Joe Little

In this discussion, Joe Little, Global Chief Strategist at HSBC Asset Management, delves into the shifting macroeconomic landscape. He highlights the transition to a supply-constrained regime, where inflation is becoming a sticky challenge. Joe also explores AI's potential as an investment boom, the implications of fiscal dominance, and the complexities of emerging markets. He shares insights on portfolio strategies, emphasizing the need for diversification and adapting to a multipolar world, as well as the nuanced dynamics affecting the dollar.

Joe Little, Global Chief Strategist at HSBC Asset Management, and Rebecca Walser, President at Walser Wealth Management, delve into the troubling implications of the U.S. deficit. They discuss the recent mixed performance of Asian shares and the impact of rising Treasury yields on global markets. As concerns about government borrowing grow, they highlight shifting investor strategies toward diversification and the potential effects on stock markets. The conversation also touches on global economic challenges, particularly in Japan and China, reflecting widespread instability.

Joe Little, Global Chief Strategist at HSBC Asset Management, and Stephanie Leung, Chief Investment Officer at StashAway, dive into China's economic stimulus measures and their potential impacts. They discuss the critical need for targeted fiscal policies to boost consumer confidence amid property market challenges. David Tafuri, a former State Department official, reflects on the one-year anniversary of the October 7th attacks, examining its consequences for Israel and the Israeli-Palestinian relationship, while emphasizing the need for a viable path toward peace.