Standard Chartered Money Insights

<p>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. </p><p>This podcast channel and its contents are being distributed for general information only. It is not and does not constitute research material, independent research, an offer, recommendation or solicitation to enter into any transaction or adopt any hedging, trading or investment strategy, in relation to any securities or other financial instruments. The podcast content is for general evaluation only. It does not take into account the specific investment objectives, financial situation or particular needs of any particular person or class of persons and it has not been prepared for any particular person or class of persons. Opinions, projections and estimates are solely those of SCB at the date of the podcast content and subject to change without notice. Past performance is not indicative of future results and no representation or warranty is made regarding future performance. Any forecast contained herein as to likely future movements in rates or prices or likely future events or occurrences constitutes an opinion only and is not indicative of actual future movements in rates or prices or actual future events or occurrences (as the case may be).</p>

Cut to the Chase! Gold: Higher for Longer

Daniel discusses our upgrade of Gold to Overweight and the key drivers ahead. Speaker: - Daniel Lam, Head of Equity Strategy, 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.

09-28
03:17

Through the Noise: The equities melt-up

Michelle speaks to Manpreet about latest market perspectives amid signs of a weakening US labour market, including our outlook on global equities, bond performance, and the recent surge in gold prices. Find out more from our latest Weekly Market Outlook report here. Speakers: - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank - Michelle Kam, Investment Strategist, ...

09-26
08:51

Cut to the Chase! The increase in productivity

Daniel looks at the increase in productivity in China, due to technological advances, and what areas of Chinese equities that investors can focus upon. Speaker: - Daniel Lam, Head of Equity Strategy, 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.

09-24
04:09

Cut to the Chase! The return of the doves

Daniel talks about the Fed’s current stance, how that could evolve in coming months, and what it means for bonds. Speaker: - Daniel Lam, Head of Equity Strategy, 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.

09-23
03:12

Cut to the Chase! Domestic stimulus and Indian equities

Daniel discusses the Goods and Services Tax revamp in India, what it means for Indian equities Speaker: - Daniel Lam, Head of Equity Strategy, 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.

09-22
03:52

Cut to the Chase! The Forces behind Volatility

Daniel talks about the factors that can drive market volatility in the near-term, and where he sees opportunities if risky assets pause or pull back. Speaker: - Daniel Lam, Head of Equity Strategy, 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.

09-21
04:21

Through the Noise: Positioning post the Fed

Manpreet speaks to Raymond about key takeaways from the Fed policy meeting, why equities should be well supported and the risk of rising bond yields short term. Find out more from our latest Weekly Market Outlook report here. Speakers: - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank - Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered...

09-19
09:10

Cut to the Chase! The punchline

Daniel talks about the Fed rate cut, how the Fed is moving its focus to the labour market over inflation, and the implications on risky assets. Speaker: - Daniel Lam, Head of Equity Strategy, 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.

09-18
03:36

Cut to the Chase! The forces driving USD/JPY

Daniel discusses the political and macro drivers of USD/JPY, and our expectations for the pair in the near-term. Speaker: - Daniel Lam, Head of Equity Strategy, 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.

09-16
03:25

Cut to the Chase! The case for Chinese equities

Daniel looks at more recent key drivers for Chinese equities, and how investors may position themselves in this context Speaker: - Daniel Lam, Head of Equity Strategy, 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.

09-15
04:14

InvesTips from the CIO's desk - Resilience of bonds: Staying calm during turbulence

Steve and Manpreet introduced the different types of bonds and the basics of bond investing. They then discussed the various drivers that can impact the return profile of bonds, concluding with key factors that investors should focus on when making bond investments. Read our full report to find out more https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-resilience-of-bonds-staying-calm-during-turbulence-11-september-2025.pdf Speaker: - Steve Brice, Global Ch...

09-15
16:15

Cut to the Chase! What to expect from the Fed pivot

Daniel looks at the various scenarios in the upcoming FOMC meeting, where markets are expecting the Fed to start its rate-cutting cycle Speaker: - Daniel Lam, Head of Equity Strategy, 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.

09-14
03:13

Through the Noise: How much will the Fed cut?

Audrey and Ray share their views on the upcoming FOMC meeting next week. They discuss the magnitude of the rate cut and its potential impact on the markets. Additionally, they examine the effects of recent political events in France and Japan on financial markets. They conclude with a discussion on commodities and the South Korean equities market. Find out more from our latest Weekly Market Outlook report here. Speakers: - Ray Heung, Senior Investment Strategist, Standard...

09-12
10:19

InvesTips from the CIO's desk - Equity mutual funds - a winning formula

In today’s episode, Steve narrows the focus to equity mutual funds and highlights the 4 things to consider when building an equity portfolio. The key is to take a calibrated approach. Equity investing promises healthy long-term returns, but the short term volatility can be difficult to stomach, especially those starting out on their journey. Therefore, it is important not to accidentally add to volatility unnecessarily. Speaker: - Steve Brice, Global Chief ...

09-11
05:54

Cut to the Chase! Settling for the Silver

Daniel digs deeper into the stellar performance of silver in 2025, and what to expect going forward. Speaker: - Daniel Lam, Head of Equity Strategy, 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.

09-10
03:45

Cut to the Chase! Ripe for a consolidation

As the Q2’25 earnings season comes to an end, Daniel discusses why weakening US macro data can lead to a near-term consolidation in US equities. Speaker: - Daniel Lam, Head of Equity Strategy, 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.

09-09
03:17

Cut to the Chase! The debate moves to the size of the rate cut - Part 2

Daniel zooms into Gold – where the weak non-farm payroll numbers prompted further gains – and how investors should be considering positioning around Gold and Silver. Speaker: - Daniel Lam, Head of Equity Strategy, 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.

09-08
03:52

Cut to the Chase! The debate moves to the size of the rate cut

Daniel talks about the latest non-farm payroll number, and its implications for risky assets. Speaker: - Daniel Lam, Head of Equity Strategy, 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.

09-08
03:59

Through the Noise: Navigating bond market volatility

Manpreet and Ray discuss the impact of bond market volatility on risk assets. They share their perspectives on why they believe there is limited upside to long-term bond yields from current levels, as well as the yield levels at which they would consider adding to bonds. Additionally, they discuss how investors should position themselves in equities, particularly in Chinese equities during pullbacks, and conclude with insights on gold. Find out more from our latest Weekly Market Outlook...

09-05
11:20

Cut to the Chase! Preview to US jobs data

Daniel discusses possible outcomes of the US non-farm payroll data, and what they would mean for the chances and size of any Fed rate cut. Speaker: - Daniel Lam, Head of Equity Strategy, 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.

09-03
04:07

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