Standard Chartered Money Insights
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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 a...
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Cut to the Chase! The real signal
Daniel Lam discusses overnight US consumer inflation data, explaining why equity issuance from the Magnificent 7 and their related companies is an eve...
Cut to the Chase! Spotlight on South Korea
Daniel Lam analyses recent Korean export data, currency market divergences, the likely trends going forward and key investor implications.
Cut to the Chase! The return of capital raising
Daniel Lam discusses the recent capital raising by hyperscalers, the upcoming mega IPOs and the implications for investors.
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Cut to the Chase! “Isn’t it ironic, don’t you think?” – Part 2
Daniel Lam links the strong US non-farm payrolls data to the cementing of a changing economic regime where “good news is bad news.” Tune in to find ou...
Through the noise: Resilient fundamentals meet investor froth
Join Manpreet Gill and Raymond Cheng as they discuss the strategic benefits of broadening equity exposure, their latest views on the ECB and how inves...
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 s...
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.
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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...
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 ec...
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...
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 asset...
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.
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...
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 L...
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 inf...
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...
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 favou...
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...
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.
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- Daniel Lam, Head, Cross-asset...
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.
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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...
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.
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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...
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.
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- Daniel Lam...
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 implic...
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...
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.
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InvesTips from the CIO’s desk – Hedging with derivatives
In this episode, Steve Brice explains how derivatives work, the different ways they can be used to manage investment risk and why they should only be...
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 equit...
Cut to the Chase! The Intervention
Daniel Lam talks about the history of Bank of Japan intervention, and where we expect the USD/JPY to go from here.
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- Dani...
Cut to the Chase! The stagflation threat
Daniel Lam analyses the latest macro data and trends and explains how investors can diversify their portfolios with US TIPS and gold.
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Cut to the Chase! Gold in the accumulation zone
Daniel Lam explains why the current period represents an interesting opportunity for investors to add gold.
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- Daniel Lam, Head,...
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 o...
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, especi...
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. L...
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 th...
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 str...
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/US...
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 re...
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 towar...