Standard Chartered Money Insights

Daniel Lam looks at the various hedges for elevated oil prices, and why this time around the JPY is not the best of the hedges. Speaker:  - Daniel Lam, Head, Cross-Asset Derivative 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 Lam discusses the main elements of the China National Peoples’ Congress, and what are the key factors and implications for investors. Speaker:  - Daniel Lam, Head, Cross-Asset Derivative 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 Lam discusses the weak non-farm payroll numbers, how it sits alongside the stress from the Middle East for marktes, and how investors should be positioning themselves. Speaker:  - Daniel Lam, Head, Cross-Asset Derivative 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 with Ray about the Middle-east conflicts and discuss why investors should maintain a pro-risk core allocation, while building hedges against any inflation spike. They share views on China and India equities and conclude with the outlook for the Japanese Yen. You can read our latest Weekly Market View today here . Speakers:  Manpreet Gill, CIO of Africa, Middle East & Europe (AM...

Daniel Lam discusses the linkage, the feedback mechanism, what changes the markets are currently pricing-in, and implications to investors. Speaker:  - Daniel Lam, Head, Cross-Asset Derivative 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 Lam looks at energy stocks as a hedge against rise in oil prices. Speaker:  - Daniel Lam, Head, Cross-Asset Derivative 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 Lam talks about how the weakness in technology sector is looking overdone in US equities, the possibility of short-covering and how that would affect the current strength in cyclical sectors. Speaker:  - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Ins...

Daniel Lam discusses the impact on financial markets from the events in the Middle East and what investments investors should consider. Speaker:  - Daniel Lam, Head, Cross-Asset Derivative 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 talks to Rajat on the implications of the US Supreme Court verdict on President Trump's tariffs. They also discuss their views on the Technology sector, with a particular focus on the semiconductor and software industries. You can read our latest Weekly Market View today here . Speakers:  Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currenc...

 In this episode, Steve discusses why understanding your investor personality matters. He explores key questions around risk tolerance, financial goals, and reactions to market volatility, highlighting how greater self-awareness can support more disciplined and rational investment decisions.  Read the accompanying report https://www.sc.com/en/uploads/sites/66/content/docs/wm-thematic-report-know-t...

Daniel Lam discusses further evidence of a goldilocks environment in the US, easing financial conditions, and our preference for 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 Lam discusses the strong performance YTD in Euro-area equities, what are the key drivers going forward, 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 Lam digs deeper into the leadership rotation, looking within the technology sector and also across other sectors, and the investment implications. 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 Lam talks about the ongoing leadership rotation within US equites, how that is occurring in an orderly fashion, and what are the 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.

Hannah speaks with Fook Hien about recent US equity underperformance relative to global peers and what factors are expected to support a catch-up US equity rally. They also discuss thoughts on other currencies like the GBP and CHF. You can read our latest Weekly Market View today here . Speakers:  Hannah Chew, Portfolio Strategist, Standard Chartered Bank  Yap Fook Hien, Senior Investment Strategi...

Daniel Lam discusses the volatility in technology stocks, the interaction between capex spending and monetisation, and areas for investors to be focusing upon. 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.

Raymond reviews with Ray the performance of our recommendations since the release of our 2026 outlook and highlights key areas to monitor. They assess the AI theme and reaffirm an equity overweight in the US and Asia ex-Japan. The discussion also covers gold and concludes with comments on bonds. You can read our latest Global Market Outlook today here . Speakers:  Raymond Cheng, Chief Investment O...

Daniel Lam discusses the solid non-farm payroll numbers, market reaction and the implications for the USD. 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 Lam discusses the sharp underperformance of software stocks, especially vs. semiconductors, what are our thoughts and 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 Lam talks about the opportunity arising from the drop in prices in Gold. 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 Lam discusses the Japan House of Representatives’ election results, how Prime Minister Takaichi is now in a position to push through her agenda, and implications to 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.

Michelle talks to Rajat on the implications of investors’ positioning as global markets enter a more volatile phase where economic data, policy shifts and geopolitical events reshape investor sentiment. You can read our latest Weekly Market View today here . Speakers:  Michelle Kam, Investment Strategist,  Standard Chartered Bank  Rajat Bhattacharya, Senior Investment Strategist, Standard Chartere...

Daniel Lam discusses the rebound in US ISM Manufacturing Index, the subdued inflation trend, a likely supportive Fed and 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 Lam talks about how flows influence the moves in Silver and Gold, how it trickles to the other asset classes and how investors should approach the volatility in the markets. 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 Lam discusses the key highlights of the Indian Budget, why it supports risk assets, 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.