Standard Chartered Money Insights
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Standard Chartered Money Insights
Standard Chartered Money Insights is a podcast series created to bring you the latest market views on-the-go. Join experts from Standard Chartered Bank as we deep dive into the global insights and financial analysis that matter to help you make better financial decisions. This podcast channel a...
Nesenie epizodes
1187 epizodes
Through the Noise: Outlook 2026 mini podcast series – Outlook 2026: Blowing bubbles?
Steve discusses the CIO Office 2026 outlook, why we expect equities and gold to outperform and why we believe equities and the AI theme are not in a b...
Through the Noise: Outlook 2026 mini podcast series - Equities
Steve explains our rationale for being Overweight global equities, with a focus on the US and Asia ex-Japan, reviewing support from earnings, AI inves...
Through the Noise: Outlook 2026 mini podcast series - Bonds
Steve explains why we favor Emerging Market bonds in 2026 and why we are more cautious on Developed Market corporate bonds. He also sees top opportuni...
Through the Noise: Outlook 2026 mini podcast series - FX
Steve talks about the US dollar’s near-term resilience and why we expect eventual weakening amid shifting global interest rate differentials. He also...
Through the Noise: Outlook 2026 mini podcast series – Artificial intelligence
Steve shares his thoughts on AI’s transformative impact, why he favours US, Europe, and China tech sectors with a focus on semiconductors, software, a...
Through the Noise: Outlook 2026 mini podcast series - China & India
Steves explains why we believe Chinese and Indian equities — the two powerhouse markets in Asia – offer distinct investment opportunities.
Through the Noise: Outlook 2026 mini podcast series - Hedge fund strategies
Steve shares our views on Hedge Fund strategies and delves into how these can be used to diversify your investment portfolio.
Read our ac...
Through the Noise: Outlook 2026 mini podcast series - Digital assets
Steve discusses his approach to digital assets, highlighting their permanence, diversification benefits, and recommends a cautious 2% portfolio alloca...
Through the Noise: Outlook 2026 mini podcast series – Private credit
Steve explains why private credit is an increasingly contentious area, but why he believes the asset class can deliver when matched with high-quality...
Cut to the Chase! FOMC sets the stage for year-end rally
Daniel Lam discusses the implications from the last FOMC meeting in 2025.
Speaker:
- Daniel Lam, Head of Equity Strategy, Standard Charte...
Cut to the Chase! Changing lanes in asset correlation
Daniel Lam discusses the shifting relationship between USD and US equities this year, how that is likely to evolve, and what it means under various ca...
Cut to the Chase! The tone at the press conference
Daniel Lam discusses the possibility of a dovish tone at the FOMC press conference later this week, and implications for investors.
Speaker:
Cut to the Chase! Watch the JPY carry trade
Daniel Lam discusses the upcoming Bank of Japan meeting, the likelihood of a rate hike, how the JGB bond yields have been reacting, and risks of a JPY...
Through the Noise: How have you fared this year?
Michelle speaks with Rajat about the performances of the CIO team’s strategies this year, as well as investment opportunities around Asia and the US l...
InvesTips: Carbon markets – Fluff or a concrete opportunity?
In this episode, Steve speaks to Eugenia Koh, Standard Chartered’s Global Head of Sustainable Finance, and Standard Chartered’s Lucy Palairet, Directo...
Cut to the Chase! The key risk in 2026
Daniel Lam talks about the narrative in AI, what are the key drivers, how that may lead to volatility, and opportunities, in 2026
Speaker:
...
Cut to the Chase! Potential targeted stimulus in China
Daniel Lam discusses the recent weakness in China’s PMI, how that raises the likelihood of further, targeted stimulus and the implications for investo...
Cut to the Chase! Back to strong performance
Daniel Lam talks about the strong Indian GDP growth release, how that reflects on our thesis of potential upside to earnings growth and, more broadly,...
Cut to the Chase! Looking for Defensive Growth
Daniel Lam digs deeper into the US Healthcare sector, our preference for US pharmaceuticals, and the key points to watch out for
Speaker:
...
Through the noise: Renewed hopes of a December Fed rate cut
Ray speaks with Raymond about the implications of renewed hopes for a December FOMC rate cut on risk assets. They review the equities barbell strategy...
Cut to the Chase! The Quantitative Perspectives
Daniel Lam discusses different angles in looking at US equities, based upon historical and quantitative factors.
Speaker:
- Daniel Lam, H...
Cut to the Chase! Are we there yet?
Daniel Lam assesses how long the current correction in US equities may last, and where we see opportunities.
Speaker:
- Daniel Lam, Head...
Cut to the Chase! Liquidity is the name of the game
Daniel Lam discusses the evolution of demand for Gold, why liquidity is the dominant short-term driver, and when this may take a turn for the better.<...
Cut to the Chase! The Perfect Context
Daniel Lam talks about the recent volatility in US equities, our take on the latest non-farm payroll and unemployment data, and how investors can posi...
Through the noise: Tech sector clarity amidst the data fog
Manpreet speaks with Ray about the likelihood of a December Fed rate cut and its impact on risk assets. They recommend that investors use pullbacks as...
Cut to the Chase! Stars aligning for Indian equities
Daniel Lam discusses the current drivers for Indian equities, the key levels and the opportunities ahead.
Speaker:
- Daniel Lam, Head of...
Cut to the Chase! A look at the JPY
Daniel Lam talks about the key drivers of the JPY and what we expect in the near-term.
Speaker:
- Daniel Lam, Head of Equity Strategy, St...
Cut to the Chase! The demand for quality
Daniel Lam discusses the current choppiness in US equities, and why quality stocks are likely to outperform in the near-term.
Speaker:
-...
Cut to the Chase! Looking at the Flow in Gold
Daniel Lam discusses the various source of gold demand, how they have been evolving, and what it means to Gold prices.
Speaker:
- Daniel...
Through the Noise: The US is back in business
Hannah speaks with Rajat about the end of the US government shutdown and what it means for US government bonds and Equities. They also cover other opp...
Cut to the Chase! The Happy Medium
Daniel Lam explains why a slightly weak, but not excessively weak, US economy, can be the “happy medium” for US equities.
Speaker:
- Dani...
Cut to the Chase! With Great Expectations, comes Great Responsibilities
Daniel Lam discusses the qualities that investors are looking for, in US and Chinese technology companies.
Speaker:
- Daniel Lam, Head of...
Cut to the Chase! Our take on the USD
Daniel Lam discusses the structural and cyclical drivers of the USD, and our expectations on the USD-path
Speaker:
- Daniel Lam, Head of...
Cut to the Chase! Chinese earnings in-focus
Daniel Lam looks into the current Chinese earnings season, areas to watch out for and investment implications to investors.
Speaker:
- Da...
Through the Noise: Impact of political upsets and legal setbacks
Ray speaks with Fook Hien about the recent political events in the US and their implications for risk assets. They share views on US and China equitie...
Cut to the Chase! Guidance, CAPEX and Visibility
Daniel Lam looks at these three key factors, that investors have been focusing upon in the current US earnings season.
Speaker:
-...
Cut to the Chase! Adding Gold on pullbacks
Daniel Lam looks further into the structural and short-term drivers for Gold, and why investors should be adding on dips.
Speaker:
- Dani...
InvesTips: Understanding wealth lending: Strategies for growing your financial portfolio
In this episode of InvesTips, Steve speaks to Nic Rigois, Global Head of Capital Market Products and Solutions at Standard Chartered, about the featur...
Cut to the Chase! Seeking value at the market highs
Daniel Lam discusses the pockets of value that we identified, in our opportunistic ideas in equities and fixed income.
Speaker:
- Daniel...
Cut to the Chase! The nuances within Fixed Income
Daniel Lam discusses our preferences within the Fixed Income space, and where we see pockets of value
Speaker:
- Daniel Lam, Head of Equi...