13 March 2024
Money in the Market: Which asset classes stand to benefit if Trump wins a second term?
It’s Trump vs. Biden once again. And this rematch is likely to raise geopolitical and market uncertainty. But while it’s still too early to forecast the eventual winner, what policy priorities of the two candidates should investors watch for that could move markets? What asset classes are set to benefit if Trump takes office again? What about for Biden? On Money in the Market, Hongbin Jeong speaks to Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered, to find out more.

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28 February 2024
Money in the Market: How the Fed’s preferred inflation gauge will test the AI-driven rally
US stocks closed out on a dizzying week at record highs last week, but to start the new week, shares took a breather as investors braced for a looming inflation update that could put that rally to the test. New inflation data in the coming days will test the staying power of the breakout rally that followed Nvidia's results. So what can we expect from Thursday’s PCE index reading? When can we expect rate cuts? Will there be further room for upside in US equities? On Money in the Market, Hongbin Jeong speaks to Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered, to find out more.

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6 December 2023
Money in the Market: What should we expect after November's remarkable rally?
Following a remarkable November for equities, bonds, and non-USD currencies, the markets are currently in a consolidation phase. The S&P 500 also gained more than 8% in a single day, an occurrence seen only 10 times in November since 1928. What crucial factors should investors pay attention to? And how does current US data affect stocks? On Money in the Market, Willie Keng speaks to Audrey Goh, Head of Asset Allocation and Thematic Strategy at Standard Chartered, about the current market surge.

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15 November 2023
Bigger Picture: What's next as bond yields appear to hit peak
Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered discusses what's next for the rest of 2023 and next year, following a strong rally in stocks as bond yields appear to hit their peak.

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15 December 2022
Bigger Picture: Fed warns of "long ways to go" for restrictive policy
Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered Wealth Management discusses the implications of Fed Chair Jerome Powell's more hawkish than expected tone as the FOMC hiked rates by 50 basis points, bringing it to the highest levels in 15 years.

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20 July 2022
Market View: MAS expects that inflation will be easing in 2023
MAS is expecting inflation to be cooling down in 2023 while remaining above 1.5 percent since 2000. What can be foreseen in 2023 with the strength of Singapore dollars? Within today, suppliers of real estate developers in China are refusing to pay back loans because of the unpaid bills. el of dividends and the assessment of the whole market in Singapore will be looked into.

On Market View today, Bharati Jagdish spoke with Audrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered Wealth Management to find out more.

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17 June 2021
Bigger Picture: FOMC signals 2 rate hikes in 2023
Audrey Goh, Senior cross-asset strategist, Wealth management Group, Standard Chartered Bank discusses why the Fed is moving the time frame on rate hikes and how that will move the USD.

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29 March 2021
Bigger Picture: FOMC upgrades US outlook, sees higher inflation
Audrey Goh, Senior Cross-Asset Strategist, Wealth Management Group, Standard Chartered Bank discusses whether we are likely to see sustainable data points in the next few months that will prompt the Fed to move on its policy, and how markets will digest Biden's $1.8 trillion stimulus proposal to help children and families.

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