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
1285 episodes
Cut to the Chase! Up like an elevator, down like taking the stairs
Daniel Lam continues the discussion on “the era of dissent” among major central banks. From the threat of rising inflation to Fed independence, find out what to expect over the next few months.Speaker: - Daniel Lam, Head, Cross-...
Through the Noise: The earnings bedrock
Manpreet Gill (CIO, AMEE) and Ray Heung (Senior Investment Strategist) discuss how US Q1 2026 earnings support our Overweight view on equities, especially in the tech sector. They also examine the rationale for adding gold miners to portfolios,...
Cut to the Chase! The era of dissent
Daniel Lam discusses the latest Fed meeting, where, much like this week’s Bank of Japan policy meeting, there was heavy debate and dissenting votes. Listen now to understand the implications of these developments for interest rate trajectory an...
Cut to the Chase! The dilemma central banks face
Daniel Lam discusses the outcome of the Bank of Japan policy meeting, the dilemma central banks face in balancing inflation control with growth and the reasons we expect downside in the USD/JPY.Speaker: - Daniel Lam, Head, Cross...
Cut to the Chase! Too fast too furious?
Daniel Lam discusses the sharp recovery in many key asset classes, and why investors should not be fearful of such recovery where fundamentals are strongSpeaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Char...
Cut to the Chase! EUR/USD upside
Daniel Lam explores the evolving macro and central bank dynamics between the Euro area and the US, explaining why we expect upward momentum for EUR/USD.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chart...
Through the Noise: An uneasy truce
Senior Investment Strategist Ray Heung speaks with Manpreet Singh Gill (CIO, AMEE) about the prospects for de-escalation in the Middle East and the remaining tail risks. They explore oil price scenarios and their implications for inflation and ...
Cut to the Chase! The cleaner trade
Daniel Lam analyses the relative momentum and speed of recovery in US vs. European and Asian equities and explains why factors continue to point towards solid performance in the US.Speaker: - Daniel Lam, Head, Cross-Asset Deriva...
Cut to the Chase! Is it time to lock in income?
Daniel Lam discusses the outlook for US yields and how investors should currently be positioning themselvesSpeaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor more of our latest market...
Cut to the Chase! The re-assertion of ‘de-dollarisation’
Daniel Lam discusses the return of the ‘de-dollarisation’ trend and the key currency pairs to watch out for.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor more of our latest marke...
InvesTips from the CIO’s desk – Deep dive into equities
In this episode, Steve discusses stock market volatility, investor emotions, and why focusing on company fundamentals and staying disciplined is more effective than trying to time the market. Speaker: - Steve Brice, ...
Cut to the Chase! The aftermath of the Middle East conflict
Daniel Lam discusses the impact of elevated energy prices on macro data, the implications for key H2 2026 events and how investors should position themselves.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard...
Through the Noise: Full circle
Manpreet Gill (CIO, AMEE) and Senior Investment Strategist Rajat Bhattacharya discuss how to read the US-Iran negotiations, our preferred equity market sectors and why we expect the USD to weaken.You can read our latest Weekly Market Vie...
Cut to the Chase! China’s tech sector landscape
Daniel Lam discusses the latest developments in China’s technology sector, highlighting key emerging trends and the opportunities ahead.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank...
Cut to the Chase! High bar for geopolitics
Daniel Lam discusses current positioning in US equities and explains why there is a high bar for geopolitical events to spark furthersevere sell-offs.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Charter...
InvesTips from the CIO’s desk – The equity edge
In this episode, Steve explains what equities are, how stock markets work, and why patience and long-term investing matter more than trying to time the market. Speaker: - Steve Brice, Global Chief Investment Officer,...
Cut to the Chase! Focusing back to earnings
Daniel Lam discusses what to expect from the Q1’26 US earnings season.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor more of our latest market insights, visit
Cut to the Chase! Navigating the re-accelerating inflation
Daniel Lam talks about the latest US consumer inflation data and its implications for investors.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor more of our latest market insights, ...
Through the noise: Navigating the Ceasefire
Michelle talks to Fook Hien on what the US‑Iran ceasefire means for markets, near‑term risks to watch, and how investors should position across asset classes.You can read our latest Weekly Market View today
Cut to the Chase! The reversal trades
Daniel Lam discusses the reversal of the trades initiated at the height of the pessimism surrounding the Middle East conflict and outlines how investors should now position themselves.Speaker: - Daniel Lam, Head, Cross-Asset Der...
Cut to the Chase! The “prolonged” case and the influence on EM assets
Daniel Lam discusses the impact of a prolonged state of conflict in the Middle East, and how it influences EM assets – in particular, the bonds.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Ban...
Cut to the Chase! The “Clarity Factor” coming into play
Daniel Lam talks about the implications of extreme level of equity volatility, what history tells us about future market performance from these levels, and how uncertainties are being increasingly “baked-into” risky asset prices.Speaker:...
InvesTips from the CIO’s desk – The golden mean in mutual funds
In this episode, Steve explores hybrid mutual funds and why they deserve more attention, explaining how they combine equities and bonds to balance growth and stability, the different types available, and how they can support a range of investme...