Cut to the Chase! ‘Non-exuberance’ in the summer months – Part 3
About this episode
Daniel Lam discusses the ongoing shift in US equity positioning towards a more cautious investment approach.
Daniel Lam examines US equity positioning and explains why the rotation into the ‘non-exuberant’ camp of equities is likely to continue. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
More episodes of Standard Chartered Money Insights
- Cut to the Chase! The chemistry lesson
- Cut to the Chase! ‘Non-exuberance’ in the summer months – Part 2
- Through the Noise: Inflation cools, but focus shifts back to oil
- Cut to the Chase! US bank earnings
- Cut to the Chase! Cooler inflation and Warsh
- Cut to the Chase! Worry or Opportunity?
Explore listener stats, chart rankings, contacts and more on the Standard Chartered Money Insights podcast page.