income, investment risk can be strategically advantageous because there's limited correlation between economic cycles and underwriting cycles. While underwriting performance is influenced by market conditions and competitive dynamics, investment returns can provide a stabilizing effect.  What strategies insurers can adopt to navigate a challenging environment, where recent fluctuations in interest rates have affected bond-oriented portfolios: There is considerable uncertainty about the direction of travel for markets in general, so insurers should consider modelling how their portfolios would perform under various scenarios, and to increase diversification, within the confines of acceptable risk and regulatory capital constraints.  How the growing number of semi-liquid and evergreen fund structures in private markets is changing the landscape for insurers: As private markets continue to evolve to meet the news of their investor base, semi-liquid and evergreen funds make it easier for small investment teams to participate in private markets, making it easier to maintain a target percentage allocation, relieve some of the administrative and operational burden of re-ups, and can relieve blind pool risk.  This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer's opinions.This does not constitute an offer or a solicitation of an offer to buy or sell securities, commodities and/or any other financial instruments or products or constitute a solicitation on behalf of any of the investment managers, their affiliates. For the avoidance of doubt, this is not formal investment advice to allow any party to transact. Additional advice will be required in advance of entering into any contract. Read our full important notices - click here

Manpreet speaks to Rajat about whether Trump is likely to prioritize tariffs or deals in his early months and how investors can position their portfolios around these US policies. Find out more from 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 Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Juan Leon is a Senior Investment Strategist at Bitwise. In this episode, we sit down to discuss Bitwise's recent CIO memo, 'Ethereum: The Comeback Kid of 2025.' We explore why Juan's team sees a turning point ahead for Ethereum and ETH, the significance of surging ETH ETF inflows, the $100T opportunity in tokenized real-world assets (RWAs), and how these trends could drive value accrual for ETH the asset. ------

Ray speaks with Rajat about the raft of policy announcements during US President Donald Trump's first week in office and what to make of them. They also discuss the ongoing US Q4 2024 earnings season and implication of the Bank of Japan's latest rate hike on currency markets. Find out more from our latest Weekly Market View report here.  Speakers:  - Ray Heung, Senior Investment Strategist, Standard Chartered Bank - Rajat Bhattacharya, 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.

On today's episode, we get reaction to news of a $500 billion investment in America's AI infrastructure with Rohini Kosoglu, venture partner at Fusion Fund. Fred Neumann, Chief Asia Economist and Co-Head of Global Research Asia at HSBC, shares his thoughts on what Trump's tariff policy could mean for China. Plus - a temperature check of the fixed income space with Joanne Bianco, Partner & Senior Investment Strategist at BondBloxx.See omnystudio.com/listener for privacy information.

On today's episode, we explore where opportunities lie in emerging markets with Rahul Chadha, Founder and Chief Investment Officer at Shikhara Investment Management. Plus, a look at how the week's US eco data will play into the Fed's policy path with Rob Haworth, Senior Investment Strategist at US Bank Wealth Management.See omnystudio.com/listener for privacy information.

Manpreet speaks to Fook Hien about how to position portfolios ahead of Trump's inauguration and how to balance policy risks with economic fundamentals.  Find out more from 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 - Fook Hien Yap, 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.

As part of our Outlook 2025 mini-series, Steve speaks to Ray about the bond market outlook for 2025.Read our Outlook 25 here.Speakers:- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank- Ray Heung, 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.

In this episode, we sat down with Todd Buechs, Senior Investment Strategist at Bernstein Wealth Management - KADA's own investment strategists.As we look ahead to 2025 and a new presidential administration, Todd discusses how he thinks financial policy and various markets will be impacted, to include automotive. He shares with us what we should be paying attention to and how to make good financial decisions in the coming year. Keep an eye on:Interest ratesInflation dataWhat the Federal Reserve is sayingEarnings growthBonds/equitiesDiversificationArtificial intelligence

As part of our Outlook 2025 mini-series, Steve speaks to Rajat about the macroeconomic and currency market outlook for 2025.Read our Outlook 25 here.Speakers:- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank- Rajat 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.

Manpreet speaks with Fook Hien about what we can learn from Bessent's nomination as US Treasury Secretary and what his proposed policies mean for investorsSpeaker:- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank- 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.

Featuring: Rob Haworth, Senior Investment Strategist at US Bank Asset Management Group Zachary Hill, Head of Portfolio Management at Horizon Investments What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. Apple: https://podcasts.apple.com/us/podcast/bloomberg-daybreak-asia/id1663863437Spotify: https://open.spotify.com/show/0Ccfge70zthAgVfm0NVw1bTuneIn: https://tunein.com/podcasts/Asian-Talk/Bloomberg-Daybreak-Asia-Edition-p247557/?lang=es-es See omnystudio.com/listener for privacy information.

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 subscribe to Standard Chartered Wealth Insights on YouTube.

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with someone who has experienced the growth and evolution of the credit space from different vantage points.We welcome Alona Gornick, a Managing Director, Senior Investment Strategist, and Co-Head of the Chicago Office for Churchill Asset Management, a firm with $50B committed capital that is a provider of financing solutions to middle market private equity firms and their portfolio companies. Churchill is an investment-specialist affiliate of Nuveen, the asset manager of TIAA.Alona provides investment insights across the private capital spectrum to the investment community – and has a particular focus on working with the Private Wealth and Retail channels. She works closely with Nuveen's global distribution team to deepen relationships with and educate Churchill's investors and partners.Alona leverages her experience in capital markets, investor relations, and credit investing from working at the likes of Nuveen, Golden Gate Capital, and Oaktree Capital Management.Alona and I had a fascinating conversation. We discussed:The evolution of credit investing.The opportunities and risks in private credit. Are we in a private credit bubble?Why the product specialist role is critical for working with the wealth channel.The power of scale, particularly in private credit, and how it helps alternative asset managers win deals and invest.The strategic benefit of platforms and permanent capital.Thanks Alona for coming on the show to share your views and wisdom on private markets. We hope you enjoy.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to Ultimus Fund Solutions01:18 Welcome to the Podcast02:00 Guest Introduction: Alona Gornick03:45 Alona's Career Path and Experience06:59 Growth of Middle Market Direct Lending07:41 Changes in the Credit Landscape10:21 The Importance of Size and Scale in Private Credit13:27 Deal Structuring and Market Evolution14:46 Impact of High Rate Environment16:06 Private Credit Returns and Underwriting20:53 Investor Questions and Market Insights21:24 Educating Investors on Private Credit23:43 Private Credit in Wealth Portfolios24:09 Diversification Benefits of Private Credit24:24 Yield Premium in Private Credit26:40 Private Credit vs. Private Equity27:06 Exploring Private Equity and Private Debt27:24 Transitioning from Public to Private Credit27:49 The Role of a Product Specialist28:09 Balancing Risks and Benefits28:49 Relating to Advisors with Real Examples29:40 The Importance of Education in Allocation30:25 Diverse Viewpoints on Alternative Asset Managers31:48 Challenges in Access to Capital33:26 The Significance of Hiring Quality People34:12 Non-Traditional Backgrounds in Specialist Roles36:29 Patience and Commitment in Educating Investors39:13 The Hardest Part of Educating the Wealth Channel40:47 The Role of Structure in Education44:21 Concerns About the Future of Private Credit47:00 The Growth Potential of Private Credit49:38 The Most Interesting Alternative Investment50:15 The Opportunity in Private Equity Secondaries52:47 Private Credit Secondaries: A Nascent Space54:17 Primary and Secondary Considerations in Credit54:34 Conclusion and Final Thoughts

En este episodio charlamos con Juan Leon, que ha trabajado en distintas firmas de inversión, desde US Global Investors, donde gestionó fondos de renta variable, renta fija y colocación privada y diseñó estrategias de inversión cuantitativas. hasta Bitwise Asset Management, que es donde actualmente trabaja, iniciando como Crypto Research Analyst, donde colaboró en el desarrollo de productos, la gestión de índices, la investigación y el soporte de ventas, hasta convertirse en su Senior Investment Strategist. Para encontrar alfa: https://espaciocripto.substack.com/ Para discutir el episodio: https://t.me/espaciocripto Si usas TikTok, checa: / espaciocripto Compra criptomonedas FÁCIL en: https://bando.cool/ 00:00 Intro 02:55 Presentación Juan Leon de Bitwise 09:04 Mantenerse en la industria cripto 11:50 Ads 13:28 ETF en Bitwise 17:18 La gente de ECC 20:54 Impresiones tras conseguir ETF 23:43 Próximos ETFs 27:39 Regulación en cripto 39:07 Clientes principales de Bitwise 48:35 Aspiraciones en cripto 51:35 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices

En este episodio charlamos con Juan Leon, que ha trabajado en distintas firmas de inversión, desde US Global Investors, donde gestionó fondos de renta variable, renta fija y colocación privada y diseñó estrategias de inversión cuantitativas. hasta Bitwise Asset Management, que es donde actualmente trabaja, iniciando como Crypto Research Analyst, donde colaboró en el desarrollo de productos, la gestión de índices, la investigación y el soporte de ventas, hasta convertirse en su Senior Investment Strategist. Para encontrar alfa: https://espaciocripto.substack.com/ Para discutir el episodio: https://t.me/espaciocripto Si usas TikTok, checa: / espaciocripto Compra criptomonedas FÁCIL en: https://bando.cool/ 00:00 Intro 02:55 Presentación Juan Leon de Bitwise 09:04 Mantenerse en la industria cripto 11:50 Ads 13:28 ETF en Bitwise 17:18 La gente de ECC 20:54 Impresiones tras conseguir ETF 23:43 Próximos ETFs 27:39 Regulación en cripto 39:07 Clientes principales de Bitwise 48:35 Aspiraciones en cripto 51:35 Outro Learn more about your ad choices. Visit megaphone.fm/adchoices

Manpreet speaks to Fook Hien Yap about how to position ahead of US elections, the UK budget and Japanese elections. 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- Fook Hien Yap, 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.

In this week's edition of Through The Noise podcast, Michelle speaks with Rajat to discuss about the risks and opportunities ahead of the US presidential election and further earnings reports from major US corporations.Read our latest Weekly Market View report here.Speakers:- Rajat Bhattacharya, Senior Investment Strategist, 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.

Manpreet speaks to Fook Hien about how investors should consider responding after the Fed, the Bank of England and the Bank of Japan policy decisions.Find out more from our latest Weekly Market View report 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- 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.

Manpreet speaks to Rajat about what to expect from major central banks next week and where we see equity sector opportunities today. For insights from our latest Weekly Market View report, visit the link here. 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.

Show Notes:X Post by Kevin Gordon, Senior Investment Strategist at Charles Schwabhttps://x.com/KevRGordon/status/1828042176057811051X Post from Liz Young, Head of Investment Strategy at SoFihttps://x.com/LizThomasStrat/status/1828098863108128812Research from 8/17/24https://x.com/FactSet/status/1824935004943556922https://x.com/FactSet/status/1824920409105457362

Manpreet speaks to Fook Hien about what to look for in Powell's Jackson Hole speech and where we see opportunities in the US and China equity markets. To view our latest Weekly Market View, please click here. 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.

In this week's edition of Through The Noise podcast, Zhong Liang speaks with Rajat to discuss the recent batch of data, the opportunities in equities and the renewed geopolitical tensions. To view our latest Weekly Market View, please click here. Speakers: Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered BankZhong Liang Han, 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.

With the election season well underway, the nation finds itself at the crossroads of significant political and potential economic uncertainty. How will each candidate impact the economy, specifically equity markets? And what can investors do to prepare? Join us on this episode of Disruptive Forces, where host Anu Rajakumar sits with Raheel Siddiqui, Senior Investment Strategist, and Timothy Creedon, Director of Equity Research, to discuss how close elections have evolved historically and other implications it could have as it pertains to equity markets.  Find out more about our firm's thoughts around elections worldwide at www.nb.com/elections.      This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.  This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.  The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.  © 2024 Neuberger Berman Group LLC. All rights reserved.

In this week's edition of Through The Noise podcast, Zhong Liang speaks with Fook Hien to discuss the ‘Trump trade', Euro area government bonds and gold.To view our latest Weekly Market View, please click here.Speakers:- Zhong Liang Han, Investment 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 or subscribe to Standard Chartered Wealth Insights on YouTube.

In this week's edition of Through The Noise podcast, Zhong Liang speaks with Fook Hien to discuss the latest US inflation and payrolls data and opportunities in Euro area equities and China financial assets.To view our latest Weekly Market View, please click here.Speakers:- Zhong Liang Han, Investment 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 or subscribe to Standard Chartered Wealth Insights on YouTube.

Manpreet speaks to Rajat about the potential market impact of US, UK and French elections, what to watch for in the upcoming US earnings season and what's driving Japanese equities.To view our latest Weekly Market View, please click 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- Bhattacharya Rajat, 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.

Zhong Liang speaks to Daniel and Fook Hien about our outlook for equities in H2 2024, including our regional and sector preferences.Download our H2 2024 Outlook (in-brief) here.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank- Fook Hien Yap, Senior Investment Strategist, 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.

On this episode I'm joined by Roosevelt Bowman, Senior Investment Strategist at Bernstein.  Roosevelt and I discuss all the hot topics in the markets today: Fed policy, inflation and interest rates, the outlook for the stock market, S&P 500 concentration, and how to be opportunistic.  With any questions or comments, or to discuss your own financial situation, I can be reached at marc.penziner@bernstein.com or 212-969-6655.The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s).  AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

Manpreet speaks with Rajat about why G7 central banks have started cutting policy rates and where this likely creates opportunities in equities, bonds and currencies.To view our latest Weekly Market View, please click here, or visit our Market views on-the-go page.Speakers:Manpreet Gill, Chief Investment Officer, 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 Bank