Standard Chartered Money Insights
جزئیات کانال
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...
قسمتهای اخیر
1209 قسمت
Cut to the Chase! USDJPY in-focus
Daniel Lam discusses the political events in Japan and what are the implications for USDJPY, and global assets, in the short and medium-term.
Sp...
Cut to the Chase! Managing the reliance on exports
Daniel Lam talks about China’s latest GDP figure, how the growth has become reliant upon exports, and the implications for investors.
Speaker:
InvesTips: Invest your age - Tailored investment strategies for every stage of life
In this episode, Steve speaks with Manpreet about how investment strategies should change based on one’s age and life stage, what are the most importa...
Cut to the Chase! How many times will the Fed cut rates in 2026?
Daniel Lam discusses this frequently asked question – what are the key drivers, our thoughts, and investment implications.
Speaker:
- Dan...
Through the Noise: The case for lower Fed rates
Manpreet speaks with Ray about our view on Fed rate cuts versus market expectations. They also provide a brief review of US bank earnings and discuss...
Cut to the Chase! The Self-sufficiency initiative
Daniel Lam discusses China’s drive towards technological self-sufficiency, what are the key areas, and the investment implications.
Speaker:
Cut to the Chase! The Test on Trump
Daniel Lam talks about the newest tariff threats from Trump, why they are not likely to materialise, and the implications for various assets.
Sp...
Cut to the Chase! The Divergence in Monetary Policy
Daniel Lam talks about the tightening from Bank of Japan, how it diverges from the Fed, and its implications on bonds and forex markets.
Speaker...
Cut to the Chase! Muddling through well
Daniel Lam discusses the mixed US non-farm payroll release, how it represents a resilience US macro outlook near-term, and the investment implications...
InvesTips: The role of Alternatives in a world of elevated valuations
In this episode, Steve speaks with Mischa Bitton, Head of Alternative Investments at Standard Chartered, about the growing role of alternative investm...
Through the noise: Theatrics aside, a strong start to 2026
Manpreet speaks with Fook Hien about the start of 2026 and the outlook ahead, including the upcoming US earnings season, China tech sector IPOs and th...
InvesTips: Future proofing your retirement - The insurance way
In this episode, Steve speaks with Gautam Duggal, Global Head of Banca at Standard Chartered, about the role of insurance in retirement planning. They...
Cut to the Chase! Seeking Alternatives
Daniel Lam discusses the importance of using alternative assets for portfolio diversification, to prepare for an eventful 2026
Speaker:
-...
Cut to the Chase! The Interview – Part 2
Daniel Lam continues the discussion on the operation in Venezuela – this time, talking about the impact on Gold, and how strong demand continues from...
Cut to the Chase! The Interview
Daniel Lam discusses the operation in Venezuela, the implications for energy companies and the “truce out of convenience” between the US and China.
Cut to the Chase! A tale of two stories
Daniel Lam talks about the strong start to Chinese equities in 2026, how the stocks from the new economy sectors are leading the way, and what to expe...
Cut to the Chase! Higher for Longer
In the first CTTC podcast in 2026, Daniel Lam discusses how strong demand continues to support AI capital expenditures, which provides the backbone fo...
Cut to the Chase! Santa/New Year’s rally still on the cards
Daniel Lam discusses the latest rates decisions from the ECB and the BOJ, how the USD-Index has been recovering, and the positive correlation between...
Cut to the Chase! AI in the real economy
Daniel Lam discusses how the contribution from AI investments dominate US GDP growth and what that means in terms of risks and opportunities.
Sp...
Cut to the Chase! Consistent with further Fed easing
Daniel Lam talks about the latest set of US employment and retail sales data, and why it points towards further Fed easing.
Speaker:
- D...
Cut to the Chase! Embracing the potential volatility
Daniel Lam discusses the combination of recent weakness in high-profile technology stocks post earnings and the firm US 10-year treasury yield, and wh...
Cut to the Chase! Pacino, DeNiro, Indian and Chinese equities
Daniel Lam discusses the prospects of Indian and Chinese equities in 2026, and how they can offer complementary exposure for investors.
Speaker:...
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,...