Standard Chartered Money Insights

Epizódok

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  Cut to the Chase! The illusion of diversification, look beyond the labels 08.10.2026 3p

  Sylvain Huard explores why, in an AI-driven world, effective diversification requires looking beyond traditional asset-class labels to understand the true drivers of portfolio risk and return. Speaker(s): - Sylvain Huard, Head of Asset Allocation, WS Chief Investments Officer, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
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  Cut to the Chase! Expecting higher equity volatility in the weeks ahead 07.10.2026 4p

  Fook Hien discusses the reasons for higher equity volatility in the weeks ahead, leading to the closure of two of our equity opportunistic ideas. Speaker(s): - Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
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  Cut to the Chase! Policy credibility concerns 06.10.2026 3p

  Steve Brice talks about his concerns about reduced policy credibility and how this is creating an opportunity for investors. Speaker(s): - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
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  Cut to the Chase! A ‘boring’ jobs report implies a Fed pause 05.10.2026 5p

  Rajat Bhattacharya reviews the latest US jobs report and why that signals a Fed rate pause in October. He also draws implications for bond markets and explains why bonds now offer an attractive portfolio hedge. Speaker(s): - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
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  Through the noise: Opportunities from the bond sell-off 02.10.2026 11p

  Ray Heung and Manpreet Gill discuss why the rise in US Treasury yields presents an opportunity to add 10-year government bonds. They explain why higher yields do not undermine our constructive view on US equities and semiconductors. They conclude by outlining our positive outlook on the AUD and the improving risk-reward in AUD bonds. You can read our latest Weekly Market View today here. Speaker(s): - Manpreet Gill, Chief Investment Officer, EMEA, Standard Chartered Bank - Rajat Bhatta...
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  Cut to the Chase! Time to be greedy, not fearful 01.10.2026 3p

  Bond yields continue to move higher despite positive news on the inflation front. We believe we are getting closer to a peak in bond yields, which would be good news for both bond and equity investors. Speaker(s): - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
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  Cut to the Chase! Navigating turbulence in Indian equities 30.09.2026 3p

  Manpreet Gill discusses the rationale for a core holding view on Indian equities as they face a potent mix of headwinds and tailwinds Speaker(s): - Manpreet Gill, Chief Investment Officer, EMEA, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
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  Cut to the Chase! Turning cautious on China equities near term 29.09.2026 4p

  Raymond Cheng explains the rationale behind reduced allocations to China equities. Speaker(s): - Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
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  Cut to the Chase! Long duration bonds start to offer a compelling risk/return profile 28.09.2026 4p

  Jonathan Liang discusses why he is finally looking at 10-year US Treasuries as a potential tactical idea. Speaker(s): - Jonathan Liang, Chief Investment Officer, Fixed Income and FX, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
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  Through the noise: Earnings above all 25.09.2026 11p

  Hannah discusses with Manpreet why earnings remain the key driver of markets despite rising oil prices and bond yields, and why we continue to prefer equities and credit while expecting further gains in gold. You can read our latest Global Market Outlook today here. Speaker(s): - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank - Hannah Chew, Portfolio Strategist, Standard Chartered Bank For more of our latest market insights, visit Market v...
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  Cut to the Chase! Our view on ASEAN equities 24.09.2026 3p

  Fook Hien discusses our outlook for ASEAN equities and why we maintain an underweight stance on the market. Speaker(s): - Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
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  Cut to the Chase! Will the EUR test its year-to-date low? 23.09.2026 4p

  Raymond Cheng discusses what has driven the recent EUR weakness and highlights the upcoming key indicators to watch. Speaker(s): - Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
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  Cut to the Chase! Revisiting gold amid higher bond yields 22.09.2026 3p

  Manpreet discusses why we still like gold amid today’s higher bond yields and why a technical view argues for accumulating on dips. Speaker(s): - Manpreet Gill, Chief Investment Officer, EMEA, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
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  Cut to the chase! Synchronised rate hikes 21.09.2026 5p

  Rajat Bhattacharya reviews the rate hikes this month by the Fed, the European Central Bank and Bank of Japan – the first such synchronised move in history – and discusses what it means for investors. Speaker(s): - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
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  Through the noise: A Fed credibility-induced bounce 18.09.2026 11p

  Manpreet speaks to Fook Hien about the investment implications of the Fed, BoJ and ECB rate hikes and our updated forecasts You can read our latest Weekly Market View today here. Speaker(s): Yap Fook Hien, Senior Investment Strategist, Standard Chartered BankManpreet Gill, Chief Investment Officer, EMEA, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
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  Cut to the chase! Fed hikes rates, with more to come 17.09.2026 3p

  Jonathan Liang discusses the most recent Fed policy rate decision and what we expect over the remainder of 2026. Speaker: Jonathan Liang, Chief Investment Officer, Fixed Income and FX, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
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  Cut to the Chase! Capital scarcity: Can equities still rally if yields stay at 5%? 16.09.2026 4p

  Sylvain discusses why surging bond yields and a US 10-year government bond yield crossing 5% – fuelled by the AI investment boom's competition for capital – don't have to derail the equity rally and shares views on how to position your portfolio in this environment. Speaker: Sylvain Huard, Head of Asset Allocation, WS Chief Investments Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on You...
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  Cut to the Chase! Implications of pacing the development of AI models 15.09.2026 4p

  Fook Hien discusses the AI industry’s call to pace the development of AI models and why investors should not overreact but stay the course to diversify their global tech investments. Speaker: Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
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  Cut to the Chase! Fed outlook after the latest US inflation report 14.09.2026 5p

  Rajat Bhattacharya previews the Fed’s policy meeting this week following August’s US payrolls and inflation reports. Will it be one-and-done or the start of an extended hiking cycle? Speaker: Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
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  Through the Noise: Inching towards a Fed ‘credibility’ hike 11.09.2026 12p

  Hannah discusses with Rajat a packed few weeks of central bank policy decisions, focusing on the Fed’s increasingly likely rate hike and its implications for bonds, equities and currencies, alongside the latest outlooks for the ECB, RBA and BoJ. They also see other opportunities for investors in semiconductors. You can read our latest Weekly Market View today here. Speaker(s): Hannah Chew, Portfolio Strategist, Standard Chartered BankRajat Bhattacharya, Senior Investment Strategist, Standard ...