HSBC Global Viewpoint

The Alternatives Investment business at HSBC started in 1989, initially as an advisory business, before launching their flagship fund of hedge funds in 1996. Today, they are one of the largest Hedge Fund investors globally, managing $23.2bn AUM across commingled, discretionary and advisory mandates for high net worth and institutional clients. Listen as Terry Minkey, Global Head of Prime Finance O...

Herald van der Linde and Fred Neumann discuss the micro and macro risks to India's title as a global outperformer on GDP and equity markets. Disclaimer: https://www.research.hsbc.com/R/20/vTbcjSm . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insi...

With investors' attention turning towards the global major central banks, we assess potential Federal Reserve, ECB and Bank of England tightening cycles with Ryan Wang, US Economist, and Chris Hare, Senior European Economist. Disclaimer: https://www.research.hsbc.com/R/101/FhSSRSh . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://ww...

Fred Neumann and Herald van der Linde are reunited after the summer break and have a lot to catch up on after an eventful few weeks in Asian markets and economics. Disclaimer: https://www.research.hsbc.com/R/101/np7bjfk . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https...

Herald van der Linde and Prerna Garg discuss the growing trend of working women in Asia, how it's impacting consumer patterns, and what can be done to ensure a greater level of female participation in the region's labour force. Disclaimer: https://www.research.hsbc.com/R/101/nhhPzhx . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://...

In this episode of SustainabilityTalks , we hear the investor’s perspective. The conversation revolves around how corporate governance reforms and various market developments around Asia are driving corporate value and investment returns, as well as around some of the exciting investment opportunities currently in focus for Impax Asset Management, the world’s largest dedicated impact and transitio...

We examine what caused this week’s market volatility, ask whether we are through the worst, and take a cross-asset look at where we go from here. Disclaimer: https://www.research.hsbc.com/R/101/mNDKppk . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.co...

Herald van der Linde and fellow Equity Strategist Prerna Garg delve into the key drivers of this week’s volatile swings in Asian stock markets. Disclaimer: https://www.research.hsbc.com/R/101/pZTMKwT . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/...

We catch up with our ESG team to look at some of the less obvious places where sustainability issues could arise - from beer to music festivals. Disclaimer: https://www.research.hsbc.com/R/101/wvTGvWx . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com...

Murat Ulgen, Global Head of Emerging Markets Research, examines whether investors are right to be upbeat on the prospects for EM risk assets. Disclaimer: https://www.research.hsbc.com/R/101/fVFFhf9 . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/in...

Fred Neumann is joined by Chief China Economist Jing Liu to cut to the heart of China's official message following a major economic policy summit in Beijing. Disclaimer: https://www.research.hsbc.com/R/101/2HrbBwr . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www...

Join us for an enlightening episode of SustainabilityTalks , where we delve into the fascinating intersection of Islamic Investing and ESG.   Listen as Patrick Kondarjian, Global Head of Sustainability Markets & Securities Services HSBC discusses key topics with esteemed guests, Dr. Liza Mydin, Chief Strategy Officer at EXIM Bank Malaysia , and Sefian Kasem, Head of ETF Investment Special...

Steven Major, Global Head of Fixed Income Research, explains how both cyclical and secular forces contribute to the outlook for the bond market.             Disclaimer: https://www.research.hsbc.com/R/101/vhshHRp .                 Stay connected and access free to view...

Herald van der Linde and Fred Neumann take a deep dive into the Asia AI boom, where stocks from software development to energy are riding the wave of 2024's major market story. Disclaimer: https://www.research.hsbc.com/R/101/lsBBrGn . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or clic...

James Rydge, Head of ESG Research, EMEA, assesses the rise of physical climate impacts across the G20 countries and whether they are prepared for the transition. Disclaimer: https://www.research.hsbc.com/R/101/fQdgvVF . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https:/...

Janet Henry, Global Chief Economist, assesses whether the world economy can keep dodging the dangers in the second half of the year.   Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research . Disclaimer: https://www.research.hs...

With Western tariffs on China in the headlines, Herald van der Linde and Fred Neumann delve into Chinese trade, where exports are close to record highs. Disclaimer: https://www.research.hsbc.com/R/101/kwDpqcN . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm....

Fred Neumann and Herald van der Linde tackle the long-standing challenge of Asia’s ageing population, and why it isn’t necessarily all doom and gloom. Disclaimer: https://www.research.hsbc.com/R/101/hFPMqKc . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hs...

We catch up with Paul Mackel, Global Head of FX Research, to find out how the latest financial and political developments are affecting the major currencies. Disclaimer: https://www.research.hsbc.com/R/101/pskbcwv   Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https:...

European economists Simon Wells and Chantana Sam discuss new risks from election results in Europe and upcoming votes in France. Disclaimer: https://www.research.hsbc.com/R/101/SnjpzKF . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global...

Back from the Dragon Boat Festival holiday, Herald van der Linde and Erin Xin discuss what China’s latest travel and spending numbers say about the wider state of its economy. Disclaimer: https://www.research.hsbc.com/R/101/VSpSsmm . Hosted on Acast. See acast.com/privacy for more information.

In this episode of our DigiTalks podcast series we look at Fund Tokenisation, an exciting innovation for the financial services industry. Here we explain what fund tokenisation is, along with the benefits it brings to the asset management industry and investors Listen as Mhairi Sandeman, Senior Product Manager for Trustee and Fiduciary Services at HSBC’s Securities Services, explores this topic wi...

With the ECB cutting rates before the Fed for the first time in history, Fabio Balboni, Senior European Economist, and Ryan Wang, US Economist, assess the diverging paths of the two major central banks. Disclaimer: https://www.research.hsbc.com/R/101/lswn6Xs . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/has...

Pranjul Bhandari, Chief India Economist, joins Fred to discuss the macro and market reaction to India’s landmark national vote, as well as the outlook for economic policy and reforms. Disclaimer: https://www.research.hsbc.com/R/101/vRqk9TD . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/...

HSBC Markets and Securities Services have been very active in bringing forward initiatives to the market that bring Digital Assets to the Securities Finance space and in this podcast we explore the progress that has been made, the specific use cases where we can see material benefits in using a Digital Asset solution and where we think the industry will go next. Listen as Lindsey Mackie, Product D...