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
1109 episodes
Through the Noise: How much will the Fed cut?
Audrey and Ray share their views on the upcoming FOMC meeting next week. They discuss the magnitude of the rate cut and its potential impact on the markets. Additionally, they examine the effects of recent political events in France and Japan o...
•
10:19
InvesTips from the CIO's desk - Equity mutual funds - a winning formula
In today’s episode, Steve narrows the focus to equity mutual funds and highlights the 4 things to consider when building an equity portfolio. The key is to take a calibrated approach. Equity investing promises healthy long-term returns, but the...
•
5:54
Cut to the Chase! Settling for the Silver
Daniel digs deeper into the stellar performance of silver in 2025, and what to expect going forward.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest mar...
•
3:45
Cut to the Chase! Ripe for a consolidation
As the Q2’25 earnings season comes to an end, Daniel discusses why weakening US macro data can lead to a near-term consolidation in US equities.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank ...
•
3:17
Cut to the Chase! The debate moves to the size of the rate cut - Part 2
Daniel zooms into Gold – where the weak non-farm payroll numbers prompted further gains – and how investors should be considering positioning around Gold and Silver. Speaker: - Daniel Lam, Head of Equity Strateg...
•
3:52
Cut to the Chase! The debate moves to the size of the rate cut
Daniel talks about the latest non-farm payroll number, and its implications for risky assets. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market in...
•
3:59
Through the Noise: Navigating bond market volatility
Manpreet and Ray discuss the impact of bond market volatility on risk assets. They share their perspectives on why they believe there is limited upside to long-term bond yields from current levels, as well as the yield levels at which they woul...
•
11:20
Cut to the Chase! Preview to US jobs data
Daniel discusses possible outcomes of the US non-farm payroll data, and what they would mean for the chances and size of any Fed rate cut.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank ...
•
4:07
Cut to the Chase! The key driver on yields in US and Europe
Daniel discusses the major factors driving bond yields in US and Europe at this moment.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit
•
3:03
Cut to the Chase! Alpha taking over beta in Chinese equities.
Daniel talks about the sharp differentiation in performance within Chinese equities, and why a more selective approach is rising in importance.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
•
3:44
Cut to the Chase! The threat on the Fed
Daniel discusses Trump’s threat on the Fed’s independence, and how investors should be positioning their portfolio.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest ...
•
4:04
Through the Noise: Powell opens door for Fed rate cuts
Ray discusses the prospect of a Fed rate cut in September with Fook Hien and its implications for risk assets. They share their perspectives on US bond yields amid challenges to the Fed's independence. Additionally, they discuss their views on ...
•
12:08
Cut to the Chase! French politics once more
Daniel talks about the French political uncertainties, how it affects Euro-area equities, and what are the key levels to be watching out for. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank&nbs...
•
3:42
InvesTips from the CIO’s desk – Mutual funds are for everyone
In today’s episode, Steve talks about mutual funds: what they do, their benefits as an investment vehicle and things to consider when choosing one.Speaker: - Steve Brice, Global Chief Investment Officer, Standard Chartered...
•
5:48
Cut to the Chase! The fuel behind the melt-up
Daniel discusses the positioning from various types of investors in US equities, the risks behind the current melt-up, and the levels that investors should be watching out for.Speaker: - Daniel Lam, Head of Equity Strategy, Stan...
•
3:29
Cut to the Chase! The highlight in 2025 in Fixed Income
Daniel discusses EM local currency government bonds, what are the key drivers, and why a pullback would represent adding opportunity.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor mo...
•
3:05
Cut to the Chase! Tilting towards the doves
Daniel talks about Powell’s Jackson Hole speech and its implications for risk assets. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit <...
•
3:40
Through the Noise: A delicate balancing act
Steve discusses with Ray their perspectives on the upcoming Fed and ECB meetings in September. They share insights and recommendations for the equities and bond markets, while also addressing the outlook for the USD and gold. Find o...
•
13:15
Cut to the Chase! US Semiconductors in-focus
Daniel shares thoughts about the upcoming US semiconductor sector earnings, and the implications for investors. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest mark...
•
3:35
Cut to the Chase! The macro-side of China
Daniel provides balancing arguments to the previous day’s podcast, and how this would interact with the fundamentals of Chinese companies. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank <...
•
3:34
Cut to the Chase! Chinese earnings in-focus
Daniel shifts gears to talk about the current Chinese earnings season, and what it means to investors. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market ...
•
3:11
Cut to the Chase! Seeking Peace Agreement
Daniel talks about the outcome of the US-Russia summit and implications on risky assets. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visi...
•
3:06
Through the Noise: A stock market melt-up?
Manpreet speaks to Rajat about what we can learn from data about expected Fed policy in September, why we like China equities and what to make of the Trump-Putin summit. Find out more from our latest Weekly Market View report
•
11:18
Cut to the Chase! In the spirit of diversification
Daniel looks at volatility in US equities, that can be caused by over-crowdness, and how investors can position themselves ahead of this.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of o...
•
4:51
InvesTips from the CIO’s desk: The easy route to realty
Ever thought about creating passive, inflation-protected income through property ownership, but don’t want the headaches of managing tenants? REITs might provide the solution. Within a portfolio, REITs can provide good diversification benefits ...
•
4:07