Standard Chartered Money Insights

エピソード

• 
  Cut to the Chase! Capital scarcity: Can equities still rally if yields stay at 5%? 16.09.2026 4分

  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...
• 
  Cut to the Chase! Implications of pacing the development of AI models 15.09.2026 4分

  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.
• 
  Cut to the Chase! Fed outlook after the latest US inflation report 14.09.2026 5分

  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.
• 
  Through the Noise: Inching towards a Fed ‘credibility’ hike 11.09.2026 12分

  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 ...
• 
  Cut to the Chase! European Central Bank meeting preview 10.09.2026 4分

  With the ECB expected to hike its policy rate tonight, Rajat Bhattacharya discusses whether further policy tightening will continue after tonight. 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.
• 
  Cut to the Chase! USD/JPY under pressure 09.09.2026 4分

  Steve discusses the Japanese yen’s recent strength and why investors using it as a funding vehicle should re-examine their sensitivity to further appreciation. Speaker: - 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.
• 
  Cut to the Chase! Taiwan equity market remains attractive 08.09.2026 3分

  Fook Hien discusses why we remain constructive on the Taiwan equity market and view it as an attractive Opportunistic idea. 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.
• 
  Cut to the Chase! US jobs data bolsters case for September hike, but upcoming CPI more important. 07.09.2026 3分

  Jonathan Liang discusses the latest Non-Farm Payrolls report andthe implications for the Fed outlook. Speaker: - 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.
• 
  Through the noise: Rising risk of a Fed rate hike 04.09.2026 10分

  Manpreet speaks to Rajat about why the risk of a Fed rate hike is rising, and what that means for bond and equity investors and their portfolios. You can read our latest Weekly Market View today here. Speaker(s): - Manpreet Gill, Chief Investment Officer, EMEA, Standard Chartered Bank - 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...
• 
  Cut to the Chase! Rising yields, different outcomes 03.09.2026 4分

  Sylvain Huard discusses how real yields influence asset returns, arguing that understanding whether yields are actively rising or peaking – and how the stock-bond correlation regime evolves – is critical for effective portfolio positioning. Speaker: - 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.
• 
  InvesTips from the CIO’s desk – Transitioning through your wealth cycle 02.09.2026 5分

  In this episode, Steve Brice explains why your financial strategy should evolve as your priorities and circumstances change throughout life. He explores the four stages of wealth cycle, from building a strong financial foundation to accumulating wealth, preparing for retirement and protecting what you’ve built. Speaker: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chart...
• 
  Cut to the Chase! How do we position in China? 02.09.2026 4分

  Fresh off a trip to China, Raymond Cheng shares key insights into the country’s current market landscape and emerging investment opportunities. Speaker: - 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.
• 
  Cut to the Chase! It’s not all doom and gloom 01.09.2026 4分

  Steve talks about two key concerns regarding the AI capex cycle and the rise of ‘other income’ in tech sector earnings. Despite this, we have just raised our 12-month target for the S&P500 index against the backdrop of a strong earnings outlook. Speaker: - 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.
• 
  Fed Chair Warsh Speech at Jackson Hole – Just don’t call it forward guidance 31.08.2026 3分

  Jonathan Liang breaks down the hawkish and dovish commentary from the latest Warsh Speech at Jackson Hole. Speaker: - 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.
• 
  InvesTips from the CIO’s desk – Time in the market vs. timing the market 28.08.2026 4分

  In this episode, Steve Brice explains why timing the market is difficult, even for experienced investors. He explores the risks of missing the market’s strongest days and why staying invested through market cycles can support better long-term returns. Speaker: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
• 
  Through the noise: It’s all about the yield 28.08.2026 10分

  In the latest Global Market Outlook release, Hannah and Manpreet discuss the implications of today’s bond yields for fixed income and equity portfolio positioning. They also explore how gold is benefiting from the current environment, supporting the reinstatement of our Overweight stance on the precious metal. You can read our latest Weekly Market View today here. Speaker(s): - Manpreet Gill, Chief Investment Officer, EMEA, Standard Chartered Bank - Hannah Chew, Portfolio Strategist, S...
• 
  Cut to the Chase! Will Warsh calm bond markets at Jackson Hole? 27.08.2026 5分

  Rajat Bhattacharya discusses Fed Chair Warsh’s communication challenge at Jackson Hole, with long-term bond yields at multi-decade highs. He explains the options Warsh has in calming bond markets and how softer US data can help. Speaker: - 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.
• 
  Cut to the Chase! Positive inflection in Euro area earnings 26.08.2026 4分

  Fook Hien discusses the positive inflection in Euro area earnings after three stagnant years, as well as our preferred equity sectors in the region. 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.
• 
  Cut to the Chase! Expecting a faster pace of hikes from the Bank of Japan 25.08.2026 3分

  Jonathan Liang discusses our updated forecast on the Bank of Japan’s pace of rate hikes. Speaker: - 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.
• 
  Cut to the Chase! Is gold’s recent rally set to extend? 24.08.2026 3分

  Manpreet discusses the outlook for gold in light of its recent surge and explains why we believe the asset class is worth accumulating. Speaker: - 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.