Investment monthly
Focus on earnings while rising US recession fears and Fed rate cut expectations seem overdone.
A more positive outlook for UK equities further broadens our equity exposure
Market optimism on prospect of rate cuts and profit growth
Earning support risk assets despite potential rate cut delays
Increasing equity allocation on synchronised policy pivot
A stronger case for equities on improved fundamentals and positive growth
Short-term rate volatility offers buying opportunities in quality bonds
Positive for rate cuts and slow but positive growth
Quality assets remain in favour amid tight financial conditions and market uncertainty
Ensure enough duration as bond yields look attractive
When rates plateau, markets focus on growth differentials
Spike in bond yields and China's property slump in the spotlight
Positive data support equity valuations and positive sentiment
Monetary policy divergence is driving market sentiment.
Policy rates will peak soon but rate cuts are not in sight.
Sentiment remains weak but cyclical headwinds are easing.
Focus on quality and Asia amid increasing downside risks.
Markets torn between cyclical optimism and rate hike fears.
China's reopening and easing inflation support risk assets.
Stay defensive while silver linings emerge.
Investment essentials
Think Future 2024
The number one challenge of rate hikes in major economies is finally fading away and US economy appears to be heading for a soft landing, while lingering geopolitical tensions promise further bouts of market volatility. Find out more to help you achieve your investment golas in 2024
Watch video Find out more
Think Future 2023 Mid-Year Edition
Peak Policy rates will brighten the outlook for risk assets in H2, with Asia leading global growth. Find out more with Willem Sels, Global Chief Investment Officer HSBC Global Private Banking and Wealth
Watch video Find out more
ESG Investing
Environmental, social and governance (ESG) investing aims to generate long-term financial returns whilst contributing positively to society.
Find out more
HSBC Perspectives edition Q3 2024
HSBC Perspectives is a publication that explores the key global themes relevant to today's investors, while explaining their diverse implications.
Find out moreHSBC wealth events
Event recording
2023: Soaring Above The Storm "Recession or Investment opportunity"
HSBC Wealth Forum is private event that held in three major
cities in Indonesia: Jakarta, Medan, and Surabaya to be a
platform for Indonesia's thought leaders to exchange insights on
the updated market outlook to help our High Net Worth Individual
(HNWI) customers on navigating the future market and economic
condition especially to welcome 2023 with optimism..
Find further information about HSBC Wealth Forum on CNBC articles as below:
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| Date | Event Location | Topic | Detail |
|---|---|---|---|
| December 9th, 2022 | Surabaya | Inflasi Terjaga, Sejumlah Pengamat Optimis Hadapi 2023 | See article |
| November 28th, 2022 | Medan | This Indicator is called as a sign that Indonesia is safe from recession | See article |
| November 23rd, 2022 | Jakarta | Investment opportunities remain open amidst recession challenges | See article |
Lilis Setiadi, President Director PT Batavia Prosperindo Aset Manajemen
21 Jan 2021
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| Topic | Recording |
|---|---|
| Episode 1: Importance of investing in ESG |
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| Episode 2: ESG's role for investors |
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| Episode 3: New product on ESG from HSBC |
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Verawaty Zhao, Head of Wealth Management, Wealth & Personal Banking PT Bank HSBC Indonesia.
25 Jan 2021
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| Topic | Recording |
|---|---|
| Episode 1: Smooth USA election & vaccine distributions are economic boosters for 2021 |
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| Episode 2: Never too late to invest |
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| Episode 3: Understand your risk profile before investing |
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| Episode 4: How to diversify your investment portfolio |
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Chatib Basri, Economist and Indonesia's Minister of Finance 2013-2014 period.
20 Feb 2021
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| Topic | Recording |
|---|---|
| Episode 1: 2021, the year of recovery for Indonesia |
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| Episode 2: Reason on Rupiah value getting stronger in the midst of pandemic. |
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| Episode 3: Economic Outlook: 2021, The Year of Stabilization |
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| Episode 4: How to start the recovery? |
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Taufik Hendra K, Finance Director of PT Waskita Karya
Felita Elizabeth, Head of Intermediary Business of PT Schroders Investment Management Indonesia.
16 Mar 2021
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| Topic | Recording |
|---|---|
| Episode 1: Indonesia Investment Authority (INA) readiness as the institute of investment fund management. |
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| Episode 2: The return of foreign investors, post-pandemic. |
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| Episode 3: Role of Indonesia Investment Authority (INA) for infrastructure development project. |
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| Episode 4: Equity market will entice investors back. |
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Xian Chan, Chief Investment Officer, Wealth Management, HSBC Ltd.
15 Apr 2021
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| Topic | Recording |
|---|---|
| Episode 1: Centers of growth |
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| Episode 2: The risk investors should safeguard against |
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Katarina Setiawan, Chief Economist & Investment Strategies PT Manulife Aset Manajemen Indonesia
24 May 2021
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| Topic | Recording |
|---|---|
| Episode 1A: Domestic Market Update |
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| Episode 1B: Domestic Market Update |
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| Episode 2: Stock Market Update |
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| Episode 2: Strong sectors of Manulife mutual fund |
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