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).
Ray discusses with Manpreet the investment theme for 2H 2025: a weaker USD. They explore specific segments in equities and bonds that are likely to benefit from this trend. The discussion ends with strategies for hedging and mitigating risks amid renewed geopolitical tensions in the Middle East. Read our report to find out more https://av.sc.com/corp-en/nr/content/docs/wm-global-market-outlook-positioning-for-a-weak-dollar-20-june-2025.pdf Speakers: - Ray Heung, Senior Investment Strategist, Standard Chartered Bank - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
Daniel talks about the latest FOMC meeting and its implications on asset classes. Speaker: - Daniel Lam, Head of Equity Strategy, 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 talks how political change in Korea is likely to act a strong catalyst to narrow the “Korean discount” in the country's equity market.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 discusses the geopolitical influence on oil prices, and what that means in the broader portfolio context. Speaker: - Daniel Lam, Head of Equity Strategy, 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 talks about yet another looming US debt ceiling limit, why there are new twists this time, and how it feeds into the outlook for US government bonds 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.
Ray speaks to Rajat about the key takeaways from financial markets in the first half of 2025, looking deeper into European equities and also discuss potential impact on oil prices after the latest tension in the Middle East.Read our latest Weekly Market View here. Speakers- Ray Heung, Senior Investment Strategist, Standard Chartered Bank- Rajat Bhattacharya, 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 discusses that latest US CPI figure, the building of the narrative of Fed rate cut, and the re-kindling of interests in bonds.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 talks about what investors can do to help mitigate the risk of USD weaknessSpeaker: - 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 discusses the fading case for further EU equities outperformance, and the likely rotation into the US.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 discusses the solid non-farm payroll print, the relatively-low positioning in US equities, and key levels in S&P 500 index. Speaker: - Daniel Lam, Head of Equity Strategy, 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.
Steve explores the unavoidable aspects of investing: cost and taxes. The discussion focuses on how investors should be aware of and plan for these two key factors to make better-informed investment decisions. Speaker: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Ray discusses with Fook Hien the investment implications of recent US economic data and the "One Big and Beautiful Bill." They also examine the impact of rising long-dated Japanese government bond yields on Japanese insurers, the effects of a key Hong Kong developer deferring payment on its perpetual bonds, and conclude with a comment on the Euro.Read our latest Weekly Market View here. Speakers- Ray Heung, Senior Investment Strategist, Standard Chartered Bank- Fook Hien Yap, 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.
Impact investing isn't just a trend – it's a fundamental shift in how one approaches long-term investing, an approach that focuses on resilience and responsibility. Join Steve and Eugenia Koh, Standard Chartered's Global Head of Sustainable Investing, as they discuss core characteristics of these investments that set them apart from conventional ones. Speakers:- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank- Eugenia Koh, Global Head of Sustainable Investing, Standard Chartered BankRead our full report to find out more https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-impact-investing-profit-with-purpose-05-june-2025.pdf
Daniel talks about the USD's increasing pro-cyclicality, and the JPY's rising role in safe-haven demand.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 discusses TACO, what Trump is facing in reducing the US budget deficit, and the opportunities in long-dated US TreasuriesSpeaker: - 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 talks about the near-term consolidation ahead in Gold, and why there is upside ahead in the long-termSpeaker: - 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 discusses how the rotation within equities earlier this year, from the US to Europe, is expected to reverse under US equity tailwinds, and how investors should position themselves.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 to Rajat about renewed optimism towards US equity markets, where we see sector opportunities and why we'd consider adding long maturity US government bonds at current yieldsRead our latest Weekly Market View here. Speaker: - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank- Rajat Bhattacharya, 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 discusses the near-term outlook for US equities, and what are the key drivers for the longer-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 discusses possible implications from rising JGB yields and the strength in JPY against the USD.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 discusses how to think about risk, steps to manage market volatility and recalibrate your risk appetite as you go along your investment journey. Speaker: - Steve Brice, Global Chief Investment Officer, 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 outlines our key macro scenarios and their probabilities as well as how one can tackle a potential pause in the gold rally.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 discusses what comes after the “low hanging fruit” recovery, and what it means for fixed incomeSpeaker: - 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 to Raymond about whether the US equity market rebound has legs, why we still expect a soft landing and our top views across global equity, bond and currency markets. Read our latest Global Market Outlook 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 Raymond Cheng, CIO of North Asia, 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 discusses why the Hang Seng Index is primed for a pullback, and why we would be buying the dip.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 discusses Moody's downgrade of the US sovereign, how it compares to previous downgrades in 2011 and 2023, and what it means for different asset classes. Speaker: - Daniel Lam, Head of Equity Strategy, 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 discusses the history of "post-drawdown" equity market rallies, what were the common features, how the current rally compares, and where can we expect profit-taking. Speaker: - Daniel Lam, Head of Equity Strategy, 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 discusses the peace deal that Trump is trying to broker - a ceasefire between Russia and Ukraine - the chances of this going through, and the market implications. Speaker: - Daniel Lam, Head of Equity Strategy, 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.
Hannah discusses with Ray what investors should focus on following the trade truce between the US and China, concluding with a discussion on the AUD/ USD pair. Read our latest Weekly Market View here. Speakers: - Hannah Chew, Portfolio Strategist, Standard Chartered Bank - Ray 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 talks about why making peace deals is the next step and an important part of Trump's plans, and what to expect next for the trade deals. Speaker: - Daniel Lam, Head of Equity Strategy, 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 discusses the latest US CPI figure, how this will keep the Fed watching, and why markets are edging higher.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 continues the discussion on USD – through positioning, historical context, assessment of whether we are in structural bear-market, and diversification demand. Speaker: - Daniel Lam, Head of Equity Strategy, 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 discusses the weakness in USD year-to-date, the change in macro factors and how investors should be approaching Fx.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.
Hannah discusses with Ray how investors should position themselves after the rebound in risk assets, what to expect from the US and China tariff discussions, and the implications of the two central banks' meetings during the week.Speaker:- Hannah Chew, Portfolio Strategist, Standard Chartered Bank - Ray 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 talks about the latest round of Chinese stimulus, the FOMC decision and the key areas to be watching out for in the near future.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 discusses the flow dynamics in US equities, and how investors may position themselves around current trends.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 discusses how the markets has been giving priority to “de-escalation” in trade tensions, what this means for bond markets, and where are the 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 talks about the investment implications of the recent fine-tuning of Trump's stance on trade.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 to Audrey about Trump's likely policies over the next 100 days and what we see as key levels in markets to consider rebalancing our portfolio.Read our latest Weekly Market View here. Speakers:Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered BankAudrey Goh, Head of Asset Allocation, Standard Chartered Bank
In this episode, Steve discusses alternative investments and why you might want to consider these investments, the different types available, their limitations and the trends shaping this dynamic landscape. Read the accompanying report https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-exploring-alternatives-looking-beyond-traditional-investments-30-april-2025.pdf to find out more.Speaker: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Fook Hien discusses our outlook for the US dollar.Speaker: - Fook Hien Yap, 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.
In this episode, Steve talks to Mahesh Shahdadpuri about wealth planning, its importance and the different areas to consider. This is a really important, and often over-looked, area of your wealth journey. Speakers:Steve Brice, Global Chief Investment Officer, Standard Chartered BankMahesh Shahdadpuri, Head of Wealth Planning - Europe, Middle East & Africa, Standard CharteredFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Fook Hien discusses our view on how China equities can outperform within Asia.Speaker: - Fook Hien Yap, 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.
In this episode, Steve talks about goal-based investing, why it is a great way to think about investing and how to address some of the challenges associated with the approach.Speaker:- Steve Brice, Global Chief Investment Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Fook Hien gives an update on the US earnings season and what it means for our equity views. Speaker: - Fook Hien Yap, 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.
In this week's edition of Through The Noise podcast, Michelle speaks to Manpreet on the CIO's latest view against the backdrop of rising economic growth concerns, declining USD and elevated market volatility.Find out more from our latest Global Market Outlook 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- Michelle Kam, 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.
Michelle discusses CIO's views on gold prices following its continual rally since start of year. Speaker: - Michelle Kam, 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.
Michelle discusses the opportunities under elevated market volatility from both an asset allocation as well as equities sector perspective. Speaker: - Michelle Kam, 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.
In this episode, Steve presents a compelling case for investors to focus on their career and income-generating capability while taking a simplified and disciplined approach to investing. Speaker: - Steve Brice, Global Chief Investment Officer, 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.
Fook Hien discusses the US dollar's recent move lower and what it means for investors, especially the significance of risk management. Speaker: - Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank
Fook Hien discusses the US earnings season and what we can learn so far from US company management. Speaker: - Fook Hien Yap, 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.
© 2020-2025 Ivy Podcast Discovery LLC
