Standard Chartered Money Insights

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 - 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 – 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 - 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...

Cut to the Chase! The Quantitative Perspectives

26 Nov 2025

Contributed by Lukas

Daniel Lam discusses different angles in looking at US equities, based upon historical and quantitative factors.Speaker: - Daniel Lam, Head of Equity...

Cut to the Chase! Are we there yet?

25 Nov 2025

Contributed by Lukas

Daniel Lam assesses how long the current correction in US equities may last, and where we see opportunities.Speaker: - Daniel Lam, Head of Equity Str...

Cut to the Chase! Liquidity is the name of the game

24 Nov 2025

Contributed by Lukas

Daniel Lam discusses the evolution of demand for Gold, why liquidity is the dominant short-term driver, and when this may take a turn for the better.S...

Cut to the Chase! The Perfect Context

23 Nov 2025

Contributed by Lukas

Daniel Lam talks about the recent volatility in US equities, our take on the latest non-farm payroll and unemployment data, and how investors can posi...

Through the noise: Tech sector clarity amidst the data fog

21 Nov 2025

Contributed by Lukas

Manpreet speaks with Ray about the likelihood of a December Fed rate cut and its impact on risk assets. They recommend that investors use pullbacks as...

Cut to the Chase! Stars aligning for Indian equities

19 Nov 2025

Contributed by Lukas

Daniel Lam discusses the current drivers for Indian equities, the key levels and the opportunities ahead.Speaker: - Daniel Lam, Head of Equity Strate...

Cut to the Chase! A look at the JPY

18 Nov 2025

Contributed by Lukas

Daniel Lam talks about the key drivers of the JPY and what we expect in the near-term.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Charte...

Cut to the Chase! The demand for quality

18 Nov 2025

Contributed by Lukas

Daniel Lam discusses the current choppiness in US equities, and why quality stocks are likely to outperform in the near-term.Speaker: - Daniel Lam, H...

Cut to the Chase! Looking at the Flow in Gold

16 Nov 2025

Contributed by Lukas

Daniel Lam discusses the various source of gold demand, how they have been evolving, and what it means to Gold prices.Speaker: - Daniel Lam, Head of ...

Through the Noise: The US is back in business

14 Nov 2025

Contributed by Lukas

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

12 Nov 2025

Contributed by Lukas

Daniel Lam explains why a slightly weak, but not excessively weak, US economy, can be the “happy medium” for US equities.Speaker: - Daniel Lam, H...

Cut to the Chase! With Great Expectations, comes Great Responsibilities

11 Nov 2025

Contributed by Lukas

Daniel Lam discusses the qualities that investors are looking for, in US and Chinese technology companies.Speaker: - Daniel Lam, Head of Equity Strat...

Cut to the Chase! Our take on the USD

10 Nov 2025

Contributed by Lukas

Daniel Lam discusses the structural and cyclical drivers of the USD, and our expectations on the USD-pathSpeaker: - Daniel Lam, Head of Equity Strate...

Cut to the Chase! Chinese earnings in-focus

09 Nov 2025

Contributed by Lukas

Daniel Lam looks into the current Chinese earnings season, areas to watch out for and investment implications to investors.Speaker: - Daniel Lam, Hea...

Through the Noise: Impact of political upsets and legal setbacks

07 Nov 2025

Contributed by Lukas

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

05 Nov 2025

Contributed by Lukas

Daniel Lam looks at these three key factors, that investors have been focusing upon in the current US earnings season.Speaker: - Daniel Lam, Head of ...

Cut to the Chase! Adding Gold on pullbacks

04 Nov 2025

Contributed by Lukas

Daniel Lam looks further into the structural and short-term drivers for Gold, and why investors should be adding on dips.Speaker: - Daniel Lam, Head ...

InvesTips: Understanding wealth lending: Strategies for growing your financial portfolio

04 Nov 2025

Contributed by Lukas

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

03 Nov 2025

Contributed by Lukas

Daniel Lam discusses the pockets of value that we identified, in our opportunistic ideas in equities and fixed income.Speaker: - Daniel Lam, Head of ...

Cut to the Chase! The nuances within Fixed Income

02 Nov 2025

Contributed by Lukas

Daniel Lam discusses our preferences within the Fixed Income space, and where we see pockets of valueSpeaker: - Daniel Lam, Head of Equity Strategy, ...

Through the Noise: Staying constructive into year-end

31 Oct 2025

Contributed by Lukas

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

30 Oct 2025

Contributed by Lukas

Daniel Lam discusses the FOMC overnight, the uncertain tone from Powell about the Dec-25 rate cut and how investors can position their portfolioSpeake...

Cut to the Chase! The direction for the next five years in China

28 Oct 2025

Contributed by Lukas

Daniel Lam looks at the direction of the new five-year plan in China, the key areas of focus and implications for investors.Speaker: - Daniel Lam, He...

Cut to the Chase! Paving the path for another rate cut this week – Part 2

27 Oct 2025

Contributed by Lukas

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.S...

Cut to the Chase! Paving the path for another rate cut this week

27 Oct 2025

Contributed by Lukas

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.Speaker: ...

Through the Noise: A healthy correction in gold

24 Oct 2025

Contributed by Lukas

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 o...

Cut to the Chase! The threats from private credit

22 Oct 2025

Contributed by Lukas

Daniel looks at the risks from private credit, the potential channel to risk assets, and how investors should be positioning themselves.Speaker:  - D...

Cut to the Chase! Truce out of convenience

22 Oct 2025

Contributed by Lukas

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. Spe...

Cut to the Chase! What can lead to more volatility?

20 Oct 2025

Contributed by Lukas

Daniel talks about the key drivers of volatility in US equitiesSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our...

Cut to the Chase! Innovating in the next five years

19 Oct 2025

Contributed by Lukas

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, t...

Through the Noise: US-China spat: Here we go again

17 Oct 2025

Contributed by Lukas

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”

16 Oct 2025

Contributed by Lukas

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

14 Oct 2025

Contributed by Lukas

Daniel discusses the shift of buyers for Gold, the key drivers ahead and how Gold stacks up versus Bitcoin.Speaker: - Daniel Lam, Head of Equity Stra...

Cut to the Chase! Shaken, but not stirred

14 Oct 2025

Contributed by Lukas

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

13 Oct 2025

Contributed by Lukas

Daniel discusses the latest ratcheting up of trade tensions between the US and China, the key drivers and the implications for risky assets.Speaker: ...

Through the Noise: The make-or-break earnings season

10 Oct 2025

Contributed by Lukas

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

08 Oct 2025

Contributed by Lukas

Daniel discusses the current political issues in France and how investors should be positioning their assets.Speaker:   - Daniel Lam, Head of Equity...

Cut to the Chase! Abenomics 2.0

07 Oct 2025

Contributed by Lukas

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

07 Oct 2025

Contributed by Lukas

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

07 Oct 2025

Contributed by Lukas

Daniel discusses the US government shutdown, our base case versus a more prolonged shutdown scenario, and the market implications.Speaker:   - Danie...

Cut to the Chase! The case for Gold Miners

05 Oct 2025

Contributed by Lukas

Daniel discusses the strong, self-reinforcing feedback loop, from gold prices to gold miners fundamentals.Speaker:   - Daniel Lam, Head of Equity St...

InvesTips - Equity market volatility: From chaos to clarity

03 Oct 2025

Contributed by Lukas

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

03 Oct 2025

Contributed by Lukas

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.Find...

Cut to the Chase! China In-Focus

01 Oct 2025

Contributed by Lukas

Daniel talks about the critical month in policymaking in China, how the recent figures are stacking up, and the outlook for Chinese equities.Speaker: ...

Cut to the Chase! Emerging Markets and the Bond Focus

30 Sep 2025

Contributed by Lukas

Daniel discusses our Overweight in EM Local Currency Government Bonds and the key drivers of this asset classSpeaker:   - Daniel Lam, Head of Equity...

Cut to the Chase! The interview and Indian equities

29 Sep 2025

Contributed by Lukas

Daniel shares his recent media experience on Indian equities --- looking at the current correction as a buying opportunity.Speaker:   - Daniel Lam, ...

Cut to the Chase! Gold: Higher for Longer

28 Sep 2025

Contributed by Lukas

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

Through the Noise: The equities melt-up

26 Sep 2025

Contributed by Lukas

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

24 Sep 2025

Contributed by Lukas

Daniel looks at the increase in productivity in China, due to technological advances, and what areas of Chinese equities that investors can focus upon...

Cut to the Chase! The return of the doves

23 Sep 2025

Contributed by Lukas

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 ...

Cut to the Chase! Domestic stimulus and Indian equities

22 Sep 2025

Contributed by Lukas

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

Cut to the Chase! The Forces behind Volatility

21 Sep 2025

Contributed by Lukas

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.S...

Through the Noise: Positioning post the Fed

19 Sep 2025

Contributed by Lukas

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 s...

Cut to the Chase! The punchline

18 Sep 2025

Contributed by Lukas

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...

Cut to the Chase! The forces driving USD/JPY

16 Sep 2025

Contributed by Lukas

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 Equ...

Cut to the Chase! The case for Chinese equities

15 Sep 2025

Contributed by Lukas

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

InvesTips - Resilience of bonds: Staying calm during turbulence

15 Sep 2025

Contributed by Lukas

Steve and Manpreet introduced the different types of bonds and the basics of bond investing. They then discussed the various drivers that can impact t...

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

14 Sep 2025

Contributed by Lukas

Daniel looks at the various scenarios in the upcoming FOMC meeting, where markets are expecting the Fed to start its rate-cutting cycleSpeaker:   - ...

Through the Noise: How much will the Fed cut?

12 Sep 2025

Contributed by Lukas

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 ma...

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

11 Sep 2025

Contributed by Lukas

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 ke...

Cut to the Chase! Settling for the Silver

10 Sep 2025

Contributed by Lukas

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

Cut to the Chase! Ripe for a consolidation

09 Sep 2025

Contributed by Lukas

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.Spea...

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

08 Sep 2025

Contributed by Lukas

Daniel zooms into Gold – where the weak non-farm payroll numbers prompted further gains – and how investors should be considering positioning arou...