Publikationen
Hier erhalten Sie die neuesten Informationen, Meinungen und Analysen
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Fixed Income Insight - March 2021
Read our Fixed Income insight March 2021 : Catalysts, risks and opportunities03. Mrz 2021Tags: Expertise view -
Investment Event - UK Budget: a policy tightrope
UK Chancellor Sunak lifts taxes, but extends income support. With a successful vaccination programme, the UK is well-placed for a strong recovery.03. Mrz 2021, 5 minutesTags: Macro-Kommentar -
Investment Event - Rising bond yields & our views
Government bonds have sold off sharply in recent days, especially US Treasuries. Some relative caution on US equities is justified.01. Mrz 2021, 7 minutesTags: Macro-Kommentar -
Macro Insight - Vaccines versus variants
We need to be realistic about what returns can be achieved after strong market gains over the past year, and ongoing challenges from the virus.23. Feb 2021, 5 minutesTags: Macro-Kommentar -
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Markets Insight - Februar 2021
Der Newsletter für professionelle Investoren: Asset Allocation I Multi Asset I Renten19. Feb 2021, 30 minutesTags: Märkte -
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China fixed income in the Year of the Ox
In this interview, Ming Leap shares his latest views on the growth and yield opportunities in China's fixed income market in the Year of the Ox08. Feb 2021Tags: China/Asia -
Chinese equities in the Year of the Ox
In this interview, Caroline Yu Maurer discusses the prospect of Chinese equities and the key opportunities in onshore and offshore markets in 202108. Feb 2021Tags: China/Asia -
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Investment Monthly - February 2021
We continue to run a pro-risk allocation and see higher upside risks as policy error becomes less likely. But we need to be vigilantly bullish.01. Feb 2021, 10 minutesTags: Macro-Kommentar -
Konsequent nachhaltig
dpn-Sonderbeilage: Expertin Sonja Kimmeskamp erläutert die Nachhaltigkeits-Strategie von HSBC Global Asset Management28. Jan 2021 -
Investment Event - Democrats set to control Senate
US Democratic Party set to win Senate. If victory is confirmed, the President-elect would have more scope to enact his fiscal and regulatory agenda06. Jan 2021, 5 minutesTags: Macro-Kommentar -
Investment Event - EU and China agree CAI deal
After seven years of talks, the Comprehensive Agreement on Investment (CAI) aims to create a better balance in the EU-China trading relationship05. Jan 2021, 5 minutesTags: Macro-Kommentar -
Investment Monthly - January 2021
After the fast rally in 2020, and with lower prospective risk-adjusted returns for a range of asset classes, allocating to equities still makes sense.04. Jan 2021, 20 minutesTags: Macro-Kommentar -
Investment Event - UK and EU strike Brexit deal
The deal preserves tariff-free EU-UK trade for goods, and also covers issues such as security co-operation24. Dez 2020, 4 minutesTags: Macro-Kommentar -
Investment Event - US fiscal deal
US leaders strike a deal on USD900bn package21. Dez 2020, 7 minutesTags: Macro-Kommentar -
Macro Insight - Markets lead economic recovery
Markets lead economic recovery21. Dez 2020, 7 minutesTags: Macro-Kommentar