HSBC Global Viewpoint

HSBC
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May 22, 2025 • 17min

Under the Banyan Tree - Are rising US bond yields good for Asia?

Herald van der Linde and Fred Neumann sit down to discuss what rising US Treasury yields could mean for savings, fund flows and company listings across Asia. Disclaimer: https://www.research.hsbc.com/R/101/npHhLZq. 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.
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May 20, 2025 • 25min

Perspectives: The future of active management

This episode of HSBC's Perspectives series features Jean Hynes, CEO and Managing Partner, Wellington Management – one of the world’s largest privately held asset managers. In-conversation with Richard Bibbey, Global Head of Institutional Sales, HSBC, Jean shares her views on the future of active asset management as well as pivotal moments from her inspiring career journey.Watch or listen to find out more.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 27 March 2025. Find out more here: grp.hsbc/gisDisclaimer: Views of external guest speakers do not represent those of HSBC.
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May 19, 2025 • 19min

Perspectives: Digital assets

Digital assets and cryptocurrencies are among the fastest growing areas in finance, with increasing demand from both private and institutional investors. But are they really moving from fringe to mainstream? This is the big question tackled in this episode of HSBC’s Perspectives series – featuring Lucy Gazmararian, Founder and Managing Partner of Token Bay Capital, and John O’Neill, HSBC’s Group Head of Digital Assets and Currencies, in-conversation with Piers Butler, HSBC’s Head of Global Research Direct.Watch or listen to understand more about key developments sparking renewed interest in this space – including the regulatory landscape, expectations around the stablecoin market, and what a tokenised future could look like.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 27 March 2025. Find out more here: grp.hsbc/gisToken Bay Capital is a venture capital fund manager that invests in blockchain and crypto startups.Disclaimer: Views of external guest speakers do not represent those of HSBC.
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May 16, 2025 • 15min

The Macro Brief – Dollar distrust

Paul Mackel, Global Head of FX Research, examines the changing drivers of the US dollar and its prospects going forwardDisclaimer: https://www.research.hsbc.com/R/101/xhbSpmXStay 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.
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May 14, 2025 • 14min

Under the Banyan Tree - Are the US and China back from the brink?

Fred Neumann and Herald van der Linde discuss the newly announced China-US trade agreement and what's next for the world's two largest economies. Disclaimer: https://www.research.hsbc.com/R/101/tB7kLgt. 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.
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May 13, 2025 • 21min

Perspectives: Investment in China

Yimei Li, CEO, China Asset Management Co., joins Tian Lu, CEO, HSBC Qianhai Securities, for a discussion about China’s investment landscape, against a backdrop of trade tensions and economic headwinds.They discuss the macro outlook for China and government policy support, developments across the Mainland-Hong Kong Connect schemes, China’s innovation economy, and the growth of exchange-traded funds (ETFs).Watch or listen to understand more about asset management in China.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 25 March 2025. Find out more here: grp.hsbc/gisDisclaimer: Views of external guest speakers do not represent those of HSBC.
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May 12, 2025 • 25min

Perspectives: Middle East affairs

Kim Ghattas, Middle East expert, author and journalist, joins Dr Helen Belopolsky, HSBC’s Global Head of Geopolitical Risk, for a discussion about the developments and trends changing the Middle East’s established status quo.Kim shares her perspectives on strategic reforms and political rebalancing, the role of the US in the region, intra-regional dynamics, and ambitious economic diversification.Watch or listen to understand more about the Middle East’s complexities, risks and opportunities.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 26 March 2025. Find out more here: grp.hsbc/gisKim Ghattas is the author of Black Wave (2020), a New York Times Top 100 Notable Book.Disclaimer: Views of external guest speakers do not represent those of HSBC.
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May 9, 2025 • 16min

The Macro Brief – Getting Germany going

German economists Stefan Schilbe and Anja Heimann consider whether a policy reboot – including a huge fiscal package – could help get Europe’s largest economy back on track.Disclaimer: https://www.research.hsbc.com/R/101/9LXXCNHStay 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.
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May 8, 2025 • 16min

Under the Banyan Tree - How Golden was China's Week?

Herald van der Linde is joined by Erin Xin, Charlene Liu and Parash Jain to discuss what spending over China's Golden Week holiday can tell us about the state of Asia's largest economy. Disclaimer: https://www.research.hsbc.com/R/101/PLPVLHW. 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.LINK: https://www.research.hsbc.com/R/20/vJsMWrx
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May 7, 2025 • 23min

Perspectives: Financing new energy and infrastructure

Sir Danny Alexander, CEO, HSBC Infrastructure Finance & Sustainability, and Eric Francia, President and CEO, ACEN, join Zoë Knight, HSBC’s Global Head of Sustainability Research and Integration, for an insightful conversation on financing sustainable infrastructure.Watch or listen to their discussion about the new energy economic multiplier impact, barriers to project finance, and the innovative solutions that can help catalyse financing for sustainable infrastructure.This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong on 26 March 2025. Find out more here: grp.hsbc/gisDisclaimer: Views of external guest speakers do not represent those of HSBC.

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