Standard Chartered Money Insights

Fook Hien and Ray discuss why elevated bond volatility and political uncertainty warrant a more defensive stance on equities. They highlight opportunities across US financials, healthcare and Japanese bank stocks, examine the impact of the hot CPI print on US bond yields, and conclude with their outlook for French credit and a potential NZD/USD recovery.   You can read our latest Weekly Market Vie...

Jonathan Liang unpacks the September US consumer inflation print and its implications for the Fed’s rate path, US government bond yields and the US dollar. Speaker(s): - Jonathan Liang, Chief Investment Officer, Fixed Income and FX, 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.

Fook Hien highlights the key takeaways from major US banks’ Q3 earnings results and explains the recent changes to our US sector preferences. Speaker(s): - Yap Fook Hien, Senior Investment Strategist, 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.

Raymond Cheng discusses why global equities are forging ahead despite decade-high bond yields and highlights the key indicators to watch. Speaker(s): - Raymond Cheng, Chief Investment Officer, North Asia, 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.

Rajat Bhattacharya discusses France’s political challenges, which are making it harder to pass a budget that bond investors will accept. He sees little sign of Euro area-wide contagion for now and outlines why a budget compromise is likely to be reached before the December deadline. Speaker(s): - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank  For more of our latest mark...

Hannah discusses with Rajat why strong earnings could ultimately resolve the bond-equity divergence in favour of stocks, despite near-term risks from elevated bond volatility, higher yields and political uncertainty. You can read our latest Weekly Market View today here. Speaker(s): - Hannah Chew, Portfolio Strategist, Standard Chartered Bank  - Rajat Bhattacharya, Senior Investment Strategist, St...

Sylvain Huard explores why, in an AI-driven world, effective diversification requires looking beyond traditional asset-class labels to understand the true drivers of portfolio risk and return. Speaker(s): - Sylvain Huard, Head of Asset Allocation, WS Chief Investments Officer, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Char...

Fook Hien discusses the reasons for higher equity volatility in the weeks ahead, leading to the closure of two of our equity opportunistic ideas. Speaker(s): - Yap Fook Hien, Senior Investment Strategist, 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.

Steve Brice talks about his concerns about reduced policy credibility and how this is creating an opportunity for investors.    Speaker(s): - Steve Brice, Global Chief Investment Officer, 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.

Rajat Bhattacharya reviews the latest US jobs report and why that signals a Fed rate pause in October. He also draws implications for bond markets and explains why bonds now offer an attractive portfolio hedge. Speaker(s): - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Charte...

Ray Heung and Manpreet Gill discuss why the rise in US Treasury yields presents an opportunity to add 10-year government bonds. They explain why higher yields do not undermine our constructive view on US equities and semiconductors. They conclude by outlining our positive outlook on the AUD and the improving risk-reward in AUD bonds. You can read our latest Weekly Market View today here. Speaker(s...

Bond yields continue to move higher despite positive news on the inflation front. We believe we are getting closer to a peak in bond yields, which would be good news for both bond and equity investors.  Speaker(s): - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank   For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth...

Manpreet Gill discusses the rationale for a core holding view on Indian equities as they face a potent mix of headwinds and tailwinds Speaker(s): - Manpreet Gill, Chief Investment Officer, EMEA, 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.

Raymond Cheng explains the rationale behind reduced allocations to China equities. Speaker(s): - Raymond Cheng, Chief Investment Officer, North Asia, 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.

Jonathan Liang discusses why he is finally looking at 10-year US Treasuries as a potential tactical idea. Speaker(s): - Jonathan Liang, Chief Investment Officer, Fixed Income and FX, 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.

Hannah discusses with Manpreet why earnings remain the key driver of markets despite rising oil prices and bond yields, and why we continue to prefer equities and credit while expecting further gains in gold. 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  - Hannah Chew, Portfolio Strat...

Fook Hien discusses our outlook for ASEAN equities and why we maintain an underweight stance on the market. Speaker(s): - Yap Fook Hien, Senior Investment Strategist, 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.

Raymond Cheng discusses what has driven the recent EUR weakness and highlights the upcoming key indicators to watch. Speaker(s): - Raymond Cheng, Chief Investment Officer, North Asia, 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.

Manpreet discusses why we still like gold amid today’s higher bond yields and why a technical view argues for accumulating on dips. Speaker(s): - Manpreet Gill, Chief Investment Officer, EMEA, 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.

Rajat Bhattacharya reviews the rate hikes this month by the Fed, the European Central Bank and Bank of Japan – the first such synchronised move in history – and discusses what it means for investors. Speaker(s): - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth...

Manpreet speaks to Fook Hien about the investment implications of the Fed, BoJ and ECB rate hikes and our updated forecasts You can read our latest Weekly Market View today here. Speaker(s): Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank Manpreet Gill, Chief Investment Officer, EMEA, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go...

Jonathan Liang discusses the most recent Fed policy rate decision and what we expect over the remainder of 2026. Speaker: Jonathan Liang, Chief Investment Officer, Fixed Income and FX, 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.

Sylvain discusses why surging bond yields and a US 10-year government bond yield crossing 5% – fuelled by the AI investment boom's competition for capital – don't have to derail the equity rally and shares views on how to position your portfolio in this environment. Speaker: Sylvain Huard, Head of Asset Allocation, WS Chief Investments Officer, Standard Chartered Bank For more of our lat...

Fook Hien discusses the AI industry’s call to pace the development of AI models and why investors should not overreact but stay the course to diversify their global tech investments.  Speaker: Yap Fook Hien, Senior Investment Strategist, 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.

Rajat Bhattacharya previews the Fed’s policy meeting this week following August’s US payrolls and inflation reports. Will it be one-and-done or the start of an extended hiking cycle? Speaker: Rajat Bhattacharya, Senior Investment Strategist, 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.