Standard Chartered Money Insights

Daniel Lam discusses the strength of Chinese data versus expectations, and implications for the CNH and AUD.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam explains why the latest US consumer inflation data is not as worrisome as the headlines suggest. Tune in as Lam digs deeper into 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 discusses positioning in and flow demand for US equities from March 2026 to now, the implications of this shift and how investors should be positioning their investments against this context.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor 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 markets positive reaction to non-farm payroll on Friday, and the uncertainties associated around this interpretation.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Manpreet Gill, CIO (AMEE), speaks with Rajat Bhattacharya, Senior Investment Strategist, about why we’ve rotated from Asia ex-Japan to Euro area equities, the markets we continue to like in Asia and the risk-reward profile of AUD bonds.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 - 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.

In this episode, Steve Brice explains how derivatives work, the different ways they can be used to manage investment risk and why they should only be used with a clear understanding of their potential risks and costs. 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 talks about the history of Bank of Japan intervention, and where we expect the USD/JPY to go from here.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor 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 latest macro data and trends and explains how investors can diversify their portfolios with US TIPS and gold.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam explains why the current period represents an interesting opportunity for investors to add gold.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam continues the discussion on “the era of dissent” among major central banks. From the threat of rising inflation to Fed independence, find out what to expect over the next few months.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Manpreet Gill (CIO, AMEE) and Ray Heung (Senior Investment Strategist) discuss how US Q1 2026 earnings support our Overweight view on equities, especially in the tech sector. They also examine the rationale for adding gold miners to portfolios, the USD/JPY outlook amid central bank policy divergence and selective opportunities in GCC Investment-grade sovereign and bank bonds.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 the latest Fed meeting, where, much like this week’s Bank of Japan policy meeting, there was heavy debate and dissenting votes. Listen now to understand the implications of these developments for interest rate trajectory and investor portfolios.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor 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 outcome of the Bank of Japan policy meeting, the dilemma central banks face in balancing inflation control with growth and the reasons we expect downside in the USD/JPY.Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam assesses how long the current correction in US equities may last, and where we see opportunities.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam looks into the current Chinese earnings season, areas to watch out for and investment implications to investors.Speaker: - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. 

Daniel looks at how the US technological prowess, the improvement in efficiency and costs, can be an offsetting factor against inflation, and help maintain US exceptionalism.Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel talks about the latest, strong US non-farm payroll figure, what are the investment implications, and how investors should be positioning after taking a holistic view with the Middle East tensions.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

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 of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses the effect of excess liquidity has on risky assets, and how that may play out in H2’24 as the major Central Banks begin cutting rates.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses the short-term momentum in oil prices, the demand-supply dynamics, and why China’s energy equity sector is interesting right now.Speaker:- Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses the pressures that the real estate sector is facing across the globe, what are the key drivers and when a turn in sentiment is likely.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel discusses our thoughts on the upcoming FOMC, BOJ and the China Politburo meetings, and implications for asset classes.Speaker:Daniel Lam, Head of Equity Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on Youtube.

In today’s edition of Cut to the Chase, Abhilash shares an update on the ongoing US earnings season and discusses why the recent weakness in consumer confidence data is unlikely to deter the Fed from hiking rates by 75bp. Speakers:Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.