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
1152 episodes
Cut to the Chase! Guidance, CAPEX and Visibility
Daniel Lam looks at these three key factors, that investors have been focusing upon in the current US earnings season.
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3:35
Cut to the Chase! Adding Gold on pullbacks
Daniel Lam looks further into the structural and short-term drivers for Gold, and why investors should be adding on dips.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest marke...
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3:52
InvesTips: Understanding wealth lending: Strategies for growing your financial portfolio
In this episode of InvesTips, Steve speaks to Nic Rigois, Global Head of Capital Market Products and Solutions at Standard Chartered, about the features and operation of wealth lending and why investors should consider wealth lending as part of...
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12:26
Cut to the Chase! Seeking value at the market highs
Daniel Lam discusses the pockets of value that we identified, in our opportunistic ideas in equities and fixed income.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market i...
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4:27
Cut to the Chase! The nuances within Fixed Income
Daniel Lam discusses our preferences within the Fixed Income space, and where we see pockets of valueSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit
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3:54
Through the Noise: Staying constructive into year-end
Ray speaks with Manpreet about the reasons for maintaining a risk-on stance from a macro perspective. They then discuss gold and highlight their preferences within equities and bonds. They conclude with a discussion on the USD. Read...
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10:31
Cut to the Chase! Far from a forgone conclusion
Daniel Lam discusses the FOMC overnight, the uncertain tone from Powell about the Dec-25 rate cut and how investors can position their portfolioSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor m...
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3:32
Cut to the Chase! The direction for the next five years in China
Daniel Lam looks at the direction of the new five-year plan in China, the key areas of focus and implications for investors.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest ma...
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4:04
Cut to the Chase! Paving the path for another rate cut this week – Part 2
Daniel Lam talks about the implications of rate cuts on Gold, what are the other key drivers and why the current correction is an adding opportunity.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank...
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4:23
Cut to the Chase! Paving the path for another rate cut this week
Daniel Lam discusses the delayed US CPI figure, how it lays the path for another 25bps cut from the Fed, and the implications for investors.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more ...
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3:20
Through the Noise: A healthy correction in gold
Manpreet speaks to Rajat about gold – what are today’s key drivers, what are the risks and our view following its recent price correction. Read our latest Weekly Market View report
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10:56
Cut to the Chase! The threats from private credit
Daniel looks at the risks from private credit, the potential channel to risk assets, and how investors should be positioning themselves.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of...
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5:16
Cut to the Chase! Truce out of convenience
Daniel discusses the leverage that the US and China, has on each other, and how they seek to neutralise and lessen the effect of these leverages. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank...
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4:43
Cut to the Chase! What can lead to more volatility?
Daniel talks about the key drivers of volatility in US equitiesSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit
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4:14
Cut to the Chase! Innovating in the next five years
Daniel talks about the likely emphasis upon technology and innovation in China’s upcoming 15th 5-year plan, its effort to move up the value chain, the encouragement of domestic consumption, and the implications to investors.Speaker:&...
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4:24
Through the Noise: US-China spat: Here we go again
Hannah speaks with Raymond about the US-China trade tensions and what it means for US and China Equities. They also cover other opportunities in the market including UK Gilts and EM Local Currency Bonds. Read our latest Weekly Marke...
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12:33
Cut to the Chase! Trump’s “Impossible Trinity”
Daniel discusses how the US and China are likely to come back to the negotiating table over the next few weeks to narrow their differences, and why US and China equities are likely to pull back, but only mildly.Speaker: - Daniel...
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3:33
Cut to the Chase! The Great Debasement
Daniel discusses the shift of buyers for Gold, the key drivers ahead and how Gold stacks up versus Bitcoin.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, vi...
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4:00
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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