Standard Chartered Money Insights

Cut to the Chase! Are we getting some luck?

14 Dec 2022

Contributed by Lukas

Daniel discusses slowing US consumer inflation, and why it makes sense to trim equity holdings and rotate into income assets. Speaker:Daniel Lam,  H...

Cut to the Chase! In heaven, or in hell?

13 Dec 2022

Contributed by Lukas

Daniel discusses the potential turnaround in the China internet stocks, benefitting from the likely turnaround in consumption in China.Speaker:Daniel ...

Cut to the Chase! The tail event

12 Dec 2022

Contributed by Lukas

Daniel discusses how 9 out of 10 US CPI releases this year have been “tail events”, and how investors should be positioned ahead of this.Speaker:D...

Through The Noise: The return of the central banker

09 Dec 2022

Contributed by Lukas

Zhong speaks to Manpreet to look back at what we can learn from 2022, the key events next week that will most likely have an important role in shaping...

Cut to the Chase! To convert, or not to convert?

08 Dec 2022

Contributed by Lukas

Daniel discusses the short-term upside to the USD, what are the key drivers, and what are the next data points to watch out for.Speaker:Daniel Lam,  ...

Cut to the Chase! Death and Taxes

07 Dec 2022

Contributed by Lukas

Daniel discusses how momentum indicators are indicating that the Hang Seng Index is overstretched, and the levels where investors may consider buying ...

Cut to the Chase! A Christmas Carol

06 Dec 2022

Contributed by Lukas

Daniel discusses how rising recession risks may affect default risks in the US, and the likely resilience from DM IG corporate bonds. Speaker:Daniel ...

Cut to the Chase! Buying into Non-farm beat?

05 Dec 2022

Contributed by Lukas

Daniel discusses the implications of latest non-farm payroll numbers, and why investors bought into the market dip.Speaker:Daniel Lam,  Head of Equit...

Through The Noise: Santa Claus Rally?

02 Dec 2022

Contributed by Lukas

Manpreet speaks to Fook Hien about whether it is worth chasing the rally in Asian and US equity markets, why we remain comfortable with high quality b...

Cut to the Chase! The wings of the doves, Part 2

01 Dec 2022

Contributed by Lukas

Daniel discusses the implications of Powell’s speech, and why it makes sense to rotate from US equities into multi-asset income and into Asia ex-Jap...

Cut to the Chase! The Third Arrow

30 Nov 2022

Contributed by Lukas

Daniel discusses the CSRC’s announcement of the third arrow in the Chinese property sector, and what investors should be doing with their investment...

Cut to the Chase! The Hang Seng’s V-shape move

29 Nov 2022

Contributed by Lukas

Daniel discusses the V-shape move in the Hang Seng Index yesterday, and the key levels to watch out for the rest of this year. Speaker:Daniel Lam,  ...

Cut to the Chase! Is US consumption the next shoe to drop?

28 Nov 2022

Contributed by Lukas

Daniel discusses signs of a slowdown in US consumption and what strategies you should adopt in your investment portfolio Speaker:Daniel Lam,  Head o...

Through The Noise: Fade the equity rally

25 Nov 2022

Contributed by Lukas

Manpreet speaks to Rajat about whether the equity market rally has legs or is about to run out of steam, why we continue to favour income assets despi...

Cut to the Chase! The wings of the doves

24 Nov 2022

Contributed by Lukas

Daniel discusses the latest FOMC minutes, and the case for adding to income assets.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered B...

Cut to the Chase! A look at the semiconductor sector

23 Nov 2022

Contributed by Lukas

Daniel discusses investment opportunities in the semiconductor sector.Speaker:Daniel Lam,  Head of Equity Strategy, Standard Chartered BankFor more o...

Cut to the Chase! Revisiting high-quality income assets

22 Nov 2022

Contributed by Lukas

Daniel discusses the potential pullback in risky assets, and why income assets continue to be attractive for investors.Speaker:Daniel Lam,  Head of E...

Cut to the Chase! King Dollar not done yet

21 Nov 2022

Contributed by Lukas

Daniel highlights the tug-of-war that is going on in the USD, and why it may rebound over the next few weeks.Speaker:Daniel Lam,  Head of Equity Stra...

Through The Noise: Tide turning?

18 Nov 2022

Contributed by Lukas

Manpreet speaks to Fook Hien about whether the market tide is turning, whether the USD has peaked, why we still like income assets and what to make of...

Cut to the Chase! From “Safe-haven” to “Risk-seeking”

17 Nov 2022

Contributed by Lukas

Daniel explains how US equities remain healthy at current levels, but Asia ex-Japan equities is likely to outperform.Speaker:Daniel Lam,  Head of Equ...

Cut to the Chase! Chinese property bonds – low systemic risk

16 Nov 2022

Contributed by Lukas

Daniel talks about the recent strong supporting package from the Chinese government, and what is our take going forward. Speaker:Daniel Lam,  Head o...

Cut to the Chase! What to do with the Hang Seng index

15 Nov 2022

Contributed by Lukas

Daniel discusses the doubling in normal monthly volatility range in the Hang Seng index, and what levels investors may look to add or trim exposure in...

Cut to the Chase! Has Asia turned?

14 Nov 2022

Contributed by Lukas

Today, Steve talks about the recent strong recovery in Asian equities, what it will take for this to be sustained and what are the factors to watch in...

Through The Noise: Peak rate expectations?

11 Nov 2022

Contributed by Lukas

In today’s edition of Through the Noise, Manpreet speaks to Abhilash about whether the sharp rally in equity markets after the inflation data releas...

Cut to the Chase! US energy sector – tailwinds intact for the medium-term

10 Nov 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses why US mid-term election results is unlikely to derail the medium-term positive thesis on t...

Cut to the Chase! The “King Dollar” – where to go from here?

09 Nov 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses the current action in the USD, and what factors may weaken the USD.Speaker:Daniel Lam,  He...

Cut to the Chase! Enter the Dragon

08 Nov 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses the strong price action in the Hang Seng index, and why it has more room to run. Speaker:D...

Cut to the Chase! Fed likely to stay its tightening course

07 Nov 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses the mixed non-farm payroll and why slightly higher unemployment rate is unlikely to derail ...

Through The Noise: The Fed deflates another rally

04 Nov 2022

Contributed by Lukas

In today’s edition of Through the Noise, Manpreet speaks to Rajat about how to interpret the Fed’s message as an investor, our thoughts on sectors...

InvesTips: How to survive a recession and thrive afterwards

04 Nov 2022

Contributed by Lukas

In this edition, Steve talks about 3 strategies investors can use to survive the challenging environment of a recession and then thrive thereafter.Spe...

Cut to the Chase! Higher peak in policy rates

03 Nov 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses the implications of the latest FOMC meeting, and how investors should be positioning themse...

Cut to the Chase! Tactical opportunity in Chinese equities

02 Nov 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses the recent encouraging technical signs in Chinese equities.Speaker:Daniel Lam,  Head of Eq...

Cut to the Chase! Income assets still the focus

01 Nov 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses how one should look beyond volatility in income assets and add to them.Speaker:Daniel Lam, ...

Cut to the Chase! It’s scary out there!

31 Oct 2022

Contributed by Lukas

Steve talks about why the shape of the yield curve can be a scary signal, especially for equity investors.Speaker:Steve Brice, Group Chief Investment ...

Through The Noise: Capturing the Yield

28 Oct 2022

Contributed by Lukas

In today’s edition of Through the Noise, Manpreet speaks to Abhilash about whether equities are set for a bear market rally, why we believe investor...

Cut to the Chase! The next shoe to drop

27 Oct 2022

Contributed by Lukas

Steve talks about the ongoing US earnings season and why he believes that equity markets may still have another leg lower before enjoying a sustained ...

Cut to the Chase! New manager bounce

26 Oct 2022

Contributed by Lukas

Today, Steve talks about the challenges facing the new British government and why now is not the time to pile back into sterling.Speaker:Steve Brice, ...

Cut to the Chase! It never rains…

25 Oct 2022

Contributed by Lukas

Today, Steve talks about the recent weakness in Greater China equity markets and whether there is more to come, or are we at peak pessimism. Speaker:...

Through the Noise: Tug of War

21 Oct 2022

Contributed by Lukas

In today’s edition of Through the Noise, Manpreet speaks to Audrey about what can learn from equity market positioning and the nascent US earnings s...

Cut to the Chase: PIVOT!?!?

20 Oct 2022

Contributed by Lukas

Today, Steve talks about the likelihood and potential timing of a Fed Pivot and its implications for bond markets. Speaker:Steve Brice, Group Chief I...

Cut to the Chase: Happy Anniversary

19 Oct 2022

Contributed by Lukas

Today, Steve talks about why we should feel both lucky and unlucky on this day and, more importantly, what to do about it. Speaker:Steve Brice, Group...

Cut to the Chase: How are you funded?

18 Oct 2022

Contributed by Lukas

Today, Steve talks about potential funding currencies. While the JPY has broken lower, given the central bank intervention risks, we prefer the EUR as...

Cut to the Chase! The curse of the consensus

17 Oct 2022

Contributed by Lukas

Steve discusses why despite being very concerned about the 6-12 month economic outlook, this is not the time to be panic selling and why increasing in...

Though the Noise: Keeping at it for now

14 Oct 2022

Contributed by Lukas

In today’s edition of Through the Noise, Hannah Chew speaks to Steve Brice on the Fed’s continued focus on inflation, the likelihood of further Bo...

Cut to the Chase! Gold interesting at this stage

13 Oct 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses how gold has been performing on US CPI release dates, and why the current low-positioning m...

Through the Noise: Bonds outlook for the final quarter of 2022

12 Oct 2022

Contributed by Lukas

This is part of a mini-series which discusses the investment outlook for the final quarter of 2022. In this edition of Through the Noise, Steve speaks...

Cut to the Chase! Are European financials able to withstand idiosyncratic risks?

12 Oct 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses how there could be long-term opportunities for European financials equities and subordinate...

Through the Noise: Equities outlook for the final quarter of 2022

11 Oct 2022

Contributed by Lukas

This is part of a mini-series which discusses the investment outlook for the final quarter of 2022. In this edition of Through the Noise, Steve Brice ...

Cut to the Chase! Energy is the only overweight sector

11 Oct 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses how the latest development on the oil front, and why we continue to like global energy equi...

Cut to the Chase! Fed-Pivot too soon – Rotate into defensive

10 Oct 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses how the Fed is likely to continue its aggressive rate hikes, and the need for investors to ...

Talking Thematics – Q4 Investment Themes update: China renewables a bright spot

10 Oct 2022

Contributed by Lukas

In this edition of Talking Thematics, Audrey speaks to Qi Xiu on our latest Q4 Thematic Update, how our Climate themes are expected benefit from the U...

Through the Noise – Navigating a difficult near-term outlook mini series

07 Oct 2022

Contributed by Lukas

In today’s edition of the Through the noise mini-series, Steve discusses with Audrey on our outlook on income investing, why we advocate investors t...

Through the Noise: Is the Fed pivoting again?

07 Oct 2022

Contributed by Lukas

In today’s edition of Through the Noise, Steve and Daniel discuss whether the current narrative of ‘Fed pivot’ has legs, what investors should d...

Through the Noise: Are we close to the end of the business cycle?

07 Oct 2022

Contributed by Lukas

In the latest Through the Noise podcast series, Steve Brice discusses the global macroeconomic outlook with Rajat Bhattacharya, with a focus on the US...

Cut to the Chase! Challenges to the King Dollar

06 Oct 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel highlights that the USD index is testing some important support levels, the important things to look ...

Cut to the Chase! When bad news is good

05 Oct 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses the sharp rebound in equities over the last 48 hours, and what investors may consider doing...

Cut to the Chase! Is love justified? (Part 2)

04 Oct 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses another key investment idea from the past decade – real estate – and how it shaping up ...

Cut to the Chase! Is it too late?

03 Oct 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel looks at technical and momentum signals and discusses if it is the best time to trim equities.Speaker...

Though the Noise: Navigating a difficult near-term outlook

30 Sep 2022

Contributed by Lukas

This is the first part of a mini-series which discusses the investment outlook for the final quarter of 2022. In today’s edition of Through the Nois...

Cut to the Chase! Desperate times call for desperate measures

29 Sep 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses the government interventions in Europe and short-term opportunities there.Speaker:Daniel La...

Cut to the Chase! Is love justified?

28 Sep 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses why the environment is very different from the past decade for growth stocks, and how inves...

Cut to the Chase! “To get squares, you have to give squares”

27 Sep 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses the plunge in the GBP, what to expect in the short-term, and how it creates opportunities i...

Cut to the Chase! The 3D’s

26 Sep 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses the 3D’s approach – de-risking, diversification and dividends – to mitigate the impac...

Through The Noise: The Fed leads yields higher, stocks lower

23 Sep 2022

Contributed by Lukas

In today’s edition of Through the Noise, Manpreet speaks to Abhilash about why the Fed decision may mean more USD strength near-term, the technical ...

Cut to the Chase! Defending against the sacrifice

22 Sep 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses the FOMC’s determination to bring down inflation, and the need to stay defensive at this ...

Cut to the Chase! The only game in town

21 Sep 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses what to watch out for in the upcoming FOMC meeting, and what the FX market is telling inves...

Cut to the Chase! After the shock

20 Sep 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses why markets have become less volatile vs. H1’22, and how investors should be positioned.S...

Cut to the Chase! The Blockbuster

19 Sep 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses the FOMC this week and gives more details on the barbell approach.Speaker:Daniel Lam,  Hea...

Through The Noise: The Heat is On

16 Sep 2022

Contributed by Lukas

In today’s edition of Through the Noise, Zhong speaks to Manpreet about how investors should consider reading the market reaction to the US inflatio...

Cut to the Chase! Defensive growth

15 Sep 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel elaborates further about the importance of having high-dividend equities in your portfolio.Speaker:Da...

Cut to the Chase! 75bps and more to come

14 Sep 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses the cross-asset implications from the higher-than-expected US CPI print.Speaker:Daniel Lam,...

Cut to the Chase! FX stars aligning?

13 Sep 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses signs of peak inflation and the push-and-pull between USD and other major currencies.Speake...

Through The Noise: What do jumbo rate hikes mean for investors?

12 Sep 2022

Contributed by Lukas

In today’s edition of Through the Noise, Manpreet speaks to Rajat about how to interpret the ECB rate hike, what the large rate hikes mean for risky...

InvesTips: How to manage a rising interest rate environment

12 Sep 2022

Contributed by Lukas

Very high inflation has got central banks on the defensive and they are fighting back with dramatic interest rates rises. In this podcast, Steve talks...

Cut to the Chase! Quality matters

12 Sep 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses why Developed Market Investment Grade Bonds are increasingly relevant in your portfolio in ...

Cut to the Chase! Made in Haven

08 Sep 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses how safe-haven assets are important in building resilience in portfolios during bear market...

Cut to the Chase! Inflation - Where art thou?

07 Sep 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses how differences in inflation and monetary policies lead to rising USDJPY, and investment op...

Cut to the Chase! Crunch time for global bonds, Part 2

06 Sep 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses how investors should be reallocating amongst the various sub-asset classes within Fixed Inc...

Cut to the Chase! Crunch time for global bonds

05 Sep 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses why this is a critical stage for global bonds, as the US 10-year yield goes into the key zo...

Through The Noise: Narrowing our focus

02 Sep 2022

Contributed by Lukas

In today’s edition of Through the Noise, Audrey speaks to Abhilash about rising recessionary risks in the US, how should investors should consider p...

Cut to the Chase! Comfort zone is over-rated

01 Sep 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses why investors should be getting out of their “comfort zone” in growth stocks, and getti...

Cut to the Chase! Remembering the Princess

31 Aug 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses why UK equities are relevant to investors, especially in this latest round of hawkishness f...

Cut to the Chase! When hawks fly - Part 2

30 Aug 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel further elaborates further on the implications of Jackson Hole, concentrating on key currency pairs. ...

Cut to the Chase! When hawks fly

29 Aug 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses the Fed’s hawkish message at Jackson Hole, and what you should do with your portfolio all...

Though The Noise: Three things to watch at the Jackson Hole

26 Aug 2022

Contributed by Lukas

In today’s edition of Through the Noise, Hannah Chew speaks to Audrey about what to look out for in the coming three-day Fed conference a Jackson Ho...

Cut to the Chase! Zugzwang in Europe

25 Aug 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses the difficult decisions that Europe faces, what are the potential upside risks, and how to ...

Cut to the Chase! When weakness means opportunities

24 Aug 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses the weakness in the EUR, and how it may help European exporters.Speaker:Daniel Lam,  Head ...

Cut to the Chase! Switching is the buzz word

23 Aug 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses the sharp move down in US equities overnight, reiterating the case of switching into global...

Cut to the Chase! Is this base for real?

22 Aug 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses if we are in for a correction in US equities, and the barbell approach in allocating your a...

Through The Noise: Bear rally topping

19 Aug 2022

Contributed by Lukas

In today’s edition of Through the Noise, Michelle Kam speaks to Audrey about whether the recent equity market rally is topping out, our views on US ...

Cut to the Chase! A tale of two retail sales numbers

18 Aug 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses the US retail sales numbers, the FOMC Minutes, and opportunities in different assets.Speake...

Cut to the Chase! What to do with Oil and Oil-related investments?

17 Aug 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses the reasons behind the current weakness in the oil prices, how oil is looking technically, ...

Cut to the Chase! Weakness in China data

16 Aug 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses the PBoC’s unexpected rate cut, weak China retail activities data, and the cross-asset im...

Cut to the Chase! Check out Global Financials

15 Aug 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses the week ahead, what to make of optimism following US inflation figures last week, and why ...

Through The Noise: Looking for a Catch-Up

12 Aug 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet speaks to Daniel about why we expect Asian equities’ recent underperformance vs. global peers to ...

Cut to the Chase! A barbell investment approach after the US CPI print

11 Aug 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses the US CPI print, the likely reaction from the Fed, and how you should be fine-tuning your ...

Cut to the Chase! Trim US equities into global bonds

10 Aug 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses the “winning streak” for US equities over the last two months, and why it makes sense t...

Cut to the Chase! Along comes USDJPY

09 Aug 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses how USDJPY has been recovering on the upside, what is the pair’s outlook, as well as our ...

Cut to the Chase! Growth vs. Inflation

08 Aug 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Daniel discusses what are the implications of last Friday’s nonfarm payroll data, what are the areas to wa...

Through The Noise: When bad news is good news

05 Aug 2022

Contributed by Lukas

In today’s edition of Through The Noise, Manpreet speaks to Fook Hien about how to navigate an environment where bad economic news is good news for ...