Standard Chartered Money Insights

In today’s edition of Cut to the Chase, Abhilash discusses how the rise in oil prices is starting to filter through into inflation reading and what it means for monetary policy going forward.

Speakers:
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank

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In the fourth of a 5-part mini-series on the Q2 Outlook, Steve talks to Fook Hien Yap about his preference for Asia ex-Japan equities, why the US market is likely to withstand higher interest rates and his sector preferences both globally and across the US, Europe and China.

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, Abhilash discusses the progress in Russia-Ukraine talks and how investors should interpret the recent US government bond yield curve inversion.

Speakers:
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank

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

In this episode of Investips, Trang Nguyen discusses the basic concept of private assets and their potential roles in a traditional investment portfolio.

Speaker:

• Trang Nguyen, Portfolio Strategist, Standard Chartered Bank

To read the full publication, click here.

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In the third of a 5-part mini-series on the Q2 Outlook, Steve talks to Abhilash Narayan about why the worst may be behind us in bond markets and why we have become more constructive on corporate bonds and EM USD government bonds.

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, Abhilash discusses what is driving the recent bout of weakness and volatility in USD/JPY and why a change in policy signal may be required for the Yen to rebound.

Speakers:
- Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank

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

In the second of a 5-part mini-series on the Q2 Outlook, Steve talks to Rajat Bhattacharya about the economic environment, why the labour market and China are key to the global growth outlook and what to keep on the radar as we move into the second quarter. 

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 what equity market technicals are telling us about the near-term outlook and why investors should pay close attention to US economic data and policy comments in the week ahead.

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 the first of a 5-part mini-series on the Q2 Outlook, Steve talks to Manpreet Gill about why the equity market rally is likely to extend, Asia/China assets remain attractive and income investors should be selective in embracing higher bond yields. They also discuss the risks emanating from higher oil prices.  

Speakers:

• Steve Brice, Chief Investment Officer, Standard Chartered Bank
• 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.

Michelle Kam talks to Steve Brice, Daniel Lam and Manpreet Gill to answer the top client questions from a recent client webinar which covered the Ukraine situation and the latest Fed policy meeting. Topics include how investors should deal with high inflation and tightening monetary policy, the outlook for China equities/high yield bonds and the US technology sector, and our currency preferences in the current environment. 

Speakers:

• Steve Brice, Chief Investment Officer, Standard Chartered Bank
• Daniel Lam, Senior Cross-Asset Strategist, Standard Chartered Bank
• 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.