Standard Chartered Money Insights
Standard Chartered Money Insights is a podcast series that brings you the latest market views on-the-go. Join experts from Standard Chartered Bank as they deep dive into global insights and financial analysis to help you make better financial decisions. The content is for general information only and does not constitute investment advice.
Episodes
Cut to the Chase! Is gold’s recent rally set to extend?
Manpreet discusses the outlook for gold in light of its recent surge and explains why we believe the asset class is worth accumulating.Speaker:- Manpreet Gill, Chief Investment Officer, EMEA, 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: Watching Warsh at Jackson Hole
Hannah and Rajat discuss the implications of rising US government bond yields and what the earnings season in both the US and China means for equity positioning, alongside the outlook on GBP/USD.You can read our latest Weekly Market View today here.Speaker(s):- Hannah Chew, Portfolio Strategist, Standard Chartered Bank - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank Fo
Cut to the Chase! US Treasury expands buyback program
Jonathan Liang discusses the US Treasury expanded treasury buyback program and its implication across asset classesSpeaker:- Jonathan Liang, Chief Investment Officer, Fixed Income and FX, 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 from the CIO’s desk – Stay in sync
Life is never static – and so your investment portfolio shouldn’t be either. In this episode, Steve Brice explains why regularly reviewing and rebalancing your portfolio is important as your goals, circumstances and risk tolerance evolve. Tune in to learn how staying disciplined and managing risk keeps your investments aligned with your long-term financial journey.Speaker:- Steve Brice, Global Chi
Cut to the Chase! A beneficiary of rising rates
Fook Hien outlines why the financial sector is a potential beneficiary of rising rates and how much exposure investors should have to the sector in their portfolios.Speaker:- Yap Fook Hien, Senior Investment Strategist, 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! Why are long-term bond yields so high?
Jonathan Liang discusses the drivers of the recent rise in long-term bond yields and the outlook going forward.Speaker:- Jonathan Liang, Chief Investment Officer, Fixed Income and FX, 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! Stay in the game
Steve talks about three strategies to stay in the game when it comes to investing and one step you can take today to feel more confident in an uncertain world.Speaker:- Steve Brice, Global Chief Investment Officer, 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: Geopolitical stalemate, cooling jobs and inflation
Raymond and Hannah discuss the market implications of a prolonged stalemate in the Middle East conflict, expectations for policy decisions by the Fed, ECB, and BoJ, and potential investment opportunities across markets.You can read our latest Weekly Market View today here.Speaker(s):- Hannah Chew, Portfolio Strategist, Standard Chartered Bank - Raymond Cheng, Chief Investment Officer, North Asia,
Cut to the Chase! Inflation is relevant, but not decisive for equities
With inflation remaining top-of-mind for investors, Fook Hien examines its impact on equities – and explains why we ultimately expect equites to be driven by earnings growth.Speaker:- Yap Fook Hien, Senior Investment Strategist, 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! JPY resumes downtrend after recent intervention; what to do now?
Raymond Cheng highlights the recent resumption of the Yen downtrend against the USD after intervention, and discusses outlook on the currency pair and Japan equities.Speaker:- Raymond Cheng, Chief Investment Officer, North Asia, 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 is shining again
Steve places gold’s recent performance in context and explains why he sees the precious metal playing a key role in portfolios.Speaker:- Steve Brice, Global Chief Investment Officer, 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! July US non-farm payroll print and what does it mean for the Fed
Jonathan Liang discusses the softer than expected US jobs report released on Aug 7 and talks about its implications for the policy outlook from the Fed.Speaker: - - Jonathan Liang, Chief Investment Officer, Fixed Income and FX, 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: Equities break out
Listen in for expert market insights as Manpreet and Fook Yien discuss whether to add to equities amid the current breakout, our view on the Japanese yen following the recent US-Japan currency market intervention and why we still prefer short-duration USD bonds.You can read our latest Weekly Market View today here.Speaker(s):- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standar
Cut to the Chase! Participating in 10x growth over the long term
Fook Hien discusses a long-term growth trend for a market that could potentially grow by 10x over the next 15 years.Speaker: - Fook Hien Yap, Senior Investment Strategist, 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’s next for equities in August?
With the US equity market reaching new highs, Fook Hien discusses the key market drivers to watch out for in August.Speaker:- Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Cut to the Chase! How should one think about gold prices today?
Manpreet weighs the pros and cons of gold in the current market and its key fundamental and technical factors, explaining why under-allocated investors should consider accumulating at today’s levels.Speaker:- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wea
Cut to the Chase! The end of the Yen carry trade?
Steve discusses the recent volatility of USD-JPY and four key questions investors need to consider when trying to figure out whether this is the end of the Yen carry trade. Speaker:- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
InvesTips from the CIO’s desk – The digital landscape
In this episode, Steve Brice explains the fundamentals of digital assets, including blockchain, CBDCs, cryptocurrencies and NFTs. He discusses the opportunities and risks of investing in digital assets, highlighting the importance of understanding the asset class and ensuring any exposure aligns with investors’ financial goals and risk tolerance.Speaker:- Steve Brice, Global Chief Investment Offic
Through the Noise: Now for the hard part
In this deep-dive listen, Ray Heung and Manpreet Gill break down where we see value in current markets. Tune in as they outline why we remain constructive on risk assets overall, why we maintain an Overweight stance on equities and what drove our decision to move bonds back to a Neutral/Core holding within our asset allocation. This episode also covers our downgrade of gold from Overweight to a Ne
Cut to the Chase! The Fed holds rates
Rajat Bhattacharya discusses the Fed’s decision to hold rates yet again. Hit play to discover what this pause means for the equity, bond and FX markets.Speaker:- Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Cut to the Chase! AI sentiment vs. fundamentals
Fook Hien discusses how sentiment around AI is hitting the brakes amid the recent wave of negative AI-related headlines, but market fundamentals remain supportive of the AI trade. In periods of heightened uncertainty, distinguishing between headlines and fundamentals becomes even more important.Speaker: - Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank For the latest market i
Cut to the Chase! 800th – Daniel’s Swan Song
In his final and his 800th “Cut to the Chase” podcast, Daniel talks about the long-term optimism in the AI-trend, and investors’ shifting emphasis of technology companies to monetise and to generate free cash flow. He hands over the baton, to his colleagues in the Standard Chartered CIO team, who will continue to provide to you powerful insights into the Global Markets, in “Cut to the Chase” podca
Cut to the Chase! The threat and the execution
Daniel Lam looks at the growing ineffectiveness of Bank of Japan jawboning, the retreat of the ‘line of defence’ of intervention and a possible rate hike to stem yen weakness.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Through the noise: Geopolitics, policy and earnings
Join Manpreet and Fook Hien as they discuss how recent geopolitical friction is impacting financial markets and what to look for in upcoming central bank meetings and earnings announcements.You can read our latest Weekly Market View today here.Speaker(s):- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank - Yap Fook Hien, Senior Investment Strategist, Standard
Cut to the Chase! A look at the Euro area
Daniel Lam discusses the key drivers shaping the other key region in the ‘non-exuberant’ camp of equities – the Euro area – and what investors can expect there.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Cut to the Chase! The chemistry lesson
Chinese AI is sparking a fresh market reaction. Daniel Lam decodes the latest Chinese AI catalyst – Moonshot AI’s flagship open-weight AI model ‘Kimi K3’ – drawing parallels to DeepSeek’s January 2025 launch. Tune in to see how the reaction is playing out across US vs. Chinese tech stocks.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market in
Cut to the Chase! ‘Non-exuberance’ in the summer months – Part 3
Daniel Lam examines US equity positioning and explains why the rotation into the ‘non-exuberant’ camp of equities is likely to continue.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Cut to the Chase! ‘Non-exuberance’ in the summer months – Part 2
Daniel Lam discusses the exciting rotation trend into ‘non-exuberant’ equity areas – such as the Hang Seng Index – a topic highlighted in earlier podcasts this month.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Through the Noise: Inflation cools, but focus shifts back to oil
Fook Hien Yap and Ray Heung discuss why we believe the Fed has passed ‘peak hawkishness’, as well as our views on US interest rates and bond yields. They also share views on how Andy Burnham’s appointment as UK Prime Minister could affect GBP and Gilt volatility. They conclude with a discussion on expectations for US tech sector earnings and the implications of US bank earnings.Speaker(s):- Yap Fo
Cut to the Chase! US bank earnings
Fook Hien weighs in on major US banks’ Q2 performance, which significantly exceeded consensus expectations for both earnings and revenue.Speaker:- Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Cut to the Chase! Cooler inflation and Warsh
Jonathan Liang reviews the overnight US consumer inflation print and Fed Chair Warsh’s testimony to Congress, concluding that the Fed will likely remain on hold.Speaker:- Jonathan Liang, Chief Investment Officer, Fixed Income and FX, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Cut to the Chase! Worry or Opportunity?
Manpreet discusses the flare-up in Middle East tensions, what the most important indicator to follow is and why this may be an opportunity for longer-term investors.For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. Speaker: - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Cur
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.Speaker:- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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 opportunities in tech that investors can consider during this market environment.You can read our latest Weekly Market View today here.Speaker(s):- Hannah Chew, Portfolio Strategist, Standard Chartered Bank - Rajat Bhattacharya, Senior Investment Stra
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 earnings season starting next week. For deeper analysis, check out our Weekly Market View publication releasing later this afternoon at https://www.sc.com/sg/market-outlook/Speaker:- Steve Brice, Global Chief Investment Officer, Standard Chartered Ban
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.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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. Listen now to discover which asset classes are supported in this scenario and where the key risks lie.You can read our latest Weekly Market View today here.Speaker(s):- Hannah Chew, Portfolio Strategist, Standard Chartered Bank - Rajat Bhattacharya, S
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 economy and the market feedthrough.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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 dive into why proactive succession planning is critical for family-owned businesses. They discuss the importance of governance, leadership development and family communication in supporting a smooth transition and preserving wealth across generation
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 assets such as the Hang Seng Index.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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, South Korea and Taiwan, highlighting the key catalysts that could trigger a turnaround.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe t
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 market often backfires – frequently driven by overconfidence, excessive trading and poor timing. Even professionals struggle to outperform consistently. Instead, the real winners are disciplined investors who stay invested and let compounding do the
Cut to the Chase! The Taiwanese equities rally
Daniel Lam discusses the strong performance of Taiwanese equities and our expectations going forward.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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 implications for investors. They also analyse the potential impact on oil prices, sharing fresh perspectives on US and Asia ex-Japan equities. Listen now to discover key market takeaways and exactly where opportunities are opening up in bonds amid policy shif
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 insights into the greenback’s strength.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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 insights.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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 typically best viewed as a supporting part of a diversified portfolio.Speaker: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartere
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 biggest drivers – central banks.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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 reasons for remaining Overweight equities, share their latest views on fixed income and conclude with a discussion on gold. Listen to the full conversation to stay ahead of market shifts.You can read our latest Global Market Outlook today here.Speaker(s):-
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.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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 overlooking in this post-conflict environment. Tune in for actionable insights.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Stand
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 biggest buyers of gold. Listen in to learn how to position your investment portfolio for what’s ahead.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or
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, why we expect the Fed to stay on hold for the rest of 2026, and the strong investment case for gold. ou can read our latest Weekly Market View today here.Speaker(s):- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Charte
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 even more critical factor driving equity markets right now. Listen now to get the full market breakdown.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views
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.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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. Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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 out what this means for investors.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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 investors should consider positioning their portfolios amid signs of investor froth.You can read our latest Global Market Outlook today here.Speaker(s):- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank - Raymond Che
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 sense right now. Listen now to discover key allocation insights.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered We
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.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube
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.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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 economic scenarios.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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 Bund opportunities in Europe and share views on the NZD, China equities, and the need for a diversified equity positioning.You can read our latest Global Market Outlook today here.Speaker(s):- Michelle Kam, Investment Strategist, Standard Chartered
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 assets, how cryptocurrencies work, the risks involved, and the different ways investors can gain exposure to this evolving asset class. Read the accompanying report https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-the-crypto-conundrum-is-it-ri
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. Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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 such moves. Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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 Lam highlights the key market pain points for investors to watch.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered W
InvesTips from the CIO’s desk – Commodities that shape our world
In this episode, Steve Brice explains what commodities are, how they can strengthen portfolio diversification and how they help investors navigate inflation and global supply and demand trends. Tune in to discover key strategies for managing volatility. Speaker: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank For more of our latest market insights, visit Market views on-
Cut to the Chase! “Isn’t it ironic, don’t you think?”
Daniel Lam explains why fairly strong economic data can draw less enthusiasm in aninflationary environment. He also breaks down the “self-regenerating” mechanism of the economy and markets. Tune in to find out what this means for investors.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscri
Through the Noise: A fragile equilibrium
Manpreet Gill and Ray Heung discuss how earnings are supporting equities, why prolonged oil disruption could revive inflation risks and why they favour broader equity exposure, Emerging Market bonds and gold despite volatility.You can read our latest Global Market Outlook today here.Speaker(s):- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank - Ray Heung, Se
InvesTips: Strategic wealth planning
In this episode, Steve Brice speaks with Mike Tan, Global Head of Wealth Planning and Family Advisory at Standard Chartered Global Private Bank, about how strategic wealth planning can help families navigate succession, preserve legacy, and manage wealth across generations. Read the accompanying report https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-strategic-wealth-planning-privateba
Cut to the Chase! The Sixth Degree of Separation
Daniel Lam discusses the effect of elevated bond yields on equities, and the theme of AI.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Cut to the Chase! Examining borrowing costs
Daniel Lam examines the current market forces driving borrowing costs and explains where it makes sense to ‘lock’ them in.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Cut to the Chase! The post-intervention zone
Daniel Lam explores the impact of the Bank of Japan’s latest round of FX intervention and delves into what it means for USD/JPY in the short-to-longer term.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
Cut to the Chase! The Hype, the Summit and the Reality
Daniel Lam discusses his thoughts on the Summit between Trump and Xi, the key takeaways and the investment implications.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
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