Standard Chartered Money Insights

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 ...

Cut to the Chase! The Self-sufficiency initiative

14 Jan 2026

Contributed by Lukas

Daniel Lam discusses China’s drive towards technological self-sufficiency, what are the key areas, and the investment implications.Speaker: - Danie...

Cut to the Chase! The Test on Trump

13 Jan 2026

Contributed by Lukas

Daniel Lam talks about the newest tariff threats from Trump, why they are not likely to materialise, and the implications for various assets.Speaker: ...

Cut to the Chase! The Divergence in Monetary Policy

12 Jan 2026

Contributed by Lukas

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: - Da...

Cut to the Chase! Muddling through well

12 Jan 2026

Contributed by Lukas

Daniel Lam discusses the mixed US non-farm payroll release, how it represents a resilience US macro outlook near-term, and the investment implications...

The role of Alternatives in a world of elevated valuations

11 Jan 2026

Contributed by Lukas

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

09 Jan 2026

Contributed by Lukas

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

09 Jan 2026

Contributed by Lukas

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 for Alternatives

07 Jan 2026

Contributed by Lukas

Daniel Lam discusses the importance of using alternative assets for portfolio diversification, to prepare for an eventful 2026Speaker: - Daniel Lam, ...

Cut to the Chase! The Interview – Part 2

06 Jan 2026

Contributed by Lukas

Daniel Lam continues the discussion on the operation in Venezuela – this time, talking about the impact on Gold, and how strong demand continues fro...

Cut to the Chase! The Interview

05 Jan 2026

Contributed by Lukas

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

04 Jan 2026

Contributed by Lukas

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

01 Jan 2026

Contributed by Lukas

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

22 Dec 2025

Contributed by Lukas

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

17 Dec 2025

Contributed by Lukas

Daniel Lam discusses how the contribution from AI investments dominate US GDP growth and what that means in terms of risks and opportunities.Speaker: ...

Cut to the Chase! Consistent with further Fed easing

17 Dec 2025

Contributed by Lukas

Daniel Lam talks about the latest set of US employment and retail sales data, and why it points towards further Fed easing. Speaker: - Daniel Lam, H...

Cut to the Chase! Embracing the potential volatility

16 Dec 2025

Contributed by Lukas

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

14 Dec 2025

Contributed by Lukas

Daniel Lam discusses the prospects of Indian and Chinese equities in 2026, and how they can offer complementary exposure for investors.Speaker: - Dan...

Through the Noise: Outlook 2026 mini podcast series – Private credit

11 Dec 2025

Contributed by Lukas

Steve explains why private credit is an increasingly contentious area, but why he believes the asset class can deliver when matched with high-quality ...

Through the Noise: Outlook 2026 mini podcast series - Digital assets

11 Dec 2025

Contributed by Lukas

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 - Hedge fund strategies

11 Dec 2025

Contributed by Lukas

Steve shares our views on Hedge Fund strategies and delves into how these can be used to diversify your investment portfolio.Speakers: - Steve Brice,...

Through the Noise: Outlook 2026 mini podcast series - China & India

11 Dec 2025

Contributed by Lukas

Steves explains why we believe Chinese and Indian equities — the two powerhouse markets in Asia – offer distinct investment opportunities.Speakers...

Through the Noise: Outlook 2026 mini podcast series – Artificial intelligence

11 Dec 2025

Contributed by Lukas

Steve shares his thoughts on AI’s transformative impact, why he favours US, Europe, and China tech sectors with a focus on semiconductors, software,...

Through the Noise: Outlook 2026 mini podcast series - FX

11 Dec 2025

Contributed by Lukas

Steve talks about the US dollar’s near-term resilience and why we expect eventual weakening amid shifting global interest rate differentials. He als...

Through the Noise: Outlook 2026 mini podcast series - Bonds

11 Dec 2025

Contributed by Lukas

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 - Equities

11 Dec 2025

Contributed by Lukas

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 – Outlook 2026: Blowing bubbles?

11 Dec 2025

Contributed by Lukas

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...

Cut to the Chase! FOMC sets the stage for year-end rally

11 Dec 2025

Contributed by Lukas

Daniel Lam discusses the implications from the last FOMC meeting in 2025.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor m...

Cut to the Chase! Changing lanes in asset correlation

09 Dec 2025

Contributed by Lukas

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

08 Dec 2025

Contributed by Lukas

 Daniel Lam discusses the possibility of a dovish tone at the FOMC press conference later this week, and implications for investors.Speaker: - Danie...

Cut to the Chase! Watch the JPY carry trade

07 Dec 2025

Contributed by Lukas

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?

05 Dec 2025

Contributed by Lukas

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...

InvesTips: Carbon markets – Fluff or a concrete opportunity?

04 Dec 2025

Contributed by Lukas

In this episode, Steve speaks to Eugenia Koh, Standard Chartered’s Global Head of Sustainable Finance, and Standard Chartered’s Lucy Palairet, Dir...

Cut to the Chase! The key risk in 2026

03 Dec 2025

Contributed by Lukas

Daniel Lam talks about the narrative in AI, what are the key drivers, how that may lead to volatility, and opportunities, in 2026Speaker: - Daniel La...

Cut to the Chase! Potential targeted stimulus in China

02 Dec 2025

Contributed by Lukas

Daniel Lam discusses the recent weakness in China’s PMI, how that raises the likelihood of further, targeted stimulus and the implications for inves...

Cut to the Chase! Back to strong performance

01 Dec 2025

Contributed by Lukas

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

30 Nov 2025

Contributed by Lukas

Daniel Lam digs deeper into the US Healthcare sector, our preference for US pharmaceuticals, and the key points to watch out forSpeaker: - Daniel Lam...

Through the noise: Renewed hopes of a December Fed rate cut

28 Nov 2025

Contributed by Lukas

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...