Standard Chartered Money Insights

Daniel discusses the fading case for further EU equities outperformance, and the likely rotation into the US.

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

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Steve explores the unavoidable aspects of investing: cost and taxes. The discussion focuses on how investors should be aware of and plan for these two key factors to make better-informed investment decisions. 

Speaker: 

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

Daniel discusses the solid non-farm payroll print, the relatively-low positioning in US equities, and key levels in S&P 500 index. 

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 discusses with Fook Hien the investment implications of recent US economic data and the "One Big and Beautiful Bill." They also examine the impact of rising long-dated Japanese government bond yields on Japanese insurers, the effects of a key Hong Kong developer deferring payment on its perpetual bonds, and conclude with a comment on the Euro.

Read our latest Weekly Market View here. 

Speakers

- Ray Heung, Senior Investment Strategist, Standard Chartered Bank

- 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.

Impact investing isn’t just a trend – it’s a fundamental shift in how one approaches long-term investing, an approach that focuses on resilience and responsibility. Join Steve and Eugenia Koh, Standard Chartered’s Global Head of Sustainable Investing, as they discuss core characteristics of these investments that set them apart from conventional ones. 

Speakers:

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

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

Read our full report to find out more https://av.sc.com/corp-en/nr/content/docs/wm-thematic-report-impact-investing-profit-with-purpose-05-june-2025.pdf

Daniel talks about the USD’s increasing pro-cyclicality, and the JPY’s rising role in safe-haven demand.

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

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Daniel discusses TACO, what Trump is facing in reducing the US budget deficit, and the opportunities in long-dated US Treasuries

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 talks about the near-term consolidation ahead in Gold, and why there is upside ahead in the long-term

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 discusses how the rotation within equities earlier this year, from the US to Europe, is expected to reverse under US equity tailwinds, and how investors should position 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.

Manpreet speaks to Rajat about renewed optimism towards US equity markets, where we see sector opportunities and why we’d consider adding long maturity US government bonds at current yields

Read our latest Weekly Market View here. 

Speaker:
 - 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

For more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.