Standard Chartered Money Insights

エピソード

• Cut to the Chase! ‘Non-exuberance’ in the summer months – Part 3 21.07.2026 4分

  Daniel Lam examines US equity positioning and explains why the rotation into the ‘non-exuberant’ camp of equities is likely to continue. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
• Cut to the Chase! ‘Non-exuberance’ in the summer months – Part 2 20.07.2026 4分

  Daniel Lam discusses the exciting rotation trend into ‘non-exuberant’ equity areas – such as the Hang Seng Index – a topic highlighted in earlier podcasts this month. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
• Through the Noise: Inflation cools, but focus shifts back to oil 17.07.2026 11分

  Fook Hien Yap and Ray Heung discuss why we believe the Fed has passed ‘peak hawkishness’, as well as our views on US interest rates and bond yields. They also share views on how Andy Burnham’s appointment as UK Prime Minister could affect GBP and Gilt volatility. They conclude with a discussion on expectations for US tech sector earnings and the implications of US bank earnings. Speaker(s): - Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank - Ray Heung, Senior Inves...
• Cut to the Chase! US bank earnings 16.07.2026 3分

  Fook Hien weighs in on major US banks’ Q2 performance, which significantly exceeded consensus expectations for both earnings and revenue. Speaker: - Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
• Cut to the Chase! Cooler inflation and Warsh 15.07.2026 3分

  Jonathan Liang reviews the overnight US consumer inflation print and Fed Chair Warsh’s testimony to Congress, concluding that the Fed will likely remain on hold. Speaker: - Jonathan Liang, Chief Investment Officer, Fixed Income and FX, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
• Cut to the Chase! Worry or Opportunity? 14.07.2026 2分

  Manpreet discusses the flare-up in Middle East tensions, what the most important indicator to follow is and why this may be an opportunity for longer-term investors. For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. Speaker: - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
• Cut to the Chase! Fear and greed 13.07.2026 4分

  Today, Steve looks into how investor behaviour is currently caught between fear and greed – and what you can do about it. Speaker: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
• Through the noise: Eye on earnings as Iran tensions return 10.07.2026 10分

  Hannah discusses with Rajat how investors can navigate the upcoming Q2 US earnings season amidst the Middle East tensions. They highlighted tactical opportunities in tech that investors can consider during this market environment. You can read our latest Weekly Market View today here. Speaker(s): - Hannah Chew, Portfolio Strategist, Standard Chartered Bank - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Mar...
• Cut to the Chase! The earnings tailwind 10.07.2026 4分

  Steve Brice looks at why markets remain resilient in the face of reigniting tensions in the Middle East, anchored by expectations ahead of the US Q2 earnings season starting next week. For deeper analysis, check out our Weekly Market View publication releasing later this afternoon at https://www.sc.com/sg/market-outlook/ Speaker: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Sta...
• Cut to the Chase! ‘Non-exuberance’ in the summer months 09.07.2026 4分

  Daniel Lam discusses the logic behind the rotation back into ‘non-exuberant’ equity areas, such as the Hang Seng Index. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
• Cut to the Chase! The summer market checklist 08.07.2026 3分

  Daniel Lam examines the key near-term drivers shaping US equities and shares a checklist to guide your portfolio through the summer. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
• Cut to the Chase! The silver bullet 07.07.2026 4分

  Daniel Lam looks at USD/JPY, its key drivers, Bank of Japan rate hike expectations and the ‘intervention’ silver bullet from the central bank. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
• Cut to the Chase! The return of goldilocks 06.07.2026 3分

  Daniel Lam takes a holistic look, at the latest macro figures from the US, and its implications on the Fed rates. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
• Through the noise: Peak hawkishness? 03.07.2026 11分

  Hannah Chew and Rajat Bhattacharya discuss what the reopening of the Strait of Hormuz and lower oil prices might mean for the global monetary cycle. Listen now to discover which asset classes are supported in this scenario and where the key risks lie. You can read our latest Weekly Market View today here. Speaker(s): - Hannah Chew, Portfolio Strategist, Standard Chartered Bank - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank For more of our latest marke...
• Cut to the Chase! Warsh and the AI paradigm shift 02.07.2026 3分

  Daniel Lam unpacks Fed Chair Warsh’s key messages at the ECB Forum on Central Banking 2026 in Portugal, focusingespecially on the impact of AI on the economy and the market feedthrough. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
• InvesTips: Family business succession and governance 01.07.2026 15分

  In this episode, Steve Brice sits down with Mike Tan (Global Head of Wealth Planning and Family Advisory at Standard Chartered Global Private Bank) to dive into why proactive succession planning is critical for family-owned businesses. They discuss the importance of governance, leadership development and family communication in supporting a smooth transition and preserving wealth across generations. Read the accompanying report to find out more: https://av.sc.com/corp-en/nr/content/docs/wm...
• Cut to the Chase! The road ahead for the US dollar 01.07.2026 2分

  Daniel Lam examines the latest positioning and near-term outlook for the USD. Listen now to discover what the shifting USD dynamics mean for global assets such as the Hang Seng Index. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
• Cut to the Chase! How to reverse underperformance in Hong Kong-listed China equities 30.06.2026 3分

  Daniel Lam addresses the underperformance of Hong Kong-listed China equitiesvis-à-vis the high-end technology growth markets such as the US, Japan, South Korea and Taiwan, highlighting the key catalysts that could trigger a turnaround. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.
• InvesTips from the CIO’s desk – Who wants to be average? 29.06.2026 4分

  Being “average” might sound unappealing, but in the investing world, it could be your greatest advantage. This episode explores why trying to beat the market often backfires – frequently driven by overconfidence, excessive trading and poor timing. Even professionals struggle to outperform consistently. Instead, the real winners are disciplined investors who stay invested and let compounding do the heavy lifting. With clear, relatable examples, this podcast shows how a steady, diversified appr...
• Cut to the Chase! The Taiwanese equities rally 29.06.2026 3分

  Daniel Lam discusses the strong performance of Taiwanese equities and our expectations going forward. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.