Standard Chartered Money Insights

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...

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

08 Sep 2025

Contributed by Lukas

Daniel talks about the latest non-farm payroll number, and its implications for risky assets. Speaker:   - Daniel Lam, Head of Equity Strategy, St...

Through the Noise: Navigating bond market volatility

05 Sep 2025

Contributed by Lukas

Manpreet and Ray discuss the impact of bond market volatility on risk assets. They share their perspectives on why they believe there is limited upsid...

Cut to the Chase! Preview to US jobs data

03 Sep 2025

Contributed by Lukas

Daniel discusses possible outcomes of the US non-farm payroll data, and what they would mean for the chances and size of any Fed rate cut.Speaker:  ...

Cut to the Chase! The key driver on yields in US and Europe

02 Sep 2025

Contributed by Lukas

Daniel discusses the major factors driving bond yields in US and Europe at this moment.Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Cha...

Cut to the Chase! Alpha taking over beta in Chinese equities.

01 Sep 2025

Contributed by Lukas

Daniel talks about the sharp differentiation in performance within Chinese equities, and why a more selective approach is rising in importance.Speaker...

Cut to the Chase! The threat on the Fed

31 Aug 2025

Contributed by Lukas

Daniel discusses Trump’s threat on the Fed’s independence, and how investors should be positioning their portfolio.Speaker:  - Daniel Lam, Head ...

Through the Noise: Powell opens door for Fed rate cuts

29 Aug 2025

Contributed by Lukas

Ray discusses the prospect of a Fed rate cut in September with Fook Hien and its implications for risk assets. They share their perspectives on US bon...

Cut to the Chase! French politics once more

28 Aug 2025

Contributed by Lukas

Daniel talks about the French political uncertainties, how it affects Euro-area equities, and what are the key levels to be watching out for. Speaker...

InvesTips from the CIO’s desk – Mutual funds are for everyone

27 Aug 2025

Contributed by Lukas

In today’s episode, Steve talks about mutual funds: what they do, their benefits as an investment vehicle and things to consider when choosing one.S...

Cut to the Chase! The fuel behind the melt-up

27 Aug 2025

Contributed by Lukas

Daniel discusses the positioning from various types of investors in US equities, the risks behind the current melt-up, and the levels that investors s...

Cut to the Chase! The highlight in 2025 in Fixed Income

25 Aug 2025

Contributed by Lukas

Daniel discusses EM local currency government bonds, what are the key drivers, and why a pullback would represent adding opportunity.Speaker: - Danie...

Cut to the Chase! Tilting towards the doves

25 Aug 2025

Contributed by Lukas

Daniel talks about Powell’s Jackson Hole speech and its implications for risk assets. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard C...

Through the Noise: A delicate balancing act

22 Aug 2025

Contributed by Lukas

Steve discusses with Ray their perspectives on the upcoming Fed and ECB meetings in September. They share insights and recommendations for the equitie...

Cut to the Chase! US Semiconductors in-focus

21 Aug 2025

Contributed by Lukas

Daniel shares thoughts about the upcoming US semiconductor sector earnings, and the implications for investors. Speaker: - Daniel Lam, Head of Equit...

Cut to the Chase! The macro-side of China

20 Aug 2025

Contributed by Lukas

Daniel provides balancing arguments to the previous day’s podcast, and how this would interact with the fundamentals of Chinese companies. Speaker:...

Cut to the Chase! Chinese earnings in-focus

19 Aug 2025

Contributed by Lukas

Daniel shifts gears to talk about the current Chinese earnings season, and what it means to investors. Speaker:  - Daniel Lam, Head of Equity Strat...

Cut to the Chase! Seeking Peace Agreement

18 Aug 2025

Contributed by Lukas

Daniel talks about the outcome of the US-Russia summit and implications on risky assets. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard ...

Through the Noise: A stock market melt-up?

15 Aug 2025

Contributed by Lukas

Manpreet speaks to Rajat about what we can learn from data about expected Fed policy in September, why we like China equities and what to make of the ...

Cut to the Chase! In the spirit of diversification

14 Aug 2025

Contributed by Lukas

Daniel looks at volatility in US equities, that can be caused by over-crowdness, and how investors can position themselves ahead of this.Speaker: - D...

InvesTips from the CIO’s desk: The easy route to realty

13 Aug 2025

Contributed by Lukas

Ever thought about creating passive, inflation-protected income through property ownership, but don’t want the headaches of managing tenants? REITs ...

Cut to the Chase! US CPI - Glass Half-Full

13 Aug 2025

Contributed by Lukas

Daniel discusses the market’s relief as the effect of tariff on inflation was not as bad as the market had feared. Speaker:  - Daniel Lam, Head o...

Cut to the Chase! Revisions to macro data and the implications of such

12 Aug 2025

Contributed by Lukas

Daniel looks at the unusual downward revisions in US jobs data, what message it is sending, and how investors should incorporate this within their por...

Cut to the Chase! “It’s the economy”

11 Aug 2025

Contributed by Lukas

Daniel looks at the recent economic data in regions outside the US, the possibility of a consolidation in risky assets globally, and what portfolio he...

Through the Noise: The Fed to the rescue?

08 Aug 2025

Contributed by Lukas

Ray discusses with Manpreet the reasons for expecting a Fed rate cut in September and its implications for risk assets. They also share their perspect...

Cut to the Chase! The Balancing Act

07 Aug 2025

Contributed by Lukas

Daniel looks at how the US government is managing its fiscal position via issuing shorter-term debt, how macro factors are driving yields and where ar...

Cut to the Chase! Shining through the uncertainties

06 Aug 2025

Contributed by Lukas

Daniel discusses his observations on the drivers of Gold, and what it means for investors.Speaker:  - Daniel Lam, Head of Equity Strategy, Standard ...

Cut to the Chase! Breaking the vicious cycle of deflation

05 Aug 2025

Contributed by Lukas

Daniel talks about how the Chinese policymakers are adding supply side reforms, and combining with existing demand stimulus, in order to boost PPI and...

Cut to the Chase! The key pivotal point

04 Aug 2025

Contributed by Lukas

Daniel discusses the significance of the latest non-farm payroll data, and what it means to investors’ portfolios. Speaker:  - Daniel Lam, Head o...

Through the Noise: Taking advantage of the Dollar rebound

01 Aug 2025

Contributed by Lukas

Manpreet speaks to Fook Hien about the opportunities arising from the US Dollar rebound, what to make of US trade deals achieved so far and what they ...

Cut to the Chase! The Persistence of Memory

31 Jul 2025

Contributed by Lukas

Daniel talks about the FOMC meeting, its implications, and the risk of the hawkish tilt.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Char...

Cut to the Chase! Checking the positioning

30 Jul 2025

Contributed by Lukas

Daniel discusses the positioning across global equities, and the key technical levels to watch out for in the S&P 500.Speaker: - Daniel Lam, Head...

Cut to the Chase! A wind of change in Japan

29 Jul 2025

Contributed by Lukas

Daniel discusses the latest Tokyo CPI figure, the US-Japan trade deal and the likely increase in fiscal policy, can lead to a more hawkish Bank of Jap...

Cut to the Chase! Looking for the signposts

27 Jul 2025

Contributed by Lukas

Daniel discusses what are the key signposts to watch out for that may dampen the current rally in US equities.Speaker: - Daniel Lam, Head of Equity S...

Through the Noise: Prelude to the next rally

25 Jul 2025

Contributed by Lukas

Fook Hien Yap discusses with Ray Heung the reasons for expecting near-term consolidation in equities while maintaining a longer-term bullish outlook. ...

InvesTips from the CIO’s desk: Diversification demystified

24 Jul 2025

Contributed by Lukas

This week, Steve talks about the theory behind the benefits of diversification and 3 different ways to achieve it.  Please find the link to the lates...

Cut to the Chase! The Trumping of sentiment

23 Jul 2025

Contributed by Lukas

Daniel discusses the Japan-US trade deal, how the market reaction suggests that it trumped over the uncertain sentiment from the election results, and...

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,...