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
1059 episodes
Through the Noise: Positioning for a consolidation
Raymond discusses with Ray how investors should position themselves in view of a market consolidation. They also share their views on upcoming key datapoints, including US inflation, trade negotiation and Q2 2025 corporate earnings.Find ...
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11:14
Cut to the Chase! Striving for dominance - Semiconductors (Part 3)
Daniel concludes the series with thoughts on the implications of tariffs, and where investors can look for opportunities. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of...
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4:13
Cut to the Chase! Striving for dominance – Semiconductors (Part 2)
Daniel looks back in history, on instances of supply chain disruption in the semiconductor space, what are the current risks, and how US is trying to use tariff to secure this supply chain. Speaker: - Daniel Lam, Head...
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4:35
Cut to the Chase! Striving for dominance – Semiconductors (Part 1)
Daniel discusses the strategical importance of semiconductors, and looks at the fragmentation of the supply chain. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our la...
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4:04
Cut to the Chase! Move like a Butterfly and Stings like a Bee
Daniel talks about the sharp change in narratives this year for US equities, and why investors should be trimming into strength and rotating into equities from other regions. Speaker: - Daniel Lam, Head of Equity Strategy, ...
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4:19
Through the noise: Tax cuts and trade deals
Manpreet speaks to Audrey about how to position ahead of the expiry of Trump’s tariff pause. We would use any near-term rebound in the US dollar to rebalance into non-US equities and Emerging Market local currency bonds.Find out more fro...
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10:00
Cut to the Chase! The Transitory Focus
Daniel discusses the current environment for inflation, how it compares to the end ‘21 and H2 ’22 experiences, what it means to the Fed and how investors should be positioning their bond portfolios.Speaker: - Daniel Lam, Head of...
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3:39
Cut to the Chase! The Tax Bill and the Markets
Daniel talks about the passing of the US Tax Bill in the Senate, the market reaction and what it means to your portfolio.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market...
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4:21
InvesTips from the CIO’s desk: The importance of adaptive financial planning
‘Everyone has a plan until they get punched in the mouth’ is one of my favourite quotes, courtesy of Mike Tyson. We know that our plans will change, and life will throw curve balls at us. The key is to have a savings, insurance and investment p...
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5:21
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