HSBC Global Private Banking’s Post

It was a pleasure to participate as a panelist at the 7th Annual Private Wealth Nordics Forum, where I delved into pivotal topics in the bond markets alongside industry peers. Our discussion covered a range of subjects including inflation, monetary policies, the resilience of the traditional 60/40 portfolio strategy, and the risks bond investors are facing today. The importance of bonds in a well-diversified portfolio cannot be overstated. Offering some of the highest yields in more than a decade, bonds provide an essential safeguard against market volatility. Thank you Marcus Svedberg, Pär Magnusson, Scott Caraher and Andre Severino for your insights. Thanks to Markets Group for organizing it. Saxo Bank Saxo UK Saxo Markets #fixedincome #wealthmanagement #inflation #monetarypolicy #federalreserve #ecb #portfoliomanagement #bonds #rates #womeninfinance

🗺️While the outlook is improving, finding a way forward in financial markets in 2024 remains challenging – at least according to Bankers Investment Trust manager Alex Crooke. Looking at the world through a truly global lens, he argues that it is vital investors remain watchful for signs of an economic downturn. This is despite inflation numbers giving reasons for cheer in most economies. To find out what this means for the global trust’s portfolio – and the sectors Alex is watching as we enter a new investing year – read the full outlook. https://bit.ly/3TS6zHC #JanusHendersonInvestmentTrusts #JHI #JanusHenderson #Investing #InvestmentTrusts #Stocks #MarketingCommunication #inflation #outlook For UK investors only. Capital at risk.

🗺️While the outlook is improving, finding a way forward in financial markets in 2024 remains challenging – at least according to Bankers Investment Trust manager Alex Crooke. Looking at the world through a truly global lens, he argues that it is vital investors remain watchful for signs of an economic downturn. This is despite inflation numbers giving reasons for cheer in most economies. To find out what this means for the global trust’s portfolio – and the sectors Alex is watching as we enter a new investing year – read the full outlook. https://bit.ly/3TS6zHC #JanusHendersonInvestmentTrusts #JHI #JanusHenderson #Investing #InvestmentTrusts #Stocks #MarketingCommunication #inflation #outlook For UK investors only. Capital at risk.

Market Recap: UK and European Equity markets had a solid week, with UK stocks finishing up 2.7% and Europe enjoying gains of just over 3%. Bond markets also benefited from the prospects of interest-rate cuts coming sooner than expected. This positive momentum was largely due to expectations of interest-rate cuts in June and improved economic growth, which lifted the UK out of recession. Stay tuned for more market updates. W1 Investment Group | Marlborough #MarketRecap #UKStocks #EuropeanEquity #InterestRateCuts #EconomicGrowth #BondMarkets

🗺️While the outlook is improving, finding a way forward in financial markets in 2024 remains challenging – at least according to Bankers Investment Trust manager Alex Crooke. Looking at the world through a truly global lens, he argues that it is vital investors remain watchful for signs of an economic downturn. This is despite inflation numbers giving reasons for cheer in most economies. To find out what this means for the global trust’s portfolio – and the sectors Alex is watching as we enter a new investing year – read the full outlook. https://bit.ly/3TS6zHC #JanusHendersonInvestmentTrusts #JHI #JanusHenderson #Investing #InvestmentTrusts #Stocks #MarketingCommunication #inflation #outlook For UK investors only. Capital at risk.

🌟 Exciting news for UK equities! According to the Financial Times, investors are showing increasing interest in the UK stock market, signaling a potential turning of the tide for this long-overlooked market. This shift in sentiment is a promising sign for investors looking to diversify their portfolios and capitalize on opportunities in the UK. Do you think this trend will continue in the future? Share your thoughts in the comments below! #UKequities #Investing #FinancialTimes https://ift.tt/xVzlG9g

In a surprising move, the Swiss National Bank recently lowered the key interest rate. But what does that mean for investors? What are the effects on the markets and which investments are becoming more attractive? The answer may include dividends. In a recently aired client livestream, our experts Dan Scott, Marc Hänni and Naliena Wicki discuss the value of dividend investing in the current interest rate environment and what investors should bear in mind. 👉🏽 Watch the summary with our key takeaways: https://bit.ly/3vLYydD #Vontobel #RediscoverDividends

Tomorrow: Harris Associates PMs Bill Nygren and Adam Abbas will host a webinar on the current state of US equities and fixed income and share their thoughts on attractive sectors with today's market dynamics. There's still time to register: https://lnkd.in/gxNP-hGy

Equities continued their positive streak in June but narrow market breadth and pockets of extended valuations have put concentration risk back in focus. In our latest CIO Review, Shival Bajpay shares perspectives on Fed policy, the bifurcation of equity market valuations and potential implications of the 2024 US election. Stay tuned for more insights from the Atlas Investment team to keep ahead of the game. #WealthManagement #InvestmentTrends #MarketInsights #AtlasPrivateClient

📰The biggest news story of 2024? It appears that consumers, companies and economies coped with rising rates, despite widespread doom mongering 12 months previously. So, what’s next? In this article, Ben Lofthouse, manager of Henderson International Income Trust, discusses the resilience of dividends through the most recent rate cycle. He also outlines longer-term trends in dividend payments that suggest they could be an essential tool as inflation and rates normalise. Finally, find out the areas Ben is looking to for earnings growth in 2024. https://bit.ly/3TYhfoc #JanusHendersonInvestmentTrusts #JHI #JanusHenderson #Investing #InvestmentTrusts #Stocks #MarketingCommunication #dividends #forecast For UK investors only. Capital at risk.