We see equity markets transitioning to a slower, but more sustainable, pace of gains as countries vaccinate and learn to live with COVID-19. US and European equities remain preferred. We view Asia ex-Japan and China equities as core holdings, but await more attractive entry levels. In the coming months, markets are likely to focus on the timing of Fed tapering of bond purchases, China’s policy direction, inflation expectations and the effectiveness of COVID-19 ‘vaccinate-and-normalise’ strategies.Speakers:Manish Jaradi, Senior Investment Strategist, Standard Chartered BankAudrey Goh, Senior Cross-Asset Strategist, Standard Chartered Bank

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