Standard Chartered Money Insights

In today’s edition of Cut to the Chase, Manpreet Gill takes a closer look at the EUR, why EUR/JPY may offer a good hedge against an escalation in risk aversion and why architecture buffs might want to take another look at the currency.  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 the channels through which the weekend’s sanctions announcements could impact financial markets this week, and why its important to also focus on key economic data releases just a couple of weeks ahead of the mid-March Fed meeting.  Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Stan...

Russia’s invasion of Ukraine marks a dramatic escalation. However, history teaches us that market reactions to geopolitical events are usually short-lived. Meanwhile, we believe the West is constrained in the retaliatory actions it can take given Europe’s dependence on Russian gas. This suggests markets are likely to recover in the coming months. Those worried about the short term could supplement...

In today’s edition of Talking Thematics, Audrey Goh discusses the recent performance of climate investments and how Europe may double down on its clean energy development following the rise in geopolitical tensions.  Speaker: Audrey Goh, Senior Cross-Asset Strategist, 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 learnings from history about prior equity pullbacks, what we can learn from recent economic data in Singapore, New Zealand’s pioneering efforts at inflation targeting and why we like the SGD and NZD.  Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For more of...

In the first installment of a two-part mini-series, Trang Nguyen discusses the role and basic concepts of a foundation portfolio for a successful investment journey.  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 the second installment of a two-part mini-series, Trang Nguyen explains the process to construct a foundation portfolio and how to position it in the next 5-7 years.  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, Manpreet Gill discusses his observations from the market’s reaction to Ukraine-related geopolitical risks, and why they favour only adding hedges at this stage rather than reducing core equity allocations.  Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For more of our latest market...

In today’s edition of Cut to the Chase, Manpreet Gill discusses why the Japanese yen offers an attractive risk hedge at this point in time, and why adding a hedge may be a preferable approach to today’s geopolitical challenges over cutting back on long-term equity exposure. Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank Fo...

In today’s edition of Cut to the Chase, Manpreet Gill discusses why it is important to monitor major equity market technicals in the week ahead, how Ukraine is set to continue to dominate the market narrative and how Singapore is set to run its 4th consecutive budget deficit.  Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank...

Steve talks to Daniel Lam, who runs the CIO Office equity strategy team, about the value of stepping back from the day-to-day newsflow especially when it comes to geopolitical developments. They also discuss the beneficiaries of high oil prices, the implications of the European and Chinese earnings seasons and whether JPY exposure could be a good portfolio hedge. Speakers: - Steve Brice, Chief Inv...

In today’s edition of Cut to the Chase, Manpreet Gill discusses how markets viewed Fed meeting minutes with a sense of relief and how to potentially navigate a mix of good and bad macroeconomic news through our preferred currencies.  Speaker: Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For more of our latest market insights, vis...

In today’s edition of Cut to the Chase, Manpreet Gill discusses how reports of some easing of tensions around Ukraine could brighten the outlook for Asian equities in the short term, but also why it remains key to watch US bond yields as the market focus switches back to the Fed debate. Speaker: - Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Ch...

In today’s edition of Cut to the Chase, Manpreet Gill talks about why the Australian Dollar has support from strong fundamentals, why we see it as an attractive short-term trade vs. the US Dollar and how it nearly ended up with a different name. Speaker: - Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For more of our latest market...

In today’s edition of Cut to the Chase, Manpreet Gill discusses whether oil prices could rise further, why Fed policymaker comments this week will be important for markets and what his first international flight after 2 years says about the airline sector recovery.   Speaker: - Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment Strategy, Standard Chartered Bank For mor...

This week, Steve speaks to Abhilash Narayan about the persistent bugbear that is high inflation and what it means for central bank policies, currency pairs and bond yields. They also discuss the ongoing corporate earnings season in the US and Europe and how investors might benefit from these developments. Speakers: - Steve Brice, Chief Investment Officer, Standard Chartered Bank - Abhilash Narayan...

In today’s edition of Cut to the Chase, Abhilash Narayan shares his view on recent rebound in Technology sector and key signposts to watch for in the current AUD uptrend. Speaker: - Abhilash Narayan, Senior Investment Strategist, 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, Abhilash Narayan discusses the recent pullback in oil prices and why the upcoming US CPI data and 10-year Treasury yield levels are likely to drive markets in the near-term. Speaker: - Abhilash Narayan, Senior Investment Strategist, 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, Abhilash Narayan discusses key signposts for the EUR/USD and how gold can help hedge against the risk of higher inflation and heightened geopolitical tensions. Speakers: - Abhilash Narayan, Senior Investment Strategist, 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, Abhilash Narayan discusses how strong Q4 earnings have helped the recent equities rebound and potential for market volatility around US CPI data release later this week. Speakers: - Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

Steve speaks to Fook Hien Yap and Manish Jaradi about the US earnings season, the outlook for equity markets and the implications of India’s budget and the European Central Bank’s hawkish pivot. Speakers: - Steve Brice, Chief Investment Officer, Standard Chartered Bank - Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank - Manish Jaradi,  Senior Investment Strategist, Standard Ch...

In today’s edition of Cut to the Chase, Abhilash Narayan discusses the sharp decline in US Dollar and potential implication of upcoming central bank meetings on the EUR and GBP. Speaker: - Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In today’s edition of Talking Thematics, Audrey Goh discusses with Robert Russell why thematic investing?  What is the framework one can use to look at thematic ideas? How focusing on longer term trends can be a good way future proofs ones’ investments.  Speakers: Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank Robert Russell, Senior Investment Strategist, Standard Chartered Ban...

In today’s edition of Cut to the Chase, Abhilash Narayan discusses key developments over the weekend and highlights why US earnings and jobs data could be key for a potential rebound in US technology sector this week.   Speaker: - Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go .

In this week’s podcast, Steve talks to Manpreet about why he believes now is a window of opportunity for investors, especially in equity markets. Speakers: - Steve Brice, Chief Investment Officer, Standard Chartered Bank - 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-t...