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
1032 episodes
Through the Noise: Focus on the ‘hard’ data
Ray discusses with Fook Hien the investment implications of recent US economic data and the "One Big and Beautiful Bill." They also examine the impact of rising long-dated Japanese government bond yields on Japanese insurers, the effects of a k...
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11:51
InvesTips: Impact investing – Profit with purpose
Impact investing isn’t just a trend – it’s a fundamental shift in how one approaches long-term investing, an approach that focuses on resilience and responsibility. Join Steve and Eugenia Koh, Standard Chartered’s Global Head of Sustainable Inv...
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10:25
Cut to the Chase! The changing face of safe-haven currency
Daniel talks about the USD’s increasing pro-cyclicality, and the JPY’s rising role in safe-haven demand.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit ...
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3:17
Cut to the Chase! Taking the cynicism out of TACO
Daniel discusses TACO, what Trump is facing in reducing the US budget deficit, and the opportunities in long-dated US TreasuriesSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest...
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3:17
Cut to the Chase! Coiling like a Spring
Daniel talks about the near-term consolidation ahead in Gold, and why there is upside ahead in the long-termSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, vi...
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2:49
Cut to the Chase! The Wheel of Rotation
Daniel discusses how the rotation within equities earlier this year, from the US to Europe, is expected to reverse under US equity tailwinds, and how investors should position themselves.Speaker: - Daniel Lam, Head of Equity Str...
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3:21
Through the Noise: Rotating back into US equities
Manpreet speaks to Rajat about renewed optimism towards US equity markets, where we see sector opportunities and why we’d consider adding long maturity US government bonds at current yieldsRead our latest Weekly Market View
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11:24
Cut to the Chase! The psychological level
Daniel discusses the near-term outlook for US equities, and what are the key drivers for the longer-term.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit...
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3:36
Cut to the Chase! What Japan assets are signalling
Daniel discusses possible implications from rising JGB yields and the strength in JPY against the USD.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit
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4:18
InvesTips from the CIO’s desk: When the going gets tough - understanding your attitude to risk
Steve discusses how to think about risk, steps to manage market volatility and recalibrate your risk appetite as you go along your investment journey. Speaker: - Steve Brice, Global Chief Investment Officer, St...
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5:44
Cut to the Chase! Linking up for Gold
Daniel outlines our key macro scenarios and their probabilities as well as how one can tackle a potential pause in the gold rally.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank<...
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3:02
Cut to the Chase! Data watching and Fixed Income
Daniel discusses what comes after the “low hanging fruit” recovery, and what it means for fixed incomeSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insight...
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3:41
Through the Noise: Riding the Tariff Relief Rally
Manpreet speaks to Raymond about whether the US equity market rebound has legs, why we still expect a soft landing and our top views across global equity, bond and currency markets. Read our latest Global Market Outlook
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8:50
Cut to the Chase! The Divergence in Chinese Equities
Daniel discusses why the Hang Seng Index is primed for a pullback, and why we would be buying the dip.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insight...
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3:42
Cut to the Chase! The Third-Time around
Daniel discusses Moody's downgrade of the US sovereign, how it compares to previous downgrades in 2011 and 2023, and what it means for different asset classes. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Cha...
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3:39
Cut to the Chase! Where is the next peak?
Daniel discusses the history of "post-drawdown" equity market rallies, what were the common features, how the current rally compares, and where can we expect profit-taking. Speaker: - Daniel Lam, Head of Equity Strategy,...
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3:54
Cut to the Chase! The Next Move from Trump - Part 2
Daniel discusses the peace deal that Trump is trying to broker - a ceasefire between Russia and Ukraine - the chances of this going through, and the market implications. Speaker: - Daniel Lam, Head of Equity Strategy, St...
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3:59
Through the Noise - Back from the Brink
Hannah discusses with Ray what investors should focus on following the trade truce between the US and China, concluding with a discussion on the AUD/ USD pair. Read our latest Weekly Market View
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9:18
Cut to the Chase! The Next Move from Trump
Daniel talks about why making peace deals is the next step and an important part of Trump’s plans, and what to expect next for the trade deals. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank ...
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4:12
Cut to the Chase! The Clarity Factor
Daniel discusses the latest US CPI figure, how this will keep the Fed watching, and why markets are edging higher.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insigh...
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3:14
Cut to the Chase! Is USD still a one-way bet? (Part 2)
Daniel continues the discussion on USD – through positioning, historical context, assessment of whether we are in structural bear-market, and diversification demand. Speaker: - Daniel Lam, Head of Equity Str...
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4:39
Cut to the Chase! Is USD still a one-way bet?
Daniel discusses the weakness in USD year-to-date, the change in macro factors and how investors should be approaching Fx.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our l...
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4:00
Through the Noise: A thaw in the trade war
Hannah discusses with Ray how investors should position themselves after the rebound in risk assets, what to expect from the US and China tariff discussions, and the implications of the two central banks' meetings during the week.Speaker...
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8:32