Standard Chartered Money Insights

Fook Hien discusses a long-term growth trend for a market that could potentially grow by 10x over the next 15 years.

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

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With the US equity market reaching new highs, Fook Hien discusses the key market drivers to watch out for in August.

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

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Manpreet weighs the pros and cons of gold in the current market and its key fundamental and technical factors, explaining why under-allocated investors should consider accumulating at today’s levels.

Speaker:
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank 

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

 Steve discusses the recent volatility of USD-JPY and four key questions investors need to consider when trying to figure out whether this is the end of the Yen carry trade. 

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 this episode, Steve Brice explains the fundamentals of digital assets, including blockchain, CBDCs, cryptocurrencies and NFTs. He discusses the opportunities and risks of investing in digital assets, highlighting the importance of understanding the asset class and ensuring any exposure aligns with investors’ financial goals and risk tolerance.

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 this deep-dive listen, Ray Heung and Manpreet Gill break down where we see value in current markets. Tune in as they outline why we remain constructive on risk assets overall, why we maintain an Overweight stance on equities and what drove our decision to move bonds back to a Neutral/Core holding within our asset allocation. This episode also covers our downgrade of gold from Overweight to a Neutral/Core holding.

You can read our latest Global Market Outlook today here.

Speaker(s):
- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank 
- Ray Heung, 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.

Rajat Bhattacharya discusses the Fed’s decision to hold rates yet again. Hit play to discover what this pause means for the equity, bond and FX markets.

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

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

Fook Hien discusses how sentiment around AI is hitting the brakes amid the recent wave of negative AI-related headlines, but market fundamentals remain supportive of the AI trade. In periods of heightened uncertainty, distinguishing between headlines and fundamentals becomes even more important.

Speaker:
 - Yap Fook Hien, Senior Investment Strategist, 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 his final and his 800th “Cut to the Chase” podcast, Daniel talks about the long-term optimism in the AI-trend, and investors’ shifting emphasis of technology companies to monetise and to generate free cash flow. He hands over the baton, to his colleagues in the Standard Chartered CIO team, who will continue to provide to you powerful insights into the Global Markets, in “Cut to the Chase” podcast.

Speaker:
 - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank 

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

Daniel Lam looks at the growing ineffectiveness of Bank of Japan jawboning, the retreat of the ‘line of defence’ of intervention and a possible rate hike to stem yen weakness.

Speaker:
 - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank 

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