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
1092 episodes
Through the Noise: A delicate balancing act
Steve discusses with Ray their perspectives on the upcoming Fed and ECB meetings in September. They share insights and recommendations for the equities and bond markets, while also addressing the outlook for the USD and gold. Find o...
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13:15
Cut to the Chase! US Semiconductors in-focus
Daniel shares thoughts about the upcoming US semiconductor sector earnings, and the implications for investors. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest mark...
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3:35
Cut to the Chase! The macro-side of China
Daniel provides balancing arguments to the previous day’s podcast, and how this would interact with the fundamentals of Chinese companies. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank <...
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3:34
Cut to the Chase! Chinese earnings in-focus
Daniel shifts gears to talk about the current Chinese earnings season, and what it means to investors. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market ...
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3:11
Cut to the Chase! Seeking Peace Agreement
Daniel talks about the outcome of the US-Russia summit and implications on risky assets. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visi...
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3:06
Through the Noise: A stock market melt-up?
Manpreet speaks to Rajat about what we can learn from data about expected Fed policy in September, why we like China equities and what to make of the Trump-Putin summit. Find out more from our latest Weekly Market View report
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11:18
Cut to the Chase! In the spirit of diversification
Daniel looks at volatility in US equities, that can be caused by over-crowdness, and how investors can position themselves ahead of this.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of o...
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4:51
InvesTips from the CIO’s desk: The easy route to realty
Ever thought about creating passive, inflation-protected income through property ownership, but don’t want the headaches of managing tenants? REITs might provide the solution. Within a portfolio, REITs can provide good diversification benefits ...
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4:07
Cut to the Chase! US CPI - Glass Half-Full
Daniel discusses the market’s relief as the effect of tariff on inflation was not as bad as the market had feared. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our la...
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3:32
Cut to the Chase! Revisions to macro data and the implications of such
Daniel looks at the unusual downward revisions in US jobs data, what message it is sending, and how investors should incorporate this within their portfolio strategy.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chart...
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4:13
Cut to the Chase! “It’s the economy”
Daniel looks at the recent economic data in regions outside the US, the possibility of a consolidation in risky assets globally, and what portfolio hedges can investors consider.Speaker: - Daniel Lam, Head of Equity Strategy, St...
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4:07
Through the Noise: The Fed to the rescue?
Ray discusses with Manpreet the reasons for expecting a Fed rate cut in September and its implications for risk assets. They also share their perspectives on equities in Korea and India, concluding with insights on the GBP and gold.
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10:10
Cut to the Chase! The Balancing Act
Daniel looks at how the US government is managing its fiscal position via issuing shorter-term debt, how macro factors are driving yields and where are the opportunities in fixed income. Speaker: - Daniel Lam, Head of...
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3:42
Cut to the Chase! Shining through the uncertainties
Daniel discusses his observations on the drivers of Gold, and what it means for investors.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit
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3:38
Cut to the Chase! Breaking the vicious cycle of deflation
Daniel talks about how the Chinese policymakers are adding supply side reforms, and combining with existing demand stimulus, in order to boost PPI and inflation.Speaker: - Daniel Lam, Head of Equity Strategy, St...
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4:15
Cut to the Chase! The key pivotal point
Daniel discusses the significance of the latest non-farm payroll data, and what it means to investors’ portfolios. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our la...
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4:12
Through the Noise: Taking advantage of the Dollar rebound
Manpreet speaks to Fook Hien about the opportunities arising from the US Dollar rebound, what to make of US trade deals achieved so far and what they mean for US inflation and Fed policy.Find out more from our latest Weekly Market View r...
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10:22
Cut to the Chase! The Persistence of Memory
Daniel talks about the FOMC meeting, its implications, and the risk of the hawkish tilt.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit
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4:15
Cut to the Chase! Checking the positioning
Daniel discusses the positioning across global equities, and the key technical levels to watch out for in the S&P 500.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest marke...
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4:06
Cut to the Chase! A wind of change in Japan
Daniel discusses the latest Tokyo CPI figure, the US-Japan trade deal and the likely increase in fiscal policy, can lead to a more hawkish Bank of Japan at the meeting this week.Speaker: - Daniel Lam, Head of Equity S...
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3:21
Cut to the Chase! Looking for the signposts
Daniel discusses what are the key signposts to watch out for that may dampen the current rally in US equities.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, ...
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4:04
Through the Noise: Prelude to the next rally
Fook Hien Yap discusses with Ray Heung the reasons for expecting near-term consolidation in equities while maintaining a longer-term bullish outlook. They also cover our bond recommendations and share their views on the USD and gold.Find...
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8:52
InvesTips from the CIO’s desk: Diversification demystified
This week, Steve talks about the theory behind the benefits of diversification and 3 different ways to achieve it. Please find the link to the latest Global Market Outlook
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6:19