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).
Episodes
1211 episodes
Through the Noise: One Year of Trump 2.0
Rajat reviews with Ray Trump’s first year of his second term and outlines what to expect in the year ahead. They also discuss geopolitical risks, specifically Greenland, along with our rationale for staying overweight on gold and raising its ta...
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12:01
Cut to the Chase! The Indian Union Budget and its implications
Daniel Lam looks at the upcoming India Union Budget, the key areas to focus upon, and what it means for investing in India.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest mark...
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3:52
Cut to the Chase! USDJPY in-focus
Daniel Lam discusses the political events in Japan and what are the implications for USDJPY, and global assets, in the short and medium-term.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more ...
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3:48
Cut to the Chase! Managing the reliance on exports
Daniel Lam talks about China’s latest GDP figure, how the growth has become reliant upon exports, and the implications for investors.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our l...
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3:27
InvesTips: Invest your age - Tailored investment strategies for every stage of life
In this episode, Steve speaks with Manpreet about how investment strategies should change based on one’s age and life stage, what are the most important factors to consider at each stage and how the ‘Today, Tomorrow and Forever’ framework can h...
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12:33
Cut to the Chase! How many times will the Fed cut rates in 2026?
Daniel Lam discusses this frequently asked question – what are the key drivers, our thoughts, and investment implications.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest marke...
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4:53
Through the Noise: The case for lower Fed rates
Manpreet speaks with Ray about our view on Fed rate cuts versus market expectations. They also provide a brief review of US bank earnings and discuss how the USD 200bn MBS purchase will affect the asset‑backed market. In addition, they consider...
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12:02
Cut to the Chase! The Self-sufficiency initiative
Daniel Lam discusses China’s drive towards technological self-sufficiency, what are the key areas, and the investment implications.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our lat...
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3:53
Cut to the Chase! The Test on Trump
Daniel Lam talks about the newest tariff threats from Trump, why they are not likely to materialise, and the implications for various assets.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more ...
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3:57
Cut to the Chase! The Divergence in Monetary Policy
Daniel Lam talks about the tightening from Bank of Japan, how it diverges from the Fed, and its implications on bonds and forex markets.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of ou...
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3:23
Cut to the Chase! Muddling through well
Daniel Lam discusses the mixed US non-farm payroll release, how it represents a resilience US macro outlook near-term, and the investment implications.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
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3:35
InvesTips: The role of Alternatives in a world of elevated valuations
In this episode, Steve speaks with Mischa Bitton, Head of Alternative Investments at Standard Chartered, about the growing role of alternative investments. They discuss why alternatives matter in a high-inflation environment and how different a...
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16:09
Through the noise: Theatrics aside, a strong start to 2026
Manpreet speaks with Fook Hien about the start of 2026 and the outlook ahead, including the upcoming US earnings season, China tech sector IPOs and the precious metals rally.Read our latest Weekly Market View report
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11:10
InvesTips: Future proofing your retirement - The insurance way
In this episode, Steve speaks with Gautam Duggal, Global Head of Banca at Standard Chartered, about the role of insurance in retirement planning. They discuss how insurance can provide protection, generate a steady income stream, and support lo...
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13:18
Cut to the Chase! Seeking Alternatives
Daniel Lam discusses the importance of using alternative assets for portfolio diversification, to prepare for an eventful 2026Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest m...
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3:19
Cut to the Chase! The Interview – Part 2
Daniel Lam continues the discussion on the operation in Venezuela – this time, talking about the impact on Gold, and how strong demand continues from Central Banks and from Exchange-Traded-Products.Speaker: - Daniel Lam, Head of...
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2:53
Cut to the Chase! The Interview
Daniel Lam discusses the operation in Venezuela, the implications for energy companies and the “truce out of convenience” between the US and China.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor...
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4:06
Cut to the Chase! A tale of two stories
Daniel Lam talks about the strong start to Chinese equities in 2026, how the stocks from the new economy sectors are leading the way, and what to expect going forward.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Char...
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3:22
Cut to the Chase! Higher for Longer
In the first CTTC podcast in 2026, Daniel Lam discusses how strong demand continues to support AI capital expenditures, which provides the backbone for our Overweight in global equities in 2026Speaker: - Daniel Lam, Head of Equi...
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4:26
Cut to the Chase! Santa/New Year’s rally still on the cards
Daniel Lam discusses the latest rates decisions from the ECB and the BOJ, how the USD-Index has been recovering, and the positive correlation between the USD and US equities. “Cut to the Chase” will return on Friday 02-Jan-26.Speaker:
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3:34
Cut to the Chase! AI in the real economy
Daniel Lam discusses how the contribution from AI investments dominate US GDP growth and what that means in terms of risks and opportunities.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more ...
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4:18
Cut to the Chase! Consistent with further Fed easing
Daniel Lam talks about the latest set of US employment and retail sales data, and why it points towards further Fed easing. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our lates...
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3:36
Cut to the Chase! Embracing the potential volatility
Daniel Lam discusses the combination of recent weakness in high-profile technology stocks post earnings and the firm US 10-year treasury yield, and why investors should use correction as opportunities to add.Speaker: - Daniel La...
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3:10
Cut to the Chase! Pacino, DeNiro, Indian and Chinese equities
Daniel Lam discusses the prospects of Indian and Chinese equities in 2026, and how they can offer complementary exposure for investors.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our...
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4:23
Through the Noise: Outlook 2026 mini podcast series – Private credit
Steve explains why private credit is an increasingly contentious area, but why he believes the asset class can deliver when matched with high-quality managers and disciplined portfolio construction.Read our accompanying report to find o...
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3:28