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Standard Chartered Money Insights
Standard Chartered Bank
1148 episodes
Few seconds ago
Daniel Lam discusses our preferences within the Fixed Income space, and where we see pockets of value 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.
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Business
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All content for Standard Chartered Money Insights is the property of Standard Chartered Bank and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Daniel Lam discusses our preferences within the Fixed Income space, and where we see pockets of value 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.
Show more...
Business
Episodes (20/1148)
Standard Chartered Money Insights
Cut to the Chase! The nuances within Fixed Income
Daniel Lam discusses our preferences within the Fixed Income space, and where we see pockets of value 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.
Show more...
Few seconds ago
3 minutes

Standard Chartered Money Insights
Through the Noise: Staying constructive into year-end
Ray speaks with Manpreet about the reasons for maintaining a risk-on stance from a macro perspective. They then discuss gold and highlight their preferences within equities and bonds. They conclude with a discussion on the USD. Read our latest Global Monthly Outlook report here. Speakers: - Ray Heung, Senior Investment Officer, Standard Chartered Bank - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commoditi...
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2 days ago
10 minutes

Standard Chartered Money Insights
Cut to the Chase! Far from a forgone conclusion
Daniel Lam discusses the FOMC overnight, the uncertain tone from Powell about the Dec-25 rate cut and how investors can position their 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.
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3 days ago
3 minutes

Standard Chartered Money Insights
Cut to the Chase! The direction for the next five years in China
Daniel Lam looks at the direction of the new five-year plan in China, the key areas of focus 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.
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4 days ago
4 minutes

Standard Chartered Money Insights
Cut to the Chase! Paving the path for another rate cut this week – Part 2
Daniel Lam talks about the implications of rate cuts on Gold, what are the other key drivers and why the current correction is an adding opportunity. 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.
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5 days ago
4 minutes

Standard Chartered Money Insights
Cut to the Chase! Paving the path for another rate cut this week
Daniel Lam discusses the delayed US CPI figure, how it lays the path for another 25bps cut from the Fed, 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.
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6 days ago
3 minutes

Standard Chartered Money Insights
Through the Noise: A healthy correction in gold
Manpreet speaks to Rajat about gold – what are today’s key drivers, what are the risks and our view following its recent price correction. Read 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 Commodities (FICC) Strategy, Standard Chartered Bank - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank
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1 week ago
10 minutes

Standard Chartered Money Insights
Cut to the Chase! The threats from private credit
Daniel looks at the risks from private credit, the potential channel to 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.
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1 week ago
5 minutes

Standard Chartered Money Insights
Cut to the Chase! Truce out of convenience
Daniel discusses the leverage that the US and China, has on each other, and how they seek to neutralise and lessen the effect of these leverages. 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.
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1 week ago
4 minutes

Standard Chartered Money Insights
Cut to the Chase! What can lead to more volatility?
Daniel talks about the key drivers of volatility 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.
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1 week ago
4 minutes

Standard Chartered Money Insights
Cut to the Chase! Innovating in the next five years
Daniel talks about the likely emphasis upon technology and innovation in China’s upcoming 15th 5-year plan, its effort to move up the value chain, the encouragement of domestic consumption, and the 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.
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1 week ago
4 minutes

Standard Chartered Money Insights
Through the Noise: US-China spat: Here we go again
Hannah speaks with Raymond about the US-China trade tensions and what it means for US and China Equities. They also cover other opportunities in the market including UK Gilts and EM Local Currency Bonds. Read our latest Weekly Market View report here. Speakers: Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank Hannah Chew, Portfolio Strategist, Standard Chartered Bank
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2 weeks ago
12 minutes

Standard Chartered Money Insights
Cut to the Chase! Trump’s “Impossible Trinity”
Daniel discusses how the US and China are likely to come back to the negotiating table over the next few weeks to narrow their differences, and why US and China equities are likely to pull back, but only mildly. 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.
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2 weeks ago
3 minutes

Standard Chartered Money Insights
Cut to the Chase! The Great Debasement
Daniel discusses the shift of buyers for Gold, the key drivers ahead and how Gold stacks up versus Bitcoin. 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.
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2 weeks ago
4 minutes

Standard Chartered Money Insights
Cut to the Chase! Shaken, but not stirred
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 Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.
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2 weeks ago
4 minutes

Standard Chartered Money Insights
Cut to the Chase! Poker, Go and Chess
Daniel discusses the latest ratcheting up of trade tensions between the US and China, the key drivers and the implications for risky 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.
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2 weeks ago
4 minutes

Standard Chartered Money Insights
Through the Noise: The make-or-break earnings season
Ray speaks with Fook Hien about the upcoming US 3Q earnings season, focusing on banks, communications, healthcare, and technology. They also share insights on gold and the Australian dollar, concluding with a discussion on the recent rise in yields of developed market government bonds. Read our latest Weekly Market Outlook report here. Speakers: Ray Heung, Senior Investment Officer, Standard Chartered Bank Yap, Fook Hien, Senior Investment Officer, Standard Chart...
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3 weeks ago
12 minutes

Standard Chartered Money Insights
Cut to the Chase! The great boxer and France
Daniel discusses the current political issues in France and how investors should be positioning their 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.
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3 weeks ago
3 minutes

Standard Chartered Money Insights
Cut to the Chase! Abenomics 2.0
Daniel talks about the victory of Sanae Takaichi, the implications for Japan assets, and why she maybe more fiscally prudent than the market is current expecting. 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.
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3 weeks ago
4 minutes

Standard Chartered Money Insights
InvesTips from the CIO’s desk – Debt mutual funds – A beginner’s guide
Today, Steve talks about 3 key dimensions of debt mutual funds to be aware of and how to pick a fund that matches your needs. Bonds are an important component of most portfolios, despite offering lower returns over long periods of time. They can help with different objectives such as protecting your emergency reserve, generating income or providing an important diversifier to equity portfolios. Speaker: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank...
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3 weeks ago
7 minutes

Standard Chartered Money Insights
Daniel Lam discusses our preferences within the Fixed Income space, and where we see pockets of value 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.