Standard Chartered Money Insights
Episodes
Cut to the Chase! All about relativity
22 Jul 2025
Contributed by Lukas
Daniel talks about the relative calmness on the tariff front in China compared to other economies, and the implications of Politburo meeting expected ...
Cut to the Chase! The Typhoon and the Japan Elections
22 Jul 2025
Contributed by Lukas
Daniel discusses the results of the Japan upper house election and its implications for investors. Speaker: - Daniel Lam, Head of Equity Strategy,...
Cut to the Chase! Inflation and Data
21 Jul 2025
Contributed by Lukas
Daniel talks about the effects of inflation in US data, and what it means for investorsSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Cha...
Through the Noise: Further consolidation ahead
18 Jul 2025
Contributed by Lukas
Rajat discusses with Ray the ongoing consolidation in risk assets, the implications of the US inflation report, and the potential impact of the upcomi...
Cut to the Chase! “Glass Half-Full” vs. “Glass Half-Empty”
17 Jul 2025
Contributed by Lukas
Daniel talks about the key factors that can help swing sentiment towards US equities, and how investors should be positioning themselves. Speaker: ...
Cut to the Chase! “Crying Wolf” no longer
16 Jul 2025
Contributed by Lukas
Daniel discusses the influence of tariff on the latest US CPI inflation figure, the reaction from risky assets, and what investors should be watching ...
Cut to the Chase! The nature behind rising yields
15 Jul 2025
Contributed by Lukas
Daniel looks into the reasons behind rising yields, in what can be a key source of volatility in H2’25.Speaker: - Daniel Lam, Head of Equity Strate...
InvesTips: Gold – Analysing the safe haven
14 Jul 2025
Contributed by Lukas
In this episode, Steve talks to Manpreet about gold, its history during inflationary times and what role it can play in investment portfolios. Read ou...
Cut to the Chase! Earnings in-focus
14 Jul 2025
Contributed by Lukas
Daniel dives into the upcoming US Q2’25 earnings season, what we are expecting and the sectors investors should be focusing upon.Speaker: - Daniel ...
Through the Noise: Positioning for a consolidation
11 Jul 2025
Contributed by Lukas
Raymond discusses with Ray how investors should position themselves in view of a market consolidation. They also share their views on upcoming key dat...
Cut to the Chase! Striving for dominance - Semiconductors (Part 3)
10 Jul 2025
Contributed by Lukas
Daniel concludes the series with thoughts on the implications of tariffs, and where investors can look for opportunities. Speaker: - Daniel Lam, H...
Cut to the Chase! Striving for dominance – Semiconductors (Part 2)
09 Jul 2025
Contributed by Lukas
Daniel looks back in history, on instances of supply chain disruption in the semiconductor space, what are the current risks, and how US is trying to ...
Cut to the Chase! Striving for dominance – Semiconductors (Part 1)
08 Jul 2025
Contributed by Lukas
Daniel discusses the strategical importance of semiconductors, and looks at the fragmentation of the supply chain. Speaker: - Daniel Lam, Head of ...
Cut to the Chase! Move like a Butterfly and Stings like a Bee
07 Jul 2025
Contributed by Lukas
Daniel talks about the sharp change in narratives this year for US equities, and why investors should be trimming into strength and rotating into equi...
Through the noise: Tax cuts and trade deals
04 Jul 2025
Contributed by Lukas
Manpreet speaks to Audrey about how to position ahead of the expiry of Trump’s tariff pause. We would use any near-term rebound in the US dollar to ...
Cut to the Chase! The Transitory Focus
03 Jul 2025
Contributed by Lukas
Daniel discusses the current environment for inflation, how it compares to the end ‘21 and H2 ’22 experiences, what it means to the Fed and how in...
Cut to the Chase! The Tax Bill and the Markets
02 Jul 2025
Contributed by Lukas
Daniel talks about the passing of the US Tax Bill in the Senate, the market reaction and what it means to your portfolio.Speaker: - Daniel Lam, Head ...
InvesTips from the CIO’s desk: The importance of adaptive financial planning
01 Jul 2025
Contributed by Lukas
‘Everyone has a plan until they get punched in the mouth’ is one of my favourite quotes, courtesy of Mike Tyson. We know that our plans will chang...
Cut to the Chase! Beyond the highs
01 Jul 2025
Contributed by Lukas
Daniel discusses the risk and reward in US equities after strong recent gains in the S&P500Speaker: - Daniel Lam, Head of Equity Strategy, Standa...
Cut to the Chase! “Street Fighter” and the Portfolio
30 Jun 2025
Contributed by Lukas
Daniel looks at Japan equities from the policy standpoint, fund flow, and vis-à-vis US equities.Speaker: - Daniel Lam, Head of Equity Strategy, Stan...
Taking the initiative on our H2 themes
27 Jun 2025
Contributed by Lukas
Manpreet discusses with Ray how investors can position themselves to take advantage of potential market volatility as the Trump trade truce expires. T...
Cut to the Chase! The Take on “De-Dollarisation” --- Part 3
26 Jun 2025
Contributed by Lukas
Daniel discusses more specific ideas on the back on “De-Dollarisation”, concentrating upon the currency and bonds asset classes. Speaker: - Da...
Cut to the Chase! The Take on “De-Dollarisation” --- Part 2
24 Jun 2025
Contributed by Lukas
Daniel talks about the fading effect of the USD as a natural portfolio diversifier, the rise in Gold as a key reserve option, and how investors should...
Cut to the Chase! The Take on “De-Dollarisation” --- Part 1
24 Jun 2025
Contributed by Lukas
Daniel discusses the data, trade fragmentation and the structural risks in the US from a USD perspective. Speaker: - Daniel Lam, Head of Equity St...
Cut to the Chase! The escalation – what lies ahead
23 Jun 2025
Contributed by Lukas
Daniel discusses the escalation of geopolitical risks over the weekend, and what lies ahead. Speaker: - Daniel Lam, Head of Equity Strategy, Stand...
Through the Noise: Positioning for a weak dollar
20 Jun 2025
Contributed by Lukas
Ray discusses with Manpreet the investment theme for 2H 2025: a weaker USD. They explore specific segments in equities and bonds that are likely to be...
Cut to the Chase! A slight hawkish tilt at FOMC
19 Jun 2025
Contributed by Lukas
Daniel talks about the latest FOMC meeting and its implications on asset classes. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Charter...
Cut to the Chase! The fiscal catalyst
18 Jun 2025
Contributed by Lukas
Daniel talks how political change in Korea is likely to act a strong catalyst to narrow the “Korean discount” in the country’s equity market.Spe...
Cut to the Chase! Entering the complications
17 Jun 2025
Contributed by Lukas
Daniel discusses the geopolitical influence on oil prices, and what that means in the broader portfolio context. Speaker: - Daniel Lam, Head of Eq...
Cut to the Chase! Here we go again – with new twists
16 Jun 2025
Contributed by Lukas
Daniel talks about yet another looming US debt ceiling limit, why there are new twists this time, and how it feeds into the outlook for US government ...
Through the Noise: Three takeaways from a turbulent first half
13 Jun 2025
Contributed by Lukas
Ray speaks to Rajat about the key takeaways from financial markets in the first half of 2025, looking deeper into European equities and also discuss p...
Cut to the Chase! The (Phantom) Threat of Inflation
12 Jun 2025
Contributed by Lukas
Daniel discusses that latest US CPI figure, the building of the narrative of Fed rate cut, and the re-kindling of interests in bonds.Speaker: - Danie...
Cut to the Chase! Dealing with De-Dollarisation
11 Jun 2025
Contributed by Lukas
Daniel talks about what investors can do to help mitigate the risk of USD weaknessSpeaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered ...
Cut to the Chase! Further rotation --- back into US equities (Part 2)
10 Jun 2025
Contributed by Lukas
Daniel discusses the fading case for further EU equities outperformance, and the likely rotation into the US.Speaker: - Daniel Lam, Head of Equity St...
InvesTips from the CIO’s desk: The two certainties of investing – cost and taxes
10 Jun 2025
Contributed by Lukas
Steve explores the unavoidable aspects of investing: cost and taxes. The discussion focuses on how investors should be aware of and plan for these two...
Cut to the Chase! Further rotation --- back into US equities
09 Jun 2025
Contributed by Lukas
Daniel discusses the solid non-farm payroll print, the relatively-low positioning in US equities, and key levels in S&P 500 index. Speaker: - ...
Through the Noise: Focus on the ‘hard’ data
06 Jun 2025
Contributed by Lukas
Ray discusses with Fook Hien the investment implications of recent US economic data and the "One Big and Beautiful Bill." They also examine ...
InvesTips: Impact investing – Profit with purpose
06 Jun 2025
Contributed by Lukas
Impact investing isn’t just a trend – it’s a fundamental shift in how one approaches long-term investing, an approach that focuses on resilience...
Cut to the Chase! The changing face of safe-haven currency
05 Jun 2025
Contributed by Lukas
Daniel talks about the USD’s increasing pro-cyclicality, and the JPY’s rising role in safe-haven demand.Speaker: - Daniel Lam, Head of Equity Str...
Cut to the Chase! Taking the cynicism out of TACO
04 Jun 2025
Contributed by Lukas
Daniel discusses TACO, what Trump is facing in reducing the US budget deficit, and the opportunities in long-dated US TreasuriesSpeaker: - Daniel Lam...
Cut to the Chase! Coiling like a Spring
03 Jun 2025
Contributed by Lukas
Daniel talks about the near-term consolidation ahead in Gold, and why there is upside ahead in the long-termSpeaker: - Daniel Lam, Head of Equity Str...
Cut to the Chase! The Wheel of Rotation
02 Jun 2025
Contributed by Lukas
Daniel discusses how the rotation within equities earlier this year, from the US to Europe, is expected to reverse under US equity tailwinds, and how ...
Through the Noise: Rotating back into US equities
30 May 2025
Contributed by Lukas
Manpreet speaks to Rajat about renewed optimism towards US equity markets, where we see sector opportunities and why we’d consider adding long matur...
Cut to the Chase! The psychological level
29 May 2025
Contributed by Lukas
Daniel discusses the near-term outlook for US equities, and what are the key drivers for the longer-term.Speaker: - Daniel Lam, Head of Equity Strate...
Cut to the Chase! What Japan assets are signalling
28 May 2025
Contributed by Lukas
Daniel discusses possible implications from rising JGB yields and the strength in JPY against the USD.Speaker: - Daniel Lam, Head of Equity Strategy,...
InvesTips from the CIO’s desk: When the going gets tough - understanding your attitude to risk
27 May 2025
Contributed by Lukas
Steve discusses how to think about risk, steps to manage market volatility and recalibrate your risk appetite as you go along your investment journey....
Cut to the Chase! Linking up for Gold
27 May 2025
Contributed by Lukas
Daniel outlines our key macro scenarios and their probabilities as well as how one can tackle a potential pause in the gold rally.Speaker: - Daniel L...
Cut to the Chase! Data watching and Fixed Income
25 May 2025
Contributed by Lukas
Daniel discusses what comes after the “low hanging fruit” recovery, and what it means for fixed incomeSpeaker: - Daniel Lam, Head of Equity Strat...
Through the Noise: Riding the Tariff Relief Rally
23 May 2025
Contributed by Lukas
Manpreet speaks to Raymond about whether the US equity market rebound has legs, why we still expect a soft landing and our top views across global equ...
Cut to the Chase! The Divergence in Chinese Equities
22 May 2025
Contributed by Lukas
Daniel discusses why the Hang Seng Index is primed for a pullback, and why we would be buying the dip.Speaker: - Daniel Lam, Head of Equity Strategy,...
Cut to the Chase! The Third-Time around
21 May 2025
Contributed by Lukas
Daniel discusses Moody's downgrade of the US sovereign, how it compares to previous downgrades in 2011 and 2023, and what it means for different ...
Cut to the Chase! Where is the next peak?
20 May 2025
Contributed by Lukas
Daniel discusses the history of "post-drawdown" equity market rallies, what were the common features, how the current rally compares, and wh...
Cut to the Chase! The Next Move from Trump - Part 2
19 May 2025
Contributed by Lukas
Daniel discusses the peace deal that Trump is trying to broker - a ceasefire between Russia and Ukraine - the chances of this going through, and the m...
Through the Noise - Back from the Brink
16 May 2025
Contributed by Lukas
Hannah discusses with Ray what investors should focus on following the trade truce between the US and China, concluding with a discussion on the AUD/ ...
Cut to the Chase! The Next Move from Trump
15 May 2025
Contributed by Lukas
Daniel talks about why making peace deals is the next step and an important part of Trump’s plans, and what to expect next for the trade deals. Spe...
Cut to the Chase! The Clarity Factor
14 May 2025
Contributed by Lukas
Daniel discusses the latest US CPI figure, how this will keep the Fed watching, and why markets are edging higher.Speaker: - Daniel Lam, Head of Equi...
Cut to the Chase! Is USD still a one-way bet? (Part 2)
13 May 2025
Contributed by Lukas
Daniel continues the discussion on USD – through positioning, historical context, assessment of whether we are in structural bear-market, and divers...
Cut to the Chase! Is USD still a one-way bet?
12 May 2025
Contributed by Lukas
Daniel discusses the weakness in USD year-to-date, the change in macro factors and how investors should be approaching Fx.Speaker: - Daniel Lam, Head...
Through the Noise: A thaw in the trade war
09 May 2025
Contributed by Lukas
Hannah discusses with Ray how investors should position themselves after the rebound in risk assets, what to expect from the US and China tariff discu...
Cut to the Chase! The Inevitable
08 May 2025
Contributed by Lukas
Daniel talks about the latest round of Chinese stimulus, the FOMC decision and the key data and market levels to watch in the near future.Speaker: - ...
Cut to the Chase! Going with the flow
07 May 2025
Contributed by Lukas
Daniel discusses the flow dynamics in US equities, and how investors may position themselves around current trends.Speaker: - Daniel Lam, Head of Equ...
Cut to the Chase! Saving Hollywood
06 May 2025
Contributed by Lukas
Daniel discusses how the markets has been giving priority to “de-escalation” in trade tensions, what this means for bond markets, and where are th...
Cut to the Chase! The check and balance
05 May 2025
Contributed by Lukas
Daniel talks about the investment implications of the recent fine-tuning of Trump’s stance on trade.Speaker: - Daniel Lam, Head of Equity Strategy,...
Through the Noise: The next 100 days
02 May 2025
Contributed by Lukas
Manpreet speaks to Audrey about Trump’s likely policies over the next 100 days and what we see as key levels in markets to consider rebalancing our ...
InvesTips: Exploring alternatives – Looking beyond traditional investments
02 May 2025
Contributed by Lukas
In this episode, Steve discusses alternative investments and why you might want to consider these investments, the different types available, their li...
Cut to the Chase! Is this the start of a USD bear market?
30 Apr 2025
Contributed by Lukas
Fook Hien discusses our outlook for the US dollar.Speaker: - Fook Hien Yap, Senior Investment Strategist, Standard Chartered BankFor more of our late...
InvesTips: Wealth planning essentials
29 Apr 2025
Contributed by Lukas
In this episode, Steve talks to Mahesh Shahdadpuri about wealth planning, its importance and the different areas to consider. This is a really importa...
Cut to the Chase! Expecting stimulus from China
29 Apr 2025
Contributed by Lukas
Fook Hien discusses our view on how China equities can outperform within Asia.Speaker: - Fook Hien Yap, Senior Investment Strategist, Standard Charte...
InvesTips from the CIO’s desk: Goal-based investing start with the why
28 Apr 2025
Contributed by Lukas
In this episode, Steve talks about goal-based investing, why it is a great way to think about investing and how to address some of the challenges asso...
Cut to the Chase! Checking the pulse of US earnings
28 Apr 2025
Contributed by Lukas
Fook Hien gives an update on the US earnings season and what it means for our equity views. Speaker: - Fook Hien Yap, Senior Investment Strategist, ...
Through the Noise: Filtering out the noise
25 Apr 2025
Contributed by Lukas
In this week’s edition of Through The Noise podcast, Michelle speaks to Manpreet on the CIO’s latest view against the backdrop of rising economic ...
Cut to the Chase! Chasing the gold rally
24 Apr 2025
Contributed by Lukas
Michelle discusses CIO’s views on gold prices following its continual rally since start of year. Speaker: - Michelle Kam, Investment Strategis...
Cut to the Chase! Navigating market volatility
23 Apr 2025
Contributed by Lukas
Michelle discusses the opportunities under elevated market volatility from both an asset allocation as well as equities sector perspective. Speaker: ...
InvesTips from the CIO’s desk: Focus on your career, Invest on auto-pilot
22 Apr 2025
Contributed by Lukas
In this episode, Steve presents a compelling case for investors to focus on their career and income-generating capability while taking a simplified an...
Cut to the Chase! US dollar on the move
22 Apr 2025
Contributed by Lukas
Fook Hien discusses the US dollar’s recent move lower and what it means for investors, especially the significance of risk management. Speaker: - ...
Cut to the Chase! While tariffs are on pause
21 Apr 2025
Contributed by Lukas
Fook Hien discusses the US earnings season and what we can learn so far from US company management. Speaker: - Fook Hien Yap, Senior Investment St...
Through the Noise: “Trump-put” back in play
17 Apr 2025
Contributed by Lukas
Fook Hien discusses with Ray the implications for the market following Trump’s pause of tariffs against major trade partners. Read our latest Weekly...
Cut to the Chase! High and Dry
17 Apr 2025
Contributed by Lukas
Daniel discusses the latest set of healthy Chinese data, why Chinese equities subsequently fell, and how investors can consider positioning themselves...
Cut to the Chase! The Take on Currencies – Part 2
16 Apr 2025
Contributed by Lukas
Daniel discusses the drivers of CNY, China’s balancing act between offsetting the impact of US tariffs and its relationship with its trading partner...
Cut to the Chase! The Take on Currencies - Part 1
15 Apr 2025
Contributed by Lukas
Daniel discusses our outlook for the two safe haven currencies - JPY and CHF. Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered B...
Cut to the Chase! Checking the scenarios
14 Apr 2025
Contributed by Lukas
Daniel discusses the different scenarios that may develop in the US markets, and what investors should consider. Speaker: - Daniel Lam, Head of Eq...
Through the Noise: Time for bargain hunting
11 Apr 2025
Contributed by Lukas
Manpreet speaks to Rajat about the range of potential macro and market scenarios from here, and where he would go bargain-huntingSpeakers:- Manpreet G...
Cut to the Chase! Much more behind the flipping of a coin
10 Apr 2025
Contributed by Lukas
Daniel discusses possible reasons behind the sharp development in the tariff-saga, and what investors may consider doing at this stage. Speaker: -...
Cut to the Chase! What the volatility market is indicating
09 Apr 2025
Contributed by Lukas
Daniel discusses the further rise in trade tension between the US and China, what the S&P 500 volatility market is telling us, and opportunities i...
Cut to the Chase! Putting the current volatility in perspective
08 Apr 2025
Contributed by Lukas
Daniel puts various factors, such as valuation, quant performances and past macro comparisons, into longer-term perspective. Speaker: - Daniel Lam...
Cut to the Chase! Not a Great Depression scenario
07 Apr 2025
Contributed by Lukas
Daniel discusses the fear narrative in the markets, and why investors should take a measured attitude and approach. Speaker: - Daniel Lam, Head ...
InvesTips from the CIO’s desk: Special episode on Navigating volatility
06 Apr 2025
Contributed by Lukas
We have seen volatility pick up sharply since US ‘Liberation Day’. In this episode, Steve emphasises the long-term importance of your actions in t...
Through the Noise: The Implications of ‘Liberation Day’
04 Apr 2025
Contributed by Lukas
Steve speaks with Ray about the implications of US ‘Liberation Day’ tariff announcements for investors, particularly their implications for econom...
Cut to the Chase! The next move in the trade-saga
03 Apr 2025
Contributed by Lukas
Daniel discusses the latest implications on asset markets after the announcement of increased tariffs on US imported goods on “Liberation Day”Spea...
InvesTips from the CIO’s desk: Finding the right partner!
02 Apr 2025
Contributed by Lukas
In this episode, Steve talks about how to find a financial advisor to partner you on your investment journey. Speaker: - Steve Brice, Global Chief ...
Cut to the Chase! New vs. Real – The Dichotomy in Chinese Equities
02 Apr 2025
Contributed by Lukas
Daniel discusses the different prospects in the New Economy and Real Economy sectors in Chinese Equities. Speaker: - Daniel Lam, Head of Equity St...
Cut to the Chase! The other portfolio diversifier
01 Apr 2025
Contributed by Lukas
Daniel talks about the JPY – the other diversifier besides Gold - and why it is shaping up for more upside against the USD.Speaker: - Daniel Lam, H...
Cut to the Chase! Taking a look at historical US Un-Exceptionalism
30 Mar 2025
Contributed by Lukas
Daniel talks about past instances of weaknesses in the US economy, the asset class performances during those times, and what lessons we can draw for i...
Through the Noise: US exceptionalism interrupted
28 Mar 2025
Contributed by Lukas
Ray speaks with Manpreet about what investors should focus on amid ongoing market volatility and global trade uncertainty. They discuss why Standard C...
Cut to the Chase! The focus on inflation
27 Mar 2025
Contributed by Lukas
Daniel discusses the structural shift in inflation risks in a multi-polar world, and how investors can consider hedging against risks.Speaker: - Dani...
Cut to the Chase! Looking beyond DeepSeek
26 Mar 2025
Contributed by Lukas
Daniel talks about the lacklustre earnings’ prospective in the “real economy” sectors in China, the current prospects in the property sector, an...
InvesTips from the CIO’s desk: Overcoming inaction
25 Mar 2025
Contributed by Lukas
In this episode, Steve talks about procrastination and how you can leverage the 5-A approach to getting started on your investment journey.Speaker: -...
Cut to the Chase! The Factors driving Gold
25 Mar 2025
Contributed by Lukas
Daniel discusses the key drivers of Gold, including the strong inflow into Exchange-Traded Products, and where we expect Gold to go from here.Speaker:...
Cut to the Chase! Loop-back from DeepSeek
23 Mar 2025
Contributed by Lukas
Daniel discusses the outperformance of Chinese offshore equities vs. onshore equities, and the chances of a loop-back effect from DeepSeek into the Ch...
Through the Noise: German vote lifts Europe’s prospects
21 Mar 2025
Contributed by Lukas
Manpreet speaks to Audrey about the implications of greater fiscal spending in Germany, why we like US technology software and where we expect gold to...