Standard Chartered Money Insights

In the ninth and last podcast of the 2022 Outlook series, Steve talks to Trang Nguyen about why the best income opportunities may not be found in bonds alone.

Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Trang Nguyen, Portfolio Strategist, Standard Chartered Bank

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In this eighth podcast of the 2022 Outlook series, Steve talks to Fook Hien Yap about why he expects the US and Euro area markets to outperform as we head in 2022.

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 this seventh podcast of the 2022 Outlook series, Steve interrogates Abhilash on why he likes high yield and Asia USD 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 this sixth podcast of the 2022 Outlook series, Steve talks to Audrey about why investors should care about climate change.

Speakers:

• Steve Brice, Chief Investment Officer, Standard Chartered Bank
• Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank

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

In this fifth podcast of the 2022 Outlook series, Steve talks to Marco about how blurring lines between the physical, digital and industrial spheres can offer investors attractive investment opportunities.

Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Marco Iachini, Cross-Asset Strategist, Standard Chartered Bank

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

In this fourth podcast of the 2022 Outlook series, Steve talks to Audrey about what ‘Common Prosperity’ means and what the implications are for investors.

 Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- Audrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank

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

In this third podcast of the 2022 Outlook series, Steve grills Fook Hien Yap about which sectors are preferred in 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 this second podcast of the 2022 Outlook series, Steve talks to DJ Cheong about why the USD is expected to peak in the first half despite the Fed becoming more hawkish.

Speakers:
- Steve Brice, Chief Investment Officer, Standard Chartered Bank
- DJ Cheong, Investment Strategist, Standard Chartered Bank

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The road to normality may become increasingly visible in 2022, though its likely to be anything but straight and smooth. Expect equities to outperform bonds and cash, albeit with more modest returns than in 2021, but watch out for volatility.

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

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The upcoming week promises to be eventful. As incoming data on the Omicron variant points to less severe illness and enhanced protection through COVID vaccine booster shots, the focus shifts to key central bank meetings that are likely to set the policy direction for 2022. The US, Euro area and UK central banks are due to decide on whether to continue prioritising economic growth in the face of surging inflation.

While we expect them to remain growth-supportive, at least for the next 6-12 months, any hint that they are worried about price pressures becoming more entrenched could unsettle markets. The Fed meeting on 14-15 December is probably the most critical, especially against the backdrop of a tightening US job market and inflation running at 30-year highs. The ECB and BoE are likely to push back policy tightening decisions amid Europe's ongoing COVID wave.

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.