Description

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 

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.