Standard Chartered Money Insights

Cut to the Chase! The elevated nervousness

20 Mar 2025

Contributed by Lukas

Daniel talks about the latest FOMC decision, why VIX has been slow-to-fall, and the opportunities available to investors. Speaker:  - Daniel Lam, H...

Cut to the Chase! The biggest shift

19 Mar 2025

Contributed by Lukas

Daniel discusses the key macro developments in Europe, including how US tariffs will play out. Speaker: - Daniel Lam, Head of Equity Strategy, Stand...

Cut to the Chase! Policy divergence

18 Mar 2025

Contributed by Lukas

Daniel looks at the divergence in policies between the Bank of Japan and the other Key Central Banks, and where are the opportunities in the currency ...

InvesTips from the CIO’s desk: Managing the information overload

17 Mar 2025

Contributed by Lukas

In this episode, Steve talks about the challenges of managing the huge volume of information we all have available to us, the issue of fake news and h...

Cut to the Chase! The Emerging Dawn – Part 2

17 Mar 2025

Contributed by Lukas

Daniel highlights the attractive risk-reward in US equities using statistical analysis, and providing observations on “bargain-hunting” in the Mag...

Through the Noise: Where is the Trump put?

14 Mar 2025

Contributed by Lukas

In this week’s edition of Through The Noise podcast, Michelle speaks to Rajat on how to position amid a declining US equity market, against the back...

InvesTips: The role of insurance in your wealth journey

14 Mar 2025

Contributed by Lukas

In this episode, Steve talks to Gautam Duggal about the role of insurance in protecting, growing and transferring wealth. They also discuss emerging t...

Cut to the Chase! The Emerging Dawn

13 Mar 2025

Contributed by Lukas

Daniel talks about the latest US CPI figure, the reaction from asset classes, and signs of bottoming-out in US equities.Speaker: - Daniel Lam, Head o...

Cut to the Chase! The Diversifier

12 Mar 2025

Contributed by Lukas

Daniel looks at the shift in dynamics in the demand for Gold this year, and what that means for investors.Speaker: - Daniel Lam, Head of Equity Strat...

InvesTips from the CIO’s desk: Insure your tomorrow

11 Mar 2025

Contributed by Lukas

In this episode, Steve discusses a 3-step approach to deciding which risks to insure against and how to find the right balance between coverage and it...

Cut to the Chase! The stabilisation – Part 2

11 Mar 2025

Contributed by Lukas

Daniel shifts the focus to Europe, and discusses its prospects vis-à-vis the US, and implications on the asset classes.Speaker: - Daniel Lam, Head o...

Cut to the Chase! The stabilisation

10 Mar 2025

Contributed by Lukas

Daniel discusses the most recent US employment data, how it feeds into the US Economic Surprise Index, and what it means for US equities going forward...

Ukraine peace plan lifts Europe, dollar breaks lower

07 Mar 2025

Contributed by Lukas

Ray speaks with Raymond about our views on the market, focusing on the potential for a Ukraine/Russia ceasefire, the recent weakness in the DXY, and d...

Cut to the Chase! The scorecard

06 Mar 2025

Contributed by Lukas

Daniel talks about the markets’ “checks and balance” on Trump, and how that may evolve going forward.Speaker: - Daniel Lam, Head of Equity Stra...

Cut to the Chase! Pressure on yields – Part 2

05 Mar 2025

Contributed by Lukas

Daniel discusses further about the emerging narrative of slowdown in US growth, focusing upon the recent correction in equities, and what to expect fr...

Cut to the Chase! Pressure on yields

04 Mar 2025

Contributed by Lukas

Daniel talks about the emerging narrative of a slowdown in US growth, what that means for bonds and how investors can position themselves. Speaker: ...

Cut to the Chase! Not as straightforward as it seems

03 Mar 2025

Contributed by Lukas

Daniel discusses the situation in Europe, the change in policies from Trump versus the past, and investment implications in Euro-area assets.  Speak...

Through the Noise: Growth concerns return

28 Feb 2025

Contributed by Lukas

Manpreet speaks to Rajat about what to make of the recent growth data in the US, opportunities in the China tech sector rally and why we’d fade gain...

Cut to the Chase! Getting onto the map

27 Feb 2025

Contributed by Lukas

Daniel looks at the rotation of funds from the US into Chinese equities and how that may play out.  Speaker:  - Daniel Lam, Head of Equity Strateg...

Cut to the Chase! Putting numbers into DeepSeek’s tailwind – Part 2

26 Feb 2025

Contributed by Lukas

Daniel looks further into the areas where China’s low-cost AI model, DeepSeek, can make a difference in the Chinese equity market, and how investors...

Cut to the Chase! German elections and implications for Euro-area equities

25 Feb 2025

Contributed by Lukas

Daniel looks at the latest German elections and how that would feed into your investments. Speaker:  - Daniel Lam, Head of Equity Strategy, Standar...

Cut to the Chase! Getting stretched

23 Feb 2025

Contributed by Lukas

Daniel talks about the emerging drivers on Gold, and why it may lead to “buy on dips” opportunities.  Speaker:  - Daniel Lam, Head of Equity S...

Through the Noise: Looking to buy the dips

21 Feb 2025

Contributed by Lukas

Ray speaks with Manpreet about our views on the market reaction to the US tariffs and the performance of the equities market. We also discuss the stre...

Cut to the Chase! Putting numbers into DeepSeek’s tailwind

20 Feb 2025

Contributed by Lukas

Daniel discusses how DeepSeek could prove supportive for China’s economy and equities, and what this means for investor positioning.Speaker: - Dani...

Cut to the Chase! Prospects for the King Dollar

19 Feb 2025

Contributed by Lukas

Daniel digs deeper the USD, its drivers, and the near-term outlook against JPY in particularSpeaker: - Daniel Lam, Head of Equity Strategy, Standard ...

Cut to the Chase! The other-end of the upset

18 Feb 2025

Contributed by Lukas

Daniel looks at the surprising outperformance of Europe and China equities year-to-date relative to US equities, what has been driving this and how we...

Cut to the Chase! Zooming into Income

16 Feb 2025

Contributed by Lukas

Daniel looks at Developed-Market High Yield bonds – the key drivers, our outlook as well as the broader fixed income environment.Speaker:  - Danie...

Through the Noise: US leadership challenged?

14 Feb 2025

Contributed by Lukas

Manpreet speaks to Audrey about whether the recent US equity underperformance vs. Europe and China is likely to reverse, our view on high yield bonds ...

Cut to the Chase! Buying into weakness

13 Feb 2025

Contributed by Lukas

Daniel talks about the reasons for the strong sentiment in the market, why the US “non-inflationary growth” agenda is on track, and outlook for th...

Cut to the Chase! The parabolic rise

11 Feb 2025

Contributed by Lukas

Daniel discusses the climatic rise in Gold, who are the likely buyers, and where it can go from here. Speaker:  - Daniel Lam, Head of Equity Strate...

Cut to the Chase! Digging deeper into DeepSeek

10 Feb 2025

Contributed by Lukas

Daniel looks deeper at the implications of DeepSeek on global equities.Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For...

Cut to the Chase! Foundation and Opportunistic

10 Feb 2025

Contributed by Lukas

Daniel looks at the latest US non-farm payroll data, the retaliatory tariffs from the US likely to be announced this week, as well as importance of ha...

Through the Noise: “Tariff man”

07 Feb 2025

Contributed by Lukas

Manpreet speaks to Rajat about whether Trump is likely to prioritize tariffs or deals in his early months and how investors can position their portfol...

Cut to the Chase! The King-Dollar Slayer

05 Feb 2025

Contributed by Lukas

Daniel looks at the strong performance behind Gold, the key drivers, the important levels, and the trend forward.Speaker:  - Daniel Lam, Head of Equ...

Cut to the Chase! A 3-D chess battle

04 Feb 2025

Contributed by Lukas

Daniel digs deeper into the political and economical implications from Trump’s tariffs, what are the key drivers, and implications on investments in...

Cut to the Chase! Shoring up Indian Growth

04 Feb 2025

Contributed by Lukas

Daniel talks about the key features of the most recent Indian Budget, and its investment implications. Speaker:   - Daniel Lam, Head of Equity Str...

Cut to the Chase! The reality check

03 Feb 2025

Contributed by Lukas

Daniel discusses the start of the US-led tariff war and what this means across asset classes. Speaker:   - Daniel Lam, Head of Equity Strategy, St...

Cut to the Chase! The Fed, the ECB and DeepSeek

31 Jan 2025

Contributed by Lukas

Daniel discusses these key events this week, and their implications on risky assets. Speaker:   - Daniel Lam, Head of Equity Strategy, Standard Ch...

Cut to the Chase! Helped by TINA

27 Jan 2025

Contributed by Lukas

Daniel talks about the demand to diversify from USD, how the lack of alternatives led to flow into Gold, and what are the prospects there.Speaker:  ...

Cut to the Chase! Currency moves - Part 2

27 Jan 2025

Contributed by Lukas

Daniel discusses the currency moves following Bank of Japan’s rate hike, Trump’s “non-inflationary growth” agenda, and the likely path of the ...

Through the Noise: The verdict on Trump's Week One

24 Jan 2025

Contributed by Lukas

Ray speaks with Rajat about the raft of policy announcements during US President Donald Trump's first week in office and what to make of them. Th...

Cut to the Chase! Pursuing non-inflationary growth

23 Jan 2025

Contributed by Lukas

Daniel talks about the US “national energy emergency”, why it is important for Trump to try to drive down oil prices, the supply and demand dynami...

Cut to the Chase! Currency moves

22 Jan 2025

Contributed by Lukas

Daniel discusses the currency moves following Trump’s inauguration, the key drivers in the near-term, and important levels to watch out for.Speaker:...

Cut to the Chase! Testing Times – Part 2

21 Jan 2025

Contributed by Lukas

Daniel talks about the key factors currently at play in Chinese equities, and how investors can consider positioning their portfoliosSpeaker: - Danie...

Cut to the Chase! Testing Times

20 Jan 2025

Contributed by Lukas

Daniel discusses the pullback in Indian equities, the key drivers, what policy measures can be expected, and the implications for investors. Speaker:...

Through the Noise: Trump vs. bond markets

17 Jan 2025

Contributed by Lukas

Manpreet speaks to Audrey about whether recent rise in bond yields and equity market volatility presents a risk or an opportunity. Audrey also discuss...

Cut to the Chase! The sum of all (positive) factors

16 Jan 2025

Contributed by Lukas

Daniel discusses the encouraging factors overnight – softer-than-expected US inflation, strong major banks earnings – and the implications for US ...

Cut to the Chase! US Exceptionalism to run further – Part 3

15 Jan 2025

Contributed by Lukas

Daniel discusses the upcoming US Q4’24 earnings season, the market’s expectations and implications for investorsSpeaker: - Daniel Lam, Head of Eq...

Cut to the Chase! The other strong performing asset in 2025

14 Jan 2025

Contributed by Lukas

Daniel talks about the drivers behind gold’s strong performance in 2025 thus far, despite USD strength, and what to expect going forward.Speaker: -...

Cut to the Chase! US Exceptionalism to run further – Part 2

13 Jan 2025

Contributed by Lukas

Daniel talks about the latest non-farm payroll figure, why it fuels the further narrative on US exceptionalism, and what investments investors should ...

Through the Noise: Countdown to 20th January

10 Jan 2025

Contributed by Lukas

Manpreet speaks to Fook Hien about how to position portfolios ahead of Trump’s inauguration and how to balance policy risks with economic fundamenta...

Cut to the Chase! US Exceptionalism to run further

09 Jan 2025

Contributed by Lukas

Daniel discusses the recent geopolitical rhetorics, the US macro data, and the implications to investments in the near-term. Speaker:  - Daniel Lam...

Cut to the Chase! Euro vs. the King Dollar

08 Jan 2025

Contributed by Lukas

Daniel talks about the dynamics of the EUR against the USD, what to expect in the near-term and going forward.  Speaker:  - Daniel Lam, Head of Eq...

Cut to the Chase! Is this the right time?

06 Jan 2025

Contributed by Lukas

Daniel discusses the short-term indicators on US equities, where are interesting medium-term investment areas.Speaker: - Daniel Lam, Head of Equity S...

Cut to the Chase! The King Dollar and the risks ahead

06 Jan 2025

Contributed by Lukas

Daniel talks the strong USD, and what are the risks to watch out for. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor m...

InvesTips from the CIO’s desk: Deep dive into dividend investing

03 Jan 2025

Contributed by Lukas

Steve talks more about dividend investing, but this time in the context of a portfolio that is focused on growth rather than incomeSpeaker:  - Steve...

Cut to the Chase! Looking for clarity

03 Jan 2025

Contributed by Lukas

Daniel discusses market price action at the start of 2025 as investors focus on seeing greater clarity on Trump’s policies over the next few weeksSp...

InvesTips from the CIO’s desk: Inflation-protected income

23 Dec 2024

Contributed by Lukas

Steve discusses how to generate inflation-protected income.Speaker:  - Steve Brice, Global Chief Investment Officer, Standard Chartered BankFor more...

Through the Noise – Outlook 2025: Income strategies and long term returns

19 Dec 2024

Contributed by Lukas

As part of our Outlook 2025 mini-series, Steve speaks to Audrey about the long term returns outlook and our view on multi asset income strategies in 2...

Through the Noise – Outlook 2025: Bonds

18 Dec 2024

Contributed by Lukas

As part of our Outlook 2025 mini-series, Steve speaks to Ray about the bond market outlook for 2025.Read our Outlook 25 here.Speakers:- Steve Brice, G...

Cut to the Chase! Pondering while ahead

18 Dec 2024

Contributed by Lukas

Daniel discusses the key factors to watch out for in 2025. This will be the final “Cut to the Chase” podcast in 2024. It shall resume on Friday 03...

Through the Noise – Outlook 2025: Equity market outlook

17 Dec 2024

Contributed by Lukas

As part of our Outlook 2025 mini-series, Steve speaks to Raymond on the outlook for equity markets in 2025.Read our Outlook 25 here. Speaker(s):- Stev...

Cut to the Chase! The views for 2025

17 Dec 2024

Contributed by Lukas

Daniel talks about our thoughts for equities and bonds in 2025.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our l...

Through the Noise – Outlook 2025: Macroeconomics & currencies

16 Dec 2024

Contributed by Lukas

As part of our Outlook 2025 mini-series, Steve speaks to Rajat about the macroeconomic and currency market outlook for 2025.Read our Outlook 25 here.S...

Cut to the Chase! Still the focus

16 Dec 2024

Contributed by Lukas

Daniel discusses why we are Overweight in Gold in our 2025 Annual Outlook, and what are the key drivers to watch out for.Speaker:- Daniel Lam, Head of...

Cut to the Chase! Trusting what has been working

12 Dec 2024

Contributed by Lukas

Daniel talks about how the latest set of macro data bodes well for the mega-cap growth stocks, to be heading higher into the end of this year.Speaker:...

Through the Noise – Outlook 2025: Playing your Trump Card

12 Dec 2024

Contributed by Lukas

 As part of our Outlook 2025 mini-series, Steve speaks to Manpreet about our views on major asset classes in 2025, our view on the policy backdrop an...

Cut to the Chase! Long Calculations; Wrong Calculations

11 Dec 2024

Contributed by Lukas

Daniel discusses the recent, tactical moves in HK-China equities given the prospects of fresh stimulus and our barbell approach to investing in Hong K...

InvesTips from the CIO’s desk: Interested in interest

10 Dec 2024

Contributed by Lukas

This week, Steve talks about some basics on bond investing.Speaker:- Steve Brice, Global Chief Investment Officer, Standard Chartered BankFor more of ...

Cut to the Chase! This could be heaven; this could be hell

10 Dec 2024

Contributed by Lukas

Daniel discusses the headwind against Korean equities, and why we prefer Indian equities within the Asia ex-Japan region.Speaker:- Daniel Lam, Head of...

Cut to the Chase! In the norm

09 Dec 2024

Contributed by Lukas

Daniel discusses the latest US non-farm payroll number, which continues to show a “slowing, but not collapsing” labour market, and how investors m...

Through the Noise – Another year of US exceptionalism

06 Dec 2024

Contributed by Lukas

Manpreet speaks with Audrey about how long US exceptionalism can continue, our view on year-end opportunities in markets and what political concerns m...

Cut to the Chase! The new “three arrows”

05 Dec 2024

Contributed by Lukas

Daniel discusses the policies from US Treasury nominee, Scott Bessent, and how these can drive the markets and asset prices.Speaker:- Daniel Lam, Head...

Cut to the Chase! Crouching Tariff, Hidden Stimulus

04 Dec 2024

Contributed by Lukas

Daniel talks about the key drivers for Chinese equities over the next 12 months, and how investors should position their portfolios.Speaker:- Daniel L...

Cut to the Chase! Rugby and US small caps

03 Dec 2024

Contributed by Lukas

Daniel US equity market positioning, including where he sees crowded and less crowded areas.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Ch...

Cut to the Chase! Black Magic

02 Dec 2024

Contributed by Lukas

Daniel talks about Gold’s key drivers and potential entry points aheadSpeaker- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more ...

Through the Noise – The three arrows of Scott Bessent

29 Nov 2024

Contributed by Lukas

Manpreet speaks with Fook Hien about what we can learn from Bessent’s nomination as US Treasury Secretary and what his proposed policies mean for in...

Cut to the Chase! The Tariff Menace – Part 2

28 Nov 2024

Contributed by Lukas

Daniel discussed about the potential outlook for the EUR and the JPY against the USD.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered...

Cut to the Chase! The Tariff Menace – Part 1

27 Nov 2024

Contributed by Lukas

Daniel talks about the potential outlook for CNH against the USD.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our...

InvesTips from the CIO’s desk: Passive versus active investing

26 Nov 2024

Contributed by Lukas

This week, Steve talks about how to identify the best style of investing for youSpeaker:- Steve Brice, Global Chief Investment Officer, Standard Chart...

Cut to the Chase! Are we there yet for European equities?

26 Nov 2024

Contributed by Lukas

Daniel discusses the drivers for European equities, and why we still see headwinds over the near-term.Speaker:- Daniel Lam, Head of Equity Strategy, S...

Cut to the Chase! A look at the US sectors

25 Nov 2024

Contributed by Lukas

Daniel talks about what we have learnt from the Q3’24 earnings season as well as the trends in the near-term.Speaker:- Daniel Lam, Head of Equity St...

Through the noise: The message from Mar-a-Lago

22 Nov 2024

Contributed by Lukas

In this week’s edition of Through The Noise podcast, Michelle speaks to Manpreet to discuss about potential investment implications from US presiden...

Cut to the Chase! It’s the Economy

21 Nov 2024

Contributed by Lukas

Daniel discusses the outlook for volatility  for US equities under Trump 2.0, and what would be the key driving factors.Speaker:- Daniel Lam, Head of...

Cut to the Chase! Across the Pacific Ocean

19 Nov 2024

Contributed by Lukas

Daniel talks about China’s potential economic responses to hawkish stance from the US, and what we learnt from Trump 1.0.Speaker:- Daniel Lam, Head ...

Cut to the Chase! Across the Atlantic Ocean

19 Nov 2024

Contributed by Lukas

Daniel discusses the factors driving US and European Rates, and how investors should be positioning themselves.Speaker:- Daniel Lam, Head of Equity St...

Cut to the Chase! The Laggard amongst “Trump Trades”

17 Nov 2024

Contributed by Lukas

Daniel discusses the factors driving oil prices, the US Energy sector and how it stacks up against other “Trump Trades”.Speaker:- Daniel Lam, Head...

Through the Noise – Trump: What we have learnt so far

15 Nov 2024

Contributed by Lukas

Manpreet speaks with Rajat about what we can learn from Trump’s cabinet appointments thus far and where we see opportunities for investors.Read our ...

Cut to the Chase! The guessing game for coffee

14 Nov 2024

Contributed by Lukas

Daniel discusses the latest US inflation report, how markets are focusing on the long-term inflationary implications of Trump’s policies, and how to...

Cut to the Chase! Tactics Trumps Strategy

13 Nov 2024

Contributed by Lukas

Daniel talks about the tactical view of the markets until the year-end, and what narrative change we may expect in Q1’25.Speaker:- Daniel Lam, Head ...

InvesTips from the CIO’s desk: Is your money @ work?

12 Nov 2024

Contributed by Lukas

This week, Steve talks about the trade-offs between saving and investing.Speaker:- Steve Brice, Global Chief Investment Officer, Standard Chartered Ba...

Cut to the Chase! The laggards post Trump’s victory

12 Nov 2024

Contributed by Lukas

Daniel explains why Gold has been weak since Trump’s victory, why we still see it being on a structural uptrend, and where we see attractive levels ...

Cut to the Chase! The state of things

11 Nov 2024

Contributed by Lukas

Daniel discusses the latest policy decisions by the Fed and China’s National People’s Congress, and why investors are likely to focus on US equiti...

Through the Noise: Trump returns

08 Nov 2024

Contributed by Lukas

Manpreet speaks to Audrey about the potential impact for investors from both Fed policy and Trump’s win at the US Presidential election.Read our lat...

Cut to the Chase! The Trump returns

06 Nov 2024

Contributed by Lukas

Daniel discusses the implications on asset prices, both for the short-term and medium-term, with Trump on the cusp of victory in the US Presidential e...

Cut to the Chase! The Chinese Counter-cyclical policies

06 Nov 2024

Contributed by Lukas

Daniel discusses what to expect from a policy perspective at China’s NPC Standing Committee meetings.Speaker:- Daniel Lam, Head of Equity Strategy, ...

InvesTips from the CIO’s desk: Build your risk IQ

05 Nov 2024

Contributed by Lukas

In the last episode, Steve talked about the risks of not investing. In Episode 6, he discusses the main reason people delay investing, the fear of the...

Cut to the Chase! Reflections from FX markets

05 Nov 2024

Contributed by Lukas

Daniel discusses trends in FX markets and what we can learn from this vis-à-vis the potential US election outcomes.Speaker:- Daniel Lam, Head of Equi...

Cut to the Chase! A long week ahead

04 Nov 2024

Contributed by Lukas

Daniel discusses the most recent key US data and the asset price reactions, and the possibility of a “sell on fact” correction post US elections.S...

Through the Noise: Balancing election risks with soft landing prospects

01 Nov 2024

Contributed by Lukas

In this week’s edition of Through The Noise podcast, Michelle speaks to Manpreet to discuss about positioning ahead of major events, including the U...