Standard Chartered Money Insights

A sharp repricing of central bank rate hike expectations and bond yields have dramatically improved the relative attractiveness of bonds. In this edition of our podcast on the H2 Outlook, Steve Brice speaks with Abhilash Narayan to explore why we believe adding exposure to bonds offers an attractive risk reward given the rise in recession risks. They also discuss the factors that could lead Developed Market High Yield and Asian USD bonds to outperform global bonds.

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
• Abhilash Narayan, 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 key driver for the CAD are evolving, why we expect rangebound moves in the short term and why we do expect both energy prices and interest rates to push the currency higher long 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.

The global macroeconomic outlook has deteriorated in recent months, with central banks turning their focus singularly towards subduing inflation pressures. In this edition of our podcast on the H2 Outlook, Steve Brice discusses with Rajat Bhattacharya the indicators we need to monitor to assess US recession risks, how far the Fed is likely to tighten policy, the risk to Euro area periphery economies from the ECB’s policy tightening and how China stands out from the West in the global economic cycle as it emerges from its year-long downturn.

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
• 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, Manpreet Gill discusses the possible risks to oil prices amid the G7 proposal to cap Russian oil prices, why inflation data and oversold equity markets may be key for the market direction this week and why we’d add to bonds at the expense of equities.

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.

This is the first part of a mini-series which discusses the investment outlook for the second half of 2022. 

Steve talks to Audrey about the key changes in our asset allocation calls, including the rationale for increasing our allocation to bonds, why we are adding the UK alongside Asia ex-Japan as a preferred equity region and why gold still makes sense in a diversified allocation. 

Speakers:

• Steve Brice, 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 Cut to the Chase, Abhilash Narayan discusses the key takeaways from Fed Chair Powell’s senate testimony and highlights the key data releases to look out for today.

Speaker:

• Abhilash Narayan, 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, Abhilash Narayan takes a look at the various Fed members scheduled to speak this week and discusses the implications of the latest guidance from RBA on the AUD. 

Speaker:

• Abhilash Narayan, 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 why the SNB is concerned about a 2.9% inflation reading, why we see the recent fall in USD/CHF as an opportunity and why we’d being disciplined about stop-loss levels may be key to any USD/CHF strategy.

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 how to read into Fed Chair Powell’s upcoming testimony, why we see a more positive policy environment in China and what we’d make of the signal from the weekend’s sharp drop in cryptocurrencies.

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 week’s edition of Through the Noise, Steve speaks with Abhilash to discuss the implications of recent Fed rate hikes on the outlook for US growth and the potential increase in recession risks. They also discuss how investors may position within equities and bond markets given the current uncertain outlook.

Speakers:

• Steve Brice, Chief Investment Officer, Standard Chartered Bank
• Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank

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