Standard Chartered Money Insights

Hannah discusses with Rajat why strong earnings could ultimately resolve the bond-equity divergence in favour of stocks, despite near-term risks from elevated bond volatility, higher yields and political uncertainty.

You can read our latest Weekly Market View today here.

Speaker(s):
- Hannah Chew, Portfolio Strategist, Standard Chartered Bank 
- Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank 

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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

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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 

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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  

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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 

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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 Bhattacharya, Senior Investment Strategist, Standard Chartered Bank 

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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  

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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 

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Raymond Cheng explains the rationale behind reduced allocations to China equities.

Speaker(s):
- Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank 

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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

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