Standard Chartered Money Insights

Cut to the Chase! Bond markets flashing recession signal

30 Mar 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Abhilash discusses the progress in Russia-Ukraine talks and how investors should interpret the recent US gov...

Investips – The allure of private assets

29 Mar 2022

Contributed by Lukas

In this episode of Investips, Trang Nguyen discusses the basic concept of private assets and their potential roles in a traditional investment portfol...

Cut to the Chase! Yen on a slippery slope

29 Mar 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Abhilash discusses what is driving the recent bout of weakness and volatility in USD/JPY and why a change in...

Through the Noise: Q2 Outlook: Why bond investors should not be excessively worried about rising interest rates

29 Mar 2022

Contributed by Lukas

In the third of a 5-part mini-series on the Q2 Outlook, Steve talks to Abhilash Narayan about why the worst may be behind us in bond markets and why w...

Through the Noise: Q2 Outlook: Why stagflation is nothing to get too concerned about yet

28 Mar 2022

Contributed by Lukas

In the second of a 5-part mini-series on the Q2 Outlook, Steve talks to Rajat Bhattacharya about the economic environment, why the labour market and C...

Cut to the Chase! What would you do with an extra hour in your day?

28 Mar 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill discusses what equity market technicals are telling us about the near-term outlook and why inv...

Through the Noise: Q2 Outlook: Why history argues in favour of equities

25 Mar 2022

Contributed by Lukas

In the first of a 5-part mini-series on the Q2 Outlook, Steve talks to Manpreet Gill about why the equity market rally is likely to extend, Asia/China...

Through the Noise Special: Top client questions answered

24 Mar 2022

Contributed by Lukas

Michelle Kam talks to Steve Brice, Daniel Lam and Manpreet Gill to answer the top client questions from a recent client webinar which covered the Ukra...

Cut to the Chase! More rumblings in the oil market

24 Mar 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill discusses all the key moves in oil markets overnight, how investors can potentially mitigate a...

Cut to the Chase! Should I carry an umbrella today?

23 Mar 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill discusses what Powell and other Fed policymaker comments mean for interest rates, what the ris...

Cut to the Chase! Chasing the Loonie

22 Mar 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill discusses what is driving a renewed surge in oil prices, and why the Canadian Dollar, or Looni...

Cut to the Chase! Should I worry about a Death Cross?

21 Mar 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill discusses the improving sentiment in equity markets, why we would not worry excessively about ...

Through the Noise: Have we seen a ‘whatever it takes’ moment in China?

18 Mar 2022

Contributed by Lukas

In this week’s episode, Steve talks to Manpreet Gill about whether China has effectively decided to underwrite China equity and bond markets. They a...

Cut to the Chase! A decisive day at the Fed

17 Mar 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill discusses why the Fed’s decision is supportive for equities and diversified investment alloc...

Cut to the Chase! An eye-watering drop in China and Hong Kong stocks

16 Mar 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill discusses what has been driving the unusually large drop in China and Hong Kong equities over ...

Cut to the Chase! The CNY’s immediate challenges

15 Mar 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill discusses the signposts that can help navigate Chinese financial markets after the sharp drop ...

Cut to the Chase! The Fed’s upcoming balancing act

14 Mar 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill discusses why the Fed message, China’s Covid measures and oil prices are the three factors t...

Through the Noise: The cost of missing out (COMO)

11 Mar 2022

Contributed by Lukas

Steve and Abhilash discuss the behavioural aspects of investing and why a ‘sea of red’ can be a good time for long-term investors to increase inve...

Cut to the Chase! Super Mario’s big day

10 Mar 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill discusses how to interpret the sharp fall in oil prices and rebound in risky assets and why a ...

Cut to the Chase! A black swan, and our view on the EUR

09 Mar 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill discusses where opportunities may lie in sharply contrasting short and long-term outlooks for ...

International Women’s Day Special: What has gender diversity got to do with ESG and sustainable investing?

08 Mar 2022

Contributed by Lukas

What has gender diversity got to do with ESG and sustainable investing? Find out more in our special International Women's Day podcast, where we ...

Cut to the Chase! The search for technical support

08 Mar 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill summarises key moves from yesterday’s market turmoil, why the energy sector could offer a ha...

Cut to the Chase! An oil price shock?

07 Mar 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill discusses the potential significance of the jump in oil prices, what to look for from this wee...

Through the Noise: How does the Ukraine situation impact our equity market preferences?

04 Mar 2022

Contributed by Lukas

In today’s podcast, Steve talks to the CIO Office’s head of economics Rajat Bhattacharya and our senior equity strategist Fook Hien Yap. They disc...

Cut to the Chase! Rate hikes on the way

03 Mar 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill discusses what really stood out from US Fed Chair Powell’s testimony, why the energy and fin...

Cut to the Chase! What will Powell say?

02 Mar 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill discusses why yesterday’s sharp moves in bond and commodity markets are significant, why we ...

Cut to the Chase! EUR/JPY as a risk hedge

01 Mar 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill takes a closer look at the EUR, why EUR/JPY may offer a good hedge against an escalation in ri...

Cut to the Chase! A weekend of sanctions

28 Feb 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill discusses the channels through which the weekend’s sanctions announcements could impact fina...

Through the Noise: A dramatic escalation

25 Feb 2022

Contributed by Lukas

Russia’s invasion of Ukraine marks a dramatic escalation. However, history teaches us that market reactions to geopolitical events are usually short...

Talking thematics – Climate theme on sale

24 Feb 2022

Contributed by Lukas

In today’s edition of Talking Thematics, Audrey Goh discusses the recent performance of climate investments and how Europe may double down on its cl...

Cut to the Chase! Central banks add to the action

24 Feb 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill discusses learnings from history about prior equity pullbacks, what we can learn from recent e...

Investips – Is your investment foundation robust (Part 2)?

23 Feb 2022

Contributed by Lukas

In the second installment of a two-part mini-series, Trang Nguyen explains the process to construct a foundation portfolio and how to position it in t...

Investips – Is your investment foundation robust (Part 1)?

23 Feb 2022

Contributed by Lukas

In the first installment of a two-part mini-series, Trang Nguyen discusses the role and basic concepts of a foundation portfolio for a successful inve...

Cut to the Chase! What can we learn from the market’s moves yesterday?

23 Feb 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill discusses his observations from the market’s reaction to Ukraine-related geopolitical risks,...

Cut to the Chase! A yen for a geopolitically charged day

22 Feb 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill discusses why the Japanese yen offers an attractive risk hedge at this point in time, and why ...

Cut to the Chase! Watching market technical on President’s day

21 Feb 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill discusses why it is important to monitor major equity market technicals in the week ahead, how...

Through the Noise: What to make of the Ukraine crisis

18 Feb 2022

Contributed by Lukas

Steve talks to Daniel Lam, who runs the CIO Office equity strategy team, about the value of stepping back from the day-to-day newsflow especially when...

Cut to the Chase! A sigh of relief amid good and bad news

17 Feb 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill discusses how markets viewed Fed meeting minutes with a sense of relief and how to potentially...

Cut to the Chase! Geopolitical risks ease, but watch those bond yields.

16 Feb 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill discusses how reports of some easing of tensions around Ukraine could brighten the outlook for...

Cut to the Chase! What’s in a name?

15 Feb 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill talks about why the Australian Dollar has support from strong fundamentals, why we see it as a...

Cut to the Chase! Oil, international travel and the inflation debate

14 Feb 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill discusses whether oil prices could rise further, why Fed policymaker comments this week will b...

Through the Noise: A persistent bugbear

11 Feb 2022

Contributed by Lukas

This week, Steve speaks to Abhilash Narayan about the persistent bugbear that is high inflation and what it means for central bank policies, currency ...

Cut to the Chase! AUD rally and the end of Australian QE

10 Feb 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Abhilash Narayan shares his view on recent rebound in Technology sector and key signposts to watch for in th...

Cut to the Chase! Will US CPI data drive 10-year Treasury yield above 2%?

09 Feb 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Abhilash Narayan discusses the recent pullback in oil prices and why the upcoming US CPI data and 10-year Tr...

Cut to the Chase! Time to consider Gold as a hedge

08 Feb 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Abhilash Narayan discusses key signposts for the EUR/USD and how gold can help hedge against the risk of hig...

Cut to the Chase! Will inflation derail the equities rebound?

07 Feb 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Abhilash Narayan discusses how strong Q4 earnings have helped the recent equities rebound and potential for ...

Through the Noise: Earnings still supportive, especially for tech

04 Feb 2022

Contributed by Lukas

Steve speaks to Fook Hien Yap and Manish Jaradi about the US earnings season, the outlook for equity markets and the implications of India’s budget ...

Cut to the Chase! ECB and BoE meetings in focus

03 Feb 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Abhilash Narayan discusses the sharp decline in US Dollar and potential implication of upcoming central bank...

Cut to the Chase! US earnings and jobs data in focus this week

31 Jan 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Abhilash Narayan discusses key developments over the weekend and highlights why US earnings and jobs data co...

Talking thematics – Understand thematic investing. The what, why and how.

31 Jan 2022

Contributed by Lukas

In today’s edition of Talking Thematics, Audrey Goh discusses with Robert Russell why thematic investing? What is the framework one can use to look...

Through the Noise: A window of opportunity

28 Jan 2022

Contributed by Lukas

In this week’s podcast, Steve talks to Manpreet about why he believes now is a window of opportunity for investors, especially in equity markets. Sp...

Cut to the Chase! Should we read the Fed as an optimist or a pessimist?

27 Jan 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill discusses how to interpret the Fed’s decision and Powell’s press conference from a market’...

Cut to the Chase! Will the Fed meeting calm equity markets?

26 Jan 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill discusses what to focus on from the Fed’s statement later today, what Singapore’s surprise...

Cut to the Chase! Welcome to the roller coaster ride.

25 Jan 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill talks about three indicators that should help gauge whether we are approaching the end of the ...

Cut to the Chase! Will the Fed meeting give us a buy-on-dips opportunity?

24 Jan 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill helps put a rough week in perspective, analyses whether the Fed meeting could help bring some ...

Through the Noise: Do not fear the Fed

21 Jan 2022

Contributed by Lukas

After a difficult start to the year for investors, Steve talks to Daniel Lam and Abhilash Narayan about the implications of rising US interest rates o...

Cut to the Chase! Is oil heading back to $100/bbl?

20 Jan 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill examines what events and industry in recent days mean for oil prices, and whether the ECB poli...

Cut to the Chase! Looking through the sea of red on the market screens

19 Jan 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill talks looks through the sea of red in markets overnight to look for signals on where financial...

Investips – Why It’s never too late to start investing

19 Jan 2022

Contributed by Lukas

In the first episode of Investips, Trang Nguyen talks about why it’s never too late to start investing and key considerations for first time investo...

Cut to the Chase! Order and Dignity at the Bank of Japan

18 Jan 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill talks about how China’s data and policy could feed into nascent bottoming in Asian equity ma...

Cut to the Chase! What will the ECB and BoJ tell us?

17 Jan 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill talks about what to look for in China’s macroeconomic data this week, whether the ECB and Bo...

Through the Noise: Bouncing back

14 Jan 2022

Contributed by Lukas

Today, Steve talks to Fook Hien Yap about the outlook for the US earnings season and what this means for the US equity market, whether we think the up...

Cut to the Chase! Big inflation numbers, but are they surprising anyone?

13 Jan 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill talks about how yesterday’s key inflation reports feed into our view to buy-the-dip, some in...

Cut to the Chase! Powell contrasts with market technicals.

12 Jan 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill talks about Powell’s comments on US inflation and the economy, and contrasts them with the m...

Cut to the Chase! Why we like the Loonie.

11 Jan 2022

Contributed by Lukas

In today’s edition of Cut to the Chase, Manpreet Gill talks about opportunities in commodity currencies and why the Canadian Dollar looks interestin...

Cut to the Chase! It's all about jobs.

10 Jan 2022

Contributed by Lukas

In this first edition of Cut to the Chase, Manpreet Gill focus on recent data and events that really matter, what the key takeaway is for investors an...

Through the Noise: Sticking with Risk, Buying the Dip

07 Jan 2022

Contributed by Lukas

In this inaugural version of our weekly Through the Noise, our Chief Investment Officer, Steve Brice, talks with Audrey Goh about the outlook for bond...

Outlook 2022 miniseries - Income strategies

23 Dec 2021

Contributed by Lukas

In the ninth and last podcast of the 2022 Outlook series, Steve talks to Trang Nguyen about why the best income opportunities may not be found in bond...

Outlook 2022 miniseries – Equity regions

22 Dec 2021

Contributed by Lukas

In this eighth podcast of the 2022 Outlook series, Steve talks to Fook Hien Yap about why he expects the US and Euro area markets to outperform as we ...

Outlook 2022 miniseries - Bonds

21 Dec 2021

Contributed by Lukas

In this seventh podcast of the 2022 Outlook series, Steve interrogates Abhilash on why he likes high yield and Asia USD bonds. Speakers:- Steve Brice,...

Outlook 2022 miniseries - The winds of climate change

20 Dec 2021

Contributed by Lukas

In this sixth podcast of the 2022 Outlook series, Steve talks to Audrey about why investors should care about climate change.Speakers:Steve Brice, Chi...

Outlook 2022 miniseries – Embracing a digital future

17 Dec 2021

Contributed by Lukas

In this fifth podcast of the 2022 Outlook series, Steve talks to Marco about how blurring lines between the physical, digital and industrial spheres c...

Outlook 2022 miniseries – China’s ‘Common Prosperity’

16 Dec 2021

Contributed by Lukas

In this fourth podcast of the 2022 Outlook series, Steve talks to Audrey about what ‘Common Prosperity’ means and what the implications are for in...

Outlook 2022 miniseries - Equity sectors

15 Dec 2021

Contributed by Lukas

In this third podcast of the 2022 Outlook series, Steve grills Fook Hien Yap about which sectors are preferred in the US, Europe and China.Speakers:- ...

Outlook 2022 miniseries - FX

14 Dec 2021

Contributed by Lukas

In this second podcast of the 2022 Outlook series, Steve talks to DJ Cheong about why the USD is expected to peak in the first half despite the Fed be...

Outlook 2022: A Winding Road to Normality

13 Dec 2021

Contributed by Lukas

The road to normality may become increasingly visible in 2022, though its likely to be anything but straight and smooth. Expect equities to outperform...

Weekly Market View: What to expect from central banks next week?

10 Dec 2021

Contributed by Lukas

The upcoming week promises to be eventful. As incoming data on the Omicron variant points to less severe illness and enhanced protection through COVID...

The Weekly FX Navigator: What is the outlook for the AUD after the RBA left policy rates unchanged?

07 Dec 2021

Contributed by Lukas

We believe the AUD could be approaching an inflexion point as the currency is starting to look cheap on several measures. Watch this space closely! Sp...

Weekly Market View: What to make of Omicron?

03 Dec 2021

Contributed by Lukas

Omicron has led investors to reassess their risk appetite. Latest reports indicate the new COVID variant is more transmissible and less severe than th...

The Weekly FX Navigator: Will the short squeeze last for JPY?

30 Nov 2021

Contributed by Lukas

Short JPY positioning has been stretched for a while now as most of the recent short bets within the G10 FX space have been concentrated here. Find ou...

Weekly Market View: What should investors make of US dollar’s rise?

26 Nov 2021

Contributed by Lukas

The US dollar has broken higher. What message is this leading indicator of global markets sending? There are three likely explanations for the dollar’...

The Weekly FX Navigator: Powell keeps his job. What does this mean for Fed policy and FX markets?

23 Nov 2021

Contributed by Lukas

In today’s episode, DJ shares his views on whether Fed Chair Powell's re-nomination means it’s policy status quo for the Fed and whether this...

Weekly Market View: What will sustain the rally?

19 Nov 2021

Contributed by Lukas

The bull market in risk assets just crossed a major milestone – global equities, as measured by the MSCI All Country World index, has doubled since ...

The Weekly FX Navigator: Gold breaks out, what next?

16 Nov 2021

Contributed by Lukas

The precious metal has recently staged a technical breakout on the back of solid US CPI figures. Have the fundamentals changed, and should investors l...

Weekly Market View: Which assets are likely to benefit from the rise in inflation?

12 Nov 2021

Contributed by Lukas

The breakout of US inflation to a 30-year high and broadening of price pressures globally have challenged the central bank narrative that inflation is...

The Weekly FX Navigator: Should you be concerned with last week's central bank decisions?

09 Nov 2021

Contributed by Lukas

Central banks are shifting away from ultra-easy monetary policies, but they have mostly pushed back against expectations for higher interest rates nex...

Weekly Market View: Implications of the Fed’s latest policy guidance?

05 Nov 2021

Contributed by Lukas

The Fed’s decision to start tapering bond purchases from this month has been received well by investors. Global stocks hit a new record high and Tre...

The Weekly FX Navigator: RBA disappoints the hawks

02 Nov 2021

Contributed by Lukas

We believe it is still attractive to buy the AUD on dips as terms of trade remain supportive for the AUD. However, the currency needs to first work it...

Global Market Outlook: Worried about inflation?

29 Oct 2021

Contributed by Lukas

After a decade-long lull, markets have started to price in higher inflation expectations. However, we believe the growth outlook will be a more import...

The Weekly FX Navigator: Fading the GBP

26 Oct 2021

Contributed by Lukas

There may be a tactical opportunity to fade recent GBP strength ahead of the upcoming Bank of England (BoE) meeting. Timing is key, though, given the ...

Weekly Market View: How’s the Q3 earnings season going?

22 Oct 2021

Contributed by Lukas

The Q3 corporate earnings season is promising to be a strong driver of our two preferred equity markets – the US and Euro area. US companies are onc...

The Weekly FX Navigator: Chasing the USD higher offers a poor risk-reward

19 Oct 2021

Contributed by Lukas

We believe the risk-reward of chasing the USD higher from here is poor. For USD/JPY, though, oil prices are a risk.Speaker:- DJ Cheong, Investment Str...

Weekly Market View: What are the market implications of tapering?

15 Oct 2021

Contributed by Lukas

The stars are aligning for the Fed to start tapering bond purchases this year, though tapering and rate hikes have historically not stood in the way o...

The Weekly FX Navigator: The technical breakouts in the CAD and JPY

12 Oct 2021

Contributed by Lukas

Both the CAD and JPY exhibit interesting technical breakouts in recent days, albeit in opposite directions. In this podcast, we discuss whether the mo...

Weekly Market View: Stagflation or reflation?

08 Oct 2021

Contributed by Lukas

There is a building narrative that the world may be shifting from a reflation to a stagflation regime. While it is likely that global growth will slow...

The Weekly FX Navigator: Australia and New Zealand central banks up to bat this week

05 Oct 2021

Contributed by Lukas

Australia’s RBA and New Zealand’s RBNZ hold key policy meetings this week. The AUD could be set to outperform as we see greater room for a currenc...

Global Market Outlook: Where are the investment opportunities in Q4 and beyond?

01 Oct 2021

Contributed by Lukas

Central bank bond purchase tapering and rising expectations of policy rate hikes across developed economies are signs of growing confidence in the eco...

The Weekly FX Navigator: German elections and the EUR

28 Sep 2021

Contributed by Lukas

German election results are in, and it appears the base-case scenario of a left-leaning coalition of the SPD, Greens and FDP is playing out. In this e...

Weekly Market View: What is the market outlook as the Fed turns more hawkish?

24 Sep 2021

Contributed by Lukas

Markets have heaved a sigh of relief after the Fed upgraded its growth forecasts and appeared confident in unwinding its record stimulus. In Europe, p...

The Weekly FX Navigator: Eyes on the FOMC meeting

21 Sep 2021

Contributed by Lukas

Markets appear to have come to the realisation that we could see some Fed hawkishness at the upcoming FOMC meeting. In this episode, DJ Cheong lists s...