Standard Chartered Money Insights

Ray and Rajat discuss why we are retaining our defensive and diversified investment stance. They focus on upcoming monetary policy decisions, the market implications to US politics and Big Tech earnings. They highlight opportunities in AUD corporate bonds, while favouring diversified equity exposure, including US healthcare, technology and materials, as well as financials in the US, Euro area and Japan.

 You can read our latest Weekly Market View today here.

Speaker(s):
- Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank
- Ray Heung, Senior Investment Officer,  Standard Chartered Bank 

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Manpreet Gill discusses why Japanese financial markets are worth closer attention, focusing on the financial sector and the outlook for the Japanese yen.

Speaker:
 - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank

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Sylvain Huard shares his view that recent stresses in private credit reflect a cyclical adjustment rather than structural weakness and that the asset class remains a resilient source of income and diversification within a multi-asset portfolio.

Speaker:

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Fook Hien outlines three key debates on AI ahead of big tech companies third quarter results starting this week.

Speaker:

Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank

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Rajat Bhattacharya discusses the upcoming US mid-term elections on 3 November. He assesses the likely outcome, the wildcards and the near- and medium-term implications for investors.

Speaker(s):

- Rajat Bhattacharya, 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.

Fook Hien and Ray discuss why elevated bond volatility and political uncertainty warrant a more defensive stance on equities. They highlight opportunities across US financials, healthcare and Japanese bank stocks, examine the impact of the hot CPI print on US bond yields, and conclude with their outlook for French credit and a potential NZD/USD recovery.

 You can read our latest Weekly Market View today here.

Speaker(s):
- Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank 
- Ray Heung, Senior Investment Officer,  Standard Chartered Bank 

For more of o...

Jonathan Liang unpacks the September US consumer inflation print and its implications for the Fed’s rate path, US government bond yields and the US dollar.

Speaker(s):

- Jonathan Liang, Chief Investment Officer, Fixed Income and FX, Standard Chartered Bank

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Fook Hien highlights the key takeaways from major US banks’ Q3 earnings results and explains the recent changes to our US sector preferences.

Speaker(s):

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

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Raymond Cheng discusses why global equities are forging ahead despite decade-high bond yields and highlights the key indicators to watch.

Speaker(s):
- Raymond Cheng, Chief Investment Officer, North Asia, 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 France’s political challenges, which are making it harder to pass a budget that bond investors will accept. He sees little sign of Euro area-wide contagion for now and outlines why a budget compromise is likely to be reached before the December deadline.

Speaker(s):
- Rajat Bhattacharya, 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.

Hannah discusses with Rajat why strong earnings could ultimately resolve the bond-equity divergence in favour of stocks, despite near-term risks from elevated bond volatility, higher yields and political uncertainty.

You can read our latest Weekly Market View today here.

Speaker(s):
- Hannah Chew, Portfolio Strategist, Standard Chartered Bank 
- Rajat Bhattacharya, 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.

Sylvain Huard explores why, in an AI-driven world, effective diversification requires looking beyond traditional asset-class labels to understand the true drivers of portfolio risk and return.

Speaker(s):
- Sylvain Huard, Head of Asset Allocation, WS Chief Investments Officer, Standard Chartered Bank

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Fook Hien discusses the reasons for higher equity volatility in the weeks ahead, leading to the closure of two of our equity opportunistic ideas.

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

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Steve Brice talks about his concerns about reduced policy credibility and how this is creating an opportunity for investors.   

Speaker(s):
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank  

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Rajat Bhattacharya reviews the latest US jobs report and why that signals a Fed rate pause in October. He also draws implications for bond markets and explains why bonds now offer an attractive portfolio hedge.

Speaker(s):
- Rajat Bhattacharya, 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.

Ray Heung and Manpreet Gill discuss why the rise in US Treasury yields presents an opportunity to add 10-year government bonds. They explain why higher yields do not undermine our constructive view on US equities and semiconductors. They conclude by outlining our positive outlook on the AUD and the improving risk-reward in AUD bonds.

You can read our latest Weekly Market View today here.

Speaker(s):
- Manpreet Gill, Chief Investment Officer, EMEA, Standard Chartered Bank 
- Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank 

For more of our latest market in...

Bond yields continue to move higher despite positive news on the inflation front. We believe we are getting closer to a peak in bond yields, which would be good news for both bond and equity investors. 

Speaker(s):
- Steve Brice, Global Chief Investment Officer, 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.

Manpreet Gill discusses the rationale for a core holding view on Indian equities as they face a potent mix of headwinds and tailwinds

Speaker(s):
- Manpreet Gill, Chief Investment Officer, EMEA, 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.

Raymond Cheng explains the rationale behind reduced allocations to China equities.

Speaker(s):
- Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank 

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Jonathan Liang discusses why he is finally looking at 10-year US Treasuries as a potential tactical idea.

Speaker(s):
- Jonathan Liang, Chief Investment Officer, Fixed Income and FX, 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.

Hannah discusses with Manpreet why earnings remain the key driver of markets despite rising oil prices and bond yields, and why we continue to prefer equities and credit while expecting further gains in gold.

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 
- Hannah Chew, Portfolio 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.

Fook Hien discusses our outlook for ASEAN equities and why we maintain an underweight stance on the market.

Speaker(s):
- Yap Fook Hien, 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.

Raymond Cheng discusses what has driven the recent EUR weakness and highlights the upcoming key indicators to watch.

Speaker(s):
- Raymond Cheng, Chief Investment Officer, North Asia, 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.

Manpreet discusses why we still like gold amid today’s higher bond yields and why a technical view argues for accumulating on dips.

Speaker(s):
- Manpreet Gill, Chief Investment Officer, EMEA, 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 reviews the rate hikes this month by the Fed, the European Central Bank and Bank of Japan – the first such synchronised move in history – and discusses what it means for investors.

Speaker(s):
- Rajat Bhattacharya, 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.

Manpreet speaks to Fook Hien about the investment implications of the Fed, BoJ and ECB rate hikes and our updated forecasts

You can read our latest Weekly Market View today here.

Speaker(s):

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

Jonathan Liang discusses the most recent Fed policy rate decision and what we expect over the remainder of 2026.

Speaker:

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

Sylvain discusses why surging bond yields and a US 10-year yield crossing 5%, fuelled by the AI investment boom's competition for capital, don't have to derail the equity rally, and shares views on how to position a portfolio in this environment. 

Speaker:

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

Fook Hien discusses the AI industry’s call to pace the development of AI models and why investors should not overreact but stay the course to diversify their global tech investments.

 Speaker:

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

Rajat Bhattacharya previews the Fed’s policy meeting this week following August’s US payrolls and inflation reports. Will it be one-and-done or the start of an extended hiking cycle?

Speaker:

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

Hannah discusses with Rajat a packed few weeks of central bank policy decisions, focusing on the Fed’s increasingly likely rate hike and its implications for bonds, equities and currencies, alongside the latest outlooks for the ECB, RBA and BoJ. They also see other opportunities for investors in semiconductors.

You can read our latest Weekly Market View today here.

Speaker(s):

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

With the ECB expected to hike its policy rate tonight, Rajat Bhattacharya discusses whether further policy tightening will continue after tonight.

Speaker:

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

Steve discusses the Japanese yen’s recent strength and why investors using it as a funding vehicle should re-examine their sensitivity to further appreciation.

Speaker:
- Steve Brice, Global Chief Investment Officer, 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.

Fook Hien discusses why we remain constructive on the Taiwan equity market and view it as an attractive Opportunistic idea.

Speaker:
- Yap Fook Hien, 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.

Jonathan Liang discusses the latest Non-Farm Payrolls report andthe implications for the Fed outlook.

Speaker:
- Jonathan Liang, Chief Investment Officer, Fixed Income and FX, 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.

Manpreet speaks to Rajat about why the risk of a Fed rate hike is rising, and what that means for bond and equity investors and their portfolios.

You can read our latest Weekly Market View today here.

Speaker(s):
- Manpreet Gill, Chief Investment Officer, EMEA, Standard Chartered Bank 
- Rajat Bhattacharya, 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.

Sylvain Huard discusses how real yields influence asset returns, arguing that understanding whether yields are actively rising or peaking – and how the stock-bond correlation regime evolves – is critical for effective portfolio positioning.

Speaker:
- Sylvain Huard, Head of Asset Allocation, WS Chief Investments Officer, 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.

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 accumulating wealth, preparing for retirement and protecting what you’ve built.

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.

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 

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

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 outlook.

Speaker:
- Steve Brice, Global Chief Investment Officer, 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.