Standard Chartered Money Insights

In today’s edition of Cut to the Chase, Manpreet Gill discusses what we can learn from the minutes of the last Fed meeting, how elevated bond market volatility can offer attractive opportunities and why we’d watch gold prices closely for potential entry levels.

Speaker:

• Manpreet Gill, 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.

In today’s edition of Cut to the Chase, Manpreet Gill discusses what we can read from the inversion of a key US bond yield curve, what indicators we’d watch to monitor recession risks and why yesterday’s move in EUR/USD is significant.

Speaker:

• Manpreet Gill, 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.

Steve Brice is joined by Prof. Raghuram Rajan in this special Through the Noise podcast to talk about inflation, potential threats to the global financial system, and - should investors delve into cryptocurrencies or is it too late? 

Speakers:

• Steve Brice, Chief Investment Officer, Standard Chartered Bank
• Professor Raghuram Rajan, ex-IMF Chief Economist and former Governor of Reserve Bank of India 

To read our H2 Global Market Outlook report, please visit www.sc.com/gmo.

In today’s edition of Cut to the Chase, Manpreet Gill discusses why Bank of Japan policy remains in sharp contrast to central bank policy elsewhere, what could cause short-term upwards momentum to continue and possible scenarios under which USD/JPY could sharply reverse.

Speaker:

• Manpreet Gill, 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.

In today’s edition of Cut to the Chase, Manpreet Gill discusses why markets would ideally want a not-too-hot-not-too-cold US jobs report this week, why the RBA meeting could be supportive for the AUD and why we’d watch bond, not equity, markets for direction this week.

Speaker:

• Manpreet Gill, 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.

Steve talks to Hannah Chew from the asset allocation team about why she expects an income-focused approach to investing to outperform a more pro-cyclical, balanced allocation. They also discuss whether high dividend equities are still attractive and which areas of the bond market offer the best risk-reward in an income portfolio. 

Speakers:

• Steve Brice, Chief Investment Officer, Standard Chartered Bank
• Hannah Chew, Portfolio Strategist, Standard Chartered Bank

For the Global Market Outlook event registration referred to in the podcast, visit  https://www.sc.com/gmo

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

In this episode of the H2 Outlook mini-series, Steve talks to Manpreet about what path the US Dollar is likely to follow for the rest of this year, where we see the biggest opportunities in FX markets right now and why we still see benefits in exposure to gold. 

Speakers:

• Steve Brice, Chief Investment Officer, Standard Chartered Bank
• Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank

For the Global Market Outlook event registration referred to in the podcast, visit  https://www.sc.com/gmo

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

In today’s edition of Cut to the Chase, Manpreet Gill discusses what to make of major central banker comments at the ECB Forum in Portugal, why we see them dovetailing into our longer term preference for income assets and what short impact they could have on FX markets.

Speaker:

• Manpreet Gill, 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.

In this episode of the H2 Outlook mini-series, Steve talks to Fook Hien about why we are reducing our suggested allocation to global equities, which regions are likely to outperform and why our sector preferences are procyclical in China, but more defensive in Developed Markets.

If you would like to attend the webinar referred to in this episode, please sign up via the following link - https://www.sc.com/gmo

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, Manpreet Gill discusses how China’s easing of Covid rules for international travels fits into our positive view on the country and region’s equity markets, why our equity sector picks remain conservative in the US and why we believe the EUR has room to fall further in the very short term.

Speaker:

• Manpreet Gill, 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.