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
1134 episodes
Cut to the Chase! Shaken, but not stirred
Daniel looks at how the US technological prowess, the improvement in efficiency and costs, can be an offsetting factor against inflation, and help maintain US exceptionalism.Speaker: - Daniel Lam, Head of Equity Strategy, Stand...
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4:03
Cut to the Chase! Poker, Go and Chess
Daniel discusses the latest ratcheting up of trade tensions between the US and China, the key drivers and the implications for risky assets.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank F...
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4:22
Through the Noise: The make-or-break earnings season
Ray speaks with Fook Hien about the upcoming US 3Q earnings season, focusing on banks, communications, healthcare, and technology. They also share insights on gold and the Australian dollar, concluding with a discussion on the recent rise in yi...
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12:17
Cut to the Chase! The great boxer and France
Daniel discusses the current political issues in France and how investors should be positioning their assets.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market in...
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3:17
Cut to the Chase! Abenomics 2.0
Daniel talks about the victory of Sanae Takaichi, the implications for Japan assets, and why she maybe more fiscally prudent than the market is current expecting.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Ch...
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4:40
InvesTips from the CIO’s desk – Debt mutual funds – A beginner’s guide
Today, Steve talks about 3 key dimensions of debt mutual funds to be aware of and how to pick a fund that matches your needs. Bonds are an important component of most portfolios, despite offering lower returns over long periods of time. They ca...
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7:23
Cut to the Chase! Assessing the shutdown
Daniel discusses the US government shutdown, our base case versus a more prolonged shutdown scenario, and the market implications.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For mor...
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3:37
Cut to the Chase! The case for Gold Miners
Daniel discusses the strong, self-reinforcing feedback loop, from gold prices to gold miners fundamentals.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market i...
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2:46
InvesTips - Equity market volatility: From chaos to clarity
In this episode of InvesTips, Steve speaks to Manpreet about understanding the nature of equity market volatility and how investors can build strategies to ensure their investment plans are not derailed by temporary or cyclical volatility.<...
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15:41
Through the noise: Looking through the shutdown
Manpreet speaks to Raymond about the US government shutdown, its implications for stocks, bonds and the US Dollar, and why we like gold long-term.Find out more from our latest Weekly Market Outlook report
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9:10
Cut to the Chase! China In-Focus
Daniel talks about the critical month in policymaking in China, how the recent figures are stacking up, and the outlook for Chinese equities.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
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3:54
Cut to the Chase! Emerging Markets and the Bond Focus
Daniel discusses our Overweight in EM Local Currency Government Bonds and the key drivers of this asset classSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest marke...
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3:30
Cut to the Chase! The interview and Indian equities
Daniel shares his recent media experience on Indian equities --- looking at the current correction as a buying opportunity.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of ou...
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4:05
Cut to the Chase! Gold: Higher for Longer
Daniel discusses our upgrade of Gold to Overweight and the key drivers ahead.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit
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3:17
Through the Noise: The equities melt-up
Michelle speaks to Manpreet about latest market perspectives amid signs of a weakening US labour market, including our outlook on global equities, bond performance, and the recent surge in gold prices.Find out more from our latest Weekly...
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8:51
Cut to the Chase! The increase in productivity
Daniel looks at the increase in productivity in China, due to technological advances, and what areas of Chinese equities that investors can focus upon.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Ban...
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4:09
Cut to the Chase! The return of the doves
Daniel talks about the Fed’s current stance, how that could evolve in coming months, and what it means for bonds.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest m...
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3:12
Cut to the Chase! Domestic stimulus and Indian equities
Daniel discusses the Goods and Services Tax revamp in India, what it means for Indian equitiesSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, vis...
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3:52
Cut to the Chase! The Forces behind Volatility
Daniel talks about the factors that can drive market volatility in the near-term, and where he sees opportunities if risky assets pause or pull back.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank&...
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4:21
Through the Noise: Positioning post the Fed
Manpreet speaks to Raymond about key takeaways from the Fed policy meeting, why equities should be well supported and the risk of rising bond yields short term. Find out more from our latest Weekly Market Outlook report
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9:10
Cut to the Chase! The punchline
Daniel talks about the Fed rate cut, how the Fed is moving its focus to the labour market over inflation, and the implications on risky assets.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank <...
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3:36
Cut to the Chase! The forces driving USD/JPY
Daniel discusses the political and macro drivers of USD/JPY, and our expectations for the pair in the near-term.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest ma...
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3:25
Cut to the Chase! The case for Chinese equities
Daniel looks at more recent key drivers for Chinese equities, and how investors may position themselves in this contextSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our la...
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4:14
InvesTips from the CIO's desk - Resilience of bonds: Staying calm during turbulence
Steve and Manpreet introduced the different types of bonds and the basics of bond investing. They then discussed the various drivers that can impact the return profile of bonds, concluding with key factors that investors should focus on when ma...
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16:15