Standard Chartered Money Insights

Steves explains why we believe Chinese and Indian equities — the two powerhouse markets in Asia – offer distinct investment opportunities.

Read our accompanying report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…

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

Steve shares his thoughts on AI’s transformative impact, why he favours US, Europe, and China tech sectors with a focus on semiconductors, software, and diversified platforms.

Read our accompanying report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…

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

Steve talks about the US dollar’s near-term resilience and why we expect eventual weakening amid shifting global interest rate differentials. He also discusses how these trends will impact major currencies like the euro, yen, pound, and renminbi.

Read our accompanying report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…

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

Steve explains why we favor Emerging Market bonds in 2026 and why we are more cautious on Developed Market corporate bonds. He also sees top opportunistic ideas, including US inflation-protected bonds, US AAA CLOs and Asia USD investment grade bonds.

Read our accompanying report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…

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

Steve explains our rationale for being Overweight global equities, with a focus on the US and Asia ex-Japan, reviewing support from earnings, AI investment, and fundamentals and why risks are best managed through a barbell strategy.

Read our accompanying report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…

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

Steve discusses the CIO Office 2026 outlook, why we expect equities and gold to outperform and why we believe equities and the AI theme are not in a bubble. He advocates diversifying equities across regions, preferring US and Asia ex-Japan, adding Emerging Market bonds, and Alternative assets to balance risk and capture opportunities in the year ahead.

Read our accompanying report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…

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

Daniel Lam discusses the implications from the last FOMC meeting in 2025.

Speaker:
 - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

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Daniel Lam discusses the shifting relationship between USD and US equities this year, how that is likely to evolve, and what it means under various cases of US macro scenarios.

Speaker:
 - Daniel Lam, Head of Equity Strategy, 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.

 Daniel Lam discusses the possibility of a dovish tone at the FOMC press conference later this week, and implications for investors.

Speaker:
 - Daniel Lam, Head of Equity Strategy, 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.

Daniel Lam discusses the upcoming Bank of Japan meeting, the likelihood of a rate hike, how the JGB bond yields have been reacting, and risks of a JPY carry trade unwind.

Speaker:
 - Daniel Lam, Head of Equity Strategy, 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.