Standard Chartered Money Insights

Daniel discusses how technology sector has been ‘benefitting’ from the volatility in the financial sector, especially in the US, and what potential opportunities in the technology sector investors should be watching out for.

Speaker:

• Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank

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Daniel discusses the state of the US economy and how it influences the direction of the USD 

Speaker:

• Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank

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Daniel discusses how the USD has been weakening due to differing rate expectations from the Fed and the markets, and how this creates investment opportunities. 

Speaker:

• Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank

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In today’s edition of Through the Noise, Manpreet speaks to Abhilash about how to interpret the message from the Fed and other major central banks, how we’d approach exposure to the financial sector and why discipline is increasingly important when considering funding currencies.

 Speakers:

• Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
• Narayan, Abhilash, Senior Investment Strategist, Standard Chartered Bank

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Daniel discusses the FOMC outcome overnight, and how investors may consider positioning their portfolio.

Speaker:

• Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank

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Daniel discusses the issues surrounding a special class of junior bonds issued mainly by European banks (the so-called AT1s) and the prospects for US and European financial institutions.

Speaker:

• Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank

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Daniel discusses the issues that US Financials face, and why investors may get long-term investment opportunities in the “Mega-Large Cap” in the sector. 

Speaker:

• Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank

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Daniel discusses the upcoming FOMC meeting, the Fed’s desire to control inflation, the balancing act with financial stability and how investors should be positioned. 

Speaker:

• Daniel Lam,  Head of Equity Strategy, Standard Chartered Bank

For more of our latest market insights, visit Market views on-the-go.

In today’s edition of Through the Noise, Manpreet speaks to Fook Hien about whether recent events in the financial sector could be a canary in the coalmine, our thoughts on opportunities and risks in the financial sector and why recent market events feed well into our SAFE theme 

 Speakers:

• Manpreet Gill, CIO of Africa, Middle East & Europe (AME/E) and Head of Fixed Income, Currency and Commodities (FICC) Strategy, Standard Chartered Bank
• Fook Hien Yap, Senior Investment Strategist, Standard Chartered Bank

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In this special podcast, Steve talks about the recent challenges in the US/Europe banking sector and what it means for central bank policy, the global economy and the investment outlook. 

Speaker:

• Steve Brice,  Chief Investment Officer, Standard Chartered Bank

You may view the report here, or on our Market views on-the-go page.

For more of our latest market insights, visit Market views on-the-go.