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
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.
Through the Noise: A tipping point?
Join Manpreet Gill and Fook Hien Yap as they analyse the risks of an oil price tipping point, the potential policy shifts under the incoming Fed Chair Warsh and why we like the Hang Seng Tech Index.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 - Yap Fook Hien, Senior Investment Strategis
Cut to the Chase! China’s data surprising on the upside
Daniel Lam discusses the strength of Chinese data versus expectations, and implications for the CNH and AUD.Speaker: - Daniel Lam, Head, Cross-Asset Derivative 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! Digging deeper beyond headline inflation
Daniel Lam explains why the latest US consumer inflation data is not as worrisome as the headlines suggest. Tune in as Lam digs deeper into 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! A look at positioning and flow demand
Daniel Lam discusses positioning in and flow demand for US equities from March 2026 to now, the implications of this shift and how investors should be positioning their investments against this context.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth In
Cut to the Chase! Goldilocks reaction, but uncertainties remain
Daniel Lam talks about the markets positive reaction to non-farm payroll on Friday, and the uncertainties associated around this interpretation.Speaker: - Daniel Lam, Head, Cross-Asset Derivative 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: Locking gains in Asia, rotating to Euro area
Manpreet Gill, CIO (AMEE), speaks with Rajat Bhattacharya, Senior Investment Strategist, about why we’ve rotated from Asia ex-Japan to Euro area equities, the markets we continue to like in Asia and the risk-reward profile of AUD bonds.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 - Raja
InvesTips from the CIO’s desk – Hedging with derivatives
In this episode, Steve Brice explains how derivatives work, the different ways they can be used to manage investment risk and why they should only be used with a clear understanding of their potential risks and costs. 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 Char
Cut to the Chase! The Intervention
Daniel Lam talks about the history of Bank of Japan intervention, and where we expect the USD/JPY to go from here.Speaker: - Daniel Lam, Head, Cross-Asset Derivative 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 stagflation threat
Daniel Lam analyses the latest macro data and trends and explains how investors can diversify their portfolios with US TIPS and gold.Speaker: - Daniel Lam, Head, Cross-Asset Derivative 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! Gold in the accumulation zone
Daniel Lam explains why the current period represents an interesting opportunity for investors to add gold.Speaker: - Daniel Lam, Head, Cross-Asset Derivative 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! Up like an elevator, down like taking the stairs
Daniel Lam continues the discussion on “the era of dissent” among major central banks. From the threat of rising inflation to Fed independence, find out what to expect over the next few months.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on
Through the Noise: The earnings bedrock
Manpreet Gill (CIO, AMEE) and Ray Heung (Senior Investment Strategist) discuss how US Q1 2026 earnings support our Overweight view on equities, especially in the tech sector. They also examine the rationale for adding gold miners to portfolios, the USD/JPY outlook amid central bank policy divergence and selective opportunities in GCC Investment-grade sovereign and bank bonds.You can read our lates
Cut to the Chase! The era of dissent
Daniel Lam discusses the latest Fed meeting, where, much like this week’s Bank of Japan policy meeting, there was heavy debate and dissenting votes. Listen now to understand the implications of these developments for interest rate trajectory and investor portfolios.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor more of our latest market insights, visit Mar
Cut to the Chase! The dilemma central banks face
Daniel Lam discusses the outcome of the Bank of Japan policy meeting, the dilemma central banks face in balancing inflation control with growth and the reasons we expect downside in the USD/JPY.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights o
Cut to the Chase! Too fast too furious?
Daniel Lam discusses the sharp recovery in many key asset classes, and why investors should not be fearful of such recovery where fundamentals are strongSpeaker: - Daniel Lam, Head, Cross-Asset Derivative 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! EUR/USD upside
Daniel Lam explores the evolving macro and central bank dynamics between the Euro area and the US, explaining why we expect upward momentum for EUR/USD.Speaker: - Daniel Lam, Head, Cross-Asset Derivative 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: An uneasy truce
Senior Investment Strategist Ray Heung speaks with Manpreet Singh Gill (CIO, AMEE) about the prospects for de-escalation in the Middle East and the remaining tail risks. They explore oil price scenarios and their implications for inflation and central bank rate decisions, highlighting strategies for positioning across equities and selective bonds.You can read our latest Global Market Outlook today
Cut to the Chase! The cleaner trade
Daniel Lam analyses the relative momentum and speed of recovery in US vs. European and Asian equities and explains why factors continue to point towards solid performance in the US.Speaker: - Daniel Lam, Head, Cross-Asset Derivative 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! Is it time to lock in income?
Daniel Lam discusses the outlook for US yields and how investors should currently be positioning themselvesSpeaker: - Daniel Lam, Head, Cross-Asset Derivative 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 re-assertion of ‘de-dollarisation’
Daniel Lam discusses the return of the ‘de-dollarisation’ trend and the key currency pairs to watch out for.Speaker: - Daniel Lam, Head, Cross-Asset Derivative 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 from the CIO’s desk – Deep dive into equities
In this episode, Steve discusses stock market volatility, investor emotions, and why focusing on company fundamentals and staying disciplined is more effective than trying to time the market. 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 Y
Cut to the Chase! The aftermath of the Middle East conflict
Daniel Lam discusses the impact of elevated energy prices on macro data, the implications for key H2 2026 events and how investors should position themselves.Speaker: - Daniel Lam, Head, Cross-Asset Derivative 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: Full circle
Manpreet Gill (CIO, AMEE) and Senior Investment Strategist Rajat Bhattacharya discuss how to read the US-Iran negotiations, our preferred equity market sectors and why we expect the USD to weaken.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 - Rajat Bhattacharya, Senior Investment Strategis
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