Standard Chartered Money Insights

As part of a mini-series on our Q2 Outlook, Steve speaks with Manpreet on how why we still expect a moderately weaker USD despite our US recession view, why European currencies are likely to be key beneficiaries of this and why some Asian currencies could offer some interesting opportunities.

Speakers:

• Steve Brice, Chief Investment Officer, Standard Chartered Bank
•  Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank

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

Manpreet speaks with Abhilash about why we still like gold, the investment implications of OPEC+’s output cut and why we’d wait for a better opportunity in Euro vs. commodity currency pairs. 

Speakers:

• Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
•  Abhilash Narayan, Senior Investment Strategist, Standard Chartered Bank

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

As part of a mini-series on our Q2 Outlook, Steve speaks with Daniel on what causes us to remain less constructive on equities relative to bonds, our views on US equities and why we see Asian equities as a relative bright spot.

Speakers:

• Steve Brice, Chief Investment Officer, Standard Chartered Bank
•  Daniel Lam, Head, Equity Strategy, Standard Chartered Bank

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

Zhong unpacks the March’s US ISM manufacturing data and its implications for investors.

Speaker:

• Zhong Liang Han, Investment Strategist, Standard Chartered Bank

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

As part of our ongoing mini-series on our Q2 Outlook, our Chief Investment Officer Steve Brice speaks with Abhilash Narayan on our continued overweight stance on bonds. We also dig deeper into the preference for Developed Market Investment Grade government bonds and Asian 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.

Zhong discusses the recent OPEC+ output cut, it's implication for the energy sector and what it could mean for oil prices and inflation.

Speaker:

• Zhong Liang Han, Investment Strategist, Standard Chartered Bank

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

As part of our ongoing mini-series on our Q2 Outlook, our Chief Investment Officer Steve Brice speaks with Rajat Bhattacharya on the global economic outlook for Q2 and beyond. This includes the growing economic and policy divergence between the US, Euro area and China resulting in the Fed cutting rates by year-end, the ECB raising rates then holding as it battles persistently high inflation and China easing policy further to secure an economic rebound.

Speakers:

• Steve Brice, Chief Investment Officer, Standard Chartered Bank
• Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank

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

Daniel discusses our upgrade of Gold to overweight, and how it can help investors to hedge against macro uncertainties

Speaker:

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

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

In the first part of a mini-series on our Q2 Outlook, Steve speaks with Manpreet on how we view the macroeconomic backdrop today, why we would stay SAFE (Securing yield, Allocating to long-term value, Fortify against further surprises and Expanding beyond the traditional) and where our views have changed within this framework since the start of the year.

Speakers:

• Steve Brice, Chief Investment Officer, Standard Chartered Bank
• Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank

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

Daniel discusses how the proposal from a prominent Chinese internet company, to split its companies into different units, may fuel fresh interest in the Chinese internet sector as a whole. 

Speaker:

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

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