Podcast Series – Market Updates

Turning market insights into actionable outcomes. Standard Chartered’s views on what to watch out for in today's Financial Markets.

Global H2-23 Outlook Podcast – Balancing on the summit

Growth hopes have shifted towards emerging markets, where India, ASEAN and the GCC are set to lead the way this year. What does this mean for the global growth story? What are the key challenges and opportunities in the second half of the year?

To learn more, please listen to the podcast below.

Midlife crisis meets coming of age: US-China economic divergence explained

What can we expect from the world’s two largest economies for the next 12 months? Eric Robertsen, Global Head of Research and Chief Strategist compares where the US and China stand both in the current business cycle and more structurally.

To learn more, please listen to the podcast below.

Global Q2-23 Outlook Podcast – What lies beneath

Beneath an overall story of declining growth, other independent narratives are emerging. China’s economy roars back to life after COVID-19, but are the benefits of that growth equal across all sectors and markets? 

To learn more, please listen to the podcast below.

Is King Dollar at risk of being dethroned?

Recent market movements have sparked a flurry of theories about the world’s most widely used currency. Is the USD losing its reserve currency status? Are countries looking to circumvent the USD in their trading relationships?

To learn more, please listen to the podcast below.

Global 2023 Outlook Podcast – A year of two halves

Whilst economic growth is expected to slow in the first half of the year, the second half could see a recovery taking hold. Are emerging markets poised for a recovery this year? And if they are how should investors and businesses navigate them?

To learn more, please listen to the podcast below.

2023 Financial Market Surprises Podcast

As we look at the year ahead, what are the potential surprises – or black swan events – that may be under-priced by the markets? In this podcast, Eric Robertsen shares some possible scenarios that the financial markets may have missed.

To learn more, please listen to the podcast below.

Global H2-22 Outlook – Near the tipping point

In the first half of the year, markets focused on upside risks to inflation. This is now shifting to include downside risks to growth and recession forecasts. How do investors and businesses navigate the almost conflicting narratives between inflation and recession? Find out in this podcast.

To learn more, please listen to the podcast below.

Global Q2-22 outlook – recovery, disrupted

If 2021's expectations were influenced by a new world attitude due to the pandemic, then 2022 may end up being about a new world order. The conflict between Ukraine and Russia and the longevity of China's zero COVID plans. Volatility, interest rates and prices are all on the up. Find out what this means for the markets in this podcast.

To learn more, please listen to the podcast below.

Executive spotlight: leading towards net zero

A passion for purpose. Listen to the inspiring stories of Henrik Raber and Eila Kreivi as they share their personal journeys into Financial Markets and how they combine industry experience with a deep desire to make a positive impact. What are their challenges, what have they learned and what is their advice for those entering the industry today?

To learn more, please listen to the podcast below.

2022 Financial Market Surprises Podcast

The business of research spends a lot of time looking at forecasts. But the question that always comes up is, what are the surprises? What are the black swans? In this podcast, Eric Robertsen takes a look at – not forecasts – but possible scenarios that the financial market may have missed.

To learn more, please listen to the podcast below.

Global 2022 Outlook - Still battling headwinds (Part 2)

What’s in store for the global economy over the next 12 months? In part 2 of this 2-part series, Eric Robertsen, Razia Khan and Edward Lee share insights on the inflation story and growth opportunities in 2022.
 
To learn more, please listen to the podcast below.

Global 2022 Outlook - Still battling headwinds (Part 1)

The global economy continues to recover thanks to aggressive policy support and as vaccine coverage improves. But the recovery, like vaccine distribution, remains uneven. What’s in store for investors over the next 12 months?

In part 1 of this 2-part series, Eric Robertsen and Edward Lee share insights on the impact of COVID and how the global economy will evolve in 2022.

To learn more, please listen to the podcast below.

Unlocking capital for sustainable infrastructure development in Asia

To close the sustainable development gap in Asia, public and private infrastructure project owners have to tap into new sources of funding. What are these sources, how are they mobilising capital towards developing Asia, and how are they navigating the region’s investment landscape? 
 
To learn more, please listen to the podcast below.

Scaling up the inescapable opportunity in carbon trading

Carbon trading is becoming more and more essential to help businesses and the world meet their net zero goals. In this podcast, learn more about overcoming the challenges, identifying the opportunities, and scaling up carbon markets so that they can support climate action, on a large scale.
 
To learn more, please listen to the podcast below.

Innovative financing: a powerful tool to unlock investments as a force for good

More and more investors and companies are incorporating ESG metrics into their capital allocation decisions, and this trend shows no sign of slowing down. In this podcast, learn why we will continue to see an acceleration of sustainable financing and impact investing trends, with ESG asset classes outperforming the rest.
 
To learn more, please listen to the podcast below.

H2 Global Research Outlook - Navigating the uneven road to recovery

Economists have started using the term normalisation to describe what might be on the horizon for the global economy. However, countries emerging from various lockdowns and restrictions find themselves on different points along the growth curve. What does this mean for the rate setting cycle? And how can we navigate the patchwork scenario ahead? Hear insights from our economists, Eric Robertsen, Razia Khan and Kaushik Rudra.
 
To learn more, please listen to the podcast below.

Q2 Global Research Strategy Outlook - Assessing US exceptionalism and economic recovery

Much talk lately has focused on the idea of US exceptionalism leading global recovery. At the same time, there are other economies that are also picking up across emerging markets, while some are falling behind. This is creating vast divergences across regions and sectors and performance of various financial instruments. In these complex times, what is the best investment strategy? Hear insights from our global research strategists, Eric Robertsen and Kaushik Rudra.

To learn more, please listen to the podcast below.


Q2 Global Research Economic Outlook – Forecasting economic growth, inflation and the impact on emerging markets

Overall growth prospects for 2021 are bright, but the unevenness of the global vaccine rollout has complex implications for different economies.

Prospects for global growth are improving but the unevenness of the vaccine rollout is creating divergences across different economies and sectors. In addition, rising fiscal debt and the possibility of inflation are looming in developed and emerging markets. If inflation becomes an embedded risk for a greater than expected rise in rates/yields, what will the consequences be on emerging markets in the near term and longer-term? Hear insights from our global research economists, Sarah Hewin and Edward Lee.

To learn more, please listen to the podcast below.

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