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).
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.
Daniel Lam discusses the evolution of demand for Gold, why liquidity is the dominant short-term driver, and when this may take a turn for the better.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 recent volatility in US equities, our take on the latest non-farm payroll and unemployment data, and how investors can 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 with Ray about the likelihood of a December Fed rate cut and its impact on risk assets. They recommend that investors use pullbacks as opportunities to add to tech stocks in the US and China following strong tech earnings and guidance. They conclude the discussion with implications for Japanese risk assets of a potentially significant budget stimulus from the Takaichi government.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 the current drivers for Indian equities, the key levels and the opportunities ahead.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 key drivers of the JPY and what we expect in the near-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 discusses the current choppiness in US equities, and why quality stocks are likely to outperform in the near-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 discusses the various source of gold demand, how they have been evolving, and what it means to Gold prices.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 speaks with Rajat about the end of the US government shutdown and what it means for US government bonds and Equities. They also cover other opportunities in the market including Gold. Read our latest Weekly Market View report here. Speakers: - Hannah Chew, Portfolio Strategist, Standard Chartered Bank - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank
Daniel Lam explains why a slightly weak, but not excessively weak, US economy, can be the “happy medium” for US 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 discusses the qualities that investors are looking for, in US and Chinese technology companies.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 structural and cyclical drivers of the USD, and our expectations on the USD-pathSpeaker: - 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 looks into the current Chinese earnings season, areas to watch out for and investment implications to 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.
Ray speaks with Fook Hien about the recent political events in the US and their implications for risk assets. They share views on US and China equities and then conclude with a discussion on UK government bonds and the British pound (GBP). Read our latest Weekly Market View report here. Speakers: - Ray Heung, Senior Investment Officer, Standard Chartered Bank - Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank
Daniel Lam looks at these three key factors, that investors have been focusing upon in the current US earnings season.
Daniel Lam looks further into the structural and short-term drivers for Gold, and why investors should be adding on dips.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 of InvesTips, Steve speaks to Nic Rigois, Global Head of Capital Market Products and Solutions at Standard Chartered, about the features and operation of wealth lending and why investors should consider wealth lending as part of their wealth management approach to optimise portfolio returns. Speakers: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank - Nic Rigois, Global head, CMPS, Standard Chartered Bank
Daniel Lam discusses the pockets of value that we identified, in our opportunistic ideas in equities and fixed income.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 our preferences within the Fixed Income space, and where we see pockets of valueSpeaker: - 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 Manpreet about the reasons for maintaining a risk-on stance from a macro perspective. They then discuss gold and highlight their preferences within equities and bonds. They conclude with a discussion on the USD. Read our latest Global Monthly Outlook report here. Speakers: - Ray Heung, Senior Investment Officer, 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 Lam discusses the FOMC overnight, the uncertain tone from Powell about the Dec-25 rate cut and how investors can position their portfolioSpeaker: - 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 looks at the direction of the new five-year plan in China, the key areas of focus 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 talks about the implications of rate cuts on Gold, what are the other key drivers and why the current correction is an adding opportunity.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 delayed US CPI figure, how it lays the path for another 25bps cut from the Fed, 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.
Manpreet speaks to Rajat about gold – what are today's key drivers, what are the risks and our view following its recent price correction. 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 - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank
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