Standard Chartered Money Insights

In this episode of Investips, Trang Nguyen discusses the basic concept of private assets and their potential roles in a traditional investment portfolio. Speaker: Trang Nguyen, Portfolio Strategist, Standard Chartered Bank To read the full publication, click here . For more of our latest market insights, visit Market views on-the-go .

In today’s edition of Cut to the Chase, Abhilash discusses what is driving the recent bout of weakness and volatility in USD/JPY and why a change in policy signal may be required for the Yen to rebound. Speakers: - Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In the third of a 5-part mini-series on the Q2 Outlook, Steve talks to Abhilash Narayan about why the worst may be behind us in bond markets and why we have become more constructive on corporate bonds and EM USD government bonds. Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Bank Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank For more of our latest ma...

In the second of a 5-part mini-series on the Q2 Outlook, Steve talks to Rajat Bhattacharya about the economic environment, why the labour market and China are key to the global growth outlook and what to keep on the radar as we move into the second quarter.  Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Bank Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered...

In today’s edition of Cut to the Chase, Manpreet Gill discusses what equity market technicals are telling us about the near-term outlook and why investors should pay close attention to US economic data and policy comments in the week ahead. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For more of our latest market insigh...

In the first of a 5-part mini-series on the Q2 Outlook, Steve talks to Manpreet Gill about why the equity market rally is likely to extend, Asia/China assets remain attractive and income investors should be selective in embracing higher bond yields. They also discuss the risks emanating from higher oil prices.   Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Bank Manpreet Gill...

Michelle Kam talks to Steve Brice, Daniel Lam and Manpreet Gill to answer the top client questions from a recent client webinar which covered the Ukraine situation and the latest Fed policy meeting. Topics include how investors should deal with high inflation and tightening monetary policy, the outlook for China equities/high yield bonds and the US technology sector, and our currency preferences i...

In today’s edition of Cut to the Chase, Manpreet Gill discusses all the key moves in oil markets overnight, how investors can potentially mitigate against the risks and gold’s possible role amid recently jumps in inflation.  Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For more of our latest market insights, visit Market...

In today’s edition of Cut to the Chase, Manpreet Gill discusses what Powell and other Fed policymaker comments mean for interest rates, what the rise in bond yields means for different asset classes, and why weather forecasting holds many similarities with market forecasting. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank...

In today’s edition of Cut to the Chase, Manpreet Gill discusses what is driving a renewed surge in oil prices, and why the Canadian Dollar, or Loonie, could offer one way to ride this rebound. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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, Manpreet Gill discusses the improving sentiment in equity markets, why we would not worry excessively about the Death Cross technical pattern and why we’d keep a close watch on oil markets.       Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For more of our latest market insights, v...

In this week’s episode, Steve talks to Manpreet Gill about whether China has effectively decided to underwrite China equity and bond markets. They also dissect the implications of the recent US FOMC meeting and also discuss the outlook for gold after the recent consolidation.  Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Bank Manpreet Gill, Head of Fixed Income, Currency and...

In today’s edition of Cut to the Chase, Manpreet Gill discusses why the Fed’s decision is supportive for equities and diversified investment allocations, and why investors should pay equal attention to recent policy announcements in China. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For more of our latest market insight...

In today’s edition of Cut to the Chase, Manpreet Gill discusses what has been driving the unusually large drop in China and Hong Kong equities over the past few days, and why four signposts can help guide investors on how markets may move in the coming days.  Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For more of our l...

In today’s edition of Cut to the Chase, Manpreet Gill discusses the signposts that can help navigate Chinese financial markets after the sharp drop in equities yesterday, and why we should pay attention to a broader set of drivers when assessing the CNY’s path from here. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For m...

In today’s edition of Cut to the Chase, Manpreet Gill discusses why the Fed message, China’s Covid measures and oil prices are the three factors that may be the most important for financial markets this week.  Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-g...

Steve and Abhilash discuss the behavioural aspects of investing and why a ‘sea of red’ can be a good time for long-term investors to increase investment allocations. They also discuss implications of China’s increasingly supportive economic policies for equities and property sector bonds.  Speakers: Steve Brice, Chief Investment Officer, Standard Chartered Bank Abhilash Narayan, Senior Investment...

In today’s edition of Cut to the Chase, Manpreet Gill discusses how to interpret the sharp fall in oil prices and rebound in risky assets and why a policy-heavy day in Europe could be very significant for global markets in the days ahead. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For more of our latest market insights...

In today’s edition of Cut to the Chase, Manpreet Gill discusses where opportunities may lie in sharply contrasting short and long-term outlooks for the Euro, just ahead of a key European Central Bank meeting, and why we may have just spotted a black swan in the metals market. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank...

What has gender diversity got to do with ESG and sustainable investing? Find out more in our special International Women's Day podcast, where we explore whether gender diversity really contributes towards performance and how investors can start looking at this.  Speakers: Abhilash Narayan, Senior Investment Strategist Hannah Chew, Portfolio Strategist Eugenia Koh, Head, Sustainable Investing

In today’s edition of Cut to the Chase, Manpreet Gill summarises key moves from yesterday’s market turmoil, why the energy sector could offer a harbour amid the market storm and what S&P500 technical indicators are telling us about the near-term outlook.  Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For more of our l...

In today’s edition of Cut to the Chase, Manpreet Gill discusses the potential significance of the jump in oil prices, what to look for from this week’s ECB policy meeting and why China’s NPC meeting this year is particularly important. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For more of our latest market insights, v...

In today’s podcast, Steve talks to the CIO Office’s head of economics Rajat Bhattacharya and our senior equity strategist Fook Hien Yap. They discuss the 3 red lines of the Ukraine crisis, what this means for monetary policy settings around the world, and explain why the Ukraine crisis has changed the CIO Office’s equity preferences from both regional and sector perspectives. Speakers: Steve Brice...

In today’s edition of Cut to the Chase, Manpreet Gill discusses what really stood out from US Fed Chair Powell’s testimony, why the energy and financial sectors are likely to outperform and why the discussion on digital asset regulation in Europe is worth keeping an eye on.  Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank F...

In today’s edition of Cut to the Chase, Manpreet Gill discusses why yesterday’s sharp moves in bond and commodity markets are significant, why we continue to favour the JPY and gold as short-term hedges and why Fed Chair Powell’s testimony over the next two days is so important despite the geopolitical storm clouds. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Inve...