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Investing amidst virus worries

COVID-19 – Continuing to deliver our services to clients

As we closely monitor ongoing developments relating to the COVID-19 pandemic, continued care and support for our clients and our people remains our priority. We have now activated well-practiced business continuity measures that ensure critical processes continue to be maintained, so that we can provide our clients with an ongoing service.

Our vision is to be a trusted asset manager for our clients, and we are currently delivering all services and meeting our quality guidelines – and indications remain that we will continue to do so. If we believe there is a chance our ability to provide a normal service should change, we will contact clients immediately.

On this page we will continue to share our latest insights and asset class views as we navigate these evolving circumstances. Please contact us if you have any queries or require any further information.

Contact us

 


Nicolas Moreau
Nicolas Moreau

Global Chief Executive Officer

Message from our CEO

Joanna Munro
Joanna Munro

Global Chief Investment Officer

In focus with Joanna

Investment Monthly - May 2020

Despite markets rebounding and risk appetite improving thanks to policy action, economic activity and corporate profitability have fallen sharply.

 

More information on our recent global communications can be found in the tabs below.

India Insights

Monthly update on Indian markets.
15 May 2020

Macro Insight - Global growth scenarios

COVID-19 has triggered an unprecedented sudden-stop. We have devised three scenarios to map the range of possible outcomes for the global economy.
12 May 2020

Investment Monthly - May 2020

Despite markets rebounding and risk appetite improving thanks to policy action, economic activity and corporate profitability have fallen sharply.
01 May 2020

China Insights

Monthly update on Chinese markets.
28 April 2020

Investment Event : EU agrees joint fiscal response

EU finance ministers agree on a EUR540bn fiscal package.
14 April 2020

House Views - April 2020: A sudden stop

From a macro-economic perspective, the global spread of COVID-19 has been a game-changer for the outlook; it has created an economic “sudden stop”.
06 April 2020

China Insights - Raring to recover after virus-induced slowdown

Our high-frequency economic activities tracker suggests a nascent recovery in the Chinese economy after worse-than-expected January-February data. Faster work resumption coupled with relaxation in containment measures and intensified macro policy support should allow for a sequential activity recovery in the coming months.
31 March 2020

Investment Event: US Senate approves fiscal package

The US Senate has agreed on an USD2trn package of fiscal support measures for the US economy. Despite this policy action, a deep global recession remains assured.
26 March 2020

Investment Event - Federal Reserve goes all out

Federal Reserve cuts rates and restarts asset purchases.
16 March 2020

India Insights: Rate cut hopes revived amidst virus worries

Monthly update on Indian markets.
11 March 2020

Asia market update: Investing amidst virus worries

An update on the market reaction to the coronavirus outbreak and analysis of the macro and investment implications for Asian investment strategies.
13 February 2020

 

Adapting to a more volatile environment: Managing multi-asset portfolios through turbulent times.

In this paper, we outline the current economic situation and the consequential questions asset allocators should be asking themselves to be well-equipped to navigate this troubling context as best as possible.
23 March 2020

Asian bonds: Investing during volatility

Geoffrey Lunt, Senior Product Specialist, Asian Fixed Income, discusses the Asian fixed income markets in light of the recent market volatility and action taken by central banks globally to tackle the impact of COVID-2019
16 March 2020

 

 


Past webinars – Watch now on demand


Asian fixed income

Asia credit - Navigating the winds of change

Elizabeth Allen

Elizabeth Allen
Head of Credit Research, Asia Pacific, Fixed Income
HSBC Global Asset Management

Alfred Mui

Alfred Mui
Head of Asian Credit
HSBC Global Asset Management

Geoffrey Lunt

Geoffrey Lunt
Senior Product Specialist, Fixed Income
HSBC Global Asset Management

In the midst of uncertainties in 2020, Asia credit has so far fared relatively well and is even expected to see a relatively lower default rate this year versus other major regions. Elizabeth Allen, Alfred Mui and Geoffrey Lunt discuss how Asia credit as an asset class has been navigating the volatility in 2020.

  • What has contributed to Asia credit’s resilience in 2020?
  • After a turbulent first half, what is the outlook for Asia credit for the rest of the year?
  • How has credit research in Asia bonds changed in a post-covid world? Has this changed the opportunity set?
16 July 2020

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The new generation of Sustainable ETFs

Olga de Tapia

Olga de Tapia
Head of ETF Sales
HSBC Global Asset Management

Xavier Desmadryl

Xavier Desmadryl
Global Head of ESG Research
HSBC Global Asset Management

Thomas O’Malley

Thomas O’Malley
Global Head of Corporate Governance
HSBC Global Asset Management

Fong Yee Chan

Fong Yee Chan
Senior Product Manager, Sustainable Investment
FTSE Russell

Join us to learn more about how, as the World’s Best Bank for Sustainable Finance1, we have collaborated with FTSE Russell to develop indices with an innovative 3-tilt approach, which goes beyond the typical market offering.
1 July 2020

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1Euromoney 2019 “World’s Best Bank for Sustainable Finance”

Asian fixed income

China fixed income - Leading in a post COVID world

Ming Leap

Ming Leap
Portfolio Manager, Fixed Income
HSBC Global Asset Management

Catherine Tsang

Catherine Tsang
Product Specialist, Fixed Income
HSBC Global Asset Management

With China being one of the first countries to begin recovery from the COVID-19 pandemic, the onshore China bond market is already seeing strong demand from foreign investors and in May recorded the largest monthly net inflows in a year. In this webinar, Ming Leap and Catherine Tsang discuss investing in China fixed income in a post COVID world.

  • What are the post-pandemic market drivers to watch out for and how is the macro landscape benefiting RMB bonds?
  • Can we expect to see more China onshore bond inclusion from global index providers?
  • What is the assessment of the credit profile and default landscape of RMB bonds?
30 June 2020

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HSBC GIF Multi-Asset Style Factors

Quarterly strategy update

Mathieu Guillemet

Mathieu Guillemet
Head of Multi-Asset Specialist Strategies
HSBC Global Asset Management

In this webinar, Mathieu Guillemet gives an insight into the performance attribution since end-March, comment on the current portfolio positioning and answer questions.
25 June 2020

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Sustainability Matters

The role of green bonds

Stephanie Maier

Stephanie Maier
Director, Responsible Investment
HSBC Global Asset Management

Michael Ridley

Michael Ridley
Senior Responsible Investment Specialist
HSBC Global Asset Management

Stephanie Maier, Director, Responsible Investment and Michael Ridley, Senior Responsible Investment Specialist share their views on how green bonds can play a role in mobilising green finance and delivering impact towards a lower carbon world.
23 June 2020

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HSBC Mid-Year Outlook 2020: Global Liquidity

Another opportunity to learn

Jonathan Curry

Jonathan Curry
Global CIO Liquidity, CIO Americas
HSBC Global Asset Management

Joe Little

Joe Little
Global Chief Strategist
HSBC Global Asset Management

After the “great lockdown” and the “sudden stop” in 2020 so far, what comes next? The COVID-19 crisis provides another opportunity to learn. Joe Little and Jonathan Curry share their thoughts on the global economy and key considerations for money market investors.
12 June 2020

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HSBC Mid-Year Outlook 2020: Global Fixed Income

Bonds markets on bifurcating roads

Xavier Baraton

Xavier Baraton
Global CIO, Fixed Income, Private Debt and Alternatives
HSBC Global Asset Management

Joe Little

Joe Little
Global Chief Strategist
HSBC Global Asset Management

We view the COVID-19 pandemic both as an accelerator of pre-existing patterns and as a credit shock, causing bond markets to bifurcate:

  • Low inflation and low for longer yields for quality assets,
  • Secular deleveraging striking back crossing the need for balance sheet repair
  • Selective central bank support and variable budget stimuli causing dispersion between countries and issuers
In our base case scenario of a swoosh recovery, and with a ‘low for long’ theme in developed market interest rates, what is the outlook for quality credit and FI investors?
11 June 2020

Listen here


HSBC Mid-Year Outlook 2020: Global Equities

Pandemic, panic, pick-up…what’s next?

Bill Maldonado

Bill Maldonado
CIO, Asia Pacific
HSBC Global Asset Management

Joe Little

Joe Little
Global Chief Strategist
HSBC Global Asset Management

In this webinar, Bill Maldonado, Global CIO, Equities and Joseph Little, Global Chief Strategist, discuss these themes and provide an outlook for equity markets in the second half of 2020.
10 June 2020

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HSBC Mid-Year Outlook 2020: Global Multi-Asset

The post lockdown world

Jean-Charles Bertrand

Jean-Charles Bertrand
Global CIO, Multi Asset
HSBC Global Asset Management

Joe Little

Joe Little
Global Chief Strategist
HSBC Global Asset Management

In this Multi-Asset webinar Jean-Charles Bertrand and Joe Little analyse the economic and market impact from the “sudden stop”, look at China as the lead indicator on the road to recovery scenarios, and discuss opportunities the post-lockdown environment may present to multi-asset investors for the remainder of 2020.
9 June 2020

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HSBC Global Total Return Update

Exploiting recent market dislocations with dynamic fixed income investing

Oliver Boulind

Oliver Boulind
Senior Portfolio Manager
HSBC Global Asset Management

Paul Mitchell

Paul Mitchell
Senior Product Specialist, Global, Securitised and Sterling Fixed Income
HSBC Global Asset Management

Oliver Boulind and Paul Mitchell share their views on how investing in unconstrained fixed income, can provide the flexibility to capitalise on opportunities whilst maintaining a strong defence in the face of changing market conditions.
28 May 2020

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Asia Matters

Adapting to changing environments

Bill Maldonado

Bill Maldonado
CIO, Asia Pacific
HSBC Global Asset Management

Sanjiv Duggal

Sanjiv Duggal
Head of Asia-Pacific & Indian Equities
HSBC Global Asset Management

Geoffrey Lunt

Geoffrey Lunt
Senior Product Specialist, Fixed Income
HSBC Global Asset Management

In this webinar, Bill Maldonado, Sanjiv Duggal and Geoffrey Lunt discuss the current investment landscape for Asian equities and Asia credit, particularly as we begin to assess the market drivers beyond COVID-19.
26 May 2020

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Fixed Income Matters

Bond markets on bifurcating roads

Xavier Baraton

Xavier Baraton
Global CIO, Fixed Income, Private Debt and Alternatives
HSBC Global Asset Management

Joe Little

Joe Little
Global Chief Strategist
HSBC Global Asset Management

As some countries embark on the road to reopening economies, Xavier Baraton and Joe Little discuss how the current dilemmas impact the macro outlook and fixed income investing.
19 May 2020

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Credit Research Matters

Tina Radovic

Tina Radovic
Global Head of Credit Research
HSBC Global Asset Management

Elizabeth Allen

Elizabeth Allen
Head of Credit Research - Asian Fixed Income
HSBC Global Asset Management

The pandemic has caused more than short-term damage to corporates’ P&L and balance sheets. Can we still find value in the fixed income market? Our credit research team explain what to avoid and where the silver lining is, including a specific focus on Asia.
14 May 2020

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HSBC Alternatives Matters

An Alternatives Roundup

Joe Little

Joe Little
Global Chief Strategist
HSBC Global Asset Management

Xavier Baraton

Xavier Baraton
Global CIO, Fixed Income, Private Debt and Alternatives
HSBC Global Asset Management

Joe Little and Xavier Baraton discuss the latest macro picture, provide a round-up on what’s been happening in the world of Alternatives, how the various asset classes have fared in the recent market dislocation, and share their views on the opportunities the current conditions may present.
07 May 2020

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HSBC Multi Asset Matters

Can the defensive rally continue?

Jean-Charles Bertrand

Jean-Charles Bertrand
Global CIO, Multi Asset
HSBC Global Asset Management

Joe Little

Joe Little
Global Chief Strategist
HSBC Global Asset Management

The most recent economic data looks bleak, and the fastest crash of all time has given way to the fastest rebound. How do we rationalise these conflicting themes?
07 May 2020

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Securitised Credit

Market dislocation and emerging income opportunities

Michel Meert

Michel Meert
Global Head of Solutions, Consultant Relations and RFPs
HSBC Global Asset Management

Andrew Jackson

Andrew Jackson
Head of Portfolio Management, Securitised Investment Team
HSBC Global Asset Management

Paul Mitchell

Paul Mitchell
Senior Product Specialist, Global, Securitised and Sterling Fixed Income
HSBC Global Asset Management

On this webinar, our specialists Andrew Jackson and Paul Mitchell share their views on the near to longer term outlook for securitised credit.
23 April 2020

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Asia Matters

China - Back to business?

Bill Maldonado

Bill Maldonado
CIO, Asia Pacific
HSBC Global Asset Management

Renee Chan

Renee Chan
Senior Economist & Investment Strategist
HSBC Global Asset Management

On this webcast our specialists Bill Maldonado, CIO - Asia-Pacific and Renee Chen, Senior Economist and Investment Strategist, share their views on the near to long term outlook for China and investment opportunities on the horizon.
14 April 2020

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HSBC Liquidity Matters

Global liquidity update and how we are managing clients’ liquidity portfolios

Olivier Gayno

Olivier Gayno
CIO Wealth & EMEA Liquidity
HSBC Global Asset Management

Joe Little

Joe Little
Global Chief Strategist
HSBC Global Asset Management

Policy makers are increasingly stepping up to provide monetary, fiscal and liquidity support in the aftermath of the economic “sudden stop” caused by the Covid-19 crisis. Joe Little and Olivier Gayno share their views on how these are likely to impact the global economy and liquidity markets.
6 April 2020

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HSBC Fixed Income Matters

Adapting Fixed Income portfolios in a more volatile environment

Xavier Baraton

Xavier Baraton
Global CIO, Fixed Income, Private Debt and Alternatives
HSBC Global Asset Management

Joe Little

Joe Little
Global Chief Strategist
HSBC Global Asset Management

Given the "sudden stop" across the world’s major economies in order to contain the spread of Covid-19, a global recession has become the most likely outcome. How should investors look at their fixed income portfolios under this current environment? On this webcast, Xavier Baraton and Joe Little share their views and answer your questions.
31 March 2020

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HSBC Multi Asset Matters

An economic “sudden stop”, and how we are managing Multi Asset portfolios

Jean-Charles Bertrand

Jean-Charles Bertrand
Global CIO, Multi Asset
HSBC Global Asset Management

Joe Little

Joe Little
Global Chief Strategist
HSBC Global Asset Management

Within the bear market we have now entered, risk assets have clearly become more attractive than they were at the start of the year, when risk premiums were relatively compressed. Nonetheless, it is important to understand the nature of the bear market we are in.

On this webcast, Jean-Charles Bertrand and Joe Little share their views and answer your questions.
24 March 2020

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Asia Matters

Assessing the impact of containment – Views from Asia

Bill Maldonado

Bill Maldonado
CIO, Asia Pacific
HSBC Global Asset Management

Renee Chan

Renee Chan
Senior Economist & Investment Strategist
HSBC Global Asset Management

On this webcast our specialists Bill Maldonado, CIO - Asia-Pacific and Renee Chen, Senior Economist and Investment Strategist, discuss how we are navigating the markets under these rapidly evolving circumstances.
17 March 2020

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Disclaimer

This page is prepared for general information purposes only and does not have any regard to the specific investment objectives, financial situation and the particular needs of any specific person who may receive it. Any views and opinions expressed are subject to change without notice. This document does not constitute an offering document and should not be construed as a recommendation, an offer to sell or the solicitation of an offer to purchase or subscribe to any investment.