Standard Chartered Money Insights

In this week’s edition of the TTN podcast, Steve talks to Fook Hien Yap about how the US earnings season is surpassing expectations, the outlook for bond yields and the implications of the recent policy easing in China for local equity markets. 

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.

Following the release of our Q2 thematic update, Audrey Goh talks to Hannah Chew to discuss the recent performance of our long-term themes in Climate investing, Digital and China common prosperity. They explored the reasons for their recent underperformance as well as what they expect in terms of their outlook going forward. Additionally, they discussed why it would still make sense for investors to incorporate long-term themes in their portfolio.

Speakers:

• Audrey Goh, Head of Asset Allocation and Thematic Strategy, 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, Manpreet Gill discusses why a sector approach to Chinese equities is one option to navigate the current environment, how to interpret the brief pause in bond yields and what we’ll be watching over the next few days. 

Speaker:

• Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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’d be careful about chasing the Japanese yen lower, why we’d focus instead on our preferred equity sectors in China, and why we’d watch any discussion of a European ban on Russian oil and gas exports closely.

Speaker:

• Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 like gold, what is driving prices higher and why we expect prices to break above USD 2000/oz in the coming weeks. 

Speaker:

• Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 the Q1 earnings season means for sector strategies, how to interpret Chinese economic data and what European and Singapore policy signals mean for their currencies.

Speaker:

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

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

In this week’s edition of the TTN podcast, Steve talks to Rajat Bhattacharya about the outlook for inflation, what it means for the coming US earnings season and where the opportunities are for investors. 

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 why the March US inflation report supports the case for bond yields taking a pause, and why two policy decisions could dictate whether oil prices stay rangebound.

Speaker:

• Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 the ECB’s decision is a particularly tricky one this week, why the French Presidential election continues to loom over markets and why we believe the EUR is likely to weaken further in the short term.

Speaker:

• Manpreet Gill, Head of Fixed Income, Currency and Commodities (FICC) Investment 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 investors should focus this week on possible policy easing in China, whether the ECB tightens its tone in Europe and whether inflation indeed is peaking in the US.

Speaker:

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

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