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Willem Sels

Global Chief Investment Officer at HSBC Global Private Banking and Premier Wealth. Provides insights on global macroeconomics, trade, and investment strategies.

Top 5 podcasts with Willem Sels

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12 snips
Jan 6, 2025 • 21min

People's Bank of China Vows More Financial Support

Willem Sels, the Global Chief Investment Officer at HSBC Global Private Banking and Wealth, and Hillary Kramer, Chief Investment Officer at Kramer Capital Research, dive into the People's Bank of China's plans to enhance financial support. They discuss potential interest rate cuts, signaling a shift to boost investor confidence amidst U.S.-China tensions. The duo explores investment opportunities in Asia-Pacific, along with navigating vulnerabilities in the equity and cryptocurrency markets, emphasizing the importance of strategic, diversified investments for stability.
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9 snips
Mar 15, 2024 • 24min

BOJ Expectations, Asia Markets

Economist discusses disinflation dilemma, market reassessment of inflation, and potential rate cuts. Global economic performance, US investment climate, and analysis of liquidity and growth outlook. AI impact, China's outlook, and speculation on BOJ policy changes. Insights on inflation in Japan and Osage history.
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8 snips
Jun 5, 2025 • 21min

Futures Mixed on Fed Rate Cut Hopes, Tepid US Eco Data

Willem Sels, Global Chief Investment Officer at HSBC, delves into the market's reaction to disappointing U.S. economic data, emphasizing potential Federal Reserve rate cuts. David Bahnsen, Founder of the Bahnsen Group, discusses the implications of rising tariffs and economic uncertainty highlighted in the Fed's Beige Book. They explore investment strategies amidst these challenges, particularly focusing on emerging markets while analyzing the declining services sector and job creation, all while navigating a cautious economic landscape.
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Mar 28, 2025 • 20min

Markets Cautious Ahead of Impending US Tariffs

Joined by Willem Sels, Global CIO at HSBC Global Private Banking and Wealth, and Gene Goldman, Chief Investment Officer at Cetera Financial Group, the discussion revolves around the looming US tariffs and their weight on investor sentiment. Sels shares insights from HSBC's Global Investment Summit, highlighting the bullish outlook for Asian markets. Goldman analyses how trade tensions impact the Federal Reserve’s inflation strategy and emphasizes the importance of adapting investment strategies, particularly in small and mid-cap stocks amidst market volatility.
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Jun 14, 2024 • 24min

Tesla's Annual General Meeting, Bank of Japan Preview

Bloomberg Daybreak: Asia Edition features Dana Hull on Tesla's AGM, discussing Musk's compensation and potential HQ move. Willem Sels talks about a new stock exchange in Dallas and growth concerns. Taro Kimura analyzes rate cuts, equity strategy shifts, and the Bank of Japan's potential policy changes.

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