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
1263 episodes
InvesTips from the CIO’s desk – The golden mean in mutual funds
In this episode, Steve explores hybrid mutual funds and why they deserve more attention, explaining how they combine equities and bonds to balance growth and stability, the different types available, and how they can support a range of investme...
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5:03
Cut to the Chase! Not likely to deviate from “data-observing”
Daniel Lam discusses the latest US non-farm payroll data, and why the Fed is likely to be staying cautious and be data dependent, for now.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank...
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3:06
Through the noise: Inching towards a stalemate
Michelle talks to Rajat on the CIO’s latest perspectives on the Middle East crisis, the potential implications on investor positioning, and strategies for preparing for elevated energy prices.You can read our latest Weekly Market View to...
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11:32
Cut to the Chase! A look at Europe
Daniel Lam checks the latest fundamentals in Europe and discusses the effect of the conflict in the Middle East and its implications.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor...
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4:21
Cut to the Chase! The tech face-off (China vs. US)
Daniel Lam analyses the factors driving Chinese and US technology stocks, how they may play out, the key catalysts to watch and how investors can position themselves.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, ...
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4:19
Cut to the Chase! Taking stock of the conflict
Daniel Lam assesses the current Middle East situation, the odds of a US-Iran ceasefire and how investors can position themselves.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor mor...
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4:47
Cut to the Chase! A look at Emerging Market bonds
Daniel Lam discusses the implications of the Middle East conflict for Emerging Market bonds and our expectations going forward.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor more ...
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4:32
Through the Noise: Getting closer, but not all clear
Hannah speaks with Ray about oil‑driven geopolitical risks and potential de‑escalation scenarios in the Middle East, the implications for Fed rate cuts and bond yields. They also discuss how damage to oil infrastructure could affect economic gr...
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9:24
Cut to the Chase! The Twin Combination
Daniel Lam talks about how Chinese equities are at an important juncture and could benefit from a potential de-escalation in the Middle East and the return of positive reflation.Speaker: - Daniel Lam, Head, Cross-Asset Derivativ...
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3:33
Cut to the Chase! Glittering once more
Daniel Lam talks about the recent correction in gold prices and why the current market volatility is a good opportunity to add to gold.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankF...
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4:49
Cut to the Chase! Factors driving market stress – and what could calm it
Daniel Lam unpacks the current market stress and the key factors that could help soothe it, comparing how the recent volatility stacks up against past stress scenarios, such as the ‘Liberation Day’ tariffs.Speaker: - Daniel Lam,...
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4:33
Cut to the Chase! Factoring inflation into the decision-making process
Daniel Lam looks into the recent ECB and BOJ meetings, the implications of the elevated energy prices on their stance, and what it means for investors.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Charte...
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4:18
Through the noise: Crude expectations
Ray speaks with Manpreet about our view on oil‑driven geopolitical risks and scenario outcomes, the implications for Fed rate cuts and bond yields, regional equity positioning across the US and Asia, opportunities in credit markets, and whether...
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10:05
Through the Noise Special : Investing in “Global Tech”
In this episode, Steve Brice speaks with Sundeep Gantori about investing in the technology sector. They explore its recent underperformance against a strong long-term track record, and how evolving trends across areas like semiconductors, softw...
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12:22
Cut to the Chase! The Fed and the Middle East re-escalation
Daniel Lam discusses the Fed’s slightly hawkish tilt overnight, the re-escalation of Middle East tensions and how investors can position themselves in this shifting landscape.Speaker: - Daniel Lam, Head, Cross-Asset Derivative S...
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4:20
Cut to the Chase! The stance from “The Big Three”
Daniel Lam discusses the key considerations and likely outcomes of the Fed, ECB and BoJ meetings this week – and their implications for investors.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered B...
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3:58
InvesTips : Redefining wealth through health and wellness
In this episode, Steve speaks with Gautam Duggal, Global Head of Banca at Standard Chartered, about the role of health and wellness in holistic wealth management. They discuss how integrating healthcare planning, insurance protection, and preve...
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11:15
Cut to the Chase! The flow and the trend – Part 2
Daniel Lam discusses investor positioning across sectors such as global financials and energy, focusing on the US and Asian markets.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor ...
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3:54
Cut to the Chase! The flow and the trend
Daniel Lam talks about current investor positioning, how “forced unwind and de-risking” is playing out in the markets, and why it represents a good opportunity to add technology exposure. Speaker: - Daniel Lam, Head, Cross-...
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4:31
Through the noise: Release of oil reserves is a good start
Raymond joins Manpreet to explore the investment strategy implications arising from the ongoing Middle East conflict. Raymond also shares his perspective on Chinese Internet firms ahead of the upcoming earnings report next week, and takes a clo...
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10:26
Cut to the Chase! Preparing for higher inflation
Daniel Lam discusses the US CPI overnight, the transmission mechanism of oil prices on upcoming CPI releases, the effectiveness of the IEA release of strategic oil reserves and how investors should be positioning their portfolios. S...
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4:05
Cut to the Chase! The appropriate oil price hedges
Daniel Lam looks at the various hedges for elevated oil prices, and why this time around the JPY is not the best of the hedges.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor more ...
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3:04
Cut to the Chase! Looking at the Idiosyncratic factors
Daniel Lam discusses the main elements of the China National Peoples’ Congress, and what are the key factors and implications for investors.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank
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3:47
Cut to the Chase! Entering a “perfect storm”
Daniel Lam discusses the weak non-farm payroll numbers, how it sits alongside the stress from the Middle East for marktes, and how investors should be positioning themselves.Speaker: - Daniel Lam, Head, Cross-Asset Derivative St...
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3:43
Through the Noise: Iran impact - still contained
Manpreet speaks with Ray about the Middle-east conflicts and discuss why investors should maintain a pro-risk core allocation, while building hedges against any inflation spike. They share views on China and India equities and conclude with the...
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11:53