Steve talks to Daniel Lam, who runs the CIO Office equity strategy team, about the value of stepping back from the day-to-day newsflow especially when it comes to geopolitical developments. They also discuss the beneficiaries of high oil prices, the implications of the European and Chinese earnings seasons and whether JPY exposure could be a good portfolio hedge.
Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Daniel Lam, Senior Cross-Asset Strategist, Standard Chartered Bank
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