Standard Chartered Money Insights

In his final and his 800th “Cut to the Chase” podcast, Daniel talks about the long-term optimism in the AI-trend, and investors’ shifting emphasis of technology companies to monetise and to generate free cash flow. He hands over the baton, to his colleagues in the Standard Chartered CIO team, who will continue to provide to you powerful insights into the Global Markets, in “Cut to the Chase” podcast.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.

Daniel Lam looks at the growing ineffectiveness of Bank of Japan jawboning, the retreat of the ‘line of defence’ of intervention and a possible rate hike to stem yen weakness.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.

Join Manpreet and Fook Hien as they discuss how recent geopolitical friction is impacting financial markets and what to look for in upcoming central bank meetings and earnings announcements.You can read our latest Weekly Market View today here.Speaker(s):- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank - Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam discusses the key drivers shaping the other key region in the ‘non-exuberant’ camp of equities – the Euro area – and what investors can expect there.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.

Chinese AI is sparking a fresh market reaction. Daniel Lam decodes the latest Chinese AI catalyst – Moonshot AI’s flagship open-weight AI model ‘Kimi K3’ – drawing parallels to DeepSeek’s January 2025 launch. Tune in to see how the reaction is playing out across US vs. Chinese tech stocks.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.

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.

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.

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 Investment Officer,  Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

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.

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 BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

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

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.

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 Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

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 Standard Chartered Wealth Insights on YouTube.

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.

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.

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.

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.

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 market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

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.

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-thematic-report-family-business-succession-and-governance-privatebank-29-june-2026.pdf Speaker:   - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank  - Mike Tan, Global Head of Wealth Planning and Family Advisory, Standard Chartered Global Private BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

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.

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.

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 approach delivers stronger long-term results, proving that sometimes doing less is the smartest strategy of all. Speaker:   - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

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.

Following Kevin Warsh’s highly anticipated debut as Fed Chair, Hannah Chew and Manpreet Gill break down his inaugural policy message and its implications for investors. They also analyse the potential impact on oil prices, sharing fresh perspectives on US and Asia ex-Japan equities. Listen now to discover key market takeaways and exactly where opportunities are opening up in bonds amid policy shifts.You can read our latest Weekly Market View today here.Speaker(s):- Hannah Chew, Portfolio Strategist, Standard Chartered Bank - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam discusses the US dollar’s continued strength in 2026, the key drivers behind it and our outlook going forward. Tap play to uncover deep insights into the greenback’s strength.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.

Daniel Lam dives deep into the Magnificent Seven’s recent correction and what lies ahead for these tech giants. Tune in now for the latest market insights.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.

Daniel Lam discusses equity and currency trends across the Japanese and South Korean markets. Listen now for the latest market insights.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.

In this episode, Steve Brice explores how foreign exchange markets work, the factors that influence currency valuations, and why currencies are typically best viewed as a supporting part of a diversified portfolio.Speaker:   - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank  For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam analyses the World Gold Council’s latest 2026 Central Bank Gold Reserves survey, which reaffirms the strong demand for gold from its biggest drivers – central banks.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.

As we enter H2 2026, Manpreet Gill and Ray Heung assess where global markets are heading and what investors should focus on. They outline their reasons for remaining Overweight equities, share their latest views on fixed income and conclude with a discussion on gold. Listen to the full conversation to stay ahead of market shifts.You can read our latest Global Market Outlook today here.Speaker(s):- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank - Ray Heung, Senior Investment Officer,  Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam discusses Kevin Warsh’s inaugural FOMC meeting as Chair,reviewing the key decisions, outcomes and market implications.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.

Daniel Lam talks about the motivation for the peace deal, how stable it can be, and how investors should be positioning themselves.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.

Where should investors look next? Daniel Lam shares the answer as he breaks down the under-the-radar investment opportunities that investors might be overlooking in this post-conflict environment. Tune in for actionable insights.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam analyses the latest price action in gold and highlights why it is important to follow the investment rationale of central banks – the biggest buyers of gold. Listen in to learn how to position your investment portfolio for what’s ahead.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Where do markets stand as investor froth scales back? Join Manpreet Gill and Rajat Bhattacharya as they discuss where we stand on investor positioning, why we expect the Fed to stay on hold for the rest of 2026, and the strong investment case for gold.   ou can read our latest Weekly Market View today here.Speaker(s):- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam discusses overnight US consumer inflation data, explaining why equity issuance from the Magnificent 7 and their related companies is an even more critical factor driving equity markets right now. Listen now to get the full market breakdown.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam analyses recent Korean export data, currency market divergences, the likely trends going forward and key investor implications.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam discusses the recent capital raising by hyperscalers, the upcoming mega IPOs and the implications for investors.  Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam links the strong US non-farm payrolls data to the cementing of a changing economic regime where “good news is bad news.” Tune in to find out what this means for investors.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Join Manpreet Gill and Raymond Cheng as they discuss the strategic benefits of broadening equity exposure, their latest views on the ECB and how investors should consider positioning their portfolios amid signs of investor froth.You can read our latest Global Market Outlook today here.Speaker(s):- Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank - Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

With shifting dynamics in US equity positioning, is it time to adjust your portfolio? Daniel Lam explains why fine-tuning tech sector exposure makes sense right now. Listen now to discover key allocation insights.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam breaks down the latest investment opportunities in Euro area fixed income. Tune in to stay ahead of changing European market trends.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube

Daniel Lam discusses the latest positioning, flows and drivers shaping Euro area equities. Listen now to stay ahead of changing European market trends.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam discusses the long-term benefits of holding gold in investment portfolios, backing the analysis with hard historical data across various economic scenarios.Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Michelle Kam and Ray Heung discuss why the latest US PCE data is unlikely to trigger a hawkish Fed shift. Tune in as they assess stagflation risks and Bund opportunities in Europe and share views on the NZD, China equities, and the need for a diversified equity positioning.You can read our latest Global Market Outlook today here.Speaker(s):- Michelle Kam, Investment Strategist,  Standard Chartered Bank - Ray Heung, Senior Investment Officer,  Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

In this episode, Steve Brice speaks with Vipul Kumar, Global Head of FX, FX Derivatives and Digital Assets, at Standard Chartered, about digital assets, how cryptocurrencies work, the risks involved, and the different ways investors can gain exposure to this evolving asset class. Read the accompanying report https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-the-crypto-conundrum-is-it-right-for-you-29-may-2026.pdf to find out more.Speaker:  - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank  - Vipul Kumar, Global Head, FX, FXD and Digital Assets Product, Standard Chartered Bank   For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam talks about the intense focus on recent US macro data releases. Tune in to understand the key takeaways and implications for investors.  Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam discusses the relationship between movements in the US 10-year Treasury yield and US equities and outlines how investors should prepare for such moves.  Speaker: - Daniel Lam, Head, Cross-asset Derivative Strategy, Standard Chartered BankFor the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.