In the first CTTC podcast in 2026, Daniel Lam discusses how strong demand continues to support AI capital expenditures, which provides the backbone for our Overweight in global equities in 2026 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.
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In the first CTTC podcast in 2026, Daniel Lam discusses how strong demand continues to support AI capital expenditures, which provides the backbone for our Overweight in global equities in 2026 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.
Through the Noise: Outlook 2026 mini podcast series - Equities
Standard Chartered Money Insights
3 minutes
3 weeks ago
Through the Noise: Outlook 2026 mini podcast series - Equities
Steve explains our rationale for being Overweight global equities, with a focus on the US and Asia ex-Japan, reviewing support from earnings, AI investment, and fundamentals and why risks are best managed through a barbell strategy. Read our accompanying report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec… Speakers: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Standard Chartered Money Insights
In the first CTTC podcast in 2026, Daniel Lam discusses how strong demand continues to support AI capital expenditures, which provides the backbone for our Overweight in global equities in 2026 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.
