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
1312 episodes
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...
InvesTips: Strategic wealth planning
In this episode, Steve Brice speaks with Mike Tan, Global Head of Wealth Planning and Family Advisory at Standard Chartered Global Private Bank, about how strategic wealth planning can help families navigate succession, preserve legacy, and man...
Cut to the Chase! The Sixth Degree of Separation
Daniel Lam discusses the effect of elevated bond yields on equities, and the theme of AI.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-t...
Cut to the Chase! Examining borrowing costs
Daniel Lam examines the current market forces driving borrowing costs and explains where it makes sense to ‘lock’ them in.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the lates...
Cut to the Chase! The post-intervention zone
Daniel Lam explores the impact of the Bank of Japan’s latest round of FX intervention and delves into what it means for USD/JPY in the short-to-longer term.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard ...
Cut to the Chase! The Hype, the Summit and the Reality
Daniel Lam discusses his thoughts on the Summit between Trump and Xi, the key takeaways and the investment implications.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest ...
Through the Noise: A tipping point?
Join Manpreet Gill and Fook Hien Yap as they analyse the risks of an oil price tipping point, the potential policy shifts under the incoming Fed Chair Warsh and why we like the Hang Seng Tech Index.You can read our latest Global Market ...
Cut to the Chase! China’s data surprising on the upside
Daniel Lam discusses the strength of Chinese data versus expectations, and implications for the CNH and AUD.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor more of our latest mark...
Cut to the Chase! Digging deeper beyond headline inflation
Daniel Lam explains why the latest US consumer inflation data is not as worrisome as the headlines suggest. Tune in as Lam digs deeper into the implications for investors.Speaker: - Daniel Lam, Head, Cross-asset Derivative Stra...
Cut to the Chase! A look at positioning and flow demand
Daniel Lam discusses positioning in and flow demand for US equities from March 2026 to now, the implications of this shift and how investors should be positioning their investments against this context.Speaker: - Daniel Lam, He...
Cut to the Chase! Goldilocks reaction, but uncertainties remain
Daniel Lam talks about the markets positive reaction to non-farm payroll on Friday, and the uncertainties associated around this interpretation.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Ban...
Through the Noise: Locking gains in Asia, rotating to Euro area
Manpreet Gill, CIO (AMEE), speaks with Rajat Bhattacharya, Senior Investment Strategist, about why we’ve rotated from Asia ex-Japan to Euro area equities, the markets we continue to like in Asia and the risk-reward profile of AUD bonds....