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...
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1158 epizoda
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:
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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...
Through the Noise: Staying constructive into year-end
Ray speaks with Manpreet about the reasons for maintaining a risk-on stance from a macro perspective. They then discuss gold and highlight their prefe...
Cut to the Chase! Far from a forgone conclusion
Daniel Lam discusses the FOMC overnight, the uncertain tone from Powell about the Dec-25 rate cut and how investors can position their portfolio
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Cut to the Chase! The direction for the next five years in China
Daniel Lam looks at the direction of the new five-year plan in China, the key areas of focus and implications for investors.
Speaker:
- D...
Cut to the Chase! Paving the path for another rate cut this week – Part 2
Daniel Lam talks about the implications of rate cuts on Gold, what are the other key drivers and why the current correction is an adding opportunity.<...
Cut to the Chase! Paving the path for another rate cut this week
Daniel Lam discusses the delayed US CPI figure, how it lays the path for another 25bps cut from the Fed, and the implications for investors.
Spe...
Through the Noise: A healthy correction in gold
Manpreet speaks to Rajat about gold – what are today’s key drivers, what are the risks and our view following its recent price correction.
Read...
Cut to the Chase! The threats from private credit
Daniel looks at the risks from private credit, the potential channel to risk assets, and how investors should be positioning themselves.
Speaker...
Cut to the Chase! Truce out of convenience
Daniel discusses the leverage that the US and China, has on each other, and how they seek to neutralise and lessen the effect of these leverages.
Cut to the Chase! What can lead to more volatility?
Daniel talks about the key drivers of volatility in US equities
Speaker:
- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank
Cut to the Chase! Innovating in the next five years
Daniel talks about the likely emphasis upon technology and innovation in China’s upcoming 15th 5-year plan, its effort to move up the value chain, the...
Through the Noise: US-China spat: Here we go again
Hannah speaks with Raymond about the US-China trade tensions and what it means for US and China Equities. They also cover other opportunities in the m...
Cut to the Chase! Trump’s “Impossible Trinity”
Daniel discusses how the US and China are likely to come back to the negotiating table over the next few weeks to narrow their differences, and why US...
Cut to the Chase! The Great Debasement
Daniel discusses the shift of buyers for Gold, the key drivers ahead and how Gold stacks up versus Bitcoin.
Speaker:
- Daniel Lam, Head o...
Cut to the Chase! Shaken, but not stirred
Daniel looks at how the US technological prowess, the improvement in efficiency and costs, can be an offsetting factor against inflation, and help mai...
Cut to the Chase! Poker, Go and Chess
Daniel discusses the latest ratcheting up of trade tensions between the US and China, the key drivers and the implications for risky assets.
Spe...
Through the Noise: The make-or-break earnings season
Ray speaks with Fook Hien about the upcoming US 3Q earnings season, focusing on banks, communications, healthcare, and technology. They also share ins...
Cut to the Chase! The great boxer and France
Daniel discusses the current political issues in France and how investors should be positioning their assets.
Speaker:
- Daniel Lam, He...
Cut to the Chase! Abenomics 2.0
Daniel talks about the victory of Sanae Takaichi, the implications for Japan assets, and why she maybe more fiscally prudent than the market is curren...
InvesTips from the CIO’s desk – Debt mutual funds – A beginner’s guide
Today, Steve talks about 3 key dimensions of debt mutual funds to be aware of and how to pick a fund that matches your needs. Bonds are an important c...
Cut to the Chase! Assessing the shutdown
Daniel discusses the US government shutdown, our base case versus a more prolonged shutdown scenario, and the market implications.
Speaker:
Cut to the Chase! The case for Gold Miners
Daniel discusses the strong, self-reinforcing feedback loop, from gold prices to gold miners fundamentals.
Speaker:
- Daniel Lam, Head...
InvesTips from the CIO's desk - Equity market volatility: From chaos to clarity
In this episode of InvesTips, Steve speaks to Manpreet about understanding the nature of equity market volatility and how investors can build strategi...
Through the noise: Looking through the shutdown
Manpreet speaks to Raymond about the US government shutdown, its implications for stocks, bonds and the US Dollar, and why we like gold long-term.
Cut to the Chase! China In-Focus
Daniel talks about the critical month in policymaking in China, how the recent figures are stacking up, and the outlook for Chinese equities.
Sp...
Cut to the Chase! Emerging Markets and the Bond Focus
Daniel discusses our Overweight in EM Local Currency Government Bonds and the key drivers of this asset class
Speaker:
- Daniel Lam, He...
Cut to the Chase! The interview and Indian equities
Daniel shares his recent media experience on Indian equities --- looking at the current correction as a buying opportunity.
Speaker:
-...
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...
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, bon...
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...