Standard Chartered Money Insights

In this week’s edition of Through The Noise podcast, Zhong Liang speaks to Abhilash about allocating to Asia, key signposts to watch for Chinese equities and our near-term outlook for the US 10-year govt. bond yield, USD and JPY.

Speaker:

• Han, Zhong Liang, Investment Strategist, Standard Chartered Bank
• Narayan, Abhilash, Senior Investment Strategist, Standard Chartered Bank

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Steve and Abhilash discuss the outlook for the US Dollar, Euro, British Pound and other currencies in H2 2023. They also discuss the reason why SCB expects nearly 10% appreciation in Japanese Yen over the next 12 months.

You may view the full H2 Outlook report here, or on Market views on-the-go.

Speaker:

• Steve Brice, Chief Investment Officer, Standard Chartered Bank
• Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank

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Daniel discusses the tussle and how investors should be positioning themselves. 

Speaker:

• Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

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Steve and Abhilash discuss the H2 2023 Outlook for bonds. They discuss the key factors driving the preference for Developed Market Investment Grade Government bonds and Asian USD bonds, and why we remain Underweight on DM High Yield bonds. 

You may view the full H2 Outlook report here, or on Market views on-the-go.

Speaker:

• Steve Brice, Chief Investment Officer, Standard Chartered Bank
• Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank

Standard Chartered Wealth Insights is now on Youtube, follow us here.
For more of our latest market insights, visit Market views on-the-go.

In this episode of Investips, Steve Brice and Trang Nguyen discuss the most common myths often associated with income investing while sharing truths that will prove beneficial to investors who are considering this popular investment strategy.   

 Speaker:

• Steve Brice, Chief Investment Officer, Standard Chartered Bank
• Trang Nguyen, Senior Portfolio Manager DPM, Standard Chartered Bank

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Daniel discusses the looming reinvestment risk ahead for cash deposits, and why investors should look to lock-in yields via high-quality bonds 

Speaker:

• Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

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Steve and Michelle discuss the outlook for equities in H2 2023, including how should investors position their equity exposures across different regional equity markets.

You may view the full H2 Outlook report here, or on Market views on-the-go.

Speaker:

• Steve Brice, Chief Investment Officer, Standard Chartered Bank
• Michelle Kam, Investment Strategist, Standard Chartered Bank

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

Daniel discusses the risks of overtightening by the Fed, and how investors should be positioning their portfolio.

Speaker:

• Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

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Daniel discusses the short-term challenges that Gold is facing, and why it is still worth having Gold as a portfolio hedge.

Speaker:

• Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

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Daniel and Michelle talks about a diverse range of topics, for example, the upcoming US earnings season, the cash vs. fixed income debate, the weakness in CNY and JPY vs. the USD, and how this may evolve going forward. 

Speaker:

• Daniel Lam, Head, Equity Strategy, Standard Chartered Bank
• Michelle Kam, Investment Strategist, Standard Chartered Bank

Standard Chartered Wealth Insights is now on Youtube, follow us here.
For more of our latest market insights, visit Market views on-the-go.