Standard Chartered Money Insights

In today’s edition of Cut to the Chase, Daniel discusses the strong price action in the Hang Seng index, and why it has more room to run.  Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In today’s edition of Cut to the Chase, Daniel discusses the mixed non-farm payroll and why slightly higher unemployment rate is unlikely to derail the Fed’s tightening path.  Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In today’s edition of Through the Noise, Manpreet speaks to Rajat about how to interpret the Fed’s message as an investor, our thoughts on sectors and credit worries in Korea, and why we still see our 3Rs strategy as relevant through this quarter. Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Ch...

In this edition, Steve talks about 3 strategies investors can use to survive the challenging environment of a recession and then thrive thereafter. Speaker: Steve Brice, Group Chief Investment Officer, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In today’s edition of Cut to the Chase, Daniel discusses the implications of the latest FOMC meeting, and how investors should be positioning themselves forward. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In today’s edition of Cut to the Chase, Daniel discusses the recent encouraging technical signs in Chinese equities. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In today’s edition of Cut to the Chase, Daniel discusses how one should look beyond volatility in income assets and add to them. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Steve talks about why the shape of the yield curve can be a scary signal, especially for equity investors. Speaker: Steve Brice, Group Chief Investment Officer, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In today’s edition of Through the Noise, Manpreet speaks to Abhilash about whether equities are set for a bear market rally, why we believe investors should take advantage of today’s yields in high quality bonds and income assets and why we continue to like our ‘3Rs’ strategy. Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commoditie...

Steve talks about the ongoing US earnings season and why he believes that equity markets may still have another leg lower before enjoying a sustained recovery.  Speaker: Steve Brice, Group Chief Investment Officer, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Today, Steve talks about the challenges facing the new British government and why now is not the time to pile back into sterling. Speaker: Steve Brice, Group Chief Investment Officer, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Today, Steve talks about the recent weakness in Greater China equity markets and whether there is more to come, or are we at peak pessimism.  Speaker: Steve Brice, Group Chief Investment Officer, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In today’s edition of Through the Noise, Manpreet speaks to Audrey about what can learn from equity market positioning and the nascent US earnings season, whether yields have further to rise and our views on whether the recent moves in JPY and GBP can extend.  Speaker: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy,...

Today, Steve talks about the likelihood and potential timing of a Fed Pivot and its implications for bond markets.  Speaker: Steve Brice, Group Chief Investment Officer, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Today, Steve talks about why we should feel both lucky and unlucky on this day and, more importantly, what to do about it.  Speaker: Steve Brice, Group Chief Investment Officer, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Today, Steve talks about potential funding currencies. While the JPY has broken lower, given the central bank intervention risks, we prefer the EUR as a potential funding vehicle in a strong-USD environment.  Speaker: Steve Brice, Group Chief Investment Officer, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Steve discusses why despite being very concerned about the 6-12 month economic outlook, this is not the time to be panic selling and why increasing investments in bonds and multi-asset income strategies makes sense for long term investors. Speaker: Steve Brice, Group Chief Investment Officer, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In today’s edition of Through the Noise, Hannah Chew speaks to Steve Brice on the Fed’s continued focus on inflation, the likelihood of further BoJ intervention in the FX markets, our take on the semiconductor sector, and how investors can best position themselves in this current investment climate. Speakers: Steve Brice, Group Chief Investment Officer, Standard Chartered Bank Hannah Chew, Portfol...

In today’s edition of Cut to the Chase, Daniel discusses how gold has been performing on US CPI release dates, and why the current low-positioning may give investors an edge based on historical analysis. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In today’s edition of Cut to the Chase, Daniel discusses how there could be long-term opportunities for European financials equities and subordinated bonds.  Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

This is part of a mini-series which discusses the investment outlook for the final quarter of 2022. In this edition of Through the Noise, Steve speaks to Manpreet about the direction of bond yields and where we see opportunities and risks in bond markets.  Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Bank Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Hea...

This is part of a mini-series which discusses the investment outlook for the final quarter of 2022. In this edition of Through the Noise, Steve Brice speaks to Fook Hien Yap about the direction for equity markets in 4Q 2022 and beyond and what our regional and sector preferences in equities are.  Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Bank Fook Hien Yap, Senior Investm...

In today’s edition of Cut to the Chase, Daniel discusses how the latest development on the oil front, and why we continue to like global energy equities. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In this edition of Talking Thematics, Audrey speaks to Qi Xiu on our latest Q4 Thematic Update, how our Climate themes are expected benefit from the US Inflation Reduction Act, the outlook on China’s renewable sector and our decision to close the Cybersecurity theme.  Speakers: Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered Bank Qi Xiu Tay, Investment Strategist, St...

In today’s edition of Cut to the Chase, Daniel discusses how the Fed is likely to continue its aggressive rate hikes, and the need for investors to continue to go defensive. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .