Standard Chartered Money Insights

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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).

Standard Chartered Bank


    • Nov 18, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 5m AVG DURATION
    • 1,160 EPISODES


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    Latest episodes from Standard Chartered Money Insights

    Cut to the Chase! The demand for quality

    Play Episode Listen Later Nov 18, 2025 3:15


    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.

    Cut to the Chase! Looking at the Flow in Gold

    Play Episode Listen Later Nov 16, 2025 3:44


    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. 

    Through the Noise: The US is back in business

    Play Episode Listen Later Nov 14, 2025 10:00


    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 

    Cut to the Chase! The Happy Medium

    Play Episode Listen Later Nov 12, 2025 3:29


    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. 

    Cut to the Chase! With Great Expectations, comes Great Responsibilities

    Play Episode Listen Later Nov 11, 2025 3:49


    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. 

    Cut to the Chase! Our take on the USD

    Play Episode Listen Later Nov 10, 2025 3:53


    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. 

    Cut to the Chase! Chinese earnings in-focus

    Play Episode Listen Later Nov 9, 2025 3:08


    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. 

    Through the Noise: Impact of political upsets and legal setbacks

    Play Episode Listen Later Nov 7, 2025 10:39


    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 

    Cut to the Chase! Guidance, CAPEX and Visibility

    Play Episode Listen Later Nov 5, 2025 3:35


    Daniel Lam looks at these three key factors, that investors have been focusing upon in the current US earnings season.

    Cut to the Chase! Adding Gold on pullbacks

    Play Episode Listen Later Nov 4, 2025 3:52


    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. 

    InvesTips: Understanding wealth lending: Strategies for growing your financial portfolio

    Play Episode Listen Later Nov 4, 2025 12:26


    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 

    Cut to the Chase! Seeking value at the market highs

    Play Episode Listen Later Nov 3, 2025 4:27


    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. 

    Cut to the Chase! The nuances within Fixed Income

    Play Episode Listen Later Nov 2, 2025 3:54


    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. 

    Through the Noise: Staying constructive into year-end

    Play Episode Listen Later Oct 31, 2025 10:31


    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 

    Cut to the Chase! Far from a forgone conclusion

    Play Episode Listen Later Oct 30, 2025 3:32


    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. 

    Cut to the Chase! The direction for the next five years in China

    Play Episode Listen Later Oct 28, 2025 4:04


    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. 

    Cut to the Chase! Paving the path for another rate cut this week – Part 2

    Play Episode Listen Later Oct 27, 2025 4:23


    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. 

    Cut to the Chase! Paving the path for another rate cut this week

    Play Episode Listen Later Oct 27, 2025 3:20


    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. 

    Through the Noise: A healthy correction in gold

    Play Episode Listen Later Oct 24, 2025 10:56


    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 

    Cut to the Chase! The threats from private credit

    Play Episode Listen Later Oct 22, 2025 5:16


    Daniel looks at the risks from private credit, the potential channel to risk assets, and how investors should be positioning themselves.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. 

    Cut to the Chase! Truce out of convenience

    Play Episode Listen Later Oct 22, 2025 4:43


    Daniel discusses the leverage that the US and China, has on each other, and how they seek to neutralise and lessen the effect of these leverages. 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. 

    Cut to the Chase! What can lead to more volatility?

    Play Episode Listen Later Oct 20, 2025 4:14


    Daniel talks about the key drivers of volatility in US equitiesSpeaker: - 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.

    Cut to the Chase! Innovating in the next five years

    Play Episode Listen Later Oct 19, 2025 4:24


    Daniel talks about the likely emphasis upon technology and innovation in China's upcoming 15th 5-year plan, its effort to move up the value chain, the encouragement of domestic consumption, and the 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.

    Through the Noise: US-China spat: Here we go again

    Play Episode Listen Later Oct 17, 2025 12:33


    Hannah speaks with Raymond about the US-China trade tensions and what it means for US and China Equities. They also cover other opportunities in the market including UK Gilts and EM Local Currency Bonds. Read our latest Weekly Market View report here.  Speakers:   Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank Hannah Chew, Portfolio Strategist, Standard Chartered Bank 

    Cut to the Chase! Trump's “Impossible Trinity”

    Play Episode Listen Later Oct 16, 2025 3:33


    Daniel discusses how the US and China are likely to come back to the negotiating table over the next few weeks to narrow their differences, and why US and China equities are likely to pull back, but only mildly.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.

    Cut to the Chase! The Great Debasement

    Play Episode Listen Later Oct 14, 2025 4:00


    Daniel discusses the shift of buyers for Gold, the key drivers ahead and how Gold stacks up versus Bitcoin.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.

    Cut to the Chase! Shaken, but not stirred

    Play Episode Listen Later Oct 14, 2025 4:03


    Daniel looks at how the US technological prowess, the improvement in efficiency and costs, can be an offsetting factor against inflation, and help maintain US exceptionalism.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.

    Cut to the Chase! Poker, Go and Chess

    Play Episode Listen Later Oct 13, 2025 4:22


    Daniel discusses the latest ratcheting up of trade tensions between the US and China, the key drivers and the implications for risky assets.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.

    Through the Noise: The make-or-break earnings season

    Play Episode Listen Later Oct 10, 2025 12:17


    Ray speaks with Fook Hien about the upcoming US 3Q earnings season, focusing on banks, communications, healthcare, and technology. They also share insights on gold and the Australian dollar, concluding with a discussion on the recent rise in yields of developed market government bonds.Read our latest Weekly Market Outlook report here. Speakers:  Ray Heung, Senior Investment Officer,  Standard Chartered Bank Yap, Fook Hien, Senior Investment Officer,  Standard Chartered Bank 

    Cut to the Chase! The great boxer and France

    Play Episode Listen Later Oct 8, 2025 3:17


    Daniel discusses the current political issues in France and how investors should be positioning their assets.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.

    Cut to the Chase! Abenomics 2.0

    Play Episode Listen Later Oct 7, 2025 4:40


    Daniel talks about the victory of Sanae Takaichi, the implications for Japan assets, and why she maybe more fiscally prudent than the market is current expecting.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.

    InvesTips from the CIO's desk – Debt mutual funds – A beginner's guide

    Play Episode Listen Later Oct 7, 2025 7:23


    Today, Steve talks about 3 key dimensions of debt mutual funds to be aware of and how to pick a fund that matches your needs. Bonds are an important component of most portfolios, despite offering lower returns over long periods of time. They can help with different objectives such as protecting your emergency reserve, generating income or providing an important diversifier to equity portfolios. Speaker:   - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank  

    Cut to the Chase! Assessing the shutdown

    Play Episode Listen Later Oct 7, 2025 3:37


    Daniel discusses the US government shutdown, our base case versus a more prolonged shutdown scenario, 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.

    Cut to the Chase! The case for Gold Miners

    Play Episode Listen Later Oct 5, 2025 2:46


    Daniel discusses the strong, self-reinforcing feedback loop, from gold prices to gold miners fundamentals.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.

    InvesTips - Equity market volatility: From chaos to clarity

    Play Episode Listen Later Oct 3, 2025 15:41


    In this episode of InvesTips, Steve speaks to Manpreet about understanding the nature of equity market volatility and how investors can build strategies to ensure their investment plans are not derailed by temporary or cyclical volatility.Read our full report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-thematic-report-equity-market-volatility-from-chaos-to-clarity-03-october-2025.pdfSpeaker: - Steve Brice, Global Chief 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 

    Through the noise: Looking through the shutdown

    Play Episode Listen Later Oct 3, 2025 9:10


    Manpreet speaks to Raymond about the US government shutdown, its implications for stocks, bonds and the US Dollar, and why we like gold long-term.Find out more from our latest Weekly 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 - Raymond Cheng, Chief Investment Officer, North Asia,  Standard Chartered Bank 

    Cut to the Chase! China In-Focus

    Play Episode Listen Later Oct 1, 2025 3:54


    Daniel talks about the critical month in policymaking in China, how the recent figures are stacking up, and the outlook for Chinese equities.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.

    Cut to the Chase! Emerging Markets and the Bond Focus

    Play Episode Listen Later Sep 30, 2025 3:30


    Daniel discusses our Overweight in EM Local Currency Government Bonds and the key drivers of this asset classSpeaker:   - 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.

    Cut to the Chase! The interview and Indian equities

    Play Episode Listen Later Sep 29, 2025 4:05


    Daniel shares his recent media experience on Indian equities --- looking at the current correction as a buying opportunity.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.

    Cut to the Chase! Gold: Higher for Longer

    Play Episode Listen Later Sep 28, 2025 3:17


    Daniel discusses our upgrade of Gold to Overweight and the key drivers ahead.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.

    Through the Noise: The equities melt-up

    Play Episode Listen Later Sep 26, 2025 8:51


    Michelle speaks to Manpreet about latest market perspectives amid signs of a weakening US labour market, including our outlook on global equities, bond performance, and the recent surge in gold prices.Find out more from our latest Weekly 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 Bank 

    Cut to the Chase! The increase in productivity

    Play Episode Listen Later Sep 24, 2025 4:09


    Daniel looks at the increase in productivity in China, due to technological advances, and what areas of Chinese equities that investors can focus upon.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.

    Cut to the Chase! The return of the doves

    Play Episode Listen Later Sep 23, 2025 3:12


    Daniel talks about the Fed's current stance, how that could evolve in coming months, and what it means for bonds.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.

    Cut to the Chase! Domestic stimulus and Indian equities

    Play Episode Listen Later Sep 22, 2025 3:52


    Daniel discusses the Goods and Services Tax revamp in India, what it means for Indian equitiesSpeaker:   - 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.

    Cut to the Chase! The Forces behind Volatility

    Play Episode Listen Later Sep 21, 2025 4:21


    Daniel talks about the factors that can drive market volatility in the near-term, and where he sees opportunities if risky assets pause or pull back.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.

    Through the Noise: Positioning post the Fed

    Play Episode Listen Later Sep 19, 2025 9:10


    Manpreet speaks to Raymond about key takeaways from the Fed policy meeting, why equities should be well supported and the risk of rising bond yields short term. Find out more from our latest Weekly 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 - Raymond Cheng, Chief Investment Officer, North Asia,  Standard Chartered Bank 

    Cut to the Chase! The punchline

    Play Episode Listen Later Sep 18, 2025 3:36


    Daniel talks about the Fed rate cut, how the Fed is moving its focus to the labour market over inflation, and the implications on risky assets.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.

    Cut to the Chase! The forces driving USD/JPY

    Play Episode Listen Later Sep 16, 2025 3:25


    Daniel discusses the political and macro drivers of USD/JPY, and our expectations for the pair in the near-term.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.

    Cut to the Chase! The case for Chinese equities

    Play Episode Listen Later Sep 15, 2025 4:14


    Daniel looks at more recent key drivers for Chinese equities, and how investors may position themselves in this contextSpeaker:   - 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.

    InvesTips from the CIO's desk - Resilience of bonds: Staying calm during turbulence

    Play Episode Listen Later Sep 15, 2025 16:15


    Steve and Manpreet introduced the different types of bonds and the basics of bond investing. They then discussed the various drivers that can impact the return profile of bonds, concluding with key factors that investors should focus on when making bond investments. Read our full report to find out more https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-resilience-of-bonds-staying-calm-during-turbulence-11-september-2025.pdf Speaker: - Steve Brice, Global Chief 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 

    Cut to the Chase! What to expect from the Fed pivot

    Play Episode Listen Later Sep 14, 2025 3:13


    Daniel looks at the various scenarios in the upcoming FOMC meeting, where markets are expecting the Fed to start its rate-cutting cycleSpeaker:   - 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.

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