Standard Chartered Money Insights

Daniel talks about the French political uncertainties, how it affects Euro-area equities, and what are the key levels to be watching out for. 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.

In today's episode, Steve talks about mutual funds: what they do, their benefits as an investment vehicle and things to consider when choosing one.Speaker:  - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank 

Daniel discusses the positioning from various types of investors in US equities, the risks behind the current melt-up, and the levels that investors should be watching out for.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 EM local currency government bonds, what are the key drivers, and why a pullback would represent 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 talks about Powell's Jackson Hole speech and its implications for risk 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. 

Steve discusses with Ray their perspectives on the upcoming Fed and ECB meetings in September. They share insights and recommendations for the equities and bond markets, while also addressing the outlook for the USD and gold. Find out more from our latest Global Market Outlook report here.Speakers:- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank- Ray Heung, Senior Investment Strategist, Standard Chartered Bank

Daniel shares thoughts about the upcoming US semiconductor sector earnings, and the implications for investors. 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 provides balancing arguments to the previous day's podcast, and how this would interact with the fundamentals of Chinese companies. 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 shifts gears to talk about the current Chinese earnings season, and what it means to investors. 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 the outcome of the US-Russia summit and 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. 

Manpreet speaks to Rajat about what we can learn from data about expected Fed policy in September, why we like China equities and what to make of the Trump-Putin summit. Find out more from 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 

Daniel looks at volatility in US equities, that can be caused by over-crowdness, and how investors can position themselves ahead of this.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.

Ever thought about creating passive, inflation-protected income through property ownership, but don't want the headaches of managing tenants? REITs might provide the solution. Within a portfolio, REITs can provide good diversification benefits and a good source of income.  Speaker:  - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank 

Daniel discusses the market's relief as the effect of tariff on inflation was not as bad as the market had feared. 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 looks at the unusual downward revisions in US jobs data, what message it is sending, and how investors should incorporate this within their portfolio strategy.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 looks at the recent economic data in regions outside the US, the possibility of a consolidation in risky assets globally, and what portfolio hedges can investors consider.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 discusses with Manpreet the reasons for expecting a Fed rate cut in September and its implications for risk assets. They also share their perspectives on equities in Korea and India, concluding with insights on the GBP and gold. Find out more from our latest Weekly Market View report here. 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 looks at how the US government is managing its fiscal position via issuing shorter-term debt, how macro factors are driving yields and where are the opportunities in fixed income. 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 his observations on the drivers of Gold, and what it means for investors.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 how the Chinese policymakers are adding supply side reforms, and combining with existing demand stimulus, in order to boost PPI and inflation.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 significance of the latest non-farm payroll data, and what it means to investors' portfolios. 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.

Manpreet speaks to Fook Hien about the opportunities arising from the US Dollar rebound, what to make of US trade deals achieved so far and what they mean for US inflation and Fed policy.Find out more from 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 - Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank 

Daniel talks about the FOMC meeting, its implications, and the risk of the hawkish tilt.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 positioning across global equities, and the key technical levels to watch out for in the S&P 500.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 latest Tokyo CPI figure, the US-Japan trade deal and the likely increase in fiscal policy, can lead to a more hawkish Bank of Japan at the meeting this week.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 are the key signposts to watch out for that may dampen the current rally in 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.

Fook Hien Yap discusses with Ray Heung the reasons for expecting near-term consolidation in equities while maintaining a longer-term bullish outlook. They also cover our bond recommendations and share their views on the USD and gold.Find out more from our latest Global Market Outlook report here.Speakers:- Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank- Ray Heung, Senior Investment Strategist, Standard Chartered Bank

This week, Steve talks about the theory behind the benefits of diversification and 3 different ways to achieve it.  Please find the link to the latest Global Market Outlook here where you can find our asset allocation models for investors with different risk profiles.Speaker:- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank

Daniel discusses the Japan-US trade deal, how the market reaction suggests that it trumped over the uncertain sentiment from the election results, and the implications for Japanese 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. 

Daniel talks about the relative calmness on the tariff front in China compared to other economies, and the implications of Politburo meeting expected this monthSpeaker:  - 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 results of the Japan upper house election and its implications for investors. 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 the effects of inflation in US data, and what it means for investorsSpeaker:  - 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. 

Rajat discusses with Ray the ongoing consolidation in risk assets, the implications of the US inflation report, and the potential impact of the upcoming Japan upper house election. They conclude with a deep dive into the Q2 2025 earnings of US banks. Find out more from our latest Weekly Market View report here. Speakers:- Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank - Ray Heung, Senior Investment Strategist, Standard Chartered Bank

Daniel talks about the key factors that can help swing sentiment towards US equities, 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. 

Daniel discusses the influence of tariff on the latest US CPI inflation figure, the reaction from risky assets, and what investors should be watching out for. 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 looks into the reasons behind rising yields, in what can be a key source of volatility in H2'25.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 talks to Manpreet about gold, its history during inflationary times and what role it can play in investment portfolios. Read our full report to find out more:https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-gold-market-dynamics-analysing-the-safe-haven-14-july-2025.pdfSpeakers: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank

Daniel dives into the upcoming US Q2'25 earnings season, what we are expecting and the sectors investors should be focusing upon.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-th

Raymond discusses with Ray how investors should position themselves in view of a market consolidation. They also share their views on upcoming key datapoints, including US inflation, trade negotiation and Q2 2025 corporate earnings.Find out more from our latest Weekly Market View report here.Speakers:- Raymond Cheng, Chief Investment Officer, Standard Chartered Bank- Ray Heung, Senior Investment Strategist, Standard Chartered Bank

Daniel concludes the series with thoughts on the implications of tariffs, and where investors can look for opportunities. 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 looks back in history, on instances of supply chain disruption in the semiconductor space, what are the current risks, and how US is trying to use tariff to secure this supply chain. 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 strategical importance of semiconductors, and looks at the fragmentation of the supply chain. 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 the sharp change in narratives this year for US equities, and why investors should be trimming into strength and rotating into equities from other regions. 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 how to position ahead of the expiry of Trump's tariff pause. We would use any near-term rebound in the US dollar to rebalance into non-US equities and Emerging Market local currency bonds.Find out more from 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- Audrey Goh, Head of Asset Allocation,  Standard Chartered Bank

Daniel discusses the current environment for inflation, how it compares to the end ‘21 and H2 '22 experiences, what it means to the Fed and how investors should be positioning their bond portfolios.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 passing of the US Tax Bill in the Senate, the market reaction and what it means to your portfolio.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.

‘Everyone has a plan until they get punched in the mouth' is one of my favourite quotes, courtesy of Mike Tyson. We know that our plans will change, and life will throw curve balls at us. The key is to have a savings, insurance and investment plan that takes into account different scenarios, their likelihood and their impact on your finances. In this podcast, I share two examples of life changing situations and how you might think about putting together a plan that can be adapted in response to different outcomes.Speaker:- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank

Daniel discusses the risk and reward in US equities after strong recent gains in the S&P500Speaker: - 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 looks at Japan equities from the policy standpoint, fund flow, and vis-à-vis 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.

Manpreet discusses with Ray how investors can position themselves to take advantage of potential market volatility as the Trump trade truce expires. They also share their views on the Japanese equities market and conclude with a discussion on oil price and the Canadian dollar amid the risk events in the Middle East.Find out more from 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 BankRay Heung, Senior Investment Strategist, Standard Chartered Bank

Daniel discusses more specific ideas on the back on “De-Dollarisation”, concentrating upon the currency and bonds 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.