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).
Jonathan Liang discusses the most recent Fed policy rate decision and what we expect over the remainder of 2026.Speaker:Jonathan Liang, Chief Investment Officer, Fixed Income and FX, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Sylvain discusses why surging bond yields and a US 10-year government bond yield crossing 5% – fuelled by the AI investment boom's competition for capital – don't have to derail the equity rally and shares views on how to position your portfolio in this environment.Speaker:Sylvain Huard, Head of Asset Allocation, WS Chief Investments 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 discusses the AI industry's call to pace the development of AI models and why investors should not overreact but stay the course to diversify their global tech investments. Speaker: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.
Rajat Bhattacharya previews the Fed's policy meeting this week following August's US payrolls and inflation reports. Will it be one-and-done or the start of an extended hiking cycle?Speaker: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.
Hannah discusses with Rajat a packed few weeks of central bank policy decisions, focusing on the Fed's increasingly likely rate hike and its implications for bonds, equities and currencies, alongside the latest outlooks for the ECB, RBA and BoJ. They also see other opportunities for investors in semiconductors.You can read our latest Weekly Market View today here.Speaker(s):Hannah Chew, Portfolio Strategist, Standard Chartered BankRajat Bhattacharya, 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.
With the ECB expected to hike its policy rate tonight, Rajat Bhattacharya discusses whether further policy tightening will continue after tonight.Speaker: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.
Steve discusses the Japanese yen's recent strength and why investors using it as a funding vehicle should re-examine their sensitivity to further appreciation.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 why we remain constructive on the Taiwan equity market and view it as an attractive Opportunistic idea.Speaker:- 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.
Jonathan Liang discusses the latest Non-Farm Payrolls report andthe implications for the Fed outlook.Speaker:- Jonathan Liang, Chief Investment Officer, Fixed Income and FX, 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 why the risk of a Fed rate hike is rising, and what that means for bond and equity investors and their portfolios.You can read our latest Weekly Market View today here.Speaker(s):- Manpreet Gill, Chief Investment Officer, EMEA, Standard Chartered Bank - Rajat Bhattacharya, 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.
Sylvain Huard discusses how real yields influence asset returns, arguing that understanding whether yields are actively rising or peaking – and how the stock-bond correlation regime evolves – is critical for effective portfolio positioning.Speaker:- Sylvain Huard, Head of Asset Allocation, WS Chief Investments 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.
In this episode, Steve Brice explains why your financial strategy should evolve as your priorities and circumstances change throughout life. He explores the four stages of wealth cycle, from building a strong financial foundation to accumulating wealth, preparing for retirement and protecting what you've built.Speaker:- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Fresh off a trip to China, Raymond Cheng shares key insights into the country's current market landscape and emerging investment opportunities.Speaker:- Raymond Cheng, Chief Investment Officer, 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.
Steve talks about two key concerns regarding the AI capex cycle and the rise of ‘other income' in tech sector earnings. Despite this, we have just raised our 12-month target for the S&P500 index against the backdrop of a strong earnings outlook.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.
Jonathan Liang breaks down the hawkish and dovish commentary from the latest Warsh Speech at Jackson Hole. Speaker:- Jonathan Liang, Chief Investment Officer, Fixed Income and FX, 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 Brice explains why timing the market is difficult, even for experienced investors. He explores the risks of missing the market's strongest days and why staying invested through market cycles can support better long-term returns.Speaker:- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
In the latest Global Market Outlook release, Hannah and Manpreet discuss the implications of today's bond yields for fixed income and equity portfolio positioning. They also explore how gold is benefiting from the current environment, supporting the reinstatement of our Overweight stance on the precious metal.You can read our latest Weekly Market View today here.Speaker(s):- Manpreet Gill, Chief Investment Officer, EMEA, Standard Chartered Bank - Hannah Chew, Portfolio 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.
Rajat Bhattacharya discusses Fed Chair Warsh's communication challenge at Jackson Hole, with long-term bond yields at multi-decade highs. He explains the options Warsh has in calming bond markets and how softer US data can help.Speaker:- Rajat Bhattacharya, 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.
Fook Hien discusses the positive inflection in Euro area earnings after three stagnant years, as well as our preferred equity sectors in the region.Speaker:- 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.
Jonathan Liang discusses our updated forecast on the Bank of Japan's pace of rate hikes.Speaker:- Jonathan Liang, Chief Investment Officer, Fixed Income and FX, 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 discusses the outlook for gold in light of its recent surge and explains why we believe the asset class is worth accumulating.Speaker:- Manpreet Gill, Chief Investment Officer, EMEA, 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 and Rajat discuss the implications of rising US government bond yields and what the earnings season in both the US and China means for equity positioning, alongside the outlook on GBP/USD.You can read our latest Weekly Market View today here.Speaker(s):- Hannah Chew, Portfolio Strategist, Standard Chartered Bank - Rajat Bhattacharya, 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.
Jonathan Liang discusses the US Treasury expanded treasury buyback program and its implication across asset classesSpeaker:- Jonathan Liang, Chief Investment Officer, Fixed Income and FX, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Life is never static – and so your investment portfolio shouldn't be either. In this episode, Steve Brice explains why regularly reviewing and rebalancing your portfolio is important as your goals, circumstances and risk tolerance evolve. Tune in to learn how staying disciplined and managing risk keeps your investments aligned with your long-term financial journey.Speaker:- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Fook Hien outlines why the financial sector is a potential beneficiary of rising rates and how much exposure investors should have to the sector in their portfolios.Speaker:- 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.
Jonathan Liang discusses the drivers of the recent rise in long-term bond yields and the outlook going forward.Speaker:- Jonathan Liang, Chief Investment Officer, Fixed Income and FX, 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 talks about three strategies to stay in the game when it comes to investing and one step you can take today to feel more confident in an uncertain world.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.
Raymond and Hannah discuss the market implications of a prolonged stalemate in the Middle East conflict, expectations for policy decisions by the Fed, ECB, and BoJ, and potential investment opportunities across markets.You can read our latest Weekly Market View today here.Speaker(s):- Hannah Chew, Portfolio Strategist, Standard Chartered Bank - Raymond Cheng, Chief Investment Officer, 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.
With inflation remaining top-of-mind for investors, Fook Hien examines its impact on equities – and explains why we ultimately expect equites to be driven by earnings growth.Speaker:- 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.
Raymond Cheng highlights the recent resumption of the Yen downtrend against the USD after intervention, and discusses outlook on the currency pair and Japan equities.Speaker:- Raymond Cheng, Chief Investment Officer, 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.
Steve places gold's recent performance in context and explains why he sees the precious metal playing a key role in portfolios.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.
Jonathan Liang discusses the softer than expected US jobs report released on Aug 7 and talks about its implications for the policy outlook from the Fed.Speaker: - - Jonathan Liang, Chief Investment Officer, Fixed Income and FX, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
Listen in for expert market insights as Manpreet and Fook Yien discuss whether to add to equities amid the current breakout, our view on the Japanese yen following the recent US-Japan currency market intervention and why we still prefer short-duration USD bonds.You can read our latest Weekly Market View today here.Speaker(s):- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), 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.
Fook Hien discusses a long-term growth trend for a market that could potentially grow by 10x over the next 15 years.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.
With the US equity market reaching new highs, Fook Hien discusses the key market drivers to watch out for in August.Speaker:- Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Manpreet weighs the pros and cons of gold in the current market and its key fundamental and technical factors, explaining why under-allocated investors should consider accumulating at today's levels.Speaker:- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Steve discusses the recent volatility of USD-JPY and four key questions investors need to consider when trying to figure out whether this is the end of the Yen carry trade. Speaker:- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
In this episode, Steve Brice explains the fundamentals of digital assets, including blockchain, CBDCs, cryptocurrencies and NFTs. He discusses the opportunities and risks of investing in digital assets, highlighting the importance of understanding the asset class and ensuring any exposure aligns with investors' financial goals and risk tolerance.Speaker:- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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 constructive on risk assets overall, why we maintain an Overweight stance on equities and what drove our decision to move bonds back to a Neutral/Core holding within our asset allocation. This episode also covers our downgrade of gold from Overweight to a Neutral/Core holding.You can read our latest Global Market Outlook today here.Speaker(s):- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), 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.
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 markets.Speaker:- Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Fook Hien discusses how sentiment around AI is hitting the brakes amid the recent wave of negative AI-related headlines, but market fundamentals remain supportive of the AI trade. In periods of heightened uncertainty, distinguishing between headlines and fundamentals becomes even more important.Speaker: - Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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 technology companies to monetise and to generate free cash flow. He hands over the baton, to his colleagues in the Standard Chartered CIO team, who will continue to provide to you powerful insights into the Global Markets, in “Cut to the Chase” podcast.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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 hike to stem yen weakness.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Join Manpreet and Fook Hien as they discuss how recent geopolitical friction is impacting financial markets and what to look for in upcoming central bank meetings and earnings announcements.You can read our latest Weekly Market View today here.Speaker(s):- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), 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 key drivers shaping the other key region in the ‘non-exuberant' camp of equities – the Euro area – and what investors can expect there.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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 K3' – drawing parallels to DeepSeek's January 2025 launch. Tune in to see how the reaction is playing out across US vs. Chinese tech stocks.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam examines US equity positioning and explains why the rotation into the ‘non-exuberant' camp of equities is likely to continue.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Daniel Lam discusses the exciting rotation trend into ‘non-exuberant' equity areas – such as the Hang Seng Index – a topic highlighted in earlier podcasts this month.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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. They also share views on how Andy Burnham's appointment as UK Prime Minister could affect GBP and Gilt volatility. They conclude with a discussion on expectations for US tech sector earnings and the implications of US bank earnings.Speaker(s):- Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank - Ray Heung, Senior 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 weighs in on major US banks' Q2 performance, which significantly exceeded consensus expectations for both earnings and revenue.Speaker:- Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Jonathan Liang reviews the overnight US consumer inflation print and Fed Chair Warsh's testimony to Congress, concluding that the Fed will likely remain on hold.Speaker:- Jonathan Liang, Chief Investment Officer, Fixed Income and FX, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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