Standard Chartered Money Insights
Standard Chartered Money Insights is a podcast series created to bring you the latest market views on-the-go. Join experts from Standard Chartered Bank as we deep dive into the global insights and financial analysis that matter to help you make better financial decisions.
This podcast channel and its contents are being distributed for general information only. It is not and does not constitute research material, independent research, an offer, recommendation or solicitation to enter into any transaction or adopt any hedging, trading or investment strategy, in relation to any securities or other financial instruments. The podcast content is for general evaluation only. It does not take into account the specific investment objectives, financial situation or particular needs of any particular person or class of persons and it has not been prepared for any particular person or class of persons. Opinions, projections and estimates are solely those of SCB at the date of the podcast content and subject to change without notice. Past performance is not indicative of future results and no representation or warranty is made regarding future performance. Any forecast contained herein as to likely future movements in rates or prices or likely future events or occurrences constitutes an opinion only and is not indicative of actual future movements in rates or prices or actual future events or occurrences (as the case may be).
Episodes
1384 episodes
InvesTips from the CIO’s desk – Transitioning through your wealth cycle
In this episode, Steve Brice explains why your financial strategy should evolve as your priorities and circumstances change throughout life. He explores the four stages of wealth cycle, from building a strong financial foundation to accumulatin...
Cut to the Chase! How do we position in China?
Fresh off a trip to China, Raymond Cheng shares key insights into the country’s current market landscape and emerging investment opportunities.Speaker:- Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank&nb...
Cut to the Chase! It’s not all doom and gloom
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 out...
Fed Chair Warsh Speech at Jackson Hole – Just don’t call it forward guidance
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 BankFor more of our ...
InvesTips from the CIO’s desk – Time in the market vs. timing the market
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 r...
Through the noise: It’s all about the yield
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, supportin...
Cut to the Chase! Will Warsh calm bond markets at Jackson Hole?
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:...
Cut to the Chase! Positive inflection in Euro area earnings
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 ...
Cut to the Chase! Expecting a faster pace of hikes from the Bank of Japan
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 BankFor more of our latest market insights, v...
Cut to the Chase! Is gold’s recent rally set to extend?
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 m...
Through the noise: Watching Warsh at Jackson Hole
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 Vie...
Cut to the Chase! US Treasury expands buyback program
Jonathan Liang discusses the US Treasury expanded treasury buyback program and its implication across asset classesSpeaker:- Jonathan Liang, Chief Investment Officer, Fixed Income and FX, Standard Chartered BankFor more of ou...
InvesTips from the CIO’s desk – Stay in sync
Life is never static – and so your investment portfolio shouldn’t be either. In this episode, Steve Brice explains why regularly reviewing and rebalancing your portfolio is important as your goals, circumstances and risk tolerance evolve. Tune ...
Cut to the Chase! A beneficiary of rising rates
Fook Hien outlines why the financial sector is a potential beneficiary of rising rates and how much exposure investors should have to the sector in their portfolios.Speaker:- Yap Fook Hien, Senior Investment Strategist, Standard Cha...
Cut to the Chase! Why are long-term bond yields so high?
Jonathan Liang discusses the drivers of the recent rise in long-term bond yields and the outlook going forward.Speaker:- Jonathan Liang, Chief Investment Officer, Fixed Income and FX, Standard Chartered BankFor more of our la...
Cut to the Chase! Stay in the game
Steve talks about three strategies to stay in the game when it comes to investing and one step you can take today to feel more confident in an uncertain world.Speaker:- Steve Brice, Global Chief Investment Officer, Standard Chartere...
Through the noise: Geopolitical stalemate, cooling jobs and inflation
Raymond and Hannah discuss the market implications of a prolonged stalemate in the Middle East conflict, expectations for policy decisions by the Fed, ECB, and BoJ, and potential investment opportunities across markets.You can read our l...
Cut to the Chase! Inflation is relevant, but not decisive for equities
With inflation remaining top-of-mind for investors, Fook Hien examines its impact on equities – and explains why we ultimately expect equites to be driven by earnings growth.Speaker:- Yap Fook Hien, Senior Investment Strategist, Stan...
Cut to the Chase! JPY resumes downtrend after recent intervention; what to do now?
Raymond Cheng highlights the recent resumption of the Yen downtrend against the USD after intervention, and discusses outlook on the currency pair and Japan equities.Speaker:- Raymond Cheng, Chief Investment Officer, North Asia, Sta...
Cut to the Chase! Gold is shining again
Steve places gold’s recent performance in context and explains why he sees the precious metal playing a key role in portfolios.Speaker:- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank For more of ...
Cut to the Chase! July US non-farm payroll print and what does it mean for the Fed
Jonathan Liang discusses the softer than expected US jobs report released on Aug 7 and talks about its implications for the policy outlook from the Fed.Speaker: - - Jonathan Liang, Chief Investment Officer, Fixed Income and FX,...
Through the noise: Equities break out
Listen in for expert market insights as Manpreet and Fook Yien discuss whether to add to equities amid the current breakout, our view on the Japanese yen following the recent US-Japan currency market intervention and why we still prefer ...
Cut to the Chase! Participating in 10x growth over the long term
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 For more of o...
Cut to the Chase! What’s next for equities in August?
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 For the latest market ins...
Cut to the Chase! How should one think about gold prices today?
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 A...