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
1406 episodes
Through the noise: Opportunities from the bond sell-off
Ray Heung and Manpreet Gill discuss why the rise in US Treasury yields presents an opportunity to add 10-year government bonds. They explain why higher yields do not undermine our constructive view on US equities and semiconductors. They conclu...
Cut to the Chase! Time to be greedy, not fearful
Bond yields continue to move higher despite positive news on the inflation front. We believe we are getting closer to a peak in bond yields, which would be good news for both bond and equity investors. Speaker(s):- Steve Brice,...
Cut to the Chase! Navigating turbulence in Indian equities
Manpreet Gill discusses the rationale for a core holding view on Indian equities as they face a potent mix of headwinds and tailwindsSpeaker(s):- Manpreet Gill, Chief Investment Officer, EMEA, Standard Chartered Bank For...
Cut to the Chase! Turning cautious on China equities near term
Raymond Cheng explains the rationale behind reduced allocations to China equities.Speaker(s):- Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank For more of our latest market insights, visit
Cut to the Chase! Long duration bonds start to offer a compelling risk/return profile
Jonathan Liang discusses why he is finally looking at 10-year US Treasuries as a potential tactical idea.Speaker(s):- Jonathan Liang, Chief Investment Officer, Fixed Income and FX, Standard Chartered BankFor more of our lates...
Through the noise: Earnings above all
Hannah discusses with Manpreet why earnings remain the key driver of markets despite rising oil prices and bond yields, and why we continue to prefer equities and credit while expecting further gains in gold.You can read our latest Glob...
Cut to the Chase! Our view on ASEAN equities
Fook Hien discusses our outlook for ASEAN equities and why we maintain an underweight stance on the market.Speaker(s):- Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank For more of our latest market i...
Cut to the Chase! Will the EUR test its year-to-date low?
Raymond Cheng discusses what has driven the recent EUR weakness and highlights the upcoming key indicators to watch.Speaker(s):- Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank For more of ou...
Cut to the Chase! Revisiting gold amid higher bond yields
Manpreet discusses why we still like gold amid today’s higher bond yields and why a technical view argues for accumulating on dips.Speaker(s):- Manpreet Gill, Chief Investment Officer, EMEA, Standard Chartered Bank For m...
Cut to the chase! Synchronised rate hikes
Rajat Bhattacharya reviews the rate hikes this month by the Fed, the European Central Bank and Bank of Japan – the first such synchronised move in history – and discusses what it means for investors.Speaker(s):- Rajat Bhattacharya, S...
Through the noise: A Fed credibility-induced bounce
Manpreet speaks to Fook Hien about the investment implications of the Fed, BoJ and ECB rate hikes and our updated forecastsYou can read our latest Weekly Market View today
Cut to the chase! Fed hikes rates, with more to come
Jonathan Liang discusses the most recent Fed policy rate decision and what we expect over the remainder of 2026.Speaker:Jonathan Liang, Chief Investment Officer, Fixed Income and FX, Standard Chartered BankFor m...
Cut to the Chase! Capital scarcity: Can equities still rally if yields stay at 5%?
Sylvain discusses why surging bond yields and a US 10-year government bond yield crossing 5% – fuelled by the AI investment boom's competition for capital – don't have to derail the equity rally and shares views on how to position your portfoli...
Cut to the Chase! Implications of pacing the development of AI models
Fook Hien discusses the AI industry’s call to pace the development of AI models and why investors should not overreact but stay the course to diversify their global tech investments. Speaker:Yap Fook Hien, Senior Investm...
Cut to the Chase! Fed outlook after the latest US inflation report
Rajat Bhattacharya previews the Fed’s policy meeting this week following August’s US payrolls and inflation reports. Will it be one-and-done or the start of an extended hiking cycle?Speaker:Rajat Bhattacharya, Senior Investm...
Through the Noise: Inching towards a Fed ‘credibility’ hike
Hannah discusses with Rajat a packed few weeks of central bank policy decisions, focusing on the Fed’s increasingly likely rate hike and its implications for bonds, equities and currencies, alongside the latest outlooks for the ECB, RBA and BoJ...
Cut to the Chase! European Central Bank meeting preview
With the ECB expected to hike its policy rate tonight, Rajat Bhattacharya discusses whether further policy tightening will continue after tonight.Speaker:Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Ba...
Cut to the Chase! USD/JPY under pressure
Steve discusses the Japanese yen’s recent strength and why investors using it as a funding vehicle should re-examine their sensitivity to further appreciation.Speaker:- Steve Brice, Global Chief Investment Officer, Standard Chartere...
Cut to the Chase! Taiwan equity market remains attractive
Fook Hien discusses why we remain constructive on the Taiwan equity market and view it as an attractive Opportunistic idea.Speaker:- Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank For more of our la...
Cut to the Chase! US jobs data bolsters case for September hike, but upcoming CPI more important.
Jonathan Liang discusses the latest Non-Farm Payrolls report andthe implications for the Fed outlook.Speaker:- Jonathan Liang, Chief Investment Officer, Fixed Income and FX, Standard Chartered BankFor more of our latest marke...
Through the noise: Rising risk of a Fed rate hike
Manpreet speaks to Rajat about why the risk of a Fed rate hike is rising, and what that means for bond and equity investors and their portfolios.You can read our latest Weekly Market View today
Cut to the Chase! Rising yields, different outcomes
Sylvain Huard discusses how real yields influence asset returns, arguing that understanding whether yields are actively rising or peaking – and how the stock-bond correlation regime evolves – is critical for effective portfolio positioning....
InvesTips from the CIO’s desk – Transitioning through your wealth cycle
In this episode, Steve Brice explains why your financial strategy should evolve as your priorities and circumstances change throughout life. He explores the four stages of wealth cycle, from building a strong financial foundation to accumulatin...