Wall Street Oasis’ Post

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 Highlights Resilient Sectors Amid Market Turmoil 🌟 Discover how Healthcare, Industrials, and the UK market are standing strong during the European stock selloff. 📈 Gain insights from leading analysts at HSBC and learn how to navigate these turbulent times. 👉 Click to read more: [HSBC Highlights Resilient Sectors](https://lnkd.in/d-CUc3uV) #MarketInsights #HSBC #Finance #InvestSmart

Our HSBC Perspectives Q4 2024 is out. The cover image features a flying kite, which depicts the ups and downs of the financial markets. It’s true that US economic growth is moderating but is not stalling. Global equity markets regained lost ground very quickly supported by the “tailwind” of broadening earnings growth beyond tech. There are still plenty of opportunities across geographies and sectors that can take your portfolio to “new heights” - 1） Broaden equity exposure geographically amid slowing growth; 2) Power up your portfolio with earnings leaders across sectors; 3) Navigate uncertainties with quality bonds or multi-asset strategies; and 4) Ride on the increasing momentum in the transition to carbon neutrality. Fed rate cuts and the US election are surely on investors’ radar, and history tells us that they are likely to be supportive of the market after the noise fades away. Many thanks to Willem Sels for his insights on why we should stay optimistic, and the US election, and to Lavanya Chari for her thoughts on how financial planning can improve financial fitness. We care about both our customers’ portfolios and their quality of life. Watch the video or publication https://lnkd.in/gTsCHQM3 #hsbc #marketoutlook #investment #US #tech #equities #bonds #sustainability #qualityoflife

HSBC || A Problem of Interest how rates affect investment strategy in 2024 Economic outlook and asset class implications Our ‘house view’ is for defensive positioning in #portfolios at present. That reflects what we see as an optimistic scenario priced into markets versus our concerns over elevated risk of #recession and further #disinflation. Answers to 'top-of-mind' questions Discussion on #hedge fund performance during periods of stress, the impact of US rates on #emerging markets, tactical stock/bond allocations and expectations for responsible investment. Refinancing the ‘Covid maturity wall’ Opportunistic funding at low rates during and just after the pandemic created a ‘maturity wall’ in 2024 and 2025, which could create refinancing difficulties at the higher rates now prevailing. The value anomaly in European equities Comparing the relative valuation of value and growth #stocks over the last two decades reveals that value is now 30 per cent cheaper than it was, while growth is over 50 per cent more expensive. Intelligent #diversification through #thematic allocations We think new sources of diversification will be needed as part of a new investment paradigm that poses challenges to both equity returns and the role of traditional diversifiers.

Great to speak with Maria Bartiromo and Fox Business last week at Davos. With a constructive backdrop we are excited to help guide our clients on the big moves they will make in 2024. Citi believes the market has adjusted to the environment and will begin to move in a more positive view on rates which will help us execute on one of the best pipelines of deal activity we have seen in some time at Citi. https://lnkd.in/ev3-debf

How do you win today's race and run tomorrow's? With the new year ahead of us, we asked CEOs worldwide about their vision for the coming period. Discover in PwC's 27th CEO Survey how today's leaders are dealing with issues such as technological change, economic volatility, and modest growth. Curious? Take a look on our site to read the whole study: https://pwc.to/3TSJTa8 Zoom in on the vision of the Banking & Capital markets CEO's, for whom the urgency to continuously reinvent remains high, with 40 percent of Banking & Capital markets CEOs still not confident that their companies will survive more than a decade on their current path... https://lnkd.in/efQgN6n4 #CEOSurvey #PwC #Trends

Asia’s robust private wealth accumulation, resilient middle-class consumers, digital transformation and green transition offer solid domestic drivers to support healthy economic growth. As the global economy heads towards a soft landing, opportunities arise for investors to put excess cash to work ahead of expected rate cuts. Our Asia CIO Cheuk Wan Fan discusses our investment outlook and strategic allocation in various asset classes across quality bonds, structural growth leaders in equities and alternatives to build a diversified portfolio to mitigate market volatility. Watch her full interview with ANC Market Edge’s Michelle Ong here: https://grp.hsbc/6041rlSXx #InvestmentOutlook #InvestmentInsight #WealthManagement

Our Global #CIO Willem Sels shared valuable #investment #insights for the next quarter, where the markets anticipate rate cuts. We should focus on the numerous opportunities arising from broadening g global cyclical and rate tailwinds. exploring global equities in different geographies and sectors, as well as seeking a quality income stream from bonds, are strategies worth considering. As smart investors, managing risks while levering opportunities is crucial. A diversified portfolio always holds the key! Take a look of our investment #outlook video and get some great ideas! #HSBC #Perspectives #Q3

Check out our Partner Insights presented by HSBC Global Research in the Cut Through Quarterly Q3 2024 report released today by Cut Through Venture. Improving investor sentiment in the Australian market correlates with the findings from HSBC Global Research’s “Funding the Future Survey” published in August 2024, which reveals optimism: ♦️Over 75% of respondents anticipating increased activity over the next 12 months. ♦️Most investors (94%) expect fundraising conditions to either improve or remain stable, buoyed by expectations of lower interest rates. HSBC Commercial Banking is a proud supporter of Cut Through Venture and in bringing global insights to the Australian market. Scott Bannon Joyce Lau Arun Dua Louis Ng Sam C. Amanveer Rai Trang Dinh Cheryle N. #openingupaworldofopportunity #innovation #tech #venture #growth

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.