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
1238 episodes
Cut to the Chase! How the Middle East conflict loops into global macro
Daniel Lam discusses the linkage, the feedback mechanism, what changes the markets are currently pricing-in, and implications to investors.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank...
•
3:32
Cut to the Chase! Taking a closer look at energy
Daniel Lam looks at energy stocks as a hedge against rise in oil prices.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor more of our latest market insights, visit
•
2:55
Cut to the Chase! Dazed and Confused
Daniel Lam talks about how the weakness in technology sector is looking overdone in US equities, the possibility of short-covering and how that would affect the current strength in cyclical sectors.Speaker: - Daniel Lam, Head, C...
•
4:15
Cut to the Chase! Geopolitical tensions at the fore, once again
Daniel Lam discusses the impact on financial markets from the events in the Middle East and what investments investors should consider.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankF...
•
3:37
Through the noise: Ignore tariff noise, focus on fundamentals
Manpreet talks to Rajat on the implications of the US Supreme Court verdict on President Trump's tariffs. They also discuss their views on the Technology sector, with a particular focus on the semiconductor and software industries.You ca...
•
12:21
InvesTips : Know thyself – What type of investor are you?
In this episode, Steve discusses why understanding your investor personality matters. He explores key questions around risk tolerance, financial goals, and reactions to market volatility, highlighting how greater self-awareness can suppor...
•
7:18
Cut to the Chase! Focus on the fundamentals
Daniel Lam discusses further evidence of a goldilocks environment in the US, easing financial conditions, and our preference for US equities.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more ...
•
3:13
Cut to the Chase! A look at Europe
Daniel Lam discusses the strong performance YTD in Euro-area equities, what are the key drivers going forward, and how investors should be positioning themselves.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered...
•
3:01
Cut to the Chase! All calm on the rotation front – Part 2
Daniel Lam digs deeper into the leadership rotation, looking within the technology sector and also across other sectors, and the investment implications.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank...
•
3:37
Cut to the Chase! All calm on the rotation front
Daniel Lam talks about the ongoing leadership rotation within US equites, how that is occurring in an orderly fashion, and what are the implications for investors.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartere...
•
4:15
Through the Noise: A catch-up US equity rally?
Hannah speaks with Fook Hien about recent US equity underperformance relative to global peers and what factors are expected to support a catch-up US equity rally. They also discuss thoughts on other currencies like the GBP and CHF.You ca...
•
10:26
Cut to the Chase! Monetisation from capex spending
Daniel Lam discusses the volatility in technology stocks, the interaction between capex spending and monetisation, and areas for investors to be focusing upon.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Ba...
•
4:09
Through the Noise: Refocusing on growth and earnings
Raymond reviews with Ray the performance of our recommendations since the release of our 2026 outlook and highlights key areas to monitor. They assess the AI theme and reaffirm an equity overweight in the US and Asia ex-Japan. The discussion al...
•
9:47
Cut to the Chase! Solid non-farm numbers
Daniel Lam discusses the solid non-farm payroll numbers, market reaction and the implications for the USD.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visi...
•
3:06
Cut to the Chase! Software vs. Semiconductors
Daniel Lam discusses the sharp underperformance of software stocks, especially vs. semiconductors, what are our thoughts and implications for investors.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank<...
•
3:40
Cut to the Chase! Gold remaining intact
Daniel Lam talks about the opportunity arising from the drop in prices in Gold.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit
•
3:42
Cut to the Chase! The landslide victory
Daniel Lam discusses the Japan House of Representatives’ election results, how Prime Minister Takaichi is now in a position to push through her agenda, and implications to investors. Speaker: - Daniel Lam, Head of Equity St...
•
2:55
Through the Noise: An inflection in markets?
Michelle talks to Rajat on the implications of investors’ positioning as global markets enter a more volatile phase where economic data, policy shifts and geopolitical events reshape investor sentiment.You can read our latest Weekly Mark...
•
11:09
Cut to the Chase! Here comes the AI-productivity gains
Daniel Lam discusses the rebound in US ISM Manufacturing Index, the subdued inflation trend, a likely supportive Fed and implications for investors.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFo...
•
3:22
Cut to the Chase! The Flow of Matters
Daniel Lam talks about how flows influence the moves in Silver and Gold, how it trickles to the other asset classes and how investors should approach the volatility in the markets.Speaker: - Daniel Lam, Head of Equity Strategy, ...
•
4:06
Cut to the Chase! India policy support continues
Daniel Lam discusses the key highlights of the Indian Budget, why it supports risk assets, and how investors should be positioning themselves Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor...
•
3:33
Cut to the Chase! The month of Gold
Daniel Lam talks about the extreme volatility in Gold through January 2026, what to expect in the near-term and the medium- to longer-term outlook.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor...
•
3:29
Through the noise: Gold rally heralds new world order
Michelle talks to Fook Hien on the implications of investors’ positioning under the backdrop of shifting geopolitical dynamics, strong tech earnings, and FX realignments that emerged over the past month.You can read our latest Weekly Mar...
•
10:38