Steve talks about two key concerns regarding the AI capex cycle and the rise of ‘other income’ in tech sector earnings. Despite this, we have just raised our 12-month target for the S&P500 index against the backdrop of a strong earnings outlook.

Speaker:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank  

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Jonathan Liang breaks down the hawkish and dovish commentary from the latest Warsh Speech at Jackson Hole.  

Speaker:
- Jonathan Liang, Chief Investment Officer, Fixed Income and FX, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

In this episode, Steve Brice explains why timing the market is difficult, even for experienced investors. He explores the risks of missing the market’s strongest days and why staying invested through market cycles can support better long-term returns.

Speaker:
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank  

For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

In the latest Global Market Outlook release, Hannah and Manpreet discuss the implications of today’s bond yields for fixed income and equity portfolio positioning. They also explore how gold is benefiting from the current environment, supporting the reinstatement of our Overweight stance on the precious metal.

You can read our latest Weekly Market View today here.

Speaker(s):
- Manpreet Gill, Chief Investment Officer, EMEA, Standard Chartered Bank 
- Hannah Chew, Portfolio Strategist, Standard Chartered Bank 

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Rajat Bhattacharya discusses Fed Chair Warsh’s communication challenge at Jackson Hole, with long-term bond yields at multi-decade highs. He explains the options Warsh has in calming bond markets and how softer US data can help.

Speaker:
- Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank 

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Fook Hien discusses the positive inflection in Euro area earnings after three stagnant years, as well as our preferred equity sectors in the region.

Speaker:
- Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank 

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Jonathan Liang discusses our updated forecast on the Bank of Japan’s pace of rate hikes.

Speaker:
- Jonathan Liang, Chief Investment Officer, Fixed Income and FX, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Manpreet discusses the outlook for gold in light of its recent surge and explains why we believe the asset class is worth accumulating.

Speaker:
- Manpreet Gill, Chief Investment Officer, EMEA, Standard Chartered Bank 

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Hannah and Rajat discuss the implications of rising US government bond yields and what the earnings season in both the US and China means for equity positioning, alongside the outlook on GBP/USD.

You can read our latest Weekly Market View today here.

Speaker(s):
- Hannah Chew, Portfolio Strategist, Standard Chartered Bank 
- Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank  

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Jonathan Liang discusses the US Treasury expanded treasury buyback program and its implication across asset classes

Speaker:
- Jonathan Liang, Chief Investment Officer, Fixed Income and FX, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.