Standard Chartered Money Insights
Episodes
Cut to the Chase! The oil premium
31 Oct 2024
Contributed by Lukas
Daniel discusses the geopolitical tensions in the Middle East, and possible developments that may occur over the next few months.Speaker:- Daniel Lam,...
Cut to the Chase! Stacking up Indian and Chinese equities
30 Oct 2024
Contributed by Lukas
Daniel talks about the recent developments and views on these two key emerging markets.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Charter...
Cut to the Chase! The advice that resonates
29 Oct 2024
Contributed by Lukas
Daniel discusses the risks associated with the global semiconductor sector, and why volatility represents buying opportunities.Speaker:- Daniel Lam, H...
Cut to the Chase! Potentially a most significant risk
28 Oct 2024
Contributed by Lukas
Daniel talks about the USDJPY carry trade, and why it can be a significant risk for US equities, particularly the growth stocks.Speaker:- Daniel Lam, ...
Through the Noise: Positioning for 3 event risks
25 Oct 2024
Contributed by Lukas
Manpreet speaks to Fook Hien Yap about how to position ahead of US elections, the UK budget and Japanese elections. Read our latest Weekly Market Vie...
Cut to the Chase! The final sprint - Part 4
24 Oct 2024
Contributed by Lukas
Daniel discusses whether the “Trump trades” have been priced-in, and where are the opportunities. Speaker:- Daniel Lam, Head of Equity Strategy, ...
InvesTips from the CIO’s desk: Know thy silent predator
23 Oct 2024
Contributed by Lukas
This week, Steve talks about the importance of factoring rising prices into your investment plan. Speaker:- Steve Brice, Global Chief Investment Off...
Cut to the Chase! The final sprint - Part 3
23 Oct 2024
Contributed by Lukas
Daniel talks about how the bullish trend in Gold is likely to persist, regardless of the US election outcome, with central bank demand remaining one o...
Cut to the Chase! US Earnings and the Elections
22 Oct 2024
Contributed by Lukas
Daniel discusses the US earnings, alongside the context of the US Elections, and the potential opportunities arising.Speaker:- Daniel Lam, Head of Equ...
Cut to the Chase! The final sprint - Part 2
21 Oct 2024
Contributed by Lukas
Daniel discusses the US small caps, the key macro drivers, as well as implications from a potential Republican clean sweep.Speaker:- Daniel Lam, Head ...
Through the Noise: Trump catches a tailwind
18 Oct 2024
Contributed by Lukas
In this week’s edition of Through The Noise podcast, Michelle speaks with Rajat to discuss about the risks and opportunities ahead of the US preside...
Cut to the Chase! The Euro-area outlook
17 Oct 2024
Contributed by Lukas
Daniel discusses the recent uptick in Euro area economic expectations and how investors should be positioning themselves.Speaker:- Daniel Lam, Head of...
Cut to the Chase! The hunt for income
16 Oct 2024
Contributed by Lukas
Daniel discusses while the latest rebound in US government bond yield represents an investment opportunity for fixed income.Speaker:- Daniel Lam, Head...
Cut to the Chase! The final sprint
15 Oct 2024
Contributed by Lukas
Daniel explores likely scenarios after the US election, how the latest odds are stacking up, and the investment implications. Speaker:- Daniel Lam, H...
Through the Noise: When bad news becomes good news
14 Oct 2024
Contributed by Lukas
In the week’s edition of Through The Noise podcast, Zhong Liang speaks with Audrey to discuss about the risks and opportunities from the surge in bo...
Cut to the Chase! And 88 is the answer
14 Oct 2024
Contributed by Lukas
Daniel talks about the key takeaways from the Chinese Ministry of Finance meeting, the implications on the markets and how investors may position thei...
Cut to the Chase! The long-term thesis
10 Oct 2024
Contributed by Lukas
Daniel discusses possible short-term headwinds facing Indian equities, and why this provides potential entry opportunities for long-term investors.Spe...
Cut to the Chase! Cautiously optimistic – Part 3
09 Oct 2024
Contributed by Lukas
Daniel discusses about the implications of reduced Fed rate-cut expectations, the performance of US economy vis-à-vis the rest of the globe, how that...
Cut to the Chase! Cautiously optimistic – Part 2
08 Oct 2024
Contributed by Lukas
Daniel continues the discussion, with thoughts on the Middle East tensions and how it may feed through to various asset classes.Speaker:- Daniel Lam, ...
Cut to the Chase! Cautiously optimistic
07 Oct 2024
Contributed by Lukas
Daniel talks about the latest, strong US non-farm payroll figure, what are the investment implications, and how investors should be positioning after ...
Through the Noise: A new dawn in China
04 Oct 2024
Contributed by Lukas
Manpreet speaks to Raymond Cheng about the investment implications of Chinese policy support and mitigating risks of geopolitical tensions. Speaker:M...
InvesTips – Fundamentals of real estate investing
03 Oct 2024
Contributed by Lukas
In our latest InvesTips episode, Steve Brice and Trang Nguyen discuss key aspects of real estate investing from the most common strategies to the late...
Cut to the Chase! The Critical Juncture – Part 2
03 Oct 2024
Contributed by Lukas
Daniel continues the discussion on the Fed rate-cutting cycle, and why investors should consider increasing their allocation into Gold. Speaker:- Dan...
InvesTips from the CIO’s desk: The emergency fund blueprint
02 Oct 2024
Contributed by Lukas
Steve discusses why an emergency fund is important and what the steps are to building one quickly.Speaker:- Steve Brice, Global Chief Investment Offic...
InvesTips from the CIO’s desk: Mindful spending and conscious budgeting
02 Oct 2024
Contributed by Lukas
In this episode, Steve talks about the need to be mindful in our approach to necessities, ‘joy-givers’ and ‘nice-to-haves’ when it comes to pr...
Cut to the Chase! The Double Delight – Part 2
02 Oct 2024
Contributed by Lukas
Daniel discusses the further stimulus action from the Chinese authorities since our last update on this topic, and what investors should be expecting ...
InvesTips from the CIO’s desk: Stabilising the ship
01 Oct 2024
Contributed by Lukas
This week, Steve talks about the need to manage debt and strategies to pay off credit card debt as quickly as possible. Speaker:- Steve Brice, Global...
Cut to the Chase! The cost of inaction
01 Oct 2024
Contributed by Lukas
Daniel talks about the change of leadership in the ruling-LDP in Japan, why this is a “regime-change”, and how investors should consider reactingS...
Cut to the Chase! The Critical Juncture
30 Sep 2024
Contributed by Lukas
Daniel discusses why the Fed rate-cutting cycle is the start of eroding attractiveness of holding cash, and how investors should consider redeploying ...
Through the Noise: Strategies for a world of falling rates
27 Sep 2024
Contributed by Lukas
In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to discuss about positioning for a world of falling interest r...
Cut to the Chase! The Chef and the Investment Advisor
26 Sep 2024
Contributed by Lukas
Daniel talks about the return of the “hunt for income”, and how investors should be positioning their portfolio.Speaker:- Daniel Lam, Head of Equi...
InvesTips from the CIO’s desk: Investing is a journey, not a destination.
25 Sep 2024
Contributed by Lukas
In this inaugural episode of the series, Steve talks about the key steps you need to go through to put a robust financial plan in place.Speaker:- Stev...
Cut to the Chase! The Double Delight
25 Sep 2024
Contributed by Lukas
Daniel discusses the stronger-than-expected round of stimulus from China, and what that means for investors.Speaker:- Daniel Lam, Head of Equity Strat...
Cut to the Chase! A sense of familiarity
24 Sep 2024
Contributed by Lukas
Zhong Liang discusses the ongoing US budget negotiation to avert a government shutdownSpeaker:- Zhong Liang Han, Investment Strategist, Standard Chart...
Cut to the Chase! The BoJ holds for now
23 Sep 2024
Contributed by Lukas
Zhong Liang discusses the implications of the latest BoJ rate decision.Speaker:- Zhong Liang Han, Investment Strategist, Standard Chartered BankFor mo...
Through the Noise: Fed cut boosts risk sentiment
20 Sep 2024
Contributed by Lukas
Manpreet speaks to Fook Hien about how investors should consider responding after the Fed, the Bank of England and the Bank of Japan policy decisions....
Cut to the Chase! The case for US technology remains intact
19 Sep 2024
Contributed by Lukas
Zhong Liang discusses the prospects for the US technology sector following recent underperformance.Speaker:- Zhong Liang Han, Investment Strategist, S...
Cut to the Chase! 25 or 50? Or does it even matter?
18 Sep 2024
Contributed by Lukas
Zhong Liang gives a preview of what to expect from the upcoming Fed meeting.Speaker:- Zhong Liang Han, Investment Strategist, Standard Chartered BankF...
Cut to the Chase! China economic malaise deepened
17 Sep 2024
Contributed by Lukas
Zhong Liang discusses our views on the latest set of macro data in China.Speaker:- Zhong Liang Han, Investment Strategist, Standard Chartered BankFor ...
Cut to the Chase! The differing fate of gold and oil
16 Sep 2024
Contributed by Lukas
Zhong Liang discusses our thoughts on the recent divergence of gold and oil prices and their near-term outlook.Speaker:- Zhong Liang Han, Investment S...
Through the Noise: Will central banks revive risk appetite?
13 Sep 2024
Contributed by Lukas
Manpreet speaks to Rajat about what to expect from major central banks next week and where we see equity sector opportunities today. For insights from...
Cut to the Chase! Keep an eye on the Japanese Yen
12 Sep 2024
Contributed by Lukas
Steve discusses the implications of the Presidential debate, US inflation data and the importance of Yen moves.Speaker:- Steve Brice, Global Chief Inv...
Cut to the Chase! Skewed risks
11 Sep 2024
Contributed by Lukas
Markets are positioned for a benign inflation print, skewing its potential impact.Speaker:- Steve Brice, Global Chief Investment Officer, Standard Cha...
Cut to the Chase! US presidential debate comes at a key time
10 Sep 2024
Contributed by Lukas
Steve discusses tonight’s Presidential debate, the potential implications for equity markets and places for investors to hunker down.Speakers:- Stev...
Cut to the Chase! Defending in the short-term
09 Sep 2024
Contributed by Lukas
Daniel discusses the latest US non-farm payroll numbers, and how investors may position their portfolio in the near-term. Speaker: - Daniel Lam, Hea...
Through the Noise: September Blues
06 Sep 2024
Contributed by Lukas
Michelle speaks to Raymond on how to navigate through potential market volatilities in September, which tends to be a seasonally weaker month for equi...
Cut to the Chase! The typhoon
05 Sep 2024
Contributed by Lukas
Daniel talks about signs of volatility returning to the markets, and what kind of defensive exposure can be considered.Speaker:- Daniel Lam, Head of E...
Cut to the Chase! The Avengers and the US Elections
04 Sep 2024
Contributed by Lukas
Daniel discusses what different outcomes in the US elections mean for risky assets and other major asset classes.Speaker: - Daniel Lam, Head of Equit...
Cut to the Chase! A deeper look at fixed income
03 Sep 2024
Contributed by Lukas
Daniel talks about the performance of bonds in past easing cycles, what to expect in the current cycle and where are the opportunities.Speaker:- Danie...
Cut to the Chase! Respecting the risks
02 Sep 2024
Contributed by Lukas
Daniel explains our recent downgrade of global equities to Neutral, what are the key drivers and what to expect from here.Speaker:- Daniel Lam, Head o...
Through the Noise: Shifting winds
30 Aug 2024
Contributed by Lukas
Manpreet speaks to Steve about our latest changes in asset class views and how we see shifting winds in the global economy impacting investors. To v...
Cut to the Chase! USD - How much is in the price?
29 Aug 2024
Contributed by Lukas
Daniel discusses the drivers and possible direction in the USD.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our l...
Cut to the Chase! The resurfacing question
28 Aug 2024
Contributed by Lukas
Daniel discusses how investors are looking at income solutions, and the prospects of various income asset classes.Speaker:- Daniel Lam, Head of Equity...
Cut to the Chase! A look into the Euro-area
27 Aug 2024
Contributed by Lukas
Daniel discusses how the Fed pivot would influence Euro-area assets, and how investors should be positioning themselvesSpeaker:- Daniel Lam, Head of E...
Cut to the Chase! The time has come
26 Aug 2024
Contributed by Lukas
Daniel discusses Powell’s dovish speech at the Jackson Hole meeting, the possible path of the Fed rate cutting cycle, and implications on risky asse...
Through the Noise: Powell and the two key markers
23 Aug 2024
Contributed by Lukas
Manpreet speaks to Fook Hien about what to look for in Powell’s Jackson Hole speech and where we see opportunities in the US and China equity market...
Cut to the Chase! Not emerging yet
22 Aug 2024
Contributed by Lukas
Daniel compares the longer-term EPS growth in DMs vs. EMs, and why a few key drivers continue to act against EMs.Speaker:- Daniel Lam, Head of Equity ...
Cut to the Chase! The tug-of-war in oil
21 Aug 2024
Contributed by Lukas
Daniel discusses the supply and demand side factors in oil, and what to expect going forward.Speaker:- Daniel Lam, Head of Equity Strategy, Standard C...
Cut to the Chase! The event catalysts
20 Aug 2024
Contributed by Lukas
Daniel talks about the event catalysts that are key to risky assets in the rest of Aug-24, and what are the potential opportunities for investors.Spea...
Cut to the Chase! Tailwind for Gold
19 Aug 2024
Contributed by Lukas
Daniel discusses the resilience of Gold during the recent market sell-off, and how it may benefit from the Fed rate-cutting cycle.Speaker:- Daniel Lam...
Through the Noise: Recovery after the tantrum
16 Aug 2024
Contributed by Lukas
In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Rajat to discuss the recent batch of data, the opportunities in equitie...
Cut to the Chase! Calming influence
15 Aug 2024
Contributed by Lukas
Daniel discusses the latest US CPI release, how it cements the chances of a Fed rate cut in Sep-24, and how to position for risky assets.Speaker:- Dan...
Cut to the Chase! Opportunities from Down Under
14 Aug 2024
Contributed by Lukas
Daniel talks about the latest RBA release, the implications and opportunities in the AUDSpeaker:- Daniel Lam, Head of Equity Strategy, Standard Charte...
Cut to the Chase! A very delicate release
13 Aug 2024
Contributed by Lukas
Daniel talks about the upcoming US CPI release, its significance and implications on risky assets.Speaker:- Daniel Lam, Head of Equity Strategy, Stand...
Cut to the Chase! What to watch out for market bottoming
12 Aug 2024
Contributed by Lukas
Daniel discusses the key areas where one may look for bottoming in risky assets.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered Bank...
Through the Noise: What to do after the shakeout?
08 Aug 2024
Contributed by Lukas
Manpreet speaks to Raymond about what drove the recent volatility across financial markets and where we now see the opportunities after the shakeout.T...
Cut to the Chase! How fast would the Fed be cutting rates?
08 Aug 2024
Contributed by Lukas
Daniel cuts through the current volatility, and looks at what we can learn from history about the considerations guiding the speed of any Fed rate cut...
Cut to the Chase! The confluence of blockbuster macro and market factors
07 Aug 2024
Contributed by Lukas
Daniel discusses the recent sharp moves in risky assets, what to expect in the near-term, and where opportunities may lie.
Cut to the Chase! Laying out the scenarios
06 Aug 2024
Contributed by Lukas
Daniel discusses the various scenarios for the US elections and their respective investment implications.Speaker:- Daniel Lam, Head of Equity Strategy...
Cut to the Chase! The menace lurking in the dark
05 Aug 2024
Contributed by Lukas
Daniel discusses the series of weaker-than-expected US macro data, including the non-farm payroll, why it is triggering growth concerns and how risky ...
Through the Noise: Rate cuts: Winners and losers
02 Aug 2024
Contributed by Lukas
In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Manpreet to discuss the winners and losers in a rate cutting environmen...
Cut to the Chase! The “One-Two” from Heavyweight Central Banks
01 Aug 2024
Contributed by Lukas
Daniel discusses the clearer path to pivot from the Fed and the very significant move from the Bank of Japan over the last 24 hours, and the investmen...
Cut to the Chase! The sum of all factors – Part 2
30 Jul 2024
Contributed by Lukas
Daniel discusses US Energy sector, the driver factors in crude oil prices, and why we prefer the US Financials sector.Speaker: - Daniel Lam, Head of ...
Cut to the Chase! The sum of all factors
30 Jul 2024
Contributed by Lukas
Daniel talks about the US Financials, why it is not merely a “Trump Trade”, and the reasons why we see further room for rally in the sector. Spea...
Cut to the Chase! Navigating through Volatility
28 Jul 2024
Contributed by Lukas
Daniel discusses the current market volatility, and why this represents opportunities, especially in mega-cap Nasdaq-100 stocks.Speaker: - Daniel Lam...
Through the Noise: Will the Fed come to the rescue?
26 Jul 2024
Contributed by Lukas
In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Audrey to discuss the past week’s equity selloff, US Q2 earnings seas...
Cut to the Chase! An inclusive Indian Budget
24 Jul 2024
Contributed by Lukas
Daniel talks about the latest Indian budget, how it balances investment-led growth with stimulus for the rural and agriculture segments, likely buildi...
Cut to the Chase! Wish vs. Reality
23 Jul 2024
Contributed by Lukas
Daniel talks about Trump’s desire for a weaker USD, how that stacks up against his proposed tariffs and fiscal policies, and the implications for th...
Cut to the Chase! The rotation into Trump trades – Part 3
22 Jul 2024
Contributed by Lukas
Daniel discusses how Biden’s withdrawal from the US Presidential race may lead to short-term volatility in the “Trump trades”, and why this shou...
Cut to the Chase! The China Third Plenum
21 Jul 2024
Contributed by Lukas
Daniel talks about the initial thoughts of its outcome and the investment implications for investors.Speaker: - Daniel Lam, Head of Equity Strategy, ...
Through the Noise: Return of the ‘Trump trade’
19 Jul 2024
Contributed by Lukas
In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Fook Hien to discuss the ‘Trump trade’, Euro area government bonds ...
Cut to the Chase! The rotation into Trump trades - Part 2
18 Jul 2024
Contributed by Lukas
Daniel talks about the sharp rise in US small caps, the catalysts behind, and the expectations going forward. Speaker: - Daniel Lam, Head of Equity ...
Cut to the Chase! The rotation into Trump trades
17 Jul 2024
Contributed by Lukas
Daniel discusses how the assassination attempt on Trump led to the rotation into Trump trades, and where are the potential opportunities for investors...
Cut to the Chase! Cautiously optimistic
16 Jul 2024
Contributed by Lukas
Daniel talks about the latest Japan macro data, what it means for asset price and the investment opportunities.Speaker:- Daniel Lam, Head of Equity St...
Cut to the Chase! With volatility comes opportunities
14 Jul 2024
Contributed by Lukas
Daniel discusses the “buy the rumour, sell the fact” reactions in asset prices in the US after the latest US CPI data release, and how investors m...
Through the Noise: Fed rate cut draws closer
12 Jul 2024
Contributed by Lukas
In this week’s edition of Through The Noise podcast, Zhong Liang speaks with Fook Hien to discuss the latest US inflation and payrolls data and oppo...
Cut to the Chase! Trumping the price action
11 Jul 2024
Contributed by Lukas
Daniel discusses the asset-price “playbook” in previous US elections, particularly focusing upon the 2016 election experience, and what it means f...
Cut to the Chase! Not “the only game in town”
10 Jul 2024
Contributed by Lukas
Daniel discusses how more investors are looking at idiosyncratic factors, lending more importance to the upcoming US earnings season and its implicati...
Cut to the Chase! Officially in-demand
09 Jul 2024
Contributed by Lukas
Daniel discusses our views on Gold, and how the increasing demand from the official sector is a strong supporting factor in the long-term.Speaker:- Da...
Cut to the Chase! Slowing, but not sharply falling
08 Jul 2024
Contributed by Lukas
Daniel discusses the latest US non-farm payroll, how it points towards a soft-landing in the economy, and what it means for investors in equities and ...
Through the Noise: Staying (almost) balanced
05 Jul 2024
Contributed by Lukas
Manpreet speaks to Rajat about the potential market impact of US, UK and French elections, what to watch for in the upcoming US earnings season and wh...
Cut to the Chase! Seeing the tree but missing the wood
04 Jul 2024
Contributed by Lukas
Daniel discusses how potential BoJ intervention is unlikely to deter the rising trend in USD/JPY, until concrete steps from the Fed and the BoJ revers...
Cut to the Chase! India after a month
03 Jul 2024
Contributed by Lukas
Daniel discusses the positive price actions in India since the sharp fall post the elections, and why India is likely to emerge stronger in the long-t...
Cut to the Chase! A potential political gridlock in France
02 Jul 2024
Contributed by Lukas
Daniel discusses the first round of the French elections, the possibility of a "hung parliament", and the investment implications.Speaker:- ...
Cut to the Chase! What’s next for Chinese equities?
01 Jul 2024
Contributed by Lukas
Daniel talks about the important “Third Plenum” in the middle of July 2024, and what it means for Chinese equities.Speaker:- Daniel Lam, Head of E...
Through the noise: Political season heats up
28 Jun 2024
Contributed by Lukas
Manpreet speaks to Audrey about how investors should plan around upcoming political events, why we remain Overweight the US tech sector and where USD/...
Through the Noise: H2 2024 Outlook – Bonds and FX
27 Jun 2024
Contributed by Lukas
Zhong Liang speaks to Manpreet about our outlook for bonds and currencies in H2 2024. Download our H2 2024 Outlook (in-brief) here.Speaker: - Manpre...
Cut to the Chase! Do not be fooled by perceptions
27 Jun 2024
Contributed by Lukas
Daniel discusses the structural shift in Emerging Market debt, and why there are pockets of value in areas such as EM US Dollar-denominated government...
Through the Noise: H2 2024 Outlook – Crafting a diversified portfolio for financial longevity
26 Jun 2024
Contributed by Lukas
Zhong Liang speaks to Audrey about the merits of balanced portfolios and how they stack up against income portfolios.Download our H2 2024 Outlook (in-...
Cut to the Chase! Not yet passing on the baton
26 Jun 2024
Contributed by Lukas
Daniel discusses how US economic data continues to outperform vs. other regions, and how it lends tailwind to the “tried-and-tested” investment th...