Through the Noise: A fragile equilibrium

About this episode

Manpreet Gill and Ray Heung discuss the impact of earnings on equities and the potential revival of inflation risks due to prolonged oil disruption.

Manpreet Gill and Ray Heung discuss how earnings are supporting equities, why prolonged oil disruption could revive inflation risks and why they favour broader equity exposure, Emerging Market bonds and gold despite volatility. You can read our latest Global Market Outlook today here. Speaker(s): - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank - Ray Heung, Senior Investment Officer, Standard Chartered Bank For more of our latest mar...

People in this episode

Host: Manpreet Gill

Guest: Ray Heung

Topics covered

• equities
• inflation risks
• Emerging Market bonds
• gold
• volatility

Keywords

• equities
• inflation
• oil disruption
• Emerging Market bonds
• gold
• volatility

Mentioned in this episode

Organizations: Standard Chartered Bank

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