Standard Chartered Money Insights
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Standard Chartered Money Insights
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 a...
Recent Episodes
1244 episodes
Through the noise: Release of oil reserves is a good start
Raymond joins Manpreet to explore the investment strategy implications arising from the ongoing Middle East conflict. Raymond also shares his perspect...
Cut to the Chase! Preparing for higher inflation
Daniel Lam discusses the US CPI overnight, the transmission mechanism of oil prices on upcoming CPI releases, the effectiveness of the IEA release of...
Cut to the Chase! The appropriate oil price hedges
Daniel Lam looks at the various hedges for elevated oil prices, and why this time around the JPY is not the best of the hedges.
Speaker:
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Cut to the Chase! Looking at the Idiosyncratic factors
Daniel Lam discusses the main elements of the China National Peoples’ Congress, and what are the key factors and implications for investors.
Spe...
Cut to the Chase! Entering a “perfect storm”
Daniel Lam discusses the weak non-farm payroll numbers, how it sits alongside the stress from the Middle East for marktes, and how investors should be...
Through the Noise: Iran impact - still contained
Manpreet speaks with Ray about the Middle-east conflicts and discuss why investors should maintain a pro-risk core allocation, while building hedges a...
Cut to the Chase! How the Middle East conflict loops into global macro
Daniel Lam discusses the linkage, the feedback mechanism, what changes the markets are currently pricing-in, and implications to investors.
Spea...
Cut to the Chase! Taking a closer look at energy
Daniel Lam looks at energy stocks as a hedge against rise in oil prices.
Speaker:
- Daniel Lam, Head, Cross-Asset Derivative Strategy, St...
Cut to the Chase! Dazed and Confused
Daniel Lam talks about how the weakness in technology sector is looking overdone in US equities, the possibility of short-covering and how that would...
Cut to the Chase! Geopolitical tensions at the fore, once again
Daniel Lam discusses the impact on financial markets from the events in the Middle East and what investments investors should consider.
Speaker:...
Through the noise: Ignore tariff noise, focus on fundamentals
Manpreet talks to Rajat on the implications of the US Supreme Court verdict on President Trump's tariffs. They also discuss their views on the Technol...
InvesTips : Know thyself – What type of investor are you?
In this episode, Steve discusses why understanding your investor personality matters. He explores key questions around risk tolerance, financial goal...
Cut to the Chase! Focus on the fundamentals
Daniel Lam discusses further evidence of a goldilocks environment in the US, easing financial conditions, and our preference for US equities.
Sp...
Cut to the Chase! A look at Europe
Daniel Lam discusses the strong performance YTD in Euro-area equities, what are the key drivers going forward, and how investors should be positioning...
Cut to the Chase! All calm on the rotation front – Part 2
Daniel Lam digs deeper into the leadership rotation, looking within the technology sector and also across other sectors, and the investment implicatio...
Cut to the Chase! All calm on the rotation front
Daniel Lam talks about the ongoing leadership rotation within US equites, how that is occurring in an orderly fashion, and what are the implications f...
Through the Noise: A catch-up US equity rally?
Hannah speaks with Fook Hien about recent US equity underperformance relative to global peers and what factors are expected to support a catch-up US e...
Cut to the Chase! Monetisation from capex spending
Daniel Lam discusses the volatility in technology stocks, the interaction between capex spending and monetisation, and areas for investors to be focus...
Through the Noise: Refocusing on growth and earnings
Raymond reviews with Ray the performance of our recommendations since the release of our 2026 outlook and highlights key areas to monitor. They assess...
Cut to the Chase! Solid non-farm numbers
Daniel Lam discusses the solid non-farm payroll numbers, market reaction and the implications for the USD.
Speaker:
- Daniel Lam, Head of...
Cut to the Chase! Software vs. Semiconductors
Daniel Lam discusses the sharp underperformance of software stocks, especially vs. semiconductors, what are our thoughts and implications for investor...
Cut to the Chase! Gold remaining intact
Daniel Lam talks about the opportunity arising from the drop in prices in Gold.
Speaker:
- Daniel Lam, Head of Equity Strategy, Standard...
Cut to the Chase! The landslide victory
Daniel Lam discusses the Japan House of Representatives’ election results, how Prime Minister Takaichi is now in a position to push through her agenda...
Through the Noise: An inflection in markets?
Michelle talks to Rajat on the implications of investors’ positioning as global markets enter a more volatile phase where economic data, policy shifts...
Cut to the Chase! Here comes the AI-productivity gains
Daniel Lam discusses the rebound in US ISM Manufacturing Index, the subdued inflation trend, a likely supportive Fed and implications for investors.
Cut to the Chase! The Flow of Matters
Daniel Lam talks about how flows influence the moves in Silver and Gold, how it trickles to the other asset classes and how investors should approach...
Cut to the Chase! India policy support continues
Daniel Lam discusses the key highlights of the Indian Budget, why it supports risk assets, and how investors should be positioning themselves
S...
Cut to the Chase! The month of Gold
Daniel Lam talks about the extreme volatility in Gold through January 2026, what to expect in the near-term and the medium- to longer-term outlook.
Through the noise: Gold rally heralds new world order
Michelle talks to Fook Hien on the implications of investors’ positioning under the backdrop of shifting geopolitical dynamics, strong tech earnings,...
Cut to the Chase! An uneventful FOMC in an eventful January
Daniel Lam discusses the most-recent FOMC meeting, its implications for investors and our thoughts across asset classes
Speaker:
- Daniel...
Cut to the Chase! The Neutral Territory
Daniel Lam talks about how US Treasuries’ positioning has moved to much more neutral territory, and why we continue to be pro-risk overall.
Spea...
Cut to the Chase! The jawboning, the move and the fundamentals
Daniel Lam discusses recent events in Japan’s currency and bond markets, our take and our views going forward.
Speaker:
- Daniel Lam, Hea...
Cut to the Chase! The Robustness of EM Debt
Daniel Lam discusses the continued robust inflow into EM debt, why we prefer EM debt to DM debt in 2026, and the investment implications.
Speake...
Through the Noise: One Year of Trump 2.0
Rajat reviews with Ray Trump’s first year of his second term and outlines what to expect in the year ahead. They also discuss geopolitical risks, spec...
Cut to the Chase! The Indian Union Budget and its implications
Daniel Lam looks at the upcoming India Union Budget, the key areas to focus upon, and what it means for investing in India.
Speaker:
- Da...
Cut to the Chase! USDJPY in-focus
Daniel Lam discusses the political events in Japan and what are the implications for USDJPY, and global assets, in the short and medium-term.
Sp...
Cut to the Chase! Managing the reliance on exports
Daniel Lam talks about China’s latest GDP figure, how the growth has become reliant upon exports, and the implications for investors.
Speaker:
InvesTips: Invest your age - Tailored investment strategies for every stage of life
In this episode, Steve speaks with Manpreet about how investment strategies should change based on one’s age and life stage, what are the most importa...
Cut to the Chase! How many times will the Fed cut rates in 2026?
Daniel Lam discusses this frequently asked question – what are the key drivers, our thoughts, and investment implications.
Speaker:
- Dan...
Through the Noise: The case for lower Fed rates
Manpreet speaks with Ray about our view on Fed rate cuts versus market expectations. They also provide a brief review of US bank earnings and discuss...