Standard Chartered Money Insights

Daniel Lam discusses the latest rates decisions from the ECB and the BOJ, how the USD-Index has been recovering, and the positive correlation between the USD and US equities. “Cut to the Chase” will return on Friday 02-Jan-26. 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 Charte...

Daniel Lam discusses how the contribution from AI investments dominate US GDP growth and what that means in terms of risks and 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 Lam talks about the latest set of US employment and retail sales data, and why it points towards further Fed easing.  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 combination of recent weakness in high-profile technology stocks post earnings and the firm US 10-year treasury yield, and why investors should use correction as opportunities to add. 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 Insight...

Daniel Lam discusses the prospects of Indian and Chinese equities in 2026, and how they can offer complementary exposure 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.

Steve discusses the CIO Office 2026 outlook, why we expect equities and gold to outperform and why we believe equities and the AI theme are not in a bubble. He advocates diversifying equities across regions, preferring US and Asia ex-Japan, adding Emerging Market bonds, and Alternative assets to balance risk and capture opportunities in the year ahead. Read our accompanying report to find out more...

Steve explains our rationale for being Overweight global equities, with a focus on the US and Asia ex-Japan, reviewing support from earnings, AI investment, and fundamentals and why risks are best managed through a barbell strategy. Read our accompanying report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec… Speakers:  - Steve B...

Steve explains why we favor Emerging Market bonds in 2026 and why we are more cautious on Developed Market corporate bonds. He also sees top opportunistic ideas, including US inflation-protected bonds, US AAA CLOs and Asia USD investment grade bonds. Read our accompanying report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec… Sp...

Steve talks about the US dollar’s near-term resilience and why we expect eventual weakening amid shifting global interest rate differentials. He also discusses how these trends will impact major currencies like the euro, yen, pound, and renminbi. Read our accompanying report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec… Speake...

Steve shares his thoughts on AI’s transformative impact, why he favours US, Europe, and China tech sectors with a focus on semiconductors, software, and diversified platforms. Read our accompanying report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec… Speakers:  - Steve Brice, Global Chief Investment Officer, Standard Chartered...

Steves explains why we believe Chinese and Indian equities — the two powerhouse markets in Asia – offer distinct investment opportunities. Read our accompanying report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec… Speakers:  - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank 

Steve shares our views on Hedge Fund strategies and delves into how these can be used to diversify your investment portfolio. Read our accompanying report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec… Speakers:  - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank 

Steve discusses his approach to digital assets, highlighting their permanence, diversification benefits, and recommends a cautious 2% portfolio allocation for most investors. Read our accompanying report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec… Speakers:  - Steve Brice, Global Chief Investment Officer, Standard Chartered...

Steve explains why private credit is an increasingly contentious area, but why he believes the asset class can deliver when matched with high-quality managers and disciplined portfolio construction. Read our accompanying report to find out more https://www.sc.com/en/uploads/sites/66/content/docs/wm-global-market-outlook-blowing-bubbles-12-dec… Speakers:  - Steve Brice, Global Chief Investment Offi...

Daniel Lam discusses the implications from the last FOMC meeting in 2025. 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 shifting relationship between USD and US equities this year, how that is likely to evolve, and what it means under various cases of US macro scenarios. 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 possibility of a dovish tone at the FOMC press conference later this week, 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 discusses the upcoming Bank of Japan meeting, the likelihood of a rate hike, how the JGB bond yields have been reacting, and risks of a JPY carry trade unwind. 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 speaks with Rajat about the performances of the CIO team’s strategies this year, as well as investment opportunities around Asia and the US looking ahead. Read our latest Weekly Market View report here .  Speakers:  - Michelle Kam, Investment Strategist,  Standard Chartered Bank  - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank 

In this episode, Steve speaks to Eugenia Koh, Standard Chartered’s Global Head of Sustainable Finance, and Standard Chartered’s Lucy Palairet, Director, Carbon Markets Development, about the rapidly growing carbon markets. They speak about the fundamentals of how they work, the role of project-based carbon markets, and why investors may want to consider these opportunities.  Read the accompanying...

Daniel Lam talks about the narrative in AI, what are the key drivers, how that may lead to volatility, and opportunities, in 2026 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 recent weakness in China’s PMI, how that raises the likelihood of further, targeted stimulus and 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.

Daniel Lam talks about the strong Indian GDP growth release, how that reflects on our thesis of potential upside to earnings growth and, more broadly, the increasingly favourable dynamics on Indian 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...

Daniel Lam digs deeper into the US Healthcare sector, our preference for US pharmaceuticals, and the key points to watch 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.

Ray speaks with Raymond about the implications of renewed hopes for a December FOMC rate cut on risk assets. They review the equities barbell strategy for the US tech and healthcare sectors and discuss the impacts on UK government bonds and the British pound following the Autumn Budget. They conclude with a discussion on the NZD/USD outlook after the recent RBNZ meeting Read our latest Weekly Mark...