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
1323 episodes
Through the Noise: Navigating shifting sands
As we enter H2 2026, Manpreet Gill and Ray Heung assess where global markets are heading and what investors should focus on. They outline their reasons for remaining Overweight equities, share their latest views on fixed income and conclude wit...
Cut to the Chase! The Fed’s new era: Warsh debut
Daniel Lam discusses Kevin Warsh’s inaugural FOMC meeting as Chair,reviewing the key decisions, outcomes and market implications.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank ...
Cut to the Chase! How long-lasting will the peace deal be?
Daniel Lam talks about the motivation for the peace deal, how stable it can be, and how investors should be positioning themselves.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank
Cut to the Chase! Identifying opportunities post Middle East conflict
Where should investors look next? Daniel Lam shares the answer as he breaks down the under-the-radar investment opportunities that investors might be overlooking in this post-conflict environment. Tune in for actionable insights.Speaker...
Cut to the Chase! In for the long term – Part 2
Daniel Lam analyses the latest price action in gold and highlights why it is important to follow the investment rationale of central banks – the biggest buyers of gold. Listen in to learn how to position your investment portfolio for what’s ahe...
Through the noise: Investor froth scaled back, but not eliminated
Where do markets stand as investor froth scales back? Join Manpreet Gill and Rajat Bhattacharya as they discuss where we stand on investor positioning, why we expect the Fed to stay on hold for the rest of 2026, and the strong investment case f...
Cut to the Chase! The real signal
Daniel Lam discusses overnight US consumer inflation data, explaining why equity issuance from the Magnificent 7 and their related companies is an even more critical factor driving equity markets right now. Listen now to get the full market bre...
Cut to the Chase! Spotlight on South Korea
Daniel Lam analyses recent Korean export data, currency market divergences, the likely trends going forward and key investor implications.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered Bank...
Cut to the Chase! The return of capital raising
Daniel Lam discusses the recent capital raising by hyperscalers, the upcoming mega IPOs and the implications for investors. Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor t...
Cut to the Chase! “Isn’t it ironic, don’t you think?” – Part 2
Daniel Lam links the strong US non-farm payrolls data to the cementing of a changing economic regime where “good news is bad news.” Tune in to find out what this means for investors.Speaker: - Daniel Lam, Head, Cross-asset Deri...
Through the noise: Resilient fundamentals meet investor froth
Join Manpreet Gill and Raymond Cheng as they discuss the strategic benefits of broadening equity exposure, their latest views on the ECB and how investors should consider positioning their portfolios amid signs of investor froth.You can...
Cut to the Chase! The case for fine-tuning portfolios
With shifting dynamics in US equity positioning, is it time to adjust your portfolio? Daniel Lam explains why fine-tuning tech sector exposure makes sense right now. Listen now to discover key allocation insights.Speaker: - Dan...
Cut to the Chase! Taking a look at Europe – Part 2
Daniel Lam breaks down the latest investment opportunities in Euro area fixed income. Tune in to stay ahead of changing European market trends.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered Ban...
Cut to the Chase! Taking a look at Europe
Daniel Lam discusses the latest positioning, flows and drivers shaping Euro area equities. Listen now to stay ahead of changing European market trends.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chart...
Cut to the Chase! In for the long term
Daniel Lam discusses the long-term benefits of holding gold in investment portfolios, backing the analysis with hard historical data across various economic scenarios.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy...
Through the noise: All eyes on Hormuz talks
Michelle Kam and Ray Heung discuss why the latest US PCE data is unlikely to trigger a hawkish Fed shift. Tune in as they assess stagflation risks and Bund opportunities in Europe and share views on the NZD, China equities, and the need for a d...
InvesTips: The crypto conundrum – Is it right for you?
In this episode, Steve Brice speaks with Vipul Kumar, Global Head of FX, FX Derivatives and Digital Assets, at Standard Chartered, about digital assets, how cryptocurrencies work, the risks involved, and the different ways investors can gain ex...
Cut to the Chase! Under extra scrutiny
Daniel Lam talks about the intense focus on recent US macro data releases. Tune in to understand the key takeaways and implications for investors. Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard ...
Cut to the Chase! “Speed”, the US 10-year Treasury yield and the S&P500
Daniel Lam discusses the relationship between movements in the US 10-year Treasury yield and US equities and outlines how investors should prepare for such moves. Speaker: - Daniel Lam, Head, Cross-asset Derivative Strate...
Cut to the Chase! The dilemma central banks face
Daniel Lam discusses the delicate balance that central banks need to strike between inflation control and avoiding choking off growth. Listen now as Lam highlights the key market pain points for investors to watch.Speaker: - Da...
InvesTips from the CIO’s desk – Commodities that shape our world
In this episode, Steve Brice explains what commodities are, how they can strengthen portfolio diversification and how they help investors navigate inflation and global supply and demand trends. Tune in to discover key strategies for managing vo...
Cut to the Chase! “Isn’t it ironic, don’t you think?”
Daniel Lam explains why fairly strong economic data can draw less enthusiasm in aninflationary environment. He also breaks down the “self-regenerating” mechanism of the economy and markets. Tune in to find out what this means for investors....
Through the Noise: A fragile equilibrium
Manpreet Gill and Ray Heung discuss how earnings are supporting equities, why prolonged oil disruption could revive inflation risks and why they favour broader equity exposure, Emerging Market bonds and gold despite volatility.You can r...