HSBC Global Viewpoint

The Macro Brief - Europe's dovish turn? 03.07.2026 10min

Simon Wells, Chief European Economist, assesses the region's prospects going into the second half of the year and explains why we think rate rises are off the table. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/Q6VnnHq Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research

Perspectives: The Ares story 01.07.2026 22min

In this episode of HSBC's Perspectives series, Michael Arougheti, Co-Founder and CEO of Ares, joins Danielle Johnson, HSBC's Global Head of Institutional Client Group, to discuss Ares' origins, the drivers behind its continued expansion, and future opportunities. Watch or listen to find out more. This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong in April 2026. Find out more here: https://www.business.hsbc.com/en-gb/campaigns/global-investment-summit Disclaimer: Views of external guest speakers do not represent those of HSBC.

The Macro Brief - Looking beyond Hormuz 29.06.2026 16min

Janet Henry, Global Chief Economist, looks at some of the powerful forces affecting the world economy, while Ali Cakiroglu, Emerging Markets Strategist, assesses the implications for EM investors. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/6xJt9Qv Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.

Under the Banyan Tree - Equity league tables with a side of history 29.06.2026 12min

Herald and his fellow Equity Strategist Perna Garg discuss the rise of Asian stock markets over the past 20+ years, and in one or two cases, a lot longer. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/S9lxxWM Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.

The Macro Brief - The Fed under new management 19.06.2026 19min

As the Federal Reserve begins a new era with Kevin Warsh at the helm, our team looks at his communication style and how the narrative has changed from potential rate cuts to possible rate hikes. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/P9GGfrp Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research

Under the Banyan Tree - India: Energy, El Niño and economic growth 18.06.2026 13min

Fred is joined by Chief India Economist Pranjul Bhandari for a wide-ranging look at the various forces shaping India's economic outlook. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/K6fswhr Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here:https://www.business.hsbc.com/en-gb/products/global-research

The Macro Brief - The ECB's next move 15.06.2026 9min

Following the European Central Bank's first rate hike for nearly three years, Chris Hare, Senior European Economist, looks at whether there is more tightening to come. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/BgqWLbh Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research

Perspectives: Orchestrating AI models 15.06.2026 17min

This episode features Dmitry Shevelenko, Chief Business Officer, Perplexity, in conversation with Stuart Riley, Group Chief Information Officer, HSBC. They explore the speed of change in AI models and what it takes to turn that pace into real commercial value in large enterprises. The conversation covers multi-model orchestration, why data hygiene is an evergreen investment, and how to think about security and adoption as AI moves from tools to agentic workflows. Watch or listen to find out more. This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong in April 2026. Find out more here https://www.business.hsbc.com/en-gb/campaigns/global-investment-summit Disclaimer: Views of external guest speakers do not represent those of HSBC.

Under the Banyan Tree – Unexpected moves in Asian FX 12.06.2026 12min

Fred Neumann welcomes Head of Asian FX Research Joey Chew to the podcast to discuss the impact of the energy squeeze on the JPY, what's keeping the RMB on the up and how the KRW has lost steam despite a Korean economy on fire. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/cQr2FpF Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research

Perspectives: The evolution of the London Stock Exchange 10.06.2026 25min

This episode features Dame Julia Hoggett, CEO, London Stock Exchange, in conversation with Jo Miyake, Head of Banking, Asia and Middle East, HSBC. Together they explore how London is evolving its capital markets proposition – from international connectivity with Asia, to building a funding continuum that supports companies from private growth through to public markets. Watch or listen to find out more. This episode was recorded on the sidelines of the HSBC Global Investment Summit 2026 in Hong Kong. Find out more https://www.business.hsbc.com/en-gb/campaigns/global-investment-summit Disclaimer: Views of external guest speakers do not represent those of HSBC.

Perspectives: The confluence of TradFi and DeFi 08.06.2026 20min

Our latest podcast features Joseph Lubin, Co-Founder of Ethereum and Founder and CEO of Consensys, in conversation with Manish Kohli, Head of Global Payments Solutions, HSBC. They explore how decentralised trust, tokenisation and smart contracts are reshaping finance, from stablecoins and tokenised deposits to real-world assets with digital twins. Watch or listen to find out more. This episode was recorded on the sidelines of the HSBC Global Investment Summit 2026 in Hong Kong. Find out more https://www.business.hsbc.com/en-gb/campaigns/global-investment-summit Disclaimer: Views of external guest speakers do not represent those of HSBC.

The Macro Brief – State of US tariffs 05.06.2026 13min

With the US' 10% global tariff set to expire this July, Shanella Rajanayagam, Trade Economist, looks at which US tariffs are currently in effect - and what could be coming down the line. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/SqFtWMH Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research

Under the Banyan Tree - China's urbanisation 2.0 05.06.2026 14min

Could spending by migrant workers move the needle for Chinese GDP? Chief China Economist Jing Liu says yes, thanks to a new government policy that broadens the social safety net. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/Sw9nZhh Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research

Perspectives: Trust and leadership in the age of AI 03.06.2026 16min

This episode features best-selling author, Malcolm Gladwell, in conversation with Barry O'Byrne, CEO, International Wealth & Premier Banking, HSBC. Together they explore how AI is reshaping human behaviour and the signals we use to decide who and what to trust as humans and AI increasingly co-exist. Watch or listen to find out more. This episode was recorded on the sidelines of the HSBC Global Investment Summit 2026 in Hong Kong. Find out more https://www.business.hsbc.com/en-gb/campaigns/global-investment-summit Disclaimer: Views of external guest speakers do not represent those of HSBC. Copyright © Malcolm Gladwell 2026, All Rights Reserved

The Macro Brief – Future healthcare in focus 02.06.2026 12min

From the rise of anti-obesity drugs to the impact of AI, Rajesh Kumar, Senior Global Life Sciences & Healthcare Analyst, looks at how the global healthcare industry is evolving at pace. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/zWdnMjW Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research

Perspectives: The new energy system 01.06.2026 18min

This episode of HSBC's Perspectives series features Christine Healy, CEO of Northland Power, in conversation with Julian Wentzel, HSBC's Group Chief Sustainability Officer. Together, they explore what the new energy system really means in practice, what it will take to build the power infrastructure of the future, and how we can unlock and direct capital towards the projects that matter most. Watch or listen to find out more. This episode was recorded on the sidelines of the HSBC Global Investment Summit 2026 in Hong Kong. Find out more https://www.business.hsbc.com/en-gb/campaigns/global-investment-summit Disclaimer: Views of external guest speakers do not represent those of HSBC.

Under the Banyan Tree – Asia remittances: a quiet cost from the Gulf 28.05.2026 11min

As Middle East tensions drag on, Herald sits down with Asia Economist Ines Lam to discuss how a slowdown in non-oil industries is affecting Asian households half a world away. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/c7QQWwf Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research

Under the Banyan Tree – Shades of '99? 28.05.2026 13min

With US bond yields spiking, Herald van der Linde and Prerna Garg discuss how a shift in the rates vs growth balance could play out for Asian equities, which are being buoyed by the AI surge. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/t2Fnhld Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research

Perspectives: Inspiring ambition 27.05.2026 14min

This episode of HSBC's Perspectives series features Yie-Hsin Hung, CEO, State Street Investment Management, in conversation with Suzy White, Group COO, HSBC. They discuss how to lead growth in a long-established institution, while staying anchored in a client-focused culture – from inspiring ambition and accelerating innovation, to building operating models that balance near-term client needs with long-term strategy. Watch or listen to find out more. This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong. Read more https://www.business.hsbc.com/en-gb/campaigns/global-investment-summit Disclaimer: Views of external guest speakers do not represent those of HSBC.

The Macro Brief – Rate rises on the radar 22.05.2026 18min

Janet Henry, Global Chief Economist, and Simon Wells, Chief European Economist, look at how central banks are set to react to growing upside risks to inflation and downside risks to growth. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/HKfNpmf Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/or click here: https://www.gbm.hsbc.com/insights/global-research. LINK: https://www.research.hsbc.com/R/20/nxkhh7w