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).
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 Market View today here.Speakers: Michelle Kam, Investment Strategist, Standard Chartered Bank Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses the most-recent FOMC meeting, its implications for investors and our thoughts across asset classesSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam talks about how US Treasuries' positioning has moved to much more neutral territory, and why we continue to be pro-risk overall.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses recent events in Japan's currency and bond markets, our take and our views going forward.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses the continued robust inflow into EM debt, why we prefer EM debt to DM debt in 2026, and the investment implications.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Rajat reviews with Ray Trump's first year of his second term and outlines what to expect in the year ahead. They also discuss geopolitical risks, specifically Greenland, along with our rationale for staying overweight on gold and raising its target price. They share the implications of rising Japanese government bond yields and conclude with key areas to watch in the upcoming US corporate earnings season.You can read our latest Weekly Market View today here.Speakers: Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered BankRay Heung, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam looks at the upcoming India Union Budget, the key areas to focus upon, and what it means for investing in India.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses the political events in Japan and what are the implications for USDJPY, and global assets, in the short and medium-term.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam talks about China's latest GDP figure, how the growth has become reliant upon exports, and the implications for investors.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
In this episode, Steve speaks with Manpreet about how investment strategies should change based on one's age and life stage, what are the most important factors to consider at each stage and how the ‘Today, Tomorrow and Forever' framework can help. Read the accompanying report https://av.sc.com/corp-en/nr/content/docs/thematic-report-invest-your-age-tailored-investment-strategies-for-every-stage-of-life-19-jan-2026.pdf to find out more.
Daniel Lam discusses this frequently asked question – what are the key drivers, our thoughts, and investment implications.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Manpreet speaks with Ray about our view on Fed rate cuts versus market expectations. They also provide a brief review of US bank earnings and discuss how the USD 200bn MBS purchase will affect the asset‑backed market. In addition, they consider whether the rally in precious metals, gold and silver, can be sustained, and conclude with comments on oil amid the resurfacing of geopolitical tensions.Read our latest Weekly Market View report here. Speakers: - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank - Ray Heung, Senior Investment Officer, Standard Chartered Bank
Daniel Lam discusses China's drive towards technological self-sufficiency, what are the key areas, and the investment implications.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam talks about the newest tariff threats from Trump, why they are not likely to materialise, and the implications for various assets.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam talks about the tightening from Bank of Japan, how it diverges from the Fed, and its implications on bonds and forex markets.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses the mixed US non-farm payroll release, how it represents a resilience US macro outlook near-term, and the investment implications.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
In this episode, Steve speaks with Mischa Bitton, Head of Alternative Investments at Standard Chartered, about the growing role of alternative investments. They discuss why alternatives matter in a high-inflation environment and how different alternative assets could help investors diversify portfolios in 2026. Read the accompanying report https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-the-role-of-alternatives-in-a-world-of-elevated-valuations-pvb-09-january-2026.pdf to find out more.Speaker:- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank - Mischa Bitton, Head of Alternative Investments, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Manpreet speaks with Fook Hien about the start of 2026 and the outlook ahead, including the upcoming US earnings season, China tech sector IPOs and the precious metals rally.Read our latest Weekly Market View report here. Speakers: - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank - Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank
In this episode, Steve speaks with Gautam Duggal, Global Head of Banca at Standard Chartered, about the role of insurance in retirement planning. They discuss how insurance can provide protection, generate a steady income stream, and support long-term wealth growth. Read the accompanying report https://www.sc.com/en/uploads/sites/66/content/docs/wm-thematic-report-future-proofing-your-retirement-the-insurance-way-27-november-2025.pdf to find out more.Speaker: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank - Gautam Duggal, Global Head, Bancassurance, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses the importance of using alternative assets for portfolio diversification, to prepare for an eventful 2026Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam continues the discussion on the operation in Venezuela – this time, talking about the impact on Gold, and how strong demand continues from Central Banks and from Exchange-Traded-Products.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses the operation in Venezuela, the implications for energy companies and the “truce out of convenience” between the US and China.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam talks about the strong start to Chinese equities in 2026, how the stocks from the new economy sectors are leading the way, and what to expect going forward.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
In the first CTTC podcast in 2026, Daniel Lam discusses how strong demand continues to support AI capital expenditures, which provides the backbone for our Overweight in global equities in 2026Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses the latest rates decisions from the ECB and the BOJ, how the USD-Index has been recovering, and the positive correlation between the USD and US equities. “Cut to the Chase” will return on Friday 02-Jan-26.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses how the contribution from AI investments dominate US GDP growth and what that means in terms of risks and opportunities.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam talks about the latest set of US employment and retail sales data, and why it points towards further Fed easing. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses the combination of recent weakness in high-profile technology stocks post earnings and the firm US 10-year treasury yield, and why investors should use correction as opportunities to add.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses the prospects of Indian and Chinese equities in 2026, and how they can offer complementary exposure for investors.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Steve explains why private credit is an increasingly contentious area, but why he believes the asset class can deliver when matched with high-quality managers and disciplined portfolio construction.Read our accompany report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…Speakers: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Steve discusses his approach to digital assets, highlighting their permanence, diversification benefits, and recommends a cautious 2% portfolio allocation for most investors.Read our accompany report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…Speakers: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Steve shares our views on Hedge Fund strategies and delves into how these can be used to diversify your investment portfolio.Read our accompany report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…Speakers: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Steves explains why we believe Chinese and Indian equities — the two powerhouse markets in Asia – offer distinct investment opportunities.Read our accompany report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…Speakers: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Steve shares his thoughts on AI's transformative impact, why he favours US, Europe, and China tech sectors with a focus on semiconductors, software, and diversified platforms.Read our accompany report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…Speakers: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Steve talks about the US dollar's near-term resilience and why we expect eventual weakening amid shifting global interest rate differentials. He also discusses how these trends will impact major currencies like the euro, yen, pound, and renminbi.Read our accompany report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…Speakers: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Steve explains why we favor Emerging Market bonds in 2026 and why we are more cautious on Developed Market corporate bonds. He also sees top opportunistic ideas, including US inflation-protected bonds, US AAA CLOs and Asia USD investment grade bonds.Read our accompany report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…Speakers: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Steve explains our rationale for being Overweight global equities, with a focus on the US and Asia ex-Japan, reviewing support from earnings, AI investment, and fundamentals and why risks are best managed through a barbell strategy.Read our accompany report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…Speakers: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Steve discusses the CIO Office 2026 outlook, why we expect equities and gold to outperform and why we believe equities and the AI theme are not in a bubble. He advocates diversifying equities across regions, preferring US and Asia ex-Japan, adding Emerging Market bonds, and Alternative assets to balance risk and capture opportunities in the year ahead.Read our accompany report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec…Speakers: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Daniel Lam discusses the implications from the last FOMC meeting in 2025.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses the shifting relationship between USD and US equities this year, how that is likely to evolve, and what it means under various cases of US macro scenarios.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses the possibility of a dovish tone at the FOMC press conference later this week, and implications for investors.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses the upcoming Bank of Japan meeting, the likelihood of a rate hike, how the JGB bond yields have been reacting, and risks of a JPY carry trade unwind.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Michelle speaks with Rajat about the performances of the CIO team's strategies this year, as well as investment opportunities around Asia and the US looking ahead.Read our latest Weekly Market View report here. Speakers: - Michelle Kam, Investment Strategist, Standard Chartered Bank - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank
In this episode, Steve speaks to Eugenia Koh, Standard Chartered's Global Head of Sustainable Finance, and Standard Chartered's Lucy Palairet, Director, Carbon Markets Development, about the rapidly growing carbon markets. They speak about the fundamentals of how they work, the role of project-based carbon markets, and why investors may want to consider these opportunities. Read the accompanying report https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-carbon-markets-fluff-or-a-concrete-opportunity-27-november-2025.pdf to find out more.Speakers: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank - Eugenia Koh, Global Head of Sustainable Finance, Standard Chartered Bank- Lucy Palairet, Director, Carbon Markets Development, Standard Chartered Bank
Daniel Lam talks about the narrative in AI, what are the key drivers, how that may lead to volatility, and opportunities, in 2026Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses the recent weakness in China's PMI, how that raises the likelihood of further, targeted stimulus and the implications for investors.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam talks about the strong Indian GDP growth release, how that reflects on our thesis of potential upside to earnings growth and, more broadly, the increasingly favourable dynamics on Indian equities.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam digs deeper into the US Healthcare sector, our preference for US pharmaceuticals, and the key points to watch out forSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Ray speaks with Raymond about the implications of renewed hopes for a December FOMC rate cut on risk assets. They review the equities barbell strategy for the US tech and healthcare sectors and discuss the impacts on UK government bonds and the British pound following the Autumn Budget. They conclude with a discussion on the NZD/USD outlook after the recent RBNZ meetingRead our latest Weekly Market View report here. Speakers: - Ray Heung, Senior Investment Officer, Standard Chartered Bank - Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank
Daniel Lam discusses different angles in looking at US equities, based upon historical and quantitative factors.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam assesses how long the current correction in US equities may last, and where we see opportunities.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
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