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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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 construc...
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 market...
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 remai...
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...
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 h...
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 b...
Cut to the Chase! A look at the Euro area
Daniel Lam discusses the key drivers shaping the other key region in the ‘non-exuberant’ camp of equities – the Euro area – and what investors can exp...
Cut to the Chase! The chemistry lesson
Chinese AI is sparking a fresh market reaction. Daniel Lam decodes the latest Chinese AI catalyst – Moonshot AI’s flagship open-weight AI model ‘Kimi...
Cut to the Chase! ‘Non-exuberance’ in the summer months – Part 3
Daniel Lam examines US equity positioning and explains why the rotation into the ‘non-exuberant’ camp of equities is likely to continue.
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Cut to the Chase! ‘Non-exuberance’ in the summer months – Part 2
Daniel Lam discusses the exciting rotation trend into ‘non-exuberant’ equity areas – such as the Hang Seng Index – a topic highlighted in earlier podc...
Through the Noise: Inflation cools, but focus shifts back to oil
Fook Hien Yap and Ray Heung discuss why we believe the Fed has passed ‘peak hawkishness’, as well as our views on US interest rates and bond yields. T...
Cut to the Chase! US bank earnings
Fook Hien weighs in on major US banks’ Q2 performance, which significantly exceeded consensus expectations for both earnings and revenue.
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Cut to the Chase! Cooler inflation and Warsh
Jonathan Liang reviews the overnight US consumer inflation print and Fed Chair Warsh’s testimony to Congress, concluding that the Fed will likely rema...
Cut to the Chase! Worry or Opportunity?
Manpreet discusses the flare-up in Middle East tensions, what the most important indicator to follow is and why this may be an opportunity for longer-...
Cut to the Chase! Fear and greed
Today, Steve looks into how investor behaviour is currently caught between fear and greed – and what you can do about it.
Speaker:
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Through the noise: Eye on earnings as Iran tensions return
Hannah discusses with Rajat how investors can navigate the upcoming Q2 US earnings season amidst the Middle East tensions. They highlighted tactical o...
Cut to the Chase! The earnings tailwind
Steve Brice looks at why markets remain resilient in the face of reigniting tensions in the Middle East, anchored by expectations ahead of the US Q2 e...
Cut to the Chase! ‘Non-exuberance’ in the summer months
Daniel Lam discusses the logic behind the rotation back into ‘non-exuberant’ equity areas, such as the Hang Seng Index.
Speaker:
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Cut to the Chase! The summer market checklist
Daniel Lam examines the key near-term drivers shaping US equities and shares a checklist to guide your portfolio through the summer.
Spea...
Cut to the Chase! The silver bullet
Daniel Lam looks at USD/JPY, its key drivers, Bank of Japan rate hike expectations and the ‘intervention’ silver bullet from the central bank.
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Cut to the Chase! The return of goldilocks
Daniel Lam takes a holistic look, at the latest macro figures from the US, and its implications on the Fed rates.
Speaker:
- Danie...
Through the noise: Peak hawkishness?
Hannah Chew and Rajat Bhattacharya discuss what the reopening of the Strait of Hormuz and lower oil prices might mean for the global monetary cycle. L...
Cut to the Chase! Warsh and the AI paradigm shift
Daniel Lam unpacks Fed Chair Warsh’s key messages at the ECB Forum on Central Banking 2026 in Portugal, focusingespecially on the impact of AI on the...
InvesTips: Family business succession and governance
In this episode, Steve Brice sits down with Mike Tan (Global Head of Wealth Planning and Family Advisory at Standard Chartered Global Private Bank) to...
Cut to the Chase! The road ahead for the US dollar
Daniel Lam examines the latest positioning and near-term outlook for the USD. Listen now to discover what the shifting USD dynamics mean for global as...
Cut to the Chase! How to reverse underperformance in Hong Kong-listed China equities
Daniel Lam addresses the underperformance of Hong Kong-listed China equitiesvis-à-vis the high-end technology growth markets such as the US, Japan, So...
InvesTips from the CIO’s desk – Who wants to be average?
Being “average” might sound unappealing, but in the investing world, it could be your greatest advantage. This episode explores why trying to beat the...
Cut to the Chase! The Taiwanese equities rally
Daniel Lam discusses the strong performance of Taiwanese equities and our expectations going forward.
Speaker:
- Daniel Lam, Head,...
Through the noise: Deciphering Kevin Warsh
Following Kevin Warsh’s highly anticipated debut as Fed Chair, Hannah Chew and Manpreet Gill break down his inaugural policy message and its implicati...
Cut to the Chase! The reign of King Dollar
Daniel Lam discusses the US dollar’s continued strength in 2026, the key drivers behind it and our outlook going forward. Tap play to uncover deep ins...
Cut to the Chase! The Magnificent Seven and the correction
Daniel Lam dives deep into the Magnificent Seven’s recent correction and what lies ahead for these tech giants. Tune in now for the latest market insi...
Cut to the Chase! Japan and Korea – the divergence between equities and currencies
Daniel Lam discusses equity and currency trends across the Japanese and South Korean markets. Listen now for the latest market insights.
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InvesTips from the CIO’s desk – Forex fortunes
In this episode, Steve Brice explores how foreign exchange markets work, the factors that influence currency valuations, and why currencies are typica...
Cut to the Chase! Key demand for gold remains intact
Daniel Lam analyses the World Gold Council’s latest 2026 Central Bank Gold Reserves survey, which reaffirms the strong demand for gold from its bigges...
Through the Noise: Navigating shifting sands
As we enter H2 2026, Manpreet Gill and Ray Heung assess where global markets are heading and what investors should focus on. They outline their reason...
Cut to the Chase! The Fed’s new era: Warsh debut
Daniel Lam discusses Kevin Warsh’s inaugural FOMC meeting as Chair,reviewing the key decisions, outcomes and market implications.
Speaker...
Cut to the Chase! How long-lasting will the peace deal be?
Daniel Lam talks about the motivation for the peace deal, how stable it can be, and how investors should be positioning themselves.
Speaker:
Cut to the Chase! Identifying opportunities post Middle East conflict
Where should investors look next? Daniel Lam shares the answer as he breaks down the under-the-radar investment opportunities that investors might be...
Cut to the Chase! In for the long term – Part 2
Daniel Lam analyses the latest price action in gold and highlights why it is important to follow the investment rationale of central banks – the bigge...
Through the noise: Investor froth scaled back, but not eliminated
Where do markets stand as investor froth scales back? Join Manpreet Gill and Rajat Bhattacharya as they discuss where we stand on investor positioning...