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Resilient GDP growth. Recent earnings beats. And positive sentiment from corporates in the last earnings season. What could all that mean for US equities? We take a closer look at this question in our latest US Equity Strategy Watch report, where we introduce our bull and bear case scenarios for the S&P 500. Clients of HSBC Global Research can discover our thoughts by reading the full report from the following link: FULL REPORT 👉 https://lnkd.in/gT2EC-dc Questions? Just askresearch@hsbc.com #HSBCResearch #US #Equities

HSBC Investment Weekly: Markets gains broaden out Recent gains in stock markets have broadened out. Since early February, the equal- and market cap-weighted S&P 500 indices have performed roughly in line (+7 per cent). This is echoed in year-to-date global equity performance, which shows a narrower dispersion of sector returns relative to 2023. Tech names remain ahead of the pack, but industrials, financials and energy aren’t far behind. Investors are gaining confidence to diversify beyond the ‘Magnificent Seven’. This reflects how the soft-landing narrative continues to dominate market psychology.

Discover the latest Q2 2024 perspectives from HSBC, offering insightful investment opportunities and market trends analysis. Unlock essential insights from the report: ✅ Key indicators to monitor ✅ Forecasted US company earnings for 2024 ✅ Regional market outlooks for strategic investment decisions Follow Wall Street Oasis for more content like this! #HSBC #MarketOutlook #FinancialAnalysis

Amid global uncertainties and headline risks in the coming months, we remain optimistic as markets are supported by rate cuts and resilient earnings. We continue to #PutCashToWork and believe that diversified portfolios will continue to do well. But we differentiate more and take a bottom-up approach to find attractively priced cyclical and structural opportunities. In our Q4 2024 Investment Outlook, we outline four key priorities that tap into a rich and diverse opportunity set and create resilient portfolios that can withstand potential short-term volatility. Read the full report here: https://grp.hsbc/6042WZuXr #InvestmentInsights #MultiAsset #Fed

Amid global uncertainties and headline risks in the coming months, we remain optimistic as markets are supported by rate cuts and resilient earnings. We continue to #PutCashToWork and believe that diversified portfolios will continue to do well. But we differentiate more and take a bottom-up approach to find attractively priced cyclical and structural opportunities. In our Q4 2024 Investment Outlook, we outline four key priorities that tap into a rich and diverse opportunity set and create resilient portfolios that can withstand potential short-term volatility. Read the full report here: https://grp.hsbc/6042WZuXr #InvestmentInsights #MultiAsset #Fed

‘’As markets are now pricing in a slower Fed rate cut path due to sticky US inflation and a more hawkish Fed tone, we continue to deploy cash in bonds by locking in the current attractive yields from major government bonds and investment grade credit,” Willem Sels , Global Chief Investment Officer, HSBC Global Private Banking and Wealth shares. “Thanks to strong earnings and a resilient cyclical outlook in the US, we continue to adopt a pro-cyclical stance, broadening our exposure to IT, communications, consumer discretionary, financials, industrials and healthcare. In Asia, we continue to diversify our exposure into Japan, India, Indonesia and South Korea. ” Read May 2024 Investment Monthly in 1 Min: https://grp.hsbc/6045jmjtL #HSBC #WealthInsights #CIO #InvestmentMonthly

Entering the second quarter of 2024, the investment outlook appears more optimistic for bonds and equities due to more realistic market expectations about the timing and pace of Fed rate cuts. Fading global recession fears and stronger-than-expected US earnings growth are some of the positive drivers on the horizon. Asia remains a growth engine with rising structural trends that offer compelling opportunities, particularly from ‘AI’, which in this context refers to ‘ASEAN’ and ‘India’. This is due to their strong fundamentals and domestic drivers. Willem Sels , Global Chief Investment Officer, HSBC Global Private Banking and Wealth shares four investment priorities for Q2 2024. https://grp.hsbc/6041ko6r5 #Investment #2024Outlook #CIO #Wealth #Insights #Houseviews

We have published the latest HSBC proprietary survey tracking investor sentiment across global emerging markets. Some 121 investors from 119 worldwide institutions representing USD430bn of EM assets under management were surveyed. Dr. Murat Ulgen, Global Head of EM Research at HSBC, and our economists and strategists have analysed the findings. They show that: 🐂 Investors are still feeling bullish… ⚠…although their risk appetite is down slightly, while cash holdings are up 🧠 We explore their preferences, strategies, and views of risks and opportunities Clients of HSBC Global Research can access the full report here 👉https://grp.hsbc/6049oQ9BH. Questions? Email AskResearch@hsbc.com #HSBCResearch #Research #EmergingMarkets #ThoughtLeadership

We have published the latest HSBC proprietary survey tracking investor sentiment across global emerging markets. Some 121 investors from 119 worldwide institutions representing USD430bn of EM assets under management were surveyed. Dr. Murat Ulgen, Global Head of EM Research at HSBC, and our economists and strategists have analysed the findings. They show that: 🐂 Investors are still feeling bullish… ⚠…although their risk appetite is down slightly, while cash holdings are up 🧠 We explore their preferences, strategies, and views of risks and opportunities Clients of HSBC Global Research can access the full report here 👉https://grp.hsbc/6043qQmIU. Questions? Email AskResearch@hsbc.com #HSBCResearch #Research #EmergingMarkets #ThoughtLeadership

We have published the latest HSBC proprietary survey tracking investor sentiment across global emerging markets. Some 121 investors from 119 worldwide institutions representing USD430bn of EM assets under management were surveyed. Dr. Murat Ulgen, Global Head of EM Research at HSBC, and our economists and strategists have analysed the findings. They show that: 🐂 Investors are still feeling bullish… ⚠…although their risk appetite is down slightly, while cash holdings are up 🧠 We explore their preferences, strategies, and views of risks and opportunities Clients of HSBC Global Research can access the full report here 👉https://grp.hsbc/6045oIM9V. Questions? Email AskResearch@hsbc.com #HSBCResearch #Research #EmergingMarkets #ThoughtLeadership