
HSBC Global Viewpoint
640 episodes — Page 5 of 13

The Macro Brief – The UK's growth problem
Liz Martins and Nick Andrews assess the prospects for the UK economy and sterling against a backdrop of weak growth and sticky inflation. Disclaimer: https://www.research.hsbc.com/R/101/FnMzNLz. 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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - Can local spending beat tariffs in China?
Fred Neumann is joined by Chief China Economist Jing Liu to discuss whether US tariffs could be the catalyst Beijing needs to give domestic consumption a shot in the arm. Disclaimer: https://www.research.hsbc.com/R/101/JPCnLsh. 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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - China tariff tensions and lessons from Japan
Fred Neumann outlines all you need to know about the US-China tariff situation, and talks to fellow economist Justin Feng about how the US-Japan trade war of the 1980s could inform how things play out. Disclaimer: https://www.research.hsbc.com/R/101/77FDmsf. 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. Hosted on Acast. See acast.com/privacy for more information.

SustainabilityTalks: Mobilising the Energy Addition
In our latest podcast, Patrick Kondarjian, Global Head of Sustainability, Markets & Securities Services, HSBC, discusses energy transition with Hans Kobler, Founder & Managing Partner of global investment firm, Energy Impact Partners. Listen to their discussion on the move away from an ideological transition to a more pragmatic energy ‘addition’. This includes the climate technologies crucial in tackling volatility in demand and supply, increasing resilience, and powering the growth of electron-hungry data centres. Hans also shares perspectives on Energy Impact Partners’ investment priorities and why energy transition was central to Davos’s biggest themes. Hosted on Acast. See acast.com/privacy for more information.

The Macro Brief – Tariff turbulence
Shanella Rajanayagam, Fred Neumann and Daragh Maher assess the sweeping new tariffs announced by the Trump administration and what they mean for the economic and FX outlook. Disclaimer: https://www.research.hsbc.com/R/101/W6vDbqw. 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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Brief – Is Europe past 'peak pessimism'?
Simon Wells, Chief European Economist, considers whether the region’s economy has turned a corner and assesses the diverging paths between the ECB and Federal Reserve. Disclaimer: https://www.research.hsbc.com/R/101/tXxGzML. 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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Brief – Bracing for tariffs
With President Trump back in the White House, Janet Henry, Shanella Rajanayagam and Jing Liu assess what the US’s trade agenda could mean for China and the rest of the world. Disclaimer: https://www.research.hsbc.com/R/101/ZbnTkJG. 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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree – Live from Singapore
Fred Neumann and Herald van der Linde take the podcast on the road, recording a live ASEAN-focused episode from HSBC Singapore with special guests Joy Wang, Pranjul Bhandari and Joey Chew. Disclaimer: https://www.research.hsbc.com/R/101/PwmPbx9. 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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Brief – Oil's tug-of-war
Kim Fustier, Head of European Oil and Gas Research, assesses the competing supply and demand factors impacting the oil markets and what they could mean for prices this year. Disclaimer: https://www.research.hsbc.com/R/101/9Frp9Jj. 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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - Female pilots, lattes, microchips and more
Herald van der Linde and Fred Neumann put Asian markets and economics in context through the quirky lens of Herald's quarterly surprising statistics, from female pilots in India to China's rapidly rising coffee of choice. Disclaimer: https://www.research.hsbc.com/R/101/dLtmvsd. 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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Brief – Putting AI through its paces
Mark McDonald, Head of Data Science and Analytics, examines the latest applications for AI - from analysing speeches to hosting podcasts. Disclaimer: https://www.research.hsbc.com/R/101/jsBFmVn. 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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - Asia: what to watch in 2025
Fred Neumann and Herald van der Linde return to the studio for a rundown of the must-watch markets and economies across Asia in 2025. Disclaimer: https://www.research.hsbc.com/R/101/Hql6Cl7. 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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Brief - Our 2025 global economic outlook
Janet Henry, Chief Global Economist, weighs up the impact of widely anticipated fiscal policy shifts on growth and inflation, and the challenges for the world's central bankers. Disclaimer: https://www.research.hsbc.com/R/101/hNcXcdr. 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 Hosted on Acast. See acast.com/privacy for more information.

The Macro Brief – Why investors are turning more cautious on EM assets
Murat Ulgen, Global Head of Emerging Markets Research, talks with Piers Butler about the concerns of emerging market investors as they head into 2025. Disclaimer: https://www.research.hsbc.com/R/101/XfqHMGp. 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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - Anomaly economy: Japan
Fred Neumann is joined by Asia Economist Jun Takazawa to discuss what makes Japan's economy unique, from counter-cyclical interest rates to demographics and a changing psychology on inflation. Disclaimer: https://www.research.hsbc.com/R/101/xVvCMdD. 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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Brief – The cyber safety net
With cyber attacks becoming more frequent and sophisticated, Stephen Bersey, Head of US Technology Research, assesses the fast-growing cybersecurity sector – and offers some tips to stay safe online. Disclaimer: https://www.research.hsbc.com/R/101/qmbTrnb. 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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - A different take on commodities
With moves in commodities largely chalked up to the 'Trump trade', Fred Neumann asks Chief Economist for Global Commodities, Paul Bloxham, if there's more to the story that just US policy. Disclaimer: https://www.research.hsbc.com/R/101/tQGNtVQ. 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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Brief – The dollar bubble inflates
Paul Mackel, Global Head of FX Research, explains why we think the US dollar has scope to strengthen even further and what it means for other G10 currencies. Disclaimer: https://www.research.hsbc.com/R/101/RGNmNKK. 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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - Asian FX and the strong USD
Fred Neumann is joined by Head of Asian FX Research Joey Chew to discuss the impact of the strong USD on Asian currencies and how trade, politics and market forces are shaping FX markets. Disclaimer: https://www.research.hsbc.com/R/101/n9Zlmmm. 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. Hosted on Acast. See acast.com/privacy for more information.

SustainabilityTalks: Exploring with Google Cloud, the role and challenges of Big Tech in the energy transition
In this episode of our SustainabilityTalks podcast series, the discussion revolves around growing energy consumption, the challenge of moving toward carbon free energy data centres, and the latest innovations in climate technologies. Hear more about how AI could help drive climate change mitigation and adaptation, and how banks and tech companies can partner to support the emergence of new technologies. Listen as Patrick Kondarjian, Global Head of Sustainability Markets & Securities Services HSBC, discusses with Justin Keeble, Managing Director for Global Sustainability at Google Cloud, the role of technology and innovation to help enable the transition, and the challenges associated with the rise of energy hungry AI and data centres. Hosted on Acast. See acast.com/privacy for more information.

The Macro Brief – Earnings learnings
Mark McDonald, Head of Data Science and Analytics, outlines what our AI-driven analysis of earnings call transcripts tells us about the key themes in this reporting season. Disclaimer: https://www.research.hsbc.com/R/101/MprXJBW. 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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - India: What's growing, what's not?
Herald van der Linde and Fred Neumann are joined by Chief India Economist Pranjul Bhandari to discuss her latest deep dive into the state of growth across the Indian economy. Disclaimer: https://www.research.hsbc.com/R/101/FvjHlKS. 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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Brief – Europe's opportunities
With Europe’s economy having lagged the US’s for decades, Simon Wells, Chief European Economist, explains why there are reasons to be more optimistic over the longer term. Disclaimer: https://www.research.hsbc.com/R/101/jmPQNCJ. 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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - Taking the pulse of Chinese stimulus
Herald van der Linde is joined by Jing Liu, Helen Huang and Michelle Kwok to gauge the progress of the Chinese stimulus rollout, where the money's actually going and what may still be to come. Disclaimer: https://www.research.hsbc.com/R/101/xbhs9hQ. 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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Brief – Global hot topics
Fresh from attending the IMF-World Bank annual meetings, Janet Henry, Fred Neumann, Paul Mackel and Murat Ulgen discuss the key questions facing the global economy, China, currencies, and emerging markets. Disclaimer: https://www.research.hsbc.com/R/101/DFtwWRK. 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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - Live from HSBC Hong Kong
Fred Neumann and Herald van der Linde return to the stage alongside Global Research colleagues Steven Sun, Michelle Kwok and Frank Lee for a special podcast recorded in front of a live audience at HSBC's Hong Kong headquarters. Disclaimer: https://www.research.hsbc.com/R/101/MR9Ct9C. 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. Hosted on Acast. See acast.com/privacy for more information.

SustainabilityTalks: Decoding the Future of Clean Energy Technologies with MIT
This discussion revolves around the progress of clean energy technologies, the role of strategic investment in these technologies, and the challenges and opportunities in the transition to a net-zero emissions future. Listen as Patrick Kondarjian, Global Head of Sustainability Markets & Securities Services at HSBC, discusses key topics with Professor Jessika Trancik from the Institute for Data, Systems, and Society from the Massachusetts Institute of Technology (MIT). These topics include the rapid improvement and cost reduction in solar energy, wind energy, and electric vehicle batteries, the potential of hydrogen and nuclear energy in addressing the remaining emissions, and the importance of 'soft technology' in facilitating the energy transition. Hosted on Acast. See acast.com/privacy for more information.

The Macro Brief – Climate conversations with UK corporates
James Rydge, Head of ESG Research in EMEA, gives an insight into his discussions with UK companies about how they are trying to achieve their climate and sustainable growth ambitions. Disclaimer: https://www.research.hsbc.com/R/101/d6tnRtc. 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. Hosted on Acast. See acast.com/privacy for more information.

HSBC Sibos Spotlight Podcast Series: Live from Sibos - Financial Infrastructure Rides Wave of Change
Manish Kohli, Head of Global Payments Solutions, Vivek Ramachandran, Head of Global Trade Solutions and Fiona Horsewill, Global Head of Securities Services (HSBC) sit down with TMI to discuss "How global trends are impacting the future of securities services, trade finance and payments".Visit HSBC Sibos 2024 website to read our daily summaries and a wrap-up of the themes and ideas that have shaped this landmark summit across payments, trade and securities services. Hosted on Acast. See acast.com/privacy for more information.

HSBC Sibos Spotlight Podcast Series: Adapting to the evolving payment landscape
Manoj Dugar and Mark Evans (HSBC) join Jane Cooper (TMI) to discuss how global payment trends are evolving and how financial institutions and corporates are adapting. They delve into why the current payment trends are important, and why it is necessary for organisations to adapt to the latest technological advancements. They also cover the challenges that institutions face with payments, and where their priorities lie. Also, they discuss the current developments with international payments and whether the world is truly ready for real-time cross-border transactions. And finally, they elaborate on the progress that is being made with ISO 20022 and the different approaches that financial institutions and corporates have been taking to realise the full benefits of the new standard. Hosted on Acast. See acast.com/privacy for more information.

The Macro Brief – Oil price pressures
With oil markets caught between long-term market imbalances and political risks, Kim Fustier and Simon Williams examine the outlook for prices, and what it could mean for the economies of the Middle East. Disclaimer: https://www.research.hsbc.com/R/101/cntDm9L. 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. Hosted on Acast. See acast.com/privacy for more information.

HSBC Sibos Spotlight Podcast Series: Building resilience in global supply chains
Bhriguraj Singh and Florence Tan (HSBC) join Jane Cooper (TMI) to examine how the macro environment has affected global trade, and highlight why companies need to bolster their supply chains. They discuss how business models have changed, as well as how trade digitisation is progressing, and solutions are evolving. And, despite the major news events that have the potential to disrupt trade, Singh and Tan elaborate on the fundamentals that always remain. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - Cooperation states: Singapore and Malaysia
Fred Neumann sits down with ASEAN Economist Yun Liu to take the pulse on two key Southeast Asian economies and how they're working together to support future growth. Disclaimer: https://www.research.hsbc.com/R/101/VpnTWF6. 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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Brief – The gold rush
James Steel, Chief Precious Metals Analyst, puts gold’s surge to record price levels in a historical context and considers whether the rally is likely to continue.Disclaimer: https://www.research.hsbc.com/R/101/rR6p7SR. 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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - Getting to grips with Chinese stimulus
With Chinese markets up and down after Golden Week, Fred Neumann talks to Erin Xin about stimulus measures and what they mean for investors and the economy.Disclaimer: https://www.research.hsbc.com/R/101/vhnST6S. 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. Hosted on Acast. See acast.com/privacy for more information.

HSBC Sibos Spotlight Podcast Series: Shaping the future of securities services
Kim Chebator and Zhu Kuang Lee (HSBC) join Jane Cooper (TMI) to discuss how digital innovation is driving change for clients and what this means for securities services.They delve into how client behaviour is changing, what innovation looks like in practice, and what kind of challenges there are when it comes to adopting the latest innovations. Also, they discuss sustainability and ESG considerations, and the demand for ESG-related investments. Hosted on Acast. See acast.com/privacy for more information.

HSBC Sibos Spotlight Podcast Series: Sibos 2024 Survival Guide
TMI’s CEO, Robin Page took time out to chat with Xiaoling Che (HSBC) for a crash course in basic Chinese in advance of the 2024 Sibos conference, taking place 21-24 October in Beijing. Hosted on Acast. See acast.com/privacy for more information.

HSBC Sibos Spotlight Podcast Series: GenAI and the Future of Client Servicing
Carol Soliman (Microsoft) and Melissa Tuozzolo (HSBC) join Jane Cooper (TMI) to discuss the future of client servicing and the role that AI and Generative AI will play. They explore how client expectations are changing and what can be done to meet these changing needs.Also in this podcast, Carol describes how any client servicing agent can become a super-agent with AI, and both speakers describe the wider impact AI will have on future ways of working. Hosted on Acast. See acast.com/privacy for more information.

MENATalks: A Prime Finance – Capital Intelligence Podcast Series – The MENA Pulse: Middle Eastern Allocator Sentiment
Driven by the growth in Sovereign, Pension, Foundation and Private Family wealth AUM, Middle Eastern allocators are increasingly being seen as a potential source of new capital for global hedge funds. However, raising capital from the region is far from straightforward. Listen as Terry Minkey, Head of Prime Finance Origination (APAC) and Head of Capital Intelligence and Osman Raie, Head of Sovereign Wealth Fund Sales in the Middle East, discuss how they recently partnered on a trip to see allocators in the UAE and Saudi Arabia and their insights into the current allocator sentiment towards hedge funds from these regions. Hosted on Acast. See acast.com/privacy for more information.

The Macro Brief – Emerging markets get a boost
Murat Ulgen, Global Head of Emerging Markets Research, considers the impact of Fed rate cuts and China’s stimulus package on EM assets and outlines the results of our latest survey of emerging market investors. Disclaimer: https://www.research.hsbc.com/R/101/JjchhxQ. 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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Brief – Our global outlook at the tail end of '24
Piers Butler is joined by Global Chief Economist Janet Henry for a catch-up on the world's top macro talking points as we enter the final quarter of the year. Disclaimer: https://www.research.hsbc.com/R/101/lScnbwd. 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. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - Thailand: Investment, influencers and Indian weddings
Fred Neumann welcomes ASEAN Economist Aris Dacanay to the podcast for a close look at what makes Thailand's economy tick. Disclaimer: https://www.research.hsbc.com/R/101/wCRFVBM. 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. Hosted on Acast. See acast.com/privacy for more information.

The Macro Brief – The Fed goes big
We look at what the Federal Reserve’s 50 basis point rate cut could mean for the path of future rates, the US economy and global equity markets with Ryan Wang, US Economist, and Alastair Pinder, Head Emerging Markets and Global Equity Strategist. Disclaimer: https://www.research.hsbc.com/R/101/pMGK9cDStay 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.Access the entire Macro Brief podcast series here: http://macrobrief.research.hsbc.com/ Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - Can Chinese equities turn a corner?
In a classic Economist vs. Equity Strategist debate, Fred Neumann and Herald van der Linde sit down for a back-and-forth on whether China's underperforming equity market could rally. Disclaimer: https://www.research.hsbc.com/R/101/Dx7zQ9v. 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. Hosted on Acast. See acast.com/privacy for more information.

MarkeTalks: A Prime Finance – Capital Intelligence Podcast Series – The Hedge Fund Allocator's View
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 Origination, APAC & Head of Capital Intelligence and William Benjamin, Head of Indirect Alternatives, Asset Management, discuss HSBC’s investment strategy in hedge funds with and how allocations have changed over time and the benefit of having hedge funds in one’s alternative investment portfolio. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - Clouds in the Indian sky
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/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.

The Macro Brief – Counting down to cuts
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://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - A post-summer whip round the region
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://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.

Under the Banyan Tree - Asia's female factor
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://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.

Ep 2SustainabilityTalks: Investing in the transition, perspectives from Asia with Impax
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 transition focused investor. Listen as Natalya Oram, Director, Global Sustainability Solutions, Market & Securities Services, HSBC discusses the history of Impax and how it started, as well as the direction of travel for investors as the world transitions to a low carbon economy, with Nana Li, Head of Sustainability & Stewardship, Asia-Pacific, Impax Asset Management. Hosted on Acast. See acast.com/privacy for more information.