Standard Chartered: Market Updates

What can we expect from the world’s two largest economies for the next 12 months? Eric Robertsen, Global Head of Research and Chief Strategist compares where the US and China stand both in the current business cycle and more structurally.

Beneath an overall story of declining growth, other independent narratives are emerging. China’s economy roars back to life after COVID-19, but are the benefits of that growth equal across all sectors and markets? Find out in this podcast.

Recent market movements have sparked a flurry of theories about the world’s most widely used currency. Is the USD losing its reserve currency status? Are countries looking to circumvent the USD in their trading relationships? Find out in this podcast.

Whilst economic growth is expected to slow in the first half of the year, the second half could see a recovery taking hold. Are emerging markets poised for a recovery this year? And if they are how should investors and businesses navigate them? Find out in this podcast.

As we look at the year ahead, what are the potential surprises – or black swan events – that may be under-priced by the markets? In this podcast, Eric Robertsen shares some possible scenarios that the financial markets may have missed.

In the first half of the year, markets focused on upside risks to inflation. This is now shifting to include downside risks to growth and recession forecasts. How do investors and businesses navigate the almost conflicting narratives between inflation and recession? Find out in this podcast.

If 2021's expectations were influenced by a new world attitude due to the pandemic, then 2022 may end up being about a new world order. The conflict between Ukraine and Russia and the longevity of China's zero COVID plans. Volatility, interest rates and prices are all on the up. Find out what this means for the markets in this podcast.

A passion for purpose. Listen to the inspiring stories of Henrik Raber and Eila Kreivi as they share their personal journeys into Financial Markets and how they combine industry experience with a deep desire to make a positive impact. What are their challenges, what have they learned and what is their advice for those entering the industry today?

The business of research spends a lot of time looking at forecasts. But the question that always comes up is, what are the surprises? What are the black swans? In this podcast, Eric Robertsen takes a look at – not forecasts – but possible scenarios that the financial market may have missed.

What’s in store for the global economy over the next 12 months?  In part 2 of this 2-part series our economists Eric Robertsen, Razia Khan and Edward Lee share insights on the inflation story and growth opportunities in 2022.

The global economy continues to recover thanks to aggressive policy support and as vaccine coverage improves. But the recovery, like vaccine distribution, remains uneven. What’s in store for investors over the next 12 months? In part 1 of this 2-part series our economists Eric Robertsen and Edward Lee share insights on the impact of COVID and how the global economy will evolve in 2022.

To close the sustainable development gap in Asia, public and private infrastructure project owners have to tap into new sources of funding. What are these sources, how are they mobilising capital towards developing Asia, and how are they navigating the region’s investment landscape? Learn more in this podcast.

Carbon trading is becoming more and more essential to help businesses and the world meet their net-zero goals. In this podcast, learn more about overcoming the challenges, identifying the opportunities, and scaling up carbon markets so that they can support climate action, on a large scale.

More and more investors and companies are incorporating ESG metrics into their capital allocation decisions, and this trend shows no sign of slowing down. In this podcast, learn why we will continue to see an acceleration of sustainable financing and impact investing trends, with ESG asset classes outperforming the rest.

Economists have started using the term normalisation to describe what might be on the horizon for the global economy. However, countries emerging from various lockdowns and restrictions find themselves on different points along the growth curve. What does this mean for the rate setting cycle? And how can we navigate the patchwork scenario ahead? Hear insights from our economists, Eric Robertsen, R...

Prospects for global growth are improving but the unevenness of the vaccine rollout is creating divergences across different economies and sectors. In addition, rising fiscal debt and the possibility of inflation are looming in developed and emerging markets. If inflation becomes an embedded risk for a greater than expected rise in rates/yields, what will the consequences be on emerging markets in...

Much talk lately has focused on the idea of US exceptionalism leading global recovery. At the same time, there are other economies that are also picking up across emerging markets, while some are falling behind. This is creating vast divergences across regions and sectors and performance of various financial instruments. In these complex times, what is the best investment strategy? Hear insights f...

Digitalised, distributed and disrupted – that’s global trade today. But not many technologies have stirred up so much interest than blockchain, especially for moving closer to paperless trade and reducing trade finance costs. For Standard Chartered, a major focus is on leveraging blockchain to digitise trade finance in a secure way while continuing to support clients in their financing transaction...