PUBLISHED : 20 Oct 2023 at 04:00
In its latest quarterly investment outlook, HSBC Global Private Banking has identified opportunities against a backdrop of plateauing rates and a broadly supportive growth-inflation mix for markets.
A tenet of its fourth-quarter portfolio strategy is to broaden the opportunity set to less usual suspects to help clients navigate the concentrated outperformance seen in specific equity sectors and country allocations.
The bank has four investment priorities for the fourth quarter: lock in bond yields for medium-duration quality credit, broaden the opportunity set in equities, position for the structural shift towards sustainability, and manage risks through uncorrelated assets and volatility…
