Standard Chartered Money Insights

Daniel discusses the results of the Japan upper house election and its implications for investors.  Speaker:   - Daniel Lam, Head of Equity Strategy, 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 talks about the effects of inflation in US data, and what it means for investors Speaker:   - Daniel Lam, Head of Equity Strategy, 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. 

Rajat discusses with Ray the ongoing consolidation in risk assets, the implications of the US inflation report, and the potential impact of the upcoming Japan upper house election. They conclude with a deep dive into the Q2 2025 earnings of US banks.  Find out more from our latest Weekly Market View report here .  Speakers: - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Ban...

Daniel talks about the key factors that can help swing sentiment towards US equities, and how investors should be positioning themselves.   Speaker:   - Daniel Lam, Head of Equity Strategy, 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 discusses the influence of tariff on the latest US CPI inflation figure, the reaction from risky assets, and what investors should be watching out for.  Speaker:   - Daniel Lam, Head of Equity Strategy, 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 looks into the reasons behind rising yields, in what can be a key source of volatility in H2’25. Speaker:  - Daniel Lam, Head of Equity Strategy, 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 talks to Manpreet about gold, its history during inflationary times and what role it can play in investment portfolios. Read our full report to find out more: https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-gold-market-dynamics-analysing-the-safe-haven-14-july-2025.pdf Speakers:  - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank

Daniel dives into the upcoming US Q2’25 earnings season, what we are expecting and the sectors investors should be focusing upon. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-th

Raymond discusses with Ray how investors should position themselves in view of a market consolidation. They also share their views on upcoming key datapoints, including US inflation, trade negotiation and Q2 2025 corporate earnings. Find out more from our latest Weekly Market View report here . Speakers: - Raymond Cheng, Chief Investment Officer, Standard Chartered Bank - Ray Heung, Senior Investm...

Daniel concludes the series with thoughts on the implications of tariffs, and where investors can look for opportunities.  Speaker:   - Daniel Lam, Head of Equity Strategy, 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 looks back in history, on instances of supply chain disruption in the semiconductor space, what are the current risks, and how US is trying to use tariff to secure this supply chain.  Speaker:   - Daniel Lam, Head of Equity Strategy, 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 discusses the strategical importance of semiconductors, and looks at the fragmentation of the supply chain.  Speaker:   - Daniel Lam, Head of Equity Strategy, 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 talks about the sharp change in narratives this year for US equities, and why investors should be trimming into strength and rotating into equities from other regions.  Speaker:  - Daniel Lam, Head of Equity Strategy, 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.

Manpreet speaks to Audrey about how to position ahead of the expiry of Trump’s tariff pause. We would use any near-term rebound in the US dollar to rebalance into non-US equities and Emerging Market local currency bonds. Find out more from our latest Weekly Market View report here . Speakers: - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Co...

Daniel discusses the current environment for inflation, how it compares to the end ‘21 and H2 ’22 experiences, what it means to the Fed and how investors should be positioning their bond portfolios. Speaker:  - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTu...

Daniel talks about the passing of the US Tax Bill in the Senate, the market reaction and what it means to your portfolio. Speaker:  - Daniel Lam, Head of Equity Strategy, 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.

‘Everyone has a plan until they get punched in the mouth’ is one of my favourite quotes, courtesy of Mike Tyson. We know that our plans will change, and life will throw curve balls at us. The key is to have a savings, insurance and investment plan that takes into account different scenarios, their likelihood and their impact on your finances.  In this podcast, I share two examples of life changing...

Daniel discusses the risk and reward in US equities after strong recent gains in the S&P500 Speaker:  - Daniel Lam, Head of Equity Strategy, 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 looks at Japan equities from the policy standpoint, fund flow, and vis-à-vis US equities. Speaker:  - Daniel Lam, Head of Equity Strategy, 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.

Manpreet discusses with Ray how investors can position themselves to take advantage of potential market volatility as the Trump trade truce expires. They also share their views on the Japanese equities market and conclude with a discussion on oil price and the Canadian dollar amid the risk events in the Middle East. Find out more from our latest Weekly Market View report here . Speakers: Manpreet...

Daniel discusses more specific ideas on the back on “De-Dollarisation”, concentrating upon the currency and bonds asset classes.  Speaker:   - Daniel Lam, Head of Equity Strategy, 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 talks about the fading effect of the USD as a natural portfolio diversifier, the rise in Gold as a key reserve option, and how investors should be re-positioning their portfolios. Speaker:  - Daniel Lam, Head of Equity Strategy, 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 discusses the data, trade fragmentation and the structural risks in the US from a USD perspective.  Speaker:   - Daniel Lam, Head of Equity Strategy, 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 discusses the escalation of geopolitical risks over the weekend, and what lies ahead.  Speaker:   - Daniel Lam, Head of Equity Strategy, 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.

Ray discusses with Manpreet the investment theme for 2H 2025: a weaker USD. They explore specific segments in equities and bonds that are likely to benefit from this trend. The discussion ends with strategies for hedging and mitigating risks amid renewed geopolitical tensions in the Middle East.  Read our report to find out more https://av.sc.com/corp-en/nr/content/docs/wm-global-market-outlook-po...