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...
Nedávné epizody
1292 epizod
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...
Cut to the Chase! Is it time to lock in income?
Daniel Lam discusses the outlook for US yields and how investors should currently be positioning themselves
Speaker:
- Daniel Lam, Head,...
Cut to the Chase! The re-assertion of ‘de-dollarisation’
Daniel Lam discusses the return of the ‘de-dollarisation’ trend and the key currency pairs to watch out for.
Speaker:
- Daniel Lam, Head,...
InvesTips from the CIO’s desk – Deep dive into equities
In this episode, Steve discusses stock market volatility, investor emotions, and why focusing on company fundamentals and staying disciplined is more...
Cut to the Chase! The aftermath of the Middle East conflict
Daniel Lam discusses the impact of elevated energy prices on macro data, the implications for key H2 2026 events and how investors should position the...
Through the Noise: Full circle
Manpreet Gill (CIO, AMEE) and Senior Investment Strategist Rajat Bhattacharya discuss how to read the US-Iran negotiations, our preferred equity marke...
Cut to the Chase! China’s tech sector landscape
Daniel Lam discusses the latest developments in China’s technology sector, highlighting key emerging trends and the opportunities ahead.
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Cut to the Chase! High bar for geopolitics
Daniel Lam discusses current positioning in US equities and explains why there is a high bar for geopolitical events to spark furthersevere sell-offs....
InvesTips from the CIO’s desk – The equity edge
In this episode, Steve explains what equities are, how stock markets work, and why patience and long-term investing matter more than trying to time th...
Cut to the Chase! Focusing back to earnings
Daniel Lam discusses what to expect from the Q1’26 US earnings season.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative Strategy, Stan...
Cut to the Chase! Navigating the re-accelerating inflation
Daniel Lam talks about the latest US consumer inflation data and its implications for investors.
Speaker:
- Daniel Lam, Head, Cross-Asset...
Through the noise: Navigating the Ceasefire
Michelle talks to Fook Hien on what the US‑Iran ceasefire means for markets, near‑term risks to watch, and how investors should position across asset...
Cut to the Chase! The reversal trades
Daniel Lam discusses the reversal of the trades initiated at the height of the pessimism surrounding the Middle East conflict and outlines how investo...
Cut to the Chase! The “prolonged” case and the influence on EM assets
Daniel Lam discusses the impact of a prolonged state of conflict in the Middle East, and how it influences EM assets – in particular, the bonds.
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Cut to the Chase! The “Clarity Factor” coming into play
Daniel Lam talks about the implications of extreme level of equity volatility, what history tells us about future market performance from these levels...
InvesTips from the CIO’s desk – The golden mean in mutual funds
In this episode, Steve explores hybrid mutual funds and why they deserve more attention, explaining how they combine equities and bonds to balance gro...
Cut to the Chase! Not likely to deviate from “data-observing”
Daniel Lam discusses the latest US non-farm payroll data, and why the Fed is likely to be staying cautious and be data dependent, for now.
Through the noise: Inching towards a stalemate
Michelle talks to Rajat on the CIO’s latest perspectives on the Middle East crisis, the potential implications on investor positioning, and strategies...
Cut to the Chase! A look at Europe
Daniel Lam checks the latest fundamentals in Europe and discusses the effect of the conflict in the Middle East and its implications.
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Cut to the Chase! The tech face-off (China vs. US)
Daniel Lam analyses the factors driving Chinese and US technology stocks, how they may play out, the key catalysts to watch and how investors can posi...
Cut to the Chase! Taking stock of the conflict
Daniel Lam assesses the current Middle East situation, the odds of a US-Iran ceasefire and how investors can position themselves.
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Through the Noise: Getting closer, but not all clear
Hannah speaks with Ray about oil‑driven geopolitical risks and potential de‑escalation scenarios in the Middle East, the implications for Fed rate cut...
Cut to the Chase! A look at Emerging Market bonds
Daniel Lam discusses the implications of the Middle East conflict for Emerging Market bonds and our expectations going forward.
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Cut to the Chase! The Twin Combination
Daniel Lam talks about how Chinese equities are at an important juncture and could benefit from a potential de-escalation in the Middle East and the r...
Cut to the Chase! Glittering once more
Daniel Lam talks about the recent correction in gold prices and why the current market volatility is a good opportunity to add to gold.
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Cut to the Chase! Factors driving market stress – and what could calm it
Daniel Lam unpacks the current market stress and the key factors that could help soothe it, comparing how the recent volatility stacks up against past...