Standard Chartered Private Bank: Euro Area, U.K. Stocks Stand Out

The video discusses the current and future outlook of the stock market, highlighting expected trends in volatility and returns. It examines the impact of peak liquidity and potential market shifts, with a focus on developed and emerging markets. The macroeconomic backdrop and policy changes, including quantitative easing and tapering, are analyzed. The video also provides insights into earnings trends and regional market performance, particularly in Asia. Finally, it explores opportunities in Chinese bonds and the emerging market universe, emphasizing the attractiveness of high-yield bonds.

What factors are expected to influence stock performance in the next 6 to 12 months?

How does the report view the performance of stocks in the 12 months following a market low?

What is the expected impact of peak liquidity on the market?

What regions are highlighted as having potential for growth in the equity market?

What are the implications of the shift from quantitative easing to tapering?

How has the outlook for China changed according to the report?

What opportunities are seen in the Asian U.S. dollar bond market?