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
1343 episodes
Cut to the Chase! Fear and greed
Today, Steve looks into how investor behaviour is currently caught between fear and greed – and what you can do about it.
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Through the noise: Eye on earnings as Iran tensions return
Hannah discusses with Rajat how investors can navigate the upcoming Q2 US earnings season amidst the Middle East tensions. They highlighted tactical o...
Cut to the Chase! The earnings tailwind
Steve Brice looks at why markets remain resilient in the face of reigniting tensions in the Middle East, anchored by expectations ahead of the US Q2 e...
Cut to the Chase! ‘Non-exuberance’ in the summer months
Daniel Lam discusses the logic behind the rotation back into ‘non-exuberant’ equity areas, such as the Hang Seng Index.
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Cut to the Chase! The summer market checklist
Daniel Lam examines the key near-term drivers shaping US equities and shares a checklist to guide your portfolio through the summer.
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Cut to the Chase! The silver bullet
Daniel Lam looks at USD/JPY, its key drivers, Bank of Japan rate hike expectations and the ‘intervention’ silver bullet from the central bank.
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Cut to the Chase! The return of goldilocks
Daniel Lam takes a holistic look, at the latest macro figures from the US, and its implications on the Fed rates.
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- Danie...
Through the noise: Peak hawkishness?
Hannah Chew and Rajat Bhattacharya discuss what the reopening of the Strait of Hormuz and lower oil prices might mean for the global monetary cycle. L...
Cut to the Chase! Warsh and the AI paradigm shift
Daniel Lam unpacks Fed Chair Warsh’s key messages at the ECB Forum on Central Banking 2026 in Portugal, focusingespecially on the impact of AI on the...
InvesTips: Family business succession and governance
In this episode, Steve Brice sits down with Mike Tan (Global Head of Wealth Planning and Family Advisory at Standard Chartered Global Private Bank) to...
Cut to the Chase! The road ahead for the US dollar
Daniel Lam examines the latest positioning and near-term outlook for the USD. Listen now to discover what the shifting USD dynamics mean for global as...
Cut to the Chase! How to reverse underperformance in Hong Kong-listed China equities
Daniel Lam addresses the underperformance of Hong Kong-listed China equitiesvis-à-vis the high-end technology growth markets such as the US, Japan, So...
InvesTips from the CIO’s desk – Who wants to be average?
Being “average” might sound unappealing, but in the investing world, it could be your greatest advantage. This episode explores why trying to beat the...
Cut to the Chase! The Taiwanese equities rally
Daniel Lam discusses the strong performance of Taiwanese equities and our expectations going forward.
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- Daniel Lam, Head,...
Through the noise: Deciphering Kevin Warsh
Following Kevin Warsh’s highly anticipated debut as Fed Chair, Hannah Chew and Manpreet Gill break down his inaugural policy message and its implicati...
Cut to the Chase! The reign of King Dollar
Daniel Lam discusses the US dollar’s continued strength in 2026, the key drivers behind it and our outlook going forward. Tap play to uncover deep ins...
Cut to the Chase! The Magnificent Seven and the correction
Daniel Lam dives deep into the Magnificent Seven’s recent correction and what lies ahead for these tech giants. Tune in now for the latest market insi...
Cut to the Chase! Japan and Korea – the divergence between equities and currencies
Daniel Lam discusses equity and currency trends across the Japanese and South Korean markets. Listen now for the latest market insights.
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InvesTips from the CIO’s desk – Forex fortunes
In this episode, Steve Brice explores how foreign exchange markets work, the factors that influence currency valuations, and why currencies are typica...
Cut to the Chase! Key demand for gold remains intact
Daniel Lam analyses the World Gold Council’s latest 2026 Central Bank Gold Reserves survey, which reaffirms the strong demand for gold from its bigges...
Through the Noise: Navigating shifting sands
As we enter H2 2026, Manpreet Gill and Ray Heung assess where global markets are heading and what investors should focus on. They outline their reason...
Cut to the Chase! The Fed’s new era: Warsh debut
Daniel Lam discusses Kevin Warsh’s inaugural FOMC meeting as Chair,reviewing the key decisions, outcomes and market implications.
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Cut to the Chase! How long-lasting will the peace deal be?
Daniel Lam talks about the motivation for the peace deal, how stable it can be, and how investors should be positioning themselves.
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Cut to the Chase! Identifying opportunities post Middle East conflict
Where should investors look next? Daniel Lam shares the answer as he breaks down the under-the-radar investment opportunities that investors might be...
Cut to the Chase! In for the long term – Part 2
Daniel Lam analyses the latest price action in gold and highlights why it is important to follow the investment rationale of central banks – the bigge...
Through the noise: Investor froth scaled back, but not eliminated
Where do markets stand as investor froth scales back? Join Manpreet Gill and Rajat Bhattacharya as they discuss where we stand on investor positioning...
Cut to the Chase! The real signal
Daniel Lam discusses overnight US consumer inflation data, explaining why equity issuance from the Magnificent 7 and their related companies is an eve...
Cut to the Chase! Spotlight on South Korea
Daniel Lam analyses recent Korean export data, currency market divergences, the likely trends going forward and key investor implications.
Cut to the Chase! The return of capital raising
Daniel Lam discusses the recent capital raising by hyperscalers, the upcoming mega IPOs and the implications for investors.
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Cut to the Chase! “Isn’t it ironic, don’t you think?” – Part 2
Daniel Lam links the strong US non-farm payrolls data to the cementing of a changing economic regime where “good news is bad news.” Tune in to find ou...
Through the noise: Resilient fundamentals meet investor froth
Join Manpreet Gill and Raymond Cheng as they discuss the strategic benefits of broadening equity exposure, their latest views on the ECB and how inves...
Cut to the Chase! The case for fine-tuning portfolios
With shifting dynamics in US equity positioning, is it time to adjust your portfolio? Daniel Lam explains why fine-tuning tech sector exposure makes s...
Cut to the Chase! Taking a look at Europe – Part 2
Daniel Lam breaks down the latest investment opportunities in Euro area fixed income. Tune in to stay ahead of changing European market trends.
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Cut to the Chase! Taking a look at Europe
Daniel Lam discusses the latest positioning, flows and drivers shaping Euro area equities. Listen now to stay ahead of changing European market trends...
Cut to the Chase! In for the long term
Daniel Lam discusses the long-term benefits of holding gold in investment portfolios, backing the analysis with hard historical data across various ec...
Through the noise: All eyes on Hormuz talks
Michelle Kam and Ray Heung discuss why the latest US PCE data is unlikely to trigger a hawkish Fed shift. Tune in as they assess stagflation risks and...
InvesTips: The crypto conundrum – Is it right for you?
In this episode, Steve Brice speaks with Vipul Kumar, Global Head of FX, FX Derivatives and Digital Assets, at Standard Chartered, about digital asset...
Cut to the Chase! Under extra scrutiny
Daniel Lam talks about the intense focus on recent US macro data releases. Tune in to understand the key takeaways and implications for investors.
Cut to the Chase! “Speed”, the US 10-year Treasury yield and the S&P500
Daniel Lam discusses the relationship between movements in the US 10-year Treasury yield and US equities and outlines how investors should prepare for...
Cut to the Chase! The dilemma central banks face
Daniel Lam discusses the delicate balance that central banks need to strike between inflation control and avoiding choking off growth. Listen now as L...