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19 April 2024Global stocks have pulled back from record highs amid renewed Middle East tensions and inflation concerns. There’s a risk of further declines if Middle East tensions escalate and as the market reassesses… 16 April 2024The bombing of an Iranian diplomatic mission, and Iran’s strikes on Israel, raised concerns of an escalation that disrupts oil supply. The Israel war cabinet’s decision on any further retaliatory measures is… 28 March 2024Q1 24 data suggests a soft landing of the US economy is the most likely outcome. We expect the Fed and the ECB to cut rates in concert starting mid-year, leading to a… 15 December 2023US and other major economies are likely to witness sharply slower growth and sliding inflation in 2024. Equity and bond markets…

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Wealth Insights

Is the world really ‘de-Dollarising’?The US Dollar has held a pre-eminent place in the world’s economy since the end of World War II. Its wide acceptance has meant it comprised the lion’s share of global… A new gold standard?BRICS countries are considering launching a new trading currency backed by gold. Separately, World Gold Council data earlier this year showed that demand for gold… Inflation: Permanent or transitory?The Fed has been much derided for its 2021 characterisation of the spike in inflation being ‘transitory’ – to the extent that Mohamed El-Erian asked ChatGPT… Cash or bonds?One of the biggest investment debates of our times is whether to own cash or government bonds. In the Developed Markets, one of the most rapid policy rate hiking cycles in history has… Private Credit: beyond traditional investmentWe are all very familiar with bonds. In the context of constructing our own investment portfolio, we know that bonds provide us with… Will robo advisors replace human advisors like me?When I first joined the wealth advisory business more than a decade ago, things were, in my opinion, less complicated. Products… Blinded by meme stocks?2021 was certainly not short of headlines. From the Archegos debacle to China’s technology and education crackdown, these were some of the…

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CIO Bitez

Adapting to an environment of higher interest ratesThe relentless rise in bond yields has been the main theme in markets over 2022 and 2023. Since the beginning of 2021, the nominal US… Three lessons from a roller coaster year2023 has been a turbulent year for investors. We started the year with widespread pessimism across markets in anticipation of… Priced for perfection?In financial markets, there is an inherent tug-of-war between themes/stories and valuations. We are seeing one play out in the equity markets right before… Investing across
generationsA client recently asked us an interesting question about long term investing – if one wishes to pass on an inheritance to the next generation, should… Are you fighting the last war?You most probably remember what you had for breakfast this morning. Can you recall, though, what you had for breakfast a week ago…

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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).

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