Standard Chartered Money Insights

In today’s edition of the Through the noise mini-series, Steve discusses with Audrey on our outlook on income investing, why we advocate investors to Rebalance into income assets and areas we believe will outperform. Speakers: Brice Steve,  Chief Investment Officer, Standard Chartered Bank Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered Bank For more of our latest ma...

In today’s edition of Through the Noise, Steve and Daniel discuss whether the current narrative of ‘Fed pivot’ has legs, what investors should do in their portfolio, as well as our latest thinking on the AUD, Oil and US 10-year bond yields  Speakers: Brice Steve,  Chief Investment Officer, Standard Chartered Bank Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest...

In the latest Through the Noise podcast series, Steve Brice discusses the global macroeconomic outlook with Rajat Bhattacharya, with a focus on the US, Europe and China. Rajat explains why we are likely near the end of a long business cycle, which started in the aftermath of the 2008-09 Global Financial Crisis and briefly interrupted by the COVID pandemic. He lays down signposts investors need to...

In today’s edition of Cut to the Chase, Daniel highlights that the USD index is testing some important support levels, the important things to look out for and the potential implications of a break lower.  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 sharp rebound in equities over the last 48 hours, and what investors may consider doing in the near-term. 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 another key investment idea from the past decade – real estate – and how it shaping up in the rising rates environment. 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 looks at technical and momentum signals and discusses if it is the best time to trim equities. 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 the first part of a mini-series which discusses the investment outlook for the final quarter of 2022. In today’s edition of Through the Noise, Hannah Chew speaks to Manpreet Gill about the view on recession risks, key changes in the asset allocation calls, what higher interest rates mean for investors and how investors can navigate through the current investment climate. Speakers: Hannah C...

In today’s edition of Cut to the Chase, Daniel discusses the government interventions in Europe and short-term opportunities there. 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 why the environment is very different from the past decade for growth stocks, and how investors should deal with this. 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 plunge in the GBP, what to expect in the short-term, and how it creates opportunities in large-cap UK 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 the 3D’s approach – de-risking, diversification and dividends – to mitigate the impact of rising interest rates. 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 Abhilash about why the Fed decision may mean more USD strength near-term, the technical outlook for equity markets and why a ‘3D’ investment strategy may offer one approach to navigating today’s market conditions. Speakers: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank Abhilash Nara...

In today’s edition of Cut to the Chase, Daniel discusses the FOMC’s determination to bring down inflation, and the need to stay defensive at this stage. 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 what to watch out for in the upcoming FOMC meeting, and what the FX market is telling investors. 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 why markets have become less volatile vs. H1’22, and how investors should be positioned. 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 FOMC this week and gives more details on the barbell approach. 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, Zhong speaks to Manpreet about how investors should consider reading the market reaction to the US inflation report, what technicals are telling us about short term opportunities within equity and FX markets and whether the 10-year US bond yield can break 3.50%. Speakers: Zhong Liang Han,  Investment Strategist, Standard Chartered Bank Manpreet Gill, Head o...

In today’s edition of Cut to the Chase, Daniel elaborates further about the importance of having high-dividend equities in your portfolio. 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 cross-asset implications from the higher-than-expected US CPI print. 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 signs of peak inflation and the push-and-pull between USD and other major currencies. 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 why Developed Market Investment Grade Bonds are increasingly relevant in your portfolio in these uncertain times.  Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Very high inflation has got central banks on the defensive and they are fighting back with dramatic interest rates rises. In this podcast, Steve talks about 3 potential strategies for bond investors to deal with such an environment.  Speaker: Steve Brice,  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 Rajat about how to interpret the ECB rate hike, what the large rate hikes mean for risky assets, the market implications of Chinese policy actions and whether USD/JPY is set to re-test its 1998 high.  Speakers: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank Bhattacharya, Rajat,  Seni...

In today’s edition of Cut to the Chase, Daniel discusses how safe-haven assets are important in building resilience in portfolios during bear markets. Speaker: Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .