Standard Chartered Money Insights

Today, Steve talks about the likelihood and potential timing of a Fed Pivot and its implications for bond markets. 

Speaker:

• Steve Brice, Group Chief Investment Officer, Standard Chartered Bank

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Today, Steve talks about why we should feel both lucky and unlucky on this day and, more importantly, what to do about it. 

Speaker:

• Steve Brice, Group Chief Investment Officer, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go.

Today, Steve talks about potential funding currencies. While the JPY has broken lower, given the central bank intervention risks, we prefer the EUR as a potential funding vehicle in a strong-USD environment. 

Speaker:

• Steve Brice, Group Chief Investment Officer, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go.

Steve discusses why despite being very concerned about the 6-12 month economic outlook, this is not the time to be panic selling and why increasing investments in bonds and multi-asset income strategies makes sense for long term investors.

Speaker:

• Steve Brice, Group Chief Investment Officer, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go.

In today’s edition of Through the Noise, Hannah Chew speaks to Steve Brice on the Fed’s continued focus on inflation, the likelihood of further BoJ intervention in the FX markets, our take on the semiconductor sector, and how investors can best position themselves in this current investment climate.

Speakers:

• Steve Brice, Group Chief Investment Officer, Standard Chartered Bank
• Hannah Chew, Portfolio 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, Daniel discusses how gold has been performing on US CPI release dates, and why the current low-positioning may give investors an edge based on historical analysis.

Speaker:

• Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank

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This is part of a mini-series which discusses the investment outlook for the final quarter of 2022. In this edition of Through the Noise, Steve speaks to Manpreet about the direction of bond yields and where we see opportunities and risks in bond markets. 

Speakers:

• Steve Brice, Chief Investment Officer, Standard Chartered Bank
• Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank

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In today’s edition of Cut to the Chase, Daniel discusses how there could be long-term opportunities for European financials equities and subordinated bonds. 

Speaker:

• Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go.

This is part of a mini-series which discusses the investment outlook for the final quarter of 2022. In this edition of Through the Noise, Steve Brice speaks to Fook Hien Yap about the direction for equity markets in 4Q 2022 and beyond and what our regional and sector preferences in equities are. 

Speakers:

• Steve Brice, Chief Investment Officer, Standard Chartered Bank
• Fook Hien Yap, 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, Daniel discusses how the latest development on the oil front, and why we continue to like global energy equities.

Speaker:

• Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go.