September 2021 – Stay invested but be (portfolio) resilient
August 2021 - Markets should rise further but may slow
July 2021 - Markets to push higher despite Fed comments
June 2021 - Starting the next phase of the recovery
May 2021 - Staying the course to new heights
April 2021 - Inflation concerns likely a temporary issue
Investor resources and market updates
Think Future - 2nd half 2021: Your guide to the global investment landscape
At the midpoint of 2021, the overall outlook continues to be positive, albeit with some countries battling new waves and variants of Covid-19. Since January, financial markets have benefited from a strong cocktail of monetary and fiscal stimuli mixed with positive vaccine sentiment. However, the improving outlook has also raised concerns around higher inflation, resulting in temporary volatility.
Learn more: Think Future - 2nd half 2021 (PDF, 1.84MB)
Think Future 2021: Your guide to the global investment landscape
Despite the outbreak of the pandemic, financial markets have reached new highs, and optimism has resurfaced with recent vaccine developments. The challenges and their outcome will determine the path to recovery.
Download the document: Think Future 2021: Your guide to the global investment landscape (PDF, 688KB)
Five things about China’s New Five-Year Plan
China's 14th Five-Year Plan for 2021-2025 provides the country's roadmap focusing on qualitative rather than numerical targets for sustainable and quality growth. Further economic and policy announcements, which could offer a positive catalyst for the markets, are expected over the coming months. We remain 'Overweight' for Chinese equities and bonds within our global asset allocation strategy.
Learn more: Five things about China’s New Five-Year Plan
Special Coverage: US Elections: Positioning your portfolio for the polls
The US Election is just two weeks away. To help you understand what you should watch out for and what the outcome could mean for your portfolios, we have outlined different possible outcomes, and likely investment implications under each scenario.
Download the document US Elections: Positioning your portfolio for the polls (PDF, 537KB)
Key Investment themes for Q4 2020
Although fragile, the world economy is in better shape than it was back in June, when countries began to emerge from lockdown. However, consumers are still cautious and many restrictions remain in place. With the virus capable of resurgence and a high-stakes US election approaching, continued volatility is likely. Our themes for this quarter reflect the unpredictability of the situation, but also the fact that volatility brings opportunities.
Watch the video for Key Investment themes for Q4 2020
Mid-Year Investment Outlook: The trend accelerator
The rapid reversal of the “bear market” has led many investors to label the stock-market action as irrational. At the same time, we see that Covid-19 is accelerating trends already in play before the crisis, such as the increased take-up of technology and sustainability issues. Read the latest update from HSBC Global Asset Management and acquire a full view on the outlook for the second semester of 2020.
Download the document Mid-Year Investment Outlook: The trend accelerator
Special Coverage: To Buy or Not to Buy?
In these uncertain times, the expectation of further volatility in the market has many investors asking one question - ‘to buy, or not to buy?’
Our latest update from the HSBC Global Asset Management team presents a full view of the current economic landscape, plus a closer look at the investment outlook over the coming months.
Download the document Το Buy or Not to Buy?
Special edition: Fear in the Markets. The Smart Investor’s Response
Find out about the estimations of HSBC Global Asset Management (HGAM) on the markets as well as the 4 themes proposed to investors over the coming months.
Download the document Fear in the Markets: The Smart Investor’s Response (PDF, 420KB).
Investment behavior tips
5 Steps to Successful Investing
As the saying goes, opportunities are reserved for the prepared. For investors, what does it mean by having sufficient preparation? The five steps we present in following informative document should help you identify your needs, decide the most suitable asset allocation, and lead you toward your financial goals step by step.
Download the entire document 5 Steps to Successful Investing
5 Tips to Handle Market Volatility
As part of our ongoing effort to provide timely and comprehensive support to your banking and investment needs, we have created a small handbook of Good Investment Practices.
Our brochure "5 tips to handle market volatility "offers basic guidance to investors who want to work with more confidence, in an investment environment characterized by volatility and instability.
Download the entire brochure 5 Tips to Handle Market Volatility
Investment Outlook. Year-end review and 2020 outlook: The Age of Uncertainty
Read the 'Investment Outlook. Year-end review and 2020 outlook' commentary and get a complete view of the economic environment of 2019, as well as the investment outlook for 2020.
Download the document Investment Outlook 2020 (PDF, 789KB)
Mid Year Investment Outlook 2019
Download the entire document Mid Year Investment Outlook 2019
2019 Investment Outlook: Back to 'reality'
Download the entire commentary 2019 Investment Outlook