Standard Chartered Money Insights

Daniel discusses the key macro developments in Europe, including how US tariffs will play out.  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 the divergence in policies between the Bank of Japan and the other Key Central Banks, and where are the opportunities in the currency space.  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 about the challenges of managing the huge volume of information we all have available to us, the issue of fake news and how social media algorithms make our job harder. His solution? Focus more on yourself and invest like you shop.  Speaker:    - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank  For more of our latest market insights, visit Market...

Daniel highlights the attractive risk-reward in US equities using statistical analysis, and providing observations on “bargain-hunting” in the Magnificent-Seven stocks. 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 week’s edition of Through The Noise podcast, Michelle speaks to Rajat on how to position amid a declining US equity market, against the backdrop of ongoing tariff and recession concerns.  Read our latest Weekly Market View here .  Speakers:  Michelle Kam, Investment Strategist, Standard Chartered Bank  Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank  For more of o...

In this episode, Steve talks to Gautam Duggal about the role of insurance in protecting, growing and transferring wealth. They also discuss emerging trends in the insurance industry.   Read the accompanying report  https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-insurance-planning-14-march-2025.pdf to find out more. Speakers:   - Steve Brice, Global Chief Investment Officer, Standard...

Daniel talks about the latest US CPI figure, the reaction from asset classes, and signs of bottoming-out in 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.

Daniel looks at the shift in dynamics in the demand for Gold this year, and what that 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.

In this episode, Steve discusses a 3-step approach to deciding which risks to insure against and how to find the right balance between coverage and its cost. 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 shifts the focus to Europe, and discusses its prospects vis-à-vis the US, and implications on the 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 discusses the most recent US employment data, how it feeds into the US Economic Surprise Index, and what it means for US equities going forward 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 speaks with Raymond about our views on the market, focusing on the potential for a Ukraine/Russia ceasefire, the recent weakness in the DXY, and developments in the Chinese market amid the ongoing Two Sessions.  Read our latest Weekly Market View here .   Speakers:  - Raymond Cheng, Chief Investment Officer, Standard Chartered Bank  - Ray Heung, Senior Investment Strategist, Standard Chartered...

Daniel talks about the markets’ “checks and balance” on Trump, and how that may evolve going forward. 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 further about the emerging narrative of slowdown in US growth, focusing upon the recent correction in equities, and what to expect from here. 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 emerging narrative of a slowdown in US growth, what that means for bonds and how investors can position 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 situation in Europe, the change in policies from Trump versus the past, and investment implications in Euro-area assets.   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 Rajat about what to make of the recent growth data in the US, opportunities in the China tech sector rally and why we’d fade gains in the EUR.  Read our latest Weekly Market View here .  Speakers:  Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank  Rajat Bhattacharya, Senior...

Daniel looks at the rotation of funds from the US into Chinese equities and how that may play out.   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 further into the areas where China’s low-cost AI model, DeepSeek, can make a difference in the Chinese equity market, 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 looks at the latest German elections and how that would feed into your investments.  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 emerging drivers on Gold, and why it may lead to “buy on dips” 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. 

Ray speaks with Manpreet about our views on the market reaction to the US tariffs and the performance of the equities market. We also discuss the strength of the USD, bond yields, and conclude with a perspective on gold.  Read our latest Global Market Outlook here .  Speakers:   - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FIC...

Daniel discusses how DeepSeek could prove supportive for China’s economy and equities, and what this means for investor positioning. 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 digs deeper the USD, its drivers, and the near-term outlook against JPY in particular 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 the surprising outperformance of Europe and China equities year-to-date relative to US equities, what has been driving this and how we expect this to evolve in the future. 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.