Calls
4
Ben Gilman
Chief Investment Officer, Africa, Middle East and Europe, Standard Chartered
Win Rate
25.0%
return
-0.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 18
$105.70
+0.2%
Heavy bond supply is causing short-term indigestion, especially in investment-grade corporate bonds, but supply is a 1-3 month technical factor rather than a long-term fundamental problem. That can create selective opportunities in corporate credit when yields spike.
Bonds & Rates
Long
Aug 18
$82.00
-0.1%
Near-term inflation risks and volatile long bonds mean investors are not well-paid enough to take long-duration interest-rate risk. Standard Chartered prefers keeping bond duration short because the short end is more attractive and carries much less volatility.
Bonds & Rates
Long
Aug 18
$57.58
-0.1%
Rising long-term bond yields are a headwind for long-duration equities, but strong earnings tailwinds, particularly in technology and financials, can help equity markets weather higher yields. Volatility may be higher, but the reward is still seen as better in equities than in bonds.
Thematic ETFs
Long
Aug 18
$190.32
-3.4%
Rising long-term bond yields are a headwind for long-duration equities, but strong earnings tailwinds, particularly in technology and financials, can help equity markets weather higher yields. Volatility may be higher, but the reward is still seen as better in equities than in bonds.
Thematic ETFs
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Ben Gilman has 4 trade ideas tracked on Buzzberg across 4 tickers since August 2026. Most covered: XLF, XLK, SHY.
