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
1374 episodes
Through the noise: Watching Warsh at Jackson Hole
Hannah and Rajat discuss the implications of rising US government bond yields and what the earnings season in both the US and China means for equity positioning, alongside the outlook on GBP/USD.You can read our latest Weekly Market Vie...
Cut to the Chase! US Treasury expands buyback program
Jonathan Liang discusses the US Treasury expanded treasury buyback program and its implication across asset classesSpeaker:- Jonathan Liang, Chief Investment Officer, Fixed Income and FX, Standard Chartered BankFor more of ou...
InvesTips from the CIO’s desk – Stay in sync
Life is never static – and so your investment portfolio shouldn’t be either. In this episode, Steve Brice explains why regularly reviewing and rebalancing your portfolio is important as your goals, circumstances and risk tolerance evolve. Tune ...
Cut to the Chase! A beneficiary of rising rates
Fook Hien outlines why the financial sector is a potential beneficiary of rising rates and how much exposure investors should have to the sector in their portfolios.Speaker:- Yap Fook Hien, Senior Investment Strategist, Standard Cha...
Cut to the Chase! Why are long-term bond yields so high?
Jonathan Liang discusses the drivers of the recent rise in long-term bond yields and the outlook going forward.Speaker:- Jonathan Liang, Chief Investment Officer, Fixed Income and FX, Standard Chartered BankFor more of our la...
Cut to the Chase! Stay in the game
Steve talks about three strategies to stay in the game when it comes to investing and one step you can take today to feel more confident in an uncertain world.Speaker:- Steve Brice, Global Chief Investment Officer, Standard Chartere...
Through the noise: Geopolitical stalemate, cooling jobs and inflation
Raymond and Hannah discuss the market implications of a prolonged stalemate in the Middle East conflict, expectations for policy decisions by the Fed, ECB, and BoJ, and potential investment opportunities across markets.You can read our l...
Cut to the Chase! Inflation is relevant, but not decisive for equities
With inflation remaining top-of-mind for investors, Fook Hien examines its impact on equities – and explains why we ultimately expect equites to be driven by earnings growth.Speaker:- Yap Fook Hien, Senior Investment Strategist, Stan...
Cut to the Chase! JPY resumes downtrend after recent intervention; what to do now?
Raymond Cheng highlights the recent resumption of the Yen downtrend against the USD after intervention, and discusses outlook on the currency pair and Japan equities.Speaker:- Raymond Cheng, Chief Investment Officer, North Asia, Sta...
Cut to the Chase! Gold is shining again
Steve places gold’s recent performance in context and explains why he sees the precious metal playing a key role in portfolios.Speaker:- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank For more of ...
Cut to the Chase! July US non-farm payroll print and what does it mean for the Fed
Jonathan Liang discusses the softer than expected US jobs report released on Aug 7 and talks about its implications for the policy outlook from the Fed.Speaker: - - Jonathan Liang, Chief Investment Officer, Fixed Income and FX,...
Through the noise: Equities break out
Listen in for expert market insights as Manpreet and Fook Yien discuss whether to add to equities amid the current breakout, our view on the Japanese yen following the recent US-Japan currency market intervention and why we still prefer ...
Cut to the Chase! Participating in 10x growth over the long term
Fook Hien discusses a long-term growth trend for a market that could potentially grow by 10x over the next 15 years.Speaker: - Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank For more of o...
Cut to the Chase! What’s next for equities in August?
With the US equity market reaching new highs, Fook Hien discusses the key market drivers to watch out for in August.Speaker:- Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank For the latest market ins...
Cut to the Chase! How should one think about gold prices today?
Manpreet weighs the pros and cons of gold in the current market and its key fundamental and technical factors, explaining why under-allocated investors should consider accumulating at today’s levels.Speaker:- Manpreet Gill, CIO of A...
Cut to the Chase! The end of the Yen carry trade?
Steve discusses the recent volatility of USD-JPY and four key questions investors need to consider when trying to figure out whether this is the end of the Yen carry trade. Speaker:- Steve Brice, Global Chief Investment Of...
InvesTips from the CIO’s desk – The digital landscape
In this episode, Steve Brice explains the fundamentals of digital assets, including blockchain, CBDCs, cryptocurrencies and NFTs. He discusses the opportunities and risks of investing in digital assets, highlighting the importance of understand...
Through the Noise: Now for the hard part
In this deep-dive listen, Ray Heung and Manpreet Gill break down where we see value in current markets. Tune in as they outline why we remain constructive on risk assets overall, why we maintain an Overweight stance on equities and what drove o...
Cut to the Chase! The Fed holds rates
Rajat Bhattacharya discusses the Fed’s decision to hold rates yet again. Hit play to discover what this pause means for the equity, bond and FX markets.Speaker:- Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered B...
Cut to the Chase! AI sentiment vs. fundamentals
Fook Hien discusses how sentiment around AI is hitting the brakes amid the recent wave of negative AI-related headlines, but market fundamentals remain supportive of the AI trade. In periods of heightened uncertainty, distinguishing between hea...
Cut to the Chase! 800th – Daniel’s Swan Song
In his final and his 800th “Cut to the Chase” podcast, Daniel talks about the long-term optimism in the AI-trend, and investors’ shifting emphasis of technology companies to monetise and to generate free cash flow. He hands over the baton, to h...
Cut to the Chase! The threat and the execution
Daniel Lam looks at the growing ineffectiveness of Bank of Japan jawboning, the retreat of the ‘line of defence’ of intervention and a possible rate hike to stem yen weakness.Speaker: - Daniel Lam, Head, Cross-Asset Derivative ...
Through the noise: Geopolitics, policy and earnings
Join Manpreet and Fook Hien as they discuss how recent geopolitical friction is impacting financial markets and what to look for in upcoming central bank meetings and earnings announcements.You can read our latest Weekly Market View tod...