Standard Chartered Money Insights

Fook Hien shares an update on the three key AI debates to watch as major Big Tech companies report earnings this week. Speaker: - Yap Fook Hien, Senior Investment Strategist, 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.

Sylvain explores how a factor-based approach can help investors reduce equity beta and AI concentration risk, highlighting hedge funds and private debt as potential sources of diversification and differentiated return drivers. Speaker: - Sylvain Huard, Head of Asset Allocation, WS Chief Investments 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.

Rajat Bhattacharya previews the Fed, ECB and BoJ policy meetings this week and discusses why we maintain a contrarian outlook for each of the three central banks for the next 12 months. Speaker: - Rajat Bhattacharya, Senior Investment Strategist, 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 and Rajat discuss why we are retaining our defensive and diversified investment stance. They focus on upcoming monetary policy decisions, the market implications to US politics and Big Tech earnings. They highlight opportunities in AUD corporate bonds, while favouring diversified equity exposure, including US healthcare, technology and materials, as well as financials in the US, Euro area and Japan. You can read our latest Weekly Market View today here. Speaker(s): - Rajat Bhattacha...

Manpreet Gill discusses why Japanese financial markets are worth closer attention, focusing on the financial sector and the outlook for the Japanese yen. Speaker: - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) 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.

Sylvain Huard shares his view that recent stresses in private credit reflect a cyclical adjustment rather than structural weakness and that the asset class remains a resilient source of income and diversification within a multi-asset portfolio. Speaker: Sylvain Huard, Head of Asset Allocation, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Fook Hien outlines three key debates on AI ahead of big tech companies third quarter results starting this week. Speaker: Fook Hien Yap, Senior Investment Strategist, 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 Bhattacharya discusses the upcoming US mid-term elections on 3 November. He assesses the likely outcome, the wildcards and the near- and medium-term implications for investors. Speaker(s): - Rajat Bhattacharya, Senior Investment Strategist, 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.

Fook Hien and Ray discuss why elevated bond volatility and political uncertainty warrant a more defensive stance on equities. They highlight opportunities across US financials, healthcare and Japanese bank stocks, examine the impact of the hot CPI print on US bond yields, and conclude with their outlook for French credit and a potential NZD/USD recovery. You can read our latest Weekly Market View today here. Speaker(s): - Yap Fook Hien, Senior Investment Strategist, Standard Chartered B...

Jonathan Liang unpacks the September US consumer inflation print and its implications for the Fed’s rate path, US government bond yields and the US dollar. Speaker(s): - Jonathan Liang, Chief Investment Officer, Fixed Income and FX, 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.

Fook Hien highlights the key takeaways from major US banks’ Q3 earnings results and explains the recent changes to our US sector preferences. Speaker(s): - Yap Fook Hien, Senior Investment Strategist, 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 Cheng discusses why global equities are forging ahead despite decade-high bond yields and highlights the key indicators to watch. Speaker(s): - Raymond Cheng, Chief Investment Officer, North Asia, 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 Bhattacharya discusses France’s political challenges, which are making it harder to pass a budget that bond investors will accept. He sees little sign of Euro area-wide contagion for now and outlines why a budget compromise is likely to be reached before the December deadline. Speaker(s): - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insight...

Hannah discusses with Rajat why strong earnings could ultimately resolve the bond-equity divergence in favour of stocks, despite near-term risks from elevated bond volatility, higher yields and political uncertainty. You can read our latest Weekly Market View today here. Speaker(s): - Hannah Chew, Portfolio Strategist, Standard Chartered Bank - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-t...

Sylvain Huard explores why, in an AI-driven world, effective diversification requires looking beyond traditional asset-class labels to understand the true drivers of portfolio risk and return. Speaker(s): - Sylvain Huard, Head of Asset Allocation, WS Chief Investments 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.

Fook Hien discusses the reasons for higher equity volatility in the weeks ahead, leading to the closure of two of our equity opportunistic ideas. Speaker(s): - Yap Fook Hien, Senior Investment Strategist, 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 Brice talks about his concerns about reduced policy credibility and how this is creating an opportunity for investors. Speaker(s): - 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.

Rajat Bhattacharya reviews the latest US jobs report and why that signals a Fed rate pause in October. He also draws implications for bond markets and explains why bonds now offer an attractive portfolio hedge. Speaker(s): - Rajat Bhattacharya, Senior Investment Strategist, 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 Heung and Manpreet Gill discuss why the rise in US Treasury yields presents an opportunity to add 10-year government bonds. They explain why higher yields do not undermine our constructive view on US equities and semiconductors. They conclude by outlining our positive outlook on the AUD and the improving risk-reward in AUD bonds. You can read our latest Weekly Market View today here. Speaker(s): - Manpreet Gill, Chief Investment Officer, EMEA, Standard Chartered Bank - Rajat Bhatta...

Bond yields continue to move higher despite positive news on the inflation front. We believe we are getting closer to a peak in bond yields, which would be good news for both bond and equity investors. Speaker(s): - 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.

Manpreet Gill discusses the rationale for a core holding view on Indian equities as they face a potent mix of headwinds and tailwinds Speaker(s): - Manpreet Gill, Chief Investment Officer, EMEA, 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 Cheng explains the rationale behind reduced allocations to China equities. Speaker(s): - Raymond Cheng, Chief Investment Officer, North Asia, 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.

Jonathan Liang discusses why he is finally looking at 10-year US Treasuries as a potential tactical idea. Speaker(s): - Jonathan Liang, Chief Investment Officer, Fixed Income and FX, 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 discusses with Manpreet why earnings remain the key driver of markets despite rising oil prices and bond yields, and why we continue to prefer equities and credit while expecting further gains in gold. You can read our latest Global Market Outlook today here. Speaker(s): - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank - Hannah Chew, Portfolio Strategist, Standard Chartered Bank For more of our latest market insights, visit Market v...

Fook Hien discusses our outlook for ASEAN equities and why we maintain an underweight stance on the market. Speaker(s): - Yap Fook Hien, Senior Investment Strategist, 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 Cheng discusses what has driven the recent EUR weakness and highlights the upcoming key indicators to watch. Speaker(s): - Raymond Cheng, Chief Investment Officer, North Asia, 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 why we still like gold amid today’s higher bond yields and why a technical view argues for accumulating on dips. Speaker(s): - Manpreet Gill, Chief Investment Officer, EMEA, 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 Bhattacharya reviews the rate hikes this month by the Fed, the European Central Bank and Bank of Japan – the first such synchronised move in history – and discusses what it means for investors. Speaker(s): - Rajat Bhattacharya, Senior Investment Strategist, 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 Fook Hien about the investment implications of the Fed, BoJ and ECB rate hikes and our updated forecasts You can read our latest Weekly Market View today here. Speaker(s): Yap Fook Hien, Senior Investment Strategist, Standard Chartered BankManpreet Gill, Chief Investment Officer, EMEA, 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.

Jonathan Liang discusses the most recent Fed policy rate decision and what we expect over the remainder of 2026. Speaker: Jonathan Liang, Chief Investment Officer, Fixed Income and FX, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Sylvain discusses why surging bond yields and a US 10-year government bond yield crossing 5% – fuelled by the AI investment boom's competition for capital – don't have to derail the equity rally and shares views on how to position your portfolio in this environment. Speaker: Sylvain Huard, Head of Asset Allocation, WS Chief Investments Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on You...

Fook Hien discusses the AI industry’s call to pace the development of AI models and why investors should not overreact but stay the course to diversify their global tech investments. Speaker: Yap Fook Hien, Senior Investment Strategist, 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 Bhattacharya previews the Fed’s policy meeting this week following August’s US payrolls and inflation reports. Will it be one-and-done or the start of an extended hiking cycle? Speaker: Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Hannah discusses with Rajat a packed few weeks of central bank policy decisions, focusing on the Fed’s increasingly likely rate hike and its implications for bonds, equities and currencies, alongside the latest outlooks for the ECB, RBA and BoJ. They also see other opportunities for investors in semiconductors. You can read our latest Weekly Market View today here. Speaker(s): Hannah Chew, Portfolio Strategist, Standard Chartered BankRajat Bhattacharya, Senior Investment Strategist, Standard ...

With the ECB expected to hike its policy rate tonight, Rajat Bhattacharya discusses whether further policy tightening will continue after tonight. Speaker: Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.

Steve discusses the Japanese yen’s recent strength and why investors using it as a funding vehicle should re-examine their sensitivity to further appreciation. 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.

Fook Hien discusses why we remain constructive on the Taiwan equity market and view it as an attractive Opportunistic idea. Speaker: - Yap Fook Hien, Senior Investment Strategist, 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.

Jonathan Liang discusses the latest Non-Farm Payrolls report andthe implications for the Fed outlook. Speaker: - Jonathan Liang, Chief Investment Officer, Fixed Income and FX, 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 why the risk of a Fed rate hike is rising, and what that means for bond and equity investors and their portfolios. You can read our latest Weekly Market View today here. Speaker(s): - Manpreet Gill, Chief Investment Officer, EMEA, Standard Chartered Bank - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on...

Sylvain Huard discusses how real yields influence asset returns, arguing that understanding whether yields are actively rising or peaking – and how the stock-bond correlation regime evolves – is critical for effective portfolio positioning. Speaker: - Sylvain Huard, Head of Asset Allocation, WS Chief Investments 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.

In this episode, Steve Brice explains why your financial strategy should evolve as your priorities and circumstances change throughout life. He explores the four stages of wealth cycle, from building a strong financial foundation to accumulating wealth, preparing for retirement and protecting what you’ve built. Speaker: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chart...

Fresh off a trip to China, Raymond Cheng shares key insights into the country’s current market landscape and emerging investment opportunities. Speaker: - Raymond Cheng, Chief Investment Officer, North Asia, 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 talks about two key concerns regarding the AI capex cycle and the rise of ‘other income’ in tech sector earnings. Despite this, we have just raised our 12-month target for the S&P500 index against the backdrop of a strong earnings outlook. 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.

Jonathan Liang breaks down the hawkish and dovish commentary from the latest Warsh Speech at Jackson Hole. Speaker: - Jonathan Liang, Chief Investment Officer, Fixed Income and FX, 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 Brice explains why timing the market is difficult, even for experienced investors. He explores the risks of missing the market’s strongest days and why staying invested through market cycles can support better long-term returns. Speaker: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

In the latest Global Market Outlook release, Hannah and Manpreet discuss the implications of today’s bond yields for fixed income and equity portfolio positioning. They also explore how gold is benefiting from the current environment, supporting the reinstatement of our Overweight stance on the precious metal. You can read our latest Weekly Market View today here. Speaker(s): - Manpreet Gill, Chief Investment Officer, EMEA, Standard Chartered Bank - Hannah Chew, Portfolio Strategist, S...

Rajat Bhattacharya discusses Fed Chair Warsh’s communication challenge at Jackson Hole, with long-term bond yields at multi-decade highs. He explains the options Warsh has in calming bond markets and how softer US data can help. Speaker: - Rajat Bhattacharya, Senior Investment Strategist, 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.

Fook Hien discusses the positive inflection in Euro area earnings after three stagnant years, as well as our preferred equity sectors in the region. Speaker: - Yap Fook Hien, Senior Investment Strategist, 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.

Jonathan Liang discusses our updated forecast on the Bank of Japan’s pace of rate hikes. Speaker: - Jonathan Liang, Chief Investment Officer, Fixed Income and FX, 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 the outlook for gold in light of its recent surge and explains why we believe the asset class is worth accumulating. Speaker: - Manpreet Gill, Chief Investment Officer, EMEA, 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 and Rajat discuss the implications of rising US government bond yields and what the earnings season in both the US and China means for equity positioning, alongside the outlook on GBP/USD. You can read our latest Weekly Market View today here. Speaker(s): - Hannah Chew, Portfolio Strategist, Standard Chartered Bank - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the-go or subscribe t...

Jonathan Liang discusses the US Treasury expanded treasury buyback program and its implication across asset classes Speaker: - Jonathan Liang, Chief Investment Officer, Fixed Income and FX, 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.

Life is never static – and so your investment portfolio shouldn’t be either. In this episode, Steve Brice explains why regularly reviewing and rebalancing your portfolio is important as your goals, circumstances and risk tolerance evolve. Tune in to learn how staying disciplined and managing risk keeps your investments aligned with your long-term financial journey. Speaker: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank For the latest market insights, visit ou...

Fook Hien outlines why the financial sector is a potential beneficiary of rising rates and how much exposure investors should have to the sector in their portfolios. Speaker: - Yap Fook Hien, Senior Investment Strategist, 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.

Jonathan Liang discusses the drivers of the recent rise in long-term bond yields and the outlook going forward. Speaker: - Jonathan Liang, Chief Investment Officer, Fixed Income and FX, 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 talks about three strategies to stay in the game when it comes to investing and one step you can take today to feel more confident in an uncertain world. 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.

Raymond and Hannah discuss the market implications of a prolonged stalemate in the Middle East conflict, expectations for policy decisions by the Fed, ECB, and BoJ, and potential investment opportunities across markets. You can read our latest Weekly Market View today here. Speaker(s): - Hannah Chew, Portfolio Strategist, Standard Chartered Bank - Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank For more of our latest market insights, visit Market views...

With inflation remaining top-of-mind for investors, Fook Hien examines its impact on equities – and explains why we ultimately expect equites to be driven by earnings growth. Speaker: - Yap Fook Hien, Senior Investment Strategist, 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 Cheng highlights the recent resumption of the Yen downtrend against the USD after intervention, and discusses outlook on the currency pair and Japan equities. Speaker: - Raymond Cheng, Chief Investment Officer, North Asia, 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 places gold’s recent performance in context and explains why he sees the precious metal playing a key role in portfolios. 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.

Jonathan Liang discusses the softer than expected US jobs report released on Aug 7 and talks about its implications for the policy outlook from the Fed. Speaker: - - Jonathan Liang, Chief Investment Officer, Fixed Income and FX, 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.

Listen in for expert market insights as Manpreet and Fook Yien discuss whether to add to equities amid the current breakout, our view on the Japanese yen following the recent US-Japan currency market intervention and why we still prefer short-duration USD bonds. You can read our latest Weekly Market View today here. Speaker(s): - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank - Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank...

Fook Hien discusses a long-term growth trend for a market that could potentially grow by 10x over the next 15 years. Speaker: - Fook Hien Yap, Senior Investment Strategist, 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.

With the US equity market reaching new highs, Fook Hien discusses the key market drivers to watch out for in August. Speaker: - Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Manpreet weighs the pros and cons of gold in the current market and its key fundamental and technical factors, explaining why under-allocated investors should consider accumulating at today’s levels. Speaker: - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Steve discusses the recent volatility of USD-JPY and four key questions investors need to consider when trying to figure out whether this is the end of the Yen carry trade. Speaker: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

In this episode, Steve Brice explains the fundamentals of digital assets, including blockchain, CBDCs, cryptocurrencies and NFTs. He discusses the opportunities and risks of investing in digital assets, highlighting the importance of understanding the asset class and ensuring any exposure aligns with investors’ financial goals and risk tolerance. Speaker: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank For the latest market insights, visit our on-the-go Market ...

In this deep-dive listen, Ray Heung and Manpreet Gill break down where we see value in current markets. Tune in as they outline why we remain constructive on risk assets overall, why we maintain an Overweight stance on equities and what drove our decision to move bonds back to a Neutral/Core holding within our asset allocation. This episode also covers our downgrade of gold from Overweight to a Neutral/Core holding. You can read our latest Global Market Outlook today here. Speaker(s): - Manpr...

Rajat Bhattacharya discusses the Fed’s decision to hold rates yet again. Hit play to discover what this pause means for the equity, bond and FX markets. Speaker: - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Fook Hien discusses how sentiment around AI is hitting the brakes amid the recent wave of negative AI-related headlines, but market fundamentals remain supportive of the AI trade. In periods of heightened uncertainty, distinguishing between headlines and fundamentals becomes even more important. Speaker: - Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth...

In his final and his 800th “Cut to the Chase” podcast, Daniel talks about the long-term optimism in the AI-trend, and investors’ shifting emphasis of technology companies to monetise and to generate free cash flow. He hands over the baton, to his colleagues in the Standard Chartered CIO team, who will continue to provide to you powerful insights into the Global Markets, in “Cut to the Chase” podcast. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank&...

Daniel Lam looks at the growing ineffectiveness of Bank of Japan jawboning, the retreat of the ‘line of defence’ of intervention and a possible rate hike to stem yen weakness. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Join Manpreet and Fook Hien as they discuss how recent geopolitical friction is impacting financial markets and what to look for in upcoming central bank meetings and earnings announcements. You can read our latest Weekly Market View today here. Speaker(s): - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E), Standard Chartered Bank - Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Market views on-the...

Daniel Lam discusses the key drivers shaping the other key region in the ‘non-exuberant’ camp of equities – the Euro area – and what investors can expect there. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Chinese AI is sparking a fresh market reaction. Daniel Lam decodes the latest Chinese AI catalyst – Moonshot AI’s flagship open-weight AI model ‘Kimi K3’ – drawing parallels to DeepSeek’s January 2025 launch. Tune in to see how the reaction is playing out across US vs. Chinese tech stocks. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth ...

Daniel Lam examines US equity positioning and explains why the rotation into the ‘non-exuberant’ camp of equities is likely to continue. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam discusses the exciting rotation trend into ‘non-exuberant’ equity areas – such as the Hang Seng Index – a topic highlighted in earlier podcasts this month. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Fook Hien Yap and Ray Heung discuss why we believe the Fed has passed ‘peak hawkishness’, as well as our views on US interest rates and bond yields. They also share views on how Andy Burnham’s appointment as UK Prime Minister could affect GBP and Gilt volatility. They conclude with a discussion on expectations for US tech sector earnings and the implications of US bank earnings. Speaker(s): - Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank - Ray Heung, Senior Inves...

Fook Hien weighs in on major US banks’ Q2 performance, which significantly exceeded consensus expectations for both earnings and revenue. Speaker: - Yap Fook Hien, Senior Investment Strategist, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Jonathan Liang reviews the overnight US consumer inflation print and Fed Chair Warsh’s testimony to Congress, concluding that the Fed will likely remain on hold. Speaker: - Jonathan Liang, Chief Investment Officer, Fixed Income and FX, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Manpreet discusses the flare-up in Middle East tensions, what the most important indicator to follow is and why this may be an opportunity for longer-term investors. For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube. Speaker: - Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank

Today, Steve looks into how investor behaviour is currently caught between fear and greed – and what you can do about it. Speaker: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Hannah discusses with Rajat how investors can navigate the upcoming Q2 US earnings season amidst the Middle East tensions. They highlighted tactical opportunities in tech that investors can consider during this market environment. You can read our latest Weekly Market View today here. Speaker(s): - Hannah Chew, Portfolio Strategist, Standard Chartered Bank - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank For more of our latest market insights, visit Mar...

Steve Brice looks at why markets remain resilient in the face of reigniting tensions in the Middle East, anchored by expectations ahead of the US Q2 earnings season starting next week. For deeper analysis, check out our Weekly Market View publication releasing later this afternoon at https://www.sc.com/sg/market-outlook/ Speaker: - Steve Brice, Global Chief Investment Officer, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Sta...

Daniel Lam discusses the logic behind the rotation back into ‘non-exuberant’ equity areas, such as the Hang Seng Index. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam examines the key near-term drivers shaping US equities and shares a checklist to guide your portfolio through the summer. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam looks at USD/JPY, its key drivers, Bank of Japan rate hike expectations and the ‘intervention’ silver bullet from the central bank. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam takes a holistic look, at the latest macro figures from the US, and its implications on the Fed rates. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Hannah Chew and Rajat Bhattacharya discuss what the reopening of the Strait of Hormuz and lower oil prices might mean for the global monetary cycle. Listen now to discover which asset classes are supported in this scenario and where the key risks lie. You can read our latest Weekly Market View today here. Speaker(s): - Hannah Chew, Portfolio Strategist, Standard Chartered Bank - Rajat Bhattacharya, Senior Investment Strategist, Standard Chartered Bank For more of our latest marke...

Daniel Lam unpacks Fed Chair Warsh’s key messages at the ECB Forum on Central Banking 2026 in Portugal, focusingespecially on the impact of AI on the economy and the market feedthrough. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

In this episode, Steve Brice sits down with Mike Tan (Global Head of Wealth Planning and Family Advisory at Standard Chartered Global Private Bank) to dive into why proactive succession planning is critical for family-owned businesses. They discuss the importance of governance, leadership development and family communication in supporting a smooth transition and preserving wealth across generations. Read the accompanying report to find out more: https://av.sc.com/corp-en/nr/content/docs/wm...

Daniel Lam examines the latest positioning and near-term outlook for the USD. Listen now to discover what the shifting USD dynamics mean for global assets such as the Hang Seng Index. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam addresses the underperformance of Hong Kong-listed China equitiesvis-à-vis the high-end technology growth markets such as the US, Japan, South Korea and Taiwan, highlighting the key catalysts that could trigger a turnaround. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Being “average” might sound unappealing, but in the investing world, it could be your greatest advantage. This episode explores why trying to beat the market often backfires – frequently driven by overconfidence, excessive trading and poor timing. Even professionals struggle to outperform consistently. Instead, the real winners are disciplined investors who stay invested and let compounding do the heavy lifting. With clear, relatable examples, this podcast shows how a steady, diversified appr...

Daniel Lam discusses the strong performance of Taiwanese equities and our expectations going forward. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Following Kevin Warsh’s highly anticipated debut as Fed Chair, Hannah Chew and Manpreet Gill break down his inaugural policy message and its implications for investors. They also analyse the potential impact on oil prices, sharing fresh perspectives on US and Asia ex-Japan equities. Listen now to discover key market takeaways and exactly where opportunities are opening up in bonds amid policy shifts. You can read our latest Weekly Market View today here. Speaker(s): - Hannah Chew, Portfolio ...

Daniel Lam discusses the US dollar’s continued strength in 2026, the key drivers behind it and our outlook going forward. Tap play to uncover deep insights into the greenback’s strength. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam dives deep into the Magnificent Seven’s recent correction and what lies ahead for these tech giants. Tune in now for the latest market insights. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.

Daniel Lam discusses equity and currency trends across the Japanese and South Korean markets. Listen now for the latest market insights. Speaker: - Daniel Lam, Head, Cross-Asset Derivative Strategy, Standard Chartered Bank For the latest market insights, visit our on-the-go Market Views or subscribe to Standard Chartered Wealth Insights on YouTube.