Standard Chartered Money Insights
Episodes
InvesTips from the CIO’s desk – Commodities that shape our world
25 May 2026
Contributed by Lukas
In this episode, Steve Brice explains what commodities are, how they can strengthen portfolio diversification and how they help investors navigate inf...
Cut to the Chase! “Isn’t it ironic, don’t you think?”
24 May 2026
Contributed by Lukas
Daniel Lam explains why fairly strong economic data can draw less enthusiasm in aninflationary environment. He also breaks down the “self-regenerati...
Through the Noise: A fragile equilibrium
22 May 2026
Contributed by Lukas
Manpreet Gill and Ray Heung discuss how earnings are supporting equities, why prolonged oil disruption could revive inflation risks and why they favou...
InvesTips: Strategic wealth planning
21 May 2026
Contributed by Lukas
In this episode, Steve Brice speaks with Mike Tan, Global Head of Wealth Planning and Family Advisory at Standard Chartered Global Private Bank, about...
Cut to the Chase! The Sixth Degree of Separation
20 May 2026
Contributed by Lukas
Daniel Lam discusses the effect of elevated bond yields on equities, and the theme of AI.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy...
Cut to the Chase! Examining borrowing costs
19 May 2026
Contributed by Lukas
Daniel Lam examines the current market forces driving borrowing costs and explains where it makes sense to ‘lock’ them in.Speaker: - Daniel Lam, ...
Cut to the Chase! The post-intervention zone
18 May 2026
Contributed by Lukas
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-long...
Cut to the Chase! The Hype, the Summit and the Reality
17 May 2026
Contributed by Lukas
Daniel Lam discusses his thoughts on the Summit between Trump and Xi, the key takeaways and the investment implications.Speaker: - Daniel Lam, Head, ...
Through the Noise: A tipping point?
15 May 2026
Contributed by Lukas
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...
Cut to the Chase! China’s data surprising on the upside
13 May 2026
Contributed by Lukas
Daniel Lam discusses the strength of Chinese data versus expectations, and implications for the CNH and AUD.Speaker: - Daniel Lam, Head, Cross-Asset ...
Cut to the Chase! Digging deeper beyond headline inflation
12 May 2026
Contributed by Lukas
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 implic...
Cut to the Chase! A look at positioning and flow demand
11 May 2026
Contributed by Lukas
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...
Cut to the Chase! Goldilocks reaction, but uncertainties remain
11 May 2026
Contributed by Lukas
Daniel Lam talks about the markets positive reaction to non-farm payroll on Friday, and the uncertainties associated around this interpretation.Speake...
Through the Noise: Locking gains in Asia, rotating to Euro area
08 May 2026
Contributed by Lukas
Manpreet Gill, CIO (AMEE), speaks with Rajat Bhattacharya, Senior Investment Strategist, about why we’ve rotated from Asia ex-Japan to Euro area equ...
InvesTips from the CIO’s desk – Hedging with derivatives
08 May 2026
Contributed by Lukas
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 ...
Cut to the Chase! The Intervention
06 May 2026
Contributed by Lukas
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-...
Cut to the Chase! The stagflation threat
05 May 2026
Contributed by Lukas
Daniel Lam analyses the latest macro data and trends and explains how investors can diversify their portfolios with US TIPS and gold.Speaker: - Danie...
Cut to the Chase! Gold in the accumulation zone
04 May 2026
Contributed by Lukas
Daniel Lam explains why the current period represents an interesting opportunity for investors to add gold.Speaker: - Daniel Lam, Head, Cross-Asset D...
Cut to the Chase! Up like an elevator, down like taking the stairs
03 May 2026
Contributed by Lukas
Daniel Lam continues the discussion on “the era of dissent” among major central banks. From the threat of rising inflation to Fed independence, fi...
Through the Noise: The earnings bedrock
30 Apr 2026
Contributed by Lukas
Manpreet Gill (CIO, AMEE) and Ray Heung (Senior Investment Strategist) discuss how US Q1 2026 earnings support our Overweight view on equities, especi...
Cut to the Chase! The era of dissent
30 Apr 2026
Contributed by Lukas
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....
Cut to the Chase! The dilemma central banks face
28 Apr 2026
Contributed by Lukas
Daniel Lam discusses the outcome of the Bank of Japan policy meeting, the dilemma central banks face in balancing inflation control with growth and th...
Cut to the Chase! Too fast too furious?
27 Apr 2026
Contributed by Lukas
Daniel Lam discusses the sharp recovery in many key asset classes, and why investors should not be fearful of such recovery where fundamentals are str...
Cut to the Chase! EUR/USD upside
26 Apr 2026
Contributed by Lukas
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/US...
Through the Noise: An uneasy truce
24 Apr 2026
Contributed by Lukas
Senior Investment Strategist Ray Heung speaks with Manpreet Singh Gill (CIO, AMEE) about the prospects for de-escalation in the Middle East and the re...
Cut to the Chase! The cleaner trade
22 Apr 2026
Contributed by Lukas
Daniel Lam analyses the relative momentum and speed of recovery in US vs. European and Asian equities and explains why factors continue to point towar...
Cut to the Chase! Is it time to lock in income?
21 Apr 2026
Contributed by Lukas
Daniel Lam discusses the outlook for US yields and how investors should currently be positioning themselvesSpeaker: - Daniel Lam, Head, Cross-Asset D...
Cut to the Chase! The re-assertion of ‘de-dollarisation’
20 Apr 2026
Contributed by Lukas
Daniel Lam discusses the return of the ‘de-dollarisation’ trend and the key currency pairs to watch out for.Speaker: - Daniel Lam, Head, Cross-As...
InvesTips from the CIO’s desk – Deep dive into equities
20 Apr 2026
Contributed by Lukas
In this episode, Steve discusses stock market volatility, investor emotions, and why focusing on company fundamentals and staying disciplined is more ...
Cut to the Chase! The aftermath of the Middle East conflict
19 Apr 2026
Contributed by Lukas
Daniel Lam discusses the impact of elevated energy prices on macro data, the implications for key H2 2026 events and how investors should position the...
Through the Noise: Full circle
17 Apr 2026
Contributed by Lukas
Manpreet Gill (CIO, AMEE) and Senior Investment Strategist Rajat Bhattacharya discuss how to read the US-Iran negotiations, our preferred equity marke...
Cut to the Chase! China’s tech sector landscape
15 Apr 2026
Contributed by Lukas
Daniel Lam discusses the latest developments in China’s technology sector, highlighting key emerging trends and the opportunities ahead.Speaker: - ...
Cut to the Chase! High bar for geopolitics
14 Apr 2026
Contributed by Lukas
Daniel Lam discusses current positioning in US equities and explains why there is a high bar for geopolitical events to spark furthersevere sell-offs....
InvesTips from the CIO’s desk – The equity edge
14 Apr 2026
Contributed by Lukas
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 th...
Cut to the Chase! Navigating the re-accelerating inflation
13 Apr 2026
Contributed by Lukas
Daniel Lam talks about the latest US consumer inflation data and its implications for investors.Speaker: - Daniel Lam, Head, Cross-Asset Derivative S...
Cut to the Chase! Focusing back to earnings
12 Apr 2026
Contributed by Lukas
Daniel Lam discusses what to expect from the Q1’26 US earnings season.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Charte...
Through the noise: Navigating the Ceasefire
10 Apr 2026
Contributed by Lukas
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 as...
Cut to the Chase! The reversal trades
09 Apr 2026
Contributed by Lukas
Daniel Lam discusses the reversal of the trades initiated at the height of the pessimism surrounding the Middle East conflict and outlines how investo...
Cut to the Chase! The “prolonged” case and the influence on EM assets
08 Apr 2026
Contributed by Lukas
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.Spea...
Cut to the Chase! The “Clarity Factor” coming into play
06 Apr 2026
Contributed by Lukas
Daniel Lam talks about the implications of extreme level of equity volatility, what history tells us about future market performance from these levels...
InvesTips from the CIO’s desk – The golden mean in mutual funds
06 Apr 2026
Contributed by Lukas
In this episode, Steve explores hybrid mutual funds and why they deserve more attention, explaining how they combine equities and bonds to balance gro...
Cut to the Chase! Not likely to deviate from “data-observing”
05 Apr 2026
Contributed by Lukas
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: - ...
Through the noise: Inching towards a stalemate
02 Apr 2026
Contributed by Lukas
Michelle talks to Rajat on the CIO’s latest perspectives on the Middle East crisis, the potential implications on investor positioning, and strategi...
Cut to the Chase! A look at Europe
01 Apr 2026
Contributed by Lukas
Daniel Lam checks the latest fundamentals in Europe and discusses the effect of the conflict in the Middle East and its implications.Speaker: - Danie...
Cut to the Chase! The tech face-off (China vs. US)
31 Mar 2026
Contributed by Lukas
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 posi...
Cut to the Chase! Taking stock of the conflict
30 Mar 2026
Contributed by Lukas
Daniel Lam assesses the current Middle East situation, the odds of a US-Iran ceasefire and how investors can position themselves.Speaker: - Daniel La...
Through the Noise: Getting closer, but not all clear
27 Mar 2026
Contributed by Lukas
Hannah speaks with Ray about oil‑driven geopolitical risks and potential de‑escalation scenarios in the Middle East, the implications for Fed rate...
Cut to the Chase! A look at Emerging Market bonds
26 Mar 2026
Contributed by Lukas
Daniel Lam discusses the implications of the Middle East conflict for Emerging Market bonds and our expectations going forward.Speaker: - Daniel Lam,...
Cut to the Chase! The Twin Combination
25 Mar 2026
Contributed by Lukas
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 r...
Cut to the Chase! Glittering once more
24 Mar 2026
Contributed by Lukas
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: - Dan...
Cut to the Chase! Factors driving market stress – and what could calm it
23 Mar 2026
Contributed by Lukas
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...
Cut to the Chase! Factoring inflation into the decision-making process
22 Mar 2026
Contributed by Lukas
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...
Through the noise: Crude expectations
20 Mar 2026
Contributed by Lukas
Ray speaks with Manpreet about our view on oil‑driven geopolitical risks and scenario outcomes, the implications for Fed rate cuts and bond yields, ...
Through the Noise Special : Investing in “Global Tech”
20 Mar 2026
Contributed by Lukas
In this episode, Steve Brice speaks with Sundeep Gantori about investing in the technology sector. They explore its recent underperformance against a ...
Cut to the Chase! The Fed and the Middle East re-escalation
18 Mar 2026
Contributed by Lukas
Daniel Lam discusses the Fed’s slightly hawkish tilt overnight, the re-escalation of Middle East tensions and how investors can position themselves ...
Cut to the Chase! The stance from “The Big Three”
17 Mar 2026
Contributed by Lukas
Daniel Lam discusses the key considerations and likely outcomes of the Fed, ECB and BoJ meetings this week – and their implications for investors.Sp...
InvesTips : Redefining wealth through health and wellness
17 Mar 2026
Contributed by Lukas
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...
Cut to the Chase! The flow and the trend – Part 2
16 Mar 2026
Contributed by Lukas
Daniel Lam talks about the positioning of investors in other sectors in the US and also in the Asian markets.Speaker: - Daniel Lam, Head, Cross-Asset...
Cut to the Chase! The flow and the trend
15 Mar 2026
Contributed by Lukas
Daniel Lam talks about current investor positioning, how “forced unwind and de-risking” is playing out in the markets, and why it represents a goo...
Through the noise: Release of oil reserves is a good start
13 Mar 2026
Contributed by Lukas
Raymond joins Manpreet to explore the investment strategy implications arising from the ongoing Middle East conflict. Raymond also shares his perspect...
Cut to the Chase! Preparing for higher inflation
11 Mar 2026
Contributed by Lukas
Daniel Lam discusses the US CPI overnight, the transmission mechanism of oil prices on upcoming CPI releases, the effectiveness of the IEA release of ...
Cut to the Chase! The appropriate oil price hedges
10 Mar 2026
Contributed by Lukas
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,...
Cut to the Chase! Looking at the Idiosyncratic factors
10 Mar 2026
Contributed by Lukas
Daniel Lam discusses the main elements of the China National Peoples’ Congress, and what are the key factors and implications for investors.Speaker:...
Cut to the Chase! Entering a “perfect storm”
08 Mar 2026
Contributed by Lukas
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...
Through the Noise: Iran impact - still contained
06 Mar 2026
Contributed by Lukas
Manpreet speaks with Ray about the Middle-east conflicts and discuss why investors should maintain a pro-risk core allocation, while building hedges a...
Cut to the Chase! How the Middle East conflict loops into global macro
05 Mar 2026
Contributed by Lukas
Daniel Lam discusses the linkage, the feedback mechanism, what changes the markets are currently pricing-in, and implications to investors.Speaker: -...
Cut to the Chase! Taking a closer look at energy
03 Mar 2026
Contributed by Lukas
Daniel Lam looks at energy stocks as a hedge against rise in oil prices.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Charte...
Cut to the Chase! Dazed and Confused
02 Mar 2026
Contributed by Lukas
Daniel Lam talks about how the weakness in technology sector is looking overdone in US equities, the possibility of short-covering and how that would ...
Cut to the Chase! Geopolitical tensions at the fore, once again
02 Mar 2026
Contributed by Lukas
Daniel Lam discusses the impact on financial markets from the events in the Middle East and what investments investors should consider.Speaker: - Dan...
Cut to the Chase! Dazed and Confused
01 Mar 2026
Contributed by Lukas
Daniel Lam talks about how the weakness in technology sector is looking overdone in US equities, the possibility of short-covering and how that would ...
Through the noise: Ignore tariff noise, focus on fundamentals
27 Feb 2026
Contributed by Lukas
Manpreet talks to Rajat on the implications of the US Supreme Court verdict on President Trump's tariffs. They also discuss their views on the Te...
InvesTips : Know thyself – What type of investor are you?
26 Feb 2026
Contributed by Lukas
In this episode, Steve discusses why understanding your investor personality matters. He explores key questions around risk tolerance, financial goa...
Cut to the Chase! Focus on the fundamentals
25 Feb 2026
Contributed by Lukas
Daniel Lam discusses further evidence of a goldilocks environment in the US, easing financial conditions, and our preference for US equities.Speaker: ...
Cut to the Chase! A look at Europe
24 Feb 2026
Contributed by Lukas
Daniel Lam discusses the strong performance YTD in Euro-area equities, what are the key drivers going forward, and how investors should be positioning...
Cut to the Chase! All calm on the rotation front – Part 2
23 Feb 2026
Contributed by Lukas
Daniel Lam digs deeper into the leadership rotation, looking within the technology sector and also across other sectors, and the investment implicatio...
Cut to the Chase! All calm on the rotation front
22 Feb 2026
Contributed by Lukas
Daniel Lam talks about the ongoing leadership rotation within US equites, how that is occurring in an orderly fashion, and what are the implications f...
Through the Noise: A catch-up US equity rally?
20 Feb 2026
Contributed by Lukas
Hannah speaks with Fook Hien about recent US equity underperformance relative to global peers and what factors are expected to support a catch-up US e...
Cut to the Chase! Monetisation from capex spending
15 Feb 2026
Contributed by Lukas
Daniel Lam discusses the volatility in technology stocks, the interaction between capex spending and monetisation, and areas for investors to be focus...
Through the Noise: Refocusing on growth and earnings
13 Feb 2026
Contributed by Lukas
Raymond reviews with Ray the performance of our recommendations since the release of our 2026 outlook and highlights key areas to monitor. They assess...
Cut to the Chase! Solid non-farm numbers
12 Feb 2026
Contributed by Lukas
Daniel Lam discusses the solid non-farm payroll numbers, market reaction and the implications for the USD.Speaker: - Daniel Lam, Head of Equity Strat...
Cut to the Chase! Software vs. Semiconductors
10 Feb 2026
Contributed by Lukas
Daniel Lam discusses the sharp underperformance of software stocks, especially vs. semiconductors, what are our thoughts and implications for investor...
Cut to the Chase! Gold remaining intact
09 Feb 2026
Contributed by Lukas
Daniel Lam talks about the opportunity arising from the drop in prices in Gold.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered Ban...
Cut to the Chase! The landslide victory
09 Feb 2026
Contributed by Lukas
Daniel Lam discusses the Japan House of Representatives’ election results, how Prime Minister Takaichi is now in a position to push through her agen...
Through the Noise: An inflection in markets?
06 Feb 2026
Contributed by Lukas
Michelle talks to Rajat on the implications of investors’ positioning as global markets enter a more volatile phase where economic data, policy shif...
Cut to the Chase! Here comes the AI-productivity gains
04 Feb 2026
Contributed by Lukas
Daniel Lam discusses the rebound in US ISM Manufacturing Index, the subdued inflation trend, a likely supportive Fed and implications for investors.Sp...
Cut to the Chase! The Flow of Matters
03 Feb 2026
Contributed by Lukas
Daniel Lam talks about how flows influence the moves in Silver and Gold, how it trickles to the other asset classes and how investors should approach ...
Cut to the Chase! India policy support continues
02 Feb 2026
Contributed by Lukas
Daniel Lam discusses the key highlights of the Indian Budget, why it supports risk assets, and how investors should be positioning themselves Speaker...
Cut to the Chase! The month of Gold
02 Feb 2026
Contributed by Lukas
Daniel Lam talks about the extreme volatility in Gold through January 2026, what to expect in the near-term and the medium- to longer-term outlook.Spe...
Through the noise: Gold rally heralds new world order
30 Jan 2026
Contributed by Lukas
Michelle talks to Fook Hien on the implications of investors’ positioning under the backdrop of shifting geopolitical dynamics, strong tech earnings...
Cut to the Chase! An uneventful FOMC in an eventful January
29 Jan 2026
Contributed by Lukas
Daniel Lam discusses the most-recent FOMC meeting, its implications for investors and our thoughts across asset classesSpeaker: - Daniel Lam, Head of...
Cut to the Chase! The Neutral Territory
28 Jan 2026
Contributed by Lukas
Daniel Lam talks about how US Treasuries’ positioning has moved to much more neutral territory, and why we continue to be pro-risk overall.Speaker: ...
Cut to the Chase! The jawboning, the move and the fundamentals
27 Jan 2026
Contributed by Lukas
Daniel Lam discusses recent events in Japan’s currency and bond markets, our take and our views going forward.Speaker: - Daniel Lam, Head of Equity...
Cut to the Chase! The Robustness of EM Debt
25 Jan 2026
Contributed by Lukas
Daniel Lam discusses the continued robust inflow into EM debt, why we prefer EM debt to DM debt in 2026, and the investment implications.Speaker: - D...
Through the Noise: One Year of Trump 2.0
23 Jan 2026
Contributed by Lukas
Rajat reviews with Ray Trump’s first year of his second term and outlines what to expect in the year ahead. They also discuss geopolitical risks, sp...
Cut to the Chase! The Indian Union Budget and its implications
22 Jan 2026
Contributed by Lukas
Daniel Lam looks at the upcoming India Union Budget, the key areas to focus upon, and what it means for investing in India.Speaker: - Daniel Lam, Hea...
Cut to the Chase! USDJPY in-focus
21 Jan 2026
Contributed by Lukas
Daniel Lam discusses the political events in Japan and what are the implications for USDJPY, and global assets, in the short and medium-term.Speaker: ...
Cut to the Chase! Managing the reliance on exports
20 Jan 2026
Contributed by Lukas
Daniel Lam talks about China’s latest GDP figure, how the growth has become reliant upon exports, and the implications for investors.Speaker: - Dan...
InvesTips: Future proofing your retirement – Invest Your Age
19 Jan 2026
Contributed by Lukas
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 impor...
Cut to the Chase! How many times will the Fed cut rates in 2026?
19 Jan 2026
Contributed by Lukas
Daniel Lam discusses this frequently asked question – what are the key drivers, our thoughts, and investment implications.Speaker: - Daniel Lam, He...
Through the Noise: The case for lower Fed rates
16 Jan 2026
Contributed by Lukas
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 ...