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: 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
Cut to the Chase! China’s tech sector landscape
Daniel Lam discusses the latest developments in China’s technology sector, highlighting key emerging trends and the opportunities ahead.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! High bar for geopolitics
Daniel Lam discusses current positioning in US equities and explains why there is a high bar for geopolitical events to spark furthersevere sell-offs.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 – The equity edge
In this episode, Steve explains what equities are, how stock markets work, and why patience and long-term investing matter more 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 YouTube.
Cut to the Chase! Focusing back to earnings
Daniel Lam discusses what to expect from the Q1’26 US earnings season.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! Navigating the re-accelerating inflation
Daniel Lam talks about the latest US consumer inflation data and its implications for investors.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: Navigating the Ceasefire
Michelle talks to Fook Hien on what the US‑Iran ceasefire means for markets, near‑term risks to watch, and how investors should position across asset classes.You can read our latest Weekly Market View today here.Speaker(s):- Michelle Kam, Investment Strategist, Standard Chartered Bank - Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, vi
Cut to the Chase! The reversal trades
Daniel Lam discusses the reversal of the trades initiated at the height of the pessimism surrounding the Middle East conflict and outlines how investors should now 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.
Cut to the Chase! The “prolonged” case and the influence on EM assets
Daniel Lam discusses the impact of a prolonged state of conflict in the Middle East, and how it influences EM assets – in particular, the bonds.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 “Clarity Factor” coming into play
Daniel Lam talks about the implications of extreme level of equity volatility, what history tells us about future market performance from these levels, and how uncertainties are being increasingly “baked-into” risky asset prices.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 S
InvesTips from the CIO’s desk – The golden mean in mutual funds
In this episode, Steve explores hybrid mutual funds and why they deserve more attention, explaining how they combine equities and bonds to balance growth and stability, the different types available, and how they can support a range of investment goals. Speaker: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank
Cut to the Chase! Not likely to deviate from “data-observing”
Daniel Lam discusses the latest US non-farm payroll data, and why the Fed is likely to be staying cautious and be data dependent, for now.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: Inching towards a stalemate
Michelle talks to Rajat on the CIO’s latest perspectives on the Middle East crisis, the potential implications on investor positioning, and strategies for preparing for elevated energy prices.You can read our latest Weekly Market View today here.Speaker(s):- Michelle Kam, Investment Strategist, Standard Chartered Bank - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank For
Cut to the Chase! A look at Europe
Daniel Lam checks the latest fundamentals in Europe and discusses the effect of the conflict in the Middle East and its implications.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 tech face-off (China vs. US)
Daniel Lam analyses the factors driving Chinese and US technology stocks, how they may play out, the key catalysts to watch and how investors can 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.
Cut to the Chase! Taking stock of the conflict
Daniel Lam assesses the current Middle East situation, the odds of a US-Iran ceasefire and how investors can 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.
Cut to the Chase! A look at Emerging Market bonds
Daniel Lam discusses the implications of the Middle East conflict for Emerging Market bonds and our expectations going forward.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: Getting closer, but not all clear
Hannah speaks with Ray about oil‑driven geopolitical risks and potential de‑escalation scenarios in the Middle East, the implications for Fed rate cuts and bond yields. They also discuss how damage to oil infrastructure could affect economic growth, and highlight investment opportunities across bonds, gold and Asia ex‑Japan equities.You can read our latest Weekly Market View today here.Speaker(s):
Cut to the Chase! The Twin Combination
Daniel Lam talks about how Chinese equities are at an important juncture and could benefit from a potential de-escalation in the Middle East and the return of positive reflation.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! Glittering once more
Daniel Lam talks about the recent correction in gold prices and why the current market volatility is a good opportunity to add to 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! Factors driving market stress – and what could calm it
Daniel Lam unpacks the current market stress and the key factors that could help soothe it, comparing how the recent volatility stacks up against past stress scenarios, such as the ‘Liberation Day’ tariffs.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 Wealt
Cut to the Chase! Factoring inflation into the decision-making process
Daniel Lam looks into the recent ECB and BOJ meetings, the implications of the elevated energy prices on their stance, and what it means for investors.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: Crude expectations
Ray speaks with Manpreet about our view on oil‑driven geopolitical risks and scenario outcomes, the implications for Fed rate cuts and bond yields, regional equity positioning across the US and Asia, opportunities in credit markets, and whether recent USD safe‑haven strength creates opportunities in FX and gold.You can read our latest Weekly Market View today here.Speakers: Manpreet Gill, CIO of A
Through the Noise Special : Investing in “Global Tech”
In this episode, Steve Brice speaks with Sundeep Gantori about investing in the technology sector. They explore its recent underperformance against a strong long-term track record, and how evolving trends across areas like semiconductors, software, and digital innovation are shaping opportunities. They also discuss how investors can approach the sector to capture growth while managing risks. Read
Cut to the Chase! The Fed and the Middle East re-escalation
Daniel Lam discusses the Fed’s slightly hawkish tilt overnight, the re-escalation of Middle East tensions and how investors can position themselves in this shifting landscape.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 stance from “The Big Three”
Daniel Lam discusses the key considerations and likely outcomes of the Fed, ECB and BoJ meetings this week – and their implications for investors.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 : Redefining wealth through health and wellness
In this episode, Steve speaks with Gautam Duggal, Global Head of Banca at Standard Chartered, about the role of health and wellness in holistic wealth management. They discuss how integrating healthcare planning, insurance protection, and preventive wellness strategies can help investors build financial resilience, manage rising healthcare costs, and support long-term wealth and lifestyle goals. R
Cut to the Chase! The flow and the trend – Part 2
Daniel Lam discusses investor positioning across sectors such as global financials and energy, focusing on the US and Asian markets.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 flow and the trend
Daniel Lam talks about current investor positioning, how “forced unwind and de-risking” is playing out in the markets, and why it represents a good opportunity to add technology exposure. 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 YouT
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 perspective on Chinese Internet firms ahead of the upcoming earnings report next week, and takes a closer look at the outlook across commodities and related commodity currencies.You can read our latest Weekly Market View today here.Speakers: Manpreet Gill, C
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 strategic oil reserves and how investors should be positioning their portfolios. 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
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: - 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! 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.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! 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 positioning 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: 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 against any inflation spike. They share views on China and India equities and conclude with the outlook for the Japanese Yen.You can read our latest Weekly Market View today here.Speakers: Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E)
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