Standard Chartered Money Insights

In today’s edition of Cut to the Chase, Manpreet Gill discusses why a 20% drawdown is a popular bear market definition, the importance of the upcoming minutes of the last Fed meeting and what is in store for Asian markets in the week ahead.

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.

Today, Manpreet discusses with Rajat about whether we are close to a bottom in major equity markets, what are the key things to keep an eye on, what does recent China economic data mean for our bullish Asia equity view and how should investors navigate the current environment. 

Speakers:

• Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Strategy, 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 what drove the sharp drop in US equity markets yesterday, what insights we can offer from a few key characteristics and what the move means for the near-term market outlook.

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 we see a brightening outlook for the Australian Dollar, why the domestic interest rate outlook is key and what we can learn from the ongoing air traffic recovery in Asia-Pacific.

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 it's all about consumer data in the US this week, why US equity markets may be approaching technically significant levels and why we’d view Asian equity and bond markets through a glass-half-full lens despite weak Chinese data. 

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.

Today, Steve talks with Daniel Lam about why the bond-equity correlation matters and whether it might be changing for the better, why investors should be aware of negativity bias, which areas of markets are particularly interesting from an investment perspective and what should we make of the recent volatility in Stablecoins.

Speakers:

• Steve Brice, 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.

Audrey Goh talks to Davide Serra, CEO of Algebris Investments to discuss about his thoughts on Ukraine-Russia crisis and why he believe that this will trigger a long-term investment boom in Europe, particularly relating to defence and the clean energy sectors. We also discussed about how investors can incorporate elements of ESG and green investing into their portfolios, not just equity asset classes but credit as well.

Speakers:

• Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered Bank
• Davide Serra, CEO,  Algebris Investments

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 interpret yesterday’s inflation reports in both the US and China, why both may create opportunities for investors and what we can learn from the recent drama in crypto stablecoins. 

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 one’s definition of the ‘US Dollar’ is important to forming a view, why further gains look increasingly difficult short term and why we’d still focus on commodity currencies to position for any turn lower in the USD.

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 likely drove the sharp equity market sell-off yesterday, why placing this in a long-term context can be helpful, and why the upcoming US inflation data release remains key to the outlook.

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.