Standard Chartered Money Insights

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 report

https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-carbon-markets-fluff-or-a-concrete-opportunity-27-november-2025.pdf to find out more.

Speakers: 
- Steve Brice, Global Chief Investment Officer, Standard Chartered Bank 

- Eugenia Koh, Global Head of Sustainable Finance, Standard Chartered Bank

- Lucy Palairet, Director, Carbon Markets Development, Standard Chartered Bank

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

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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 on YouTube.

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 Market View report here. 

Speakers: 

- Ray Heung, Senior Investment Officer,  Standard Chartered Bank 

- Raymond Cheng, Chief Investment Officer, North Asia, Standard Chartered Bank 

Daniel Lam discusses different angles in looking at US equities, based upon historical and quantitative factors.

Speaker:
 - Daniel Lam, Head of Equity Strategy, Standard Chartered Bank

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Daniel Lam assesses how long the current correction in US equities may last, and where we see 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 discusses the evolution of demand for Gold, why liquidity is the dominant short-term driver, and when this may take a turn for the better.

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.