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.
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Standard Chartered Money Insights
Through the Noise: Refocusing on growth and earnings
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Raymond reviews with Ray the performance of our recommendations since the release of our 2026 outlook and highlights key areas to monitor. They assess the AI theme and reaffirm an equity overweight in the US and Asia ex-Japan. The discussion also covers gold and concludes with comments on bonds.
You can read our latest Global Market Outlook today here.
Speakers:
- Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank
- Ray Heung, Senior Investment Officer, Standard Chartered Bank
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