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
1050 episodes
Cut to the Chase! Beyond the highs
Daniel discusses the risk and reward in US equities after strong recent gains in the S&P500Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit
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3:46
Cut to the Chase! “Street Fighter” and the Portfolio
Daniel looks at Japan equities from the policy standpoint, fund flow, and vis-à-vis US equities.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit
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3:40
Taking the initiative on our H2 themes
Manpreet discusses with Ray how investors can position themselves to take advantage of potential market volatility as the Trump trade truce expires. They also share their views on the Japanese equities market and conclude with a discussion on o...
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9:43
Cut to the Chase! The Take on “De-Dollarisation” --- Part 3
Daniel discusses more specific ideas on the back on “De-Dollarisation”, concentrating upon the currency and bonds asset classes. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For ...
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4:12
Cut to the Chase! The Take on “De-Dollarisation” --- Part 2
Daniel talks about the fading effect of the USD as a natural portfolio diversifier, the rise in Gold as a key reserve option, and how investors should be re-positioning their portfolios.Speaker: - Daniel Lam, Head of Equity Stra...
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4:17
Cut to the Chase! The Take on “De-Dollarisation” --- Part 1
Daniel discusses the data, trade fragmentation and the structural risks in the US from a USD perspective. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest mark...
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4:19
Cut to the Chase! The escalation – what lies ahead
Daniel discusses the escalation of geopolitical risks over the weekend, and what lies ahead. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, ...
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3:33
Through the Noise: Positioning for a weak dollar
Ray discusses with Manpreet the investment theme for 2H 2025: a weaker USD. They explore specific segments in equities and bonds that are likely to benefit from this trend. The discussion ends with strategies for hedging and mitigating risks am...
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10:51
Cut to the Chase! A slight hawkish tilt at FOMC
Daniel talks about the latest FOMC meeting and its implications on asset classes. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit
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3:46
Cut to the Chase! The fiscal catalyst
Daniel talks how political change in Korea is likely to act a strong catalyst to narrow the “Korean discount” in the country’s equity market.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more ...
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3:14
Cut to the Chase! Entering the complications
Daniel discusses the geopolitical influence on oil prices, and what that means in the broader portfolio context. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our late...
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3:38
Cut to the Chase! Here we go again – with new twists
Daniel talks about yet another looming US debt ceiling limit, why there are new twists this time, and how it feeds into the outlook for US government bonds Speaker: - Daniel Lam, Head of Equity Strategy, Standard...
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3:00
Through the Noise: Three takeaways from a turbulent first half
Ray speaks to Rajat about the key takeaways from financial markets in the first half of 2025, looking deeper into European equities and also discuss potential impact on oil prices after the latest tension in the Middle East.Read our late...
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13:17
Cut to the Chase! The (Phantom) Threat of Inflation
Daniel discusses that latest US CPI figure, the building of the narrative of Fed rate cut, and the re-kindling of interests in bonds.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our l...
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3:18
Cut to the Chase! Dealing with De-Dollarisation
Daniel talks about what investors can do to help mitigate the risk of USD weaknessSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit
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3:21
Cut to the Chase! Further rotation --- back into US equities (Part 2)
Daniel discusses the fading case for further EU equities outperformance, and the likely rotation into the US.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market ...
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3:01
InvesTips from the CIO’s desk: The two certainties of investing – cost and taxes
Steve explores the unavoidable aspects of investing: cost and taxes. The discussion focuses on how investors should be aware of and plan for these two key factors to make better-informed investment decisions. Speaker: - ...
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5:11
Cut to the Chase! Further rotation --- back into US equities
Daniel discusses the solid non-farm payroll print, the relatively-low positioning in US equities, and key levels in S&P 500 index. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank <...
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2:31
Through the Noise: Focus on the ‘hard’ data
Ray discusses with Fook Hien the investment implications of recent US economic data and the "One Big and Beautiful Bill." They also examine the impact of rising long-dated Japanese government bond yields on Japanese insurers, the effects of a k...
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11:51
InvesTips: Impact investing – Profit with purpose
Impact investing isn’t just a trend – it’s a fundamental shift in how one approaches long-term investing, an approach that focuses on resilience and responsibility. Join Steve and Eugenia Koh, Standard Chartered’s Global Head of Sustainable Inv...
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10:25
Cut to the Chase! The changing face of safe-haven currency
Daniel talks about the USD’s increasing pro-cyclicality, and the JPY’s rising role in safe-haven demand.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit ...
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3:17
Cut to the Chase! Taking the cynicism out of TACO
Daniel discusses TACO, what Trump is facing in reducing the US budget deficit, and the opportunities in long-dated US TreasuriesSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest...
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3:17
Cut to the Chase! Coiling like a Spring
Daniel talks about the near-term consolidation ahead in Gold, and why there is upside ahead in the long-termSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, vi...
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2:49