Standard Chartered Money Insights

In today’s edition of Cut to the Chase, Daniel discusses how the Fed is likely to continue its aggressive rate hikes, and the need for investors to continue to go defensive.

Speaker:

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

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

In this edition of Talking Thematics, Audrey speaks to Qi Xiu on our latest Q4 Thematic Update, how our Climate themes are expected benefit from the US Inflation Reduction Act, the outlook on China’s renewable sector and our decision to close the Cybersecurity theme. 

Speakers:

• Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered Bank
• Qi Xiu Tay, Investment Strategist, Standard Chartered Bank

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

In today’s edition of the Through the noise mini-series, Steve discusses with Audrey on our outlook on income investing, why we advocate investors to Rebalance into income assets and areas we believe will outperform.

Speakers:

• Brice Steve,  Chief Investment Officer, Standard Chartered Bank
• Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered Bank

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

In today’s edition of Through the Noise, Steve and Daniel discuss whether the current narrative of ‘Fed pivot’ has legs, what investors should do in their portfolio, as well as our latest thinking on the AUD, Oil and US 10-year bond yields 

Speakers:

• Brice Steve,  Chief Investment Officer, Standard Chartered Bank
• Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank

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

In the latest Through the Noise podcast series, Steve Brice discusses the global macroeconomic outlook with Rajat Bhattacharya, with a focus on the US, Europe and China. Rajat explains why we are likely near the end of a long business cycle, which started in the aftermath of the 2008-09 Global Financial Crisis and briefly interrupted by the COVID pandemic. He lays down signposts investors need to watch to assess the timing of a possible recession in the US and Europe. He ends with a more optimistic outlook for China’s economy 

Speakers:

• Brice Steve,  Chief Investment Officer, Standard Chartered Bank
• Rajat Bhattacharya, 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 highlights that the USD index is testing some important support levels, the important things to look out for and the potential implications of a break lower. 

Speaker:

• Daniel Lam,  Head of Equity Strategy, 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 the sharp rebound in equities over the last 48 hours, and what investors may consider doing in the near-term.

Speaker:

• Daniel Lam,  Head of Equity Strategy, 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 another key investment idea from the past decade – real estate – and how it shaping up in the rising rates environment.

Speaker:

• Daniel Lam,  Head of Equity Strategy, 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 looks at technical and momentum signals and discusses if it is the best time to trim equities.

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 the first part of a mini-series which discusses the investment outlook for the final quarter of 2022. In today’s edition of Through the Noise, Hannah Chew speaks to Manpreet Gill about the view on recession risks, key changes in the asset allocation calls, what higher interest rates mean for investors and how investors can navigate through the current investment climate.

Speakers:

• Hannah Chew,  Portfolio Strategist, 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

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