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HSBC Global Viewpoint: Banking and Markets Profile

HSBC Global Viewpoint: Banking and Markets

English, Finance, 1 season, 438 episodes, 5 days, 10 hours, 12 minutes
About
We bring together thought leaders, industry experts and banking specialists to discuss the latest thinking, trends and issues that are driving growth and creating opportunities for businesses. Join us as we discuss the latest insights on Global Economics, ESG, Payments and Cash Management, Emerging Markets, Global Trade, Supply Chains, cutting-edge Financial Technology and more.   For more information about anything you heard in this podcast or to learn about HSBC’s global services and offerings, please visit http://grp.hsbc/gvbm Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.
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HSBC Sibos Spotlight Podcast Series: Live from Sibos - Financial Infrastructure Rides Wave of Change

Manish Kohli, Head of Global Payments Solutions, Vivek Ramachandran, Head of Global Trade Solutions and Fiona Horsewill, Global Head of Securities Services (HSBC) sit down with TMI to discuss "How global trends are impacting the future of securities services, trade finance and payments".Visit HSBC Sibos 2024 website to read our daily summaries and a wrap-up of the themes and ideas that have shaped this landmark summit across payments, trade and securities services. Hosted on Acast. See acast.com/privacy for more information.
10/24/202419 minutes, 22 seconds
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HSBC Sibos Spotlight Podcast Series: Adapting to the evolving payment landscape

Manoj Dugar and Mark Evans (HSBC) join Jane Cooper (TMI) to discuss how global payment trends are evolving and how financial institutions and corporates are adapting. They delve into why the current payment trends are important, and why it is necessary for organisations to adapt to the latest technological advancements. They also cover the challenges that institutions face with payments, and where their priorities lie. Also, they discuss the current developments with international payments and whether the world is truly ready for real-time cross-border transactions. And finally, they elaborate on the progress that is being made with ISO 20022 and the different approaches that financial institutions and corporates have been taking to realise the full benefits of the new standard. Hosted on Acast. See acast.com/privacy for more information.
10/22/202419 minutes, 59 seconds
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The Macro Brief – Oil price pressures

With oil markets caught between long-term market imbalances and political risks, Kim Fustier and Simon Williams examine the outlook for prices, and what it could mean for the economies of the Middle East. Disclaimer: https://www.research.hsbc.com/R/101/cntDm9L. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
10/18/202413 minutes, 46 seconds
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HSBC Sibos Spotlight Podcast Series: Building resilience in global supply chains

Bhriguraj Singh and Florence Tan (HSBC) join Jane Cooper (TMI) to examine how the macro environment has affected global trade, and highlight why companies need to bolster their supply chains. They discuss how business models have changed, as well as how trade digitisation is progressing, and solutions are evolving. And, despite the major news events that have the potential to disrupt trade, Singh and Tan elaborate on the fundamentals that always remain. Hosted on Acast. See acast.com/privacy for more information.
10/17/202418 minutes, 58 seconds
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Under the Banyan Tree - Cooperation states: Singapore and Malaysia

Fred Neumann sits down with ASEAN Economist Yun Liu to take the pulse on two key Southeast Asian economies and how they're working together to support future growth. Disclaimer: https://www.research.hsbc.com/R/101/VpnTWF6. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
10/17/202418 minutes, 8 seconds
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The Macro Brief – The gold rush

James Steel, Chief Precious Metals Analyst, puts gold’s surge to record price levels in a historical context and considers whether the rally is likely to continue.Disclaimer: https://www.research.hsbc.com/R/101/rR6p7SR.               Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
10/11/202414 minutes, 41 seconds
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Under the Banyan Tree - Getting to grips with Chinese stimulus

With Chinese markets up and down after Golden Week, Fred Neumann talks to Erin Xin about stimulus measures and what they mean for investors and the economy.Disclaimer: https://www.research.hsbc.com/R/101/vhnST6S. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
10/11/202417 minutes
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HSBC Sibos Spotlight Podcast Series: Shaping the future of securities services

Kim Chebator and Zhu Kuang Lee (HSBC) join Jane Cooper (TMI) to discuss how digital innovation is driving change for clients and what this means for securities services.They delve into how client behaviour is changing, what innovation looks like in practice, and what kind of challenges there are when it comes to adopting the latest innovations. Also, they discuss sustainability and ESG considerations, and the demand for ESG-related investments.  Hosted on Acast. See acast.com/privacy for more information.
10/10/202414 minutes, 17 seconds
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HSBC Sibos Spotlight Podcast Series: Sibos 2024 Survival Guide

TMI’s CEO, Robin Page took time out to chat with Xiaoling Che (HSBC) for a crash course in basic Chinese in advance of the 2024 Sibos conference, taking place 21-24 October in Beijing. Hosted on Acast. See acast.com/privacy for more information.
10/9/202415 minutes, 16 seconds
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HSBC Sibos Spotlight Podcast Series: GenAI and the Future of Client Servicing

Carol Soliman (Microsoft) and Melissa Tuozzolo (HSBC) join Jane Cooper (TMI) to discuss the future of client servicing and the role that AI and Generative AI will play. They explore how client expectations are changing and what can be done to meet these changing needs.Also in this podcast, Carol describes how any client servicing agent can become a super-agent with AI, and both speakers describe the wider impact AI will have on future ways of working. Hosted on Acast. See acast.com/privacy for more information.
10/8/202429 minutes, 36 seconds
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MENATalks: A Prime Finance – Capital Intelligence Podcast Series – The MENA Pulse: Middle Eastern Allocator Sentiment

Driven by the growth in Sovereign, Pension, Foundation and Private Family wealth AUM, Middle Eastern allocators are increasingly being seen as a potential source of new capital for global hedge funds. However, raising capital from the region is far from straightforward. Listen as Terry Minkey, Head of Prime Finance Origination (APAC) and Head of Capital Intelligence and Osman Raie, Head of Sovereign Wealth Fund Sales in the Middle East, discuss how they recently partnered on a trip to see allocators in the UAE and Saudi Arabia and their insights into the current allocator sentiment towards hedge funds from these regions. Hosted on Acast. See acast.com/privacy for more information.
10/8/202414 minutes, 44 seconds
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The Macro Brief – Emerging markets get a boost

Murat Ulgen, Global Head of Emerging Markets Research, considers the impact of Fed rate cuts and China’s stimulus package on EM assets and outlines the results of our latest survey of emerging market investors. Disclaimer: https://www.research.hsbc.com/R/101/JjchhxQ. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
10/4/202411 minutes, 55 seconds
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The Macro Brief – Our global outlook at the tail end of '24

Piers Butler is joined by Global Chief Economist Janet Henry for a catch-up on the world's top macro talking points as we enter the final quarter of the year. Disclaimer: https://www.research.hsbc.com/R/101/lScnbwd. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
9/27/202411 minutes, 55 seconds
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Under the Banyan Tree - Thailand: Investment, influencers and Indian weddings

Fred Neumann welcomes ASEAN Economist Aris Dacanay to the podcast for a close look at what makes Thailand's economy tick. Disclaimer: https://www.research.hsbc.com/R/101/wCRFVBM. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
9/26/202420 minutes, 2 seconds
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The Macro Brief – The Fed goes big

We look at what the Federal Reserve’s 50 basis point rate cut could mean for the path of future rates, the US economy and global equity markets with Ryan Wang, US Economist, and Alastair Pinder, Head Emerging Markets and Global Equity Strategist. Disclaimer: https://www.research.hsbc.com/R/101/pMGK9cDStay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.Access the entire Macro Brief podcast series here: http://macrobrief.research.hsbc.com/ Hosted on Acast. See acast.com/privacy for more information.
9/20/202412 minutes, 48 seconds
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Under the Banyan Tree - Can Chinese equities turn a corner?

In a classic Economist vs. Equity Strategist debate, Fred Neumann and Herald van der Linde sit down for a back-and-forth on whether China's underperforming equity market could rally. Disclaimer: https://www.research.hsbc.com/R/101/Dx7zQ9v. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
9/12/202418 minutes, 44 seconds
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MarkeTalks: A Prime Finance Capital Intelligence Podcast Series – The Hedge Fund Allocator's View

The Alternatives Investment business at HSBC started in 1989, initially as an advisory business, before launching their flagship fund of hedge funds in 1996. Today, they are one of the largest Hedge Fund investors globally, managing $23.2bn AUM across commingled, discretionary and advisory mandates for high net worth and institutional clients.Listen as Terry Minkey, Global Head of Prime Finance Origination Sales, APAC & Head of Capital Intelligence and William Benjamin, Head of Indirect Alternatives, Asset Management, discuss HSBC’s investment strategy in hedge funds with and how allocations have changed over time and the benefit of having hedge funds in one’s alternative investment portfolio. Hosted on Acast. See acast.com/privacy for more information.
9/9/20248 minutes, 49 seconds
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Under the Banyan Tree - Clouds in the Indian sky

Herald van der Linde and Fred Neumann discuss the micro and macro risks to India's title as a global outperformer on GDP and equity markets. Disclaimer: https://www.research.hsbc.com/R/20/vTbcjSm. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
9/5/202415 minutes, 20 seconds
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The Macro Brief – Counting down to cuts

With investors' attention turning towards the global major central banks, we assess potential Federal Reserve, ECB and Bank of England tightening cycles with Ryan Wang, US Economist, and Chris Hare, Senior European Economist. Disclaimer: https://www.research.hsbc.com/R/101/FhSSRSh. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
8/30/202412 minutes, 59 seconds
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Under the Banyan Tree - A post-summer whip round the region

Fred Neumann and Herald van der Linde are reunited after the summer break and have a lot to catch up on after an eventful few weeks in Asian markets and economics. Disclaimer: https://www.research.hsbc.com/R/101/np7bjfk. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
8/29/202419 minutes
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Under the Banyan Tree - Asia’s female factor

Herald van der Linde and Prerna Garg discuss the growing trend of working women in Asia, how it's impacting consumer patterns, and what can be done to ensure a greater level of female participation in the region's labour force. Disclaimer: https://www.research.hsbc.com/R/101/nhhPzhx. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
8/15/202412 minutes, 13 seconds
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SustainabilityTalks: Investing in the transition, perspectives from Asia with Impax

In this episode of SustainabilityTalks, we hear the investor’s perspective. The conversation revolves around how corporate governance reforms and various market developments around Asia are driving corporate value and investment returns, as well as around some of the exciting investment opportunities currently in focus for Impax Asset Management, the world’s largest dedicated impact and transition focused investor. Listen as Natalya Oram, Director, Global Sustainability Solutions, Market & Securities Services, HSBC discusses the history of Impax and how it started, as well as the direction of travel for investors as the world transitions to a low carbon economy, with Nana Li, Head of Sustainability & Stewardship, Asia-Pacific, Impax Asset Management. Hosted on Acast. See acast.com/privacy for more information.
8/12/202420 minutes, 43 seconds
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The Macro Brief – After the sell-off

We examine what caused this week’s market volatility, ask whether we are through the worst, and take a cross-asset look at where we go from here. Disclaimer: https://www.research.hsbc.com/R/101/mNDKppk. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
8/9/202414 minutes, 49 seconds
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Under the Banyan Tree - A wild week for Asian equities

Herald van der Linde and fellow Equity Strategist Prerna Garg delve into the key drivers of this week’s volatile swings in Asian stock markets. Disclaimer: https://www.research.hsbc.com/R/101/pZTMKwT. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
8/8/202415 minutes, 25 seconds
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The Macro Brief – Summer sustainability

We catch up with our ESG team to look at some of the less obvious places where sustainability issues could arise - from beer to music festivals. Disclaimer: https://www.research.hsbc.com/R/101/wvTGvWx. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
8/2/20249 minutes, 47 seconds
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The Macro Brief - How to price emerging markets

Murat Ulgen, Global Head of Emerging Markets Research, examines whether investors are right to be upbeat on the prospects for EM risk assets. Disclaimer: https://www.research.hsbc.com/R/101/fVFFhf9. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
7/26/202412 minutes
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Under the Banyan Tree - Decoding China's Third Plenum

Fred Neumann is joined by Chief China Economist Jing Liu to cut to the heart of China's official message following a major economic policy summit in Beijing. Disclaimer: https://www.research.hsbc.com/R/101/2HrbBwr . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
7/25/202419 minutes, 20 seconds
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SustainabilityTalks: Navigating the Crossroads of Islamic Investing and ESG

Our esteemed guests, Dr. Liza Mydin, Chief Strategy Officer at EXIM Bank Malaysia, and Sefian Kasem, Head of ETF Investment Specialists at HSBC Global Asset Management, explore the principles of Islamic investment and its synergies with ESG. Discover how this unique investment approach is not only attractive to all clients but also contributes significantly towards sustainable investment goals. We'll also take you on a global tour, focusing on the rapidly growing market and the opportunities that lie ahead.  Hosted on Acast. See acast.com/privacy for more information.
7/22/202425 minutes, 11 seconds
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The Macro Brief – What's driving bonds?

Steven Major, Global Head of Fixed Income Research, explains how both cyclical and secular forces contribute to the outlook for the bond market.           Disclaimer: https://www.research.hsbc.com/R/101/vhshHRp.                Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
7/19/202418 minutes, 16 seconds
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Under the Banyan Tree - What can history tell us about Asia's AI rally?

Herald van der Linde and Fred Neumann take a deep dive into the Asia AI boom, where stocks from software development to energy are riding the wave of 2024's major market story. Disclaimer: https://www.research.hsbc.com/R/101/lsBBrGn . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
7/18/202421 minutes, 58 seconds
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The Macro Brief – Climate risks in the G20

James Rydge, Head of ESG Research, EMEA, assesses the rise of physical climate impacts across the G20 countries and whether they are prepared for the transition. Disclaimer: https://www.research.hsbc.com/R/101/fQdgvVF. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
7/18/202412 minutes, 46 seconds
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The Macro Brief – Global economic update

Janet Henry, Global Chief Economist, assesses whether the world economy can keep dodging the dangers in the second half of the year. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.Disclaimer: https://www.research.hsbc.com/R/101/kMSgjHm Hosted on Acast. See acast.com/privacy for more information.
6/28/202413 minutes, 16 seconds
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Under the Banyan Tree - Trade winds

With Western tariffs on China in the headlines, Herald van der Linde and Fred Neumann delve into Chinese trade, where exports are close to record highs. Disclaimer: https://www.research.hsbc.com/R/101/kwDpqcN . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
6/28/202416 minutes, 49 seconds
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Under the Banyan Tree - Asia’s ageing, but does that have to be a bad thing?

Fred Neumann and Herald van der Linde tackle the long-standing challenge of Asia’s ageing population, and why it isn’t necessarily all doom and gloom. Disclaimer: https://www.research.hsbc.com/R/101/hFPMqKc . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
6/21/202419 minutes, 16 seconds
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The Macro Brief – A conversation about currencies

We catch up with Paul Mackel, Global Head of FX Research, to find out how the latest financial and political developments are affecting the major currencies. Disclaimer: https://www.research.hsbc.com/R/101/pskbcwv  Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research Hosted on Acast. See acast.com/privacy for more information.
6/21/202411 minutes, 15 seconds
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The Macro Brief – European election fever

European economists Simon Wells and Chantana Sam discuss new risks from election results in Europe and upcoming votes in France. Disclaimer: https://www.research.hsbc.com/R/101/SnjpzKF. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
6/14/202412 minutes, 34 seconds
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Under the Banyan Tree - There’s always a ‘but…’

Back from the Dragon Boat Festival holiday, Herald van der Linde and Erin Xin discuss what China’s latest travel and spending numbers say about the wider state of its economy. Disclaimer: https://www.research.hsbc.com/R/101/VSpSsmm. Hosted on Acast. See acast.com/privacy for more information.
6/13/202415 minutes, 23 seconds
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DigiTalks: Fund Tokenisation

In this episode of our DigiTalks podcast series we look at Fund Tokenisation, an exciting innovation for the financial services industry. Here we explain what fund tokenisation is, along with the benefits it brings to the asset management industry and investorsListen as Mhairi Sandeman, Senior Product Manager for Trustee and Fiduciary Services at HSBC’s Securities Services, explores this topic with, John Allan, Head of the Innovation and Operations Unit at the UK’s Investment Association and Rachel Roch, Senior Product Manager for Digital, Data and Innovation at HSBC’s Securities Services, by clicking on one of the buttons below. Hosted on Acast. See acast.com/privacy for more information.
6/12/202413 minutes, 50 seconds
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The Macro Brief – The ECB moves ahead of the Fed

With the ECB cutting rates before the Fed for the first time in history, Fabio Balboni, Senior European Economist, and Ryan Wang, US Economist, assess the diverging paths of the two major central banks. Disclaimer: https://www.research.hsbc.com/R/101/lswn6Xs. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
6/7/202411 minutes, 37 seconds
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Under the Banyan Tree - India's election: The economics of a surprise result

Pranjul Bhandari, Chief India Economist, joins Fred to discuss the macro and market reaction to India’s landmark national vote, as well as the outlook for economic policy and reforms. Disclaimer: https://www.research.hsbc.com/R/101/vRqk9TD . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
6/6/202417 minutes, 55 seconds
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DigiTalks: Digital Assets in Securities Finance

HSBC Markets and Securities Services have been very active in bringing forward initiatives to the market that bring Digital Assets to the Securities Finance space and in this podcast we explore the progress that has been made, the specific use cases where we can see material benefits in using a Digital Asset solution and where we think the industry will go next. Listen as Lindsey Mackie, Product Development Manager, Securities Lending & Treasury at HSBC’s Securities Services discusses Digital Assets in Securities Finance with HSBC’s experts John O’Neill, Global Head of Digital Assets Strategy, and Jamie Anderson, Global Head of Collateral Treasury Trading. Hosted on Acast. See acast.com/privacy for more information.
6/3/202413 minutes, 34 seconds
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The Macro Brief – The good, the bad and the ugly of AI

James Pomeroy, Global Economist, discusses the likely impact of artificial intelligence - including what it could mean for productivity, jobs, and emerging markets. Disclaimer: https://www.research.hsbc.com/R/101/nXPrpkg Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
5/31/202418 minutes, 29 seconds
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Under the Banyan Tree – Catching up on commodities with Paul Bloxham

Paul Bloxham, Chief Economist for Global Commodities, joins Fred for a wide-ranging chat, including the impact of China’s downturn and how climate change and the energy transition have become powerful forces for demand. Disclaimer: https://www.research.hsbc.com/R/101/PlpGv2S . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
5/30/202419 minutes, 51 seconds
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The Macro Brief – The UK gears up for an election

With a general election now set for 4 July, Simon Wells, Chief European Economist, assesses the key challenges facing the incoming government. Disclaimer: https://www.research.hsbc.com/R/101/zmgJvbL. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
5/24/202413 minutes, 44 seconds
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Under the Banyan Tree - China property: Is the end of the crisis in sight?

As China unveils plans to end its property crisis, Fred Neumann talks to Jing Liu, Chief China Economist, and Michelle Kwok, Head of Asia Real Estate Research, about the outlook for the troubled sector. Disclaimer: https://www.research.hsbc.com/R/101/xphHSqx. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
5/23/202421 minutes, 8 seconds
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The Macro Brief – Europe’s gas turnaround

Kim Fustier, Head of European Oil & Gas Research, explains why there has been a striking shift in the region’s gas markets. Disclaimer: https://www.research.hsbc.com/R/101/9SXVCdQ. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
5/17/202412 minutes, 23 seconds
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Under the Banyan Tree - Exploring the Asia-Middle East corridor

Fred Neumann is joined by fellow economists Justin Feng in Hong Kong and Simon Williams in Dubai to discuss Asia’s deepening economic ties with the Middle East. Disclaimer: https://www.research.hsbc.com/R/101/bPMnw9s. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
5/16/202419 minutes, 56 seconds
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RegTalks: Global Regulatory and Tax Developments to Watch in 2024

HSBC Markets and Securities Services have recently issued a paper sharing its view of some of the key global regulatory and tax developments to watch in 2024, and in this podcast we explore the main headline themes and do a deeper delve into some of these, including sustainability, digital and tax.Listen as Mhairi Sandeman, Senior Product Manager for Trustee and Fiduciary Services at HSBC’s Securities Services discusses the main evolving regulatory and tax themes that we should be watching as we progress through 2024 with Ed Turner, Global Head of Product for Regulatory, Tax and Sustainability; HSBC, Ganesh Valakati, Director & Lead - Regulatory Services, Fund Services; HSBC, Sinéad Stocks, Global Head of Tax Product; HSBC and Jennifer Lo, Senior Product Manager for Regulation; HSBC by clicking on one of the buttons below. Hosted on Acast. See acast.com/privacy for more information.
5/10/202420 minutes, 53 seconds
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The Macro Brief – Gold's surprising surge

With gold prices recently hitting new highs, James Steel, Chief Precious Metals Analyst, looks at the unusual reasons behind the rally and whether it will last. Disclaimer: https://www.research.hsbc.com/R/101/sVlxMLt. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
5/10/202413 minutes, 52 seconds
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Under the Banyan Tree - Has Hong Kong’s reset arrived?

Fred Neumann sits down with Michelle Kwok and Erin Xin at our Hong Kong headquarters to discuss whether the city is turning a corner after a drawn-out spell in the doldrums. Disclaimer: https://www.research.hsbc.com/R/101/TzgJXCx. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
5/9/202419 minutes, 33 seconds
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The Macro Brief – Funding the Future

Mark McDonald outlines the findings from HSBC's inaugural Funding the Future Survey, which provides insights into investors’ views on venture capital, private equity, and high-growth sectors. Disclaimer: https://www.research.hsbc.com/R/101/fQ67McT Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
5/3/202413 minutes, 41 seconds
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Under the Banyan Tree - Corporate governance and lessons from the Japanese eel

Fred Neumann and Herald van der Linde tackle the topic of Asian corporate governance and share buybacks in this week's episode, with a bonus splash of marine biology for those who make it all the way through. Disclaimer: https://www.research.hsbc.com/R/101/XqvxcBl . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
5/2/202423 minutes
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The Macro Brief – The US election and trade

Shanella Rajanayagam, Trade Economist, weighs up the risks around US trade tensions depending on who wins the presidential race. Disclaimer: https://www.research.hsbc.com/R/101/tHPzpm7    Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
4/26/20249 minutes, 27 seconds
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Under the Banyan Tree - State of the Region: King dollar, interest rates and trade

Fred Neumann and Herald van der Linde take a look at Asian markets and economics through the lens of three key topics making headlines in the investor community. Disclaimer: https://www.research.hsbc.com/R/101/zP6bqHz. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
4/25/202420 minutes, 32 seconds
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The Macro Brief – Why AI, aircons and fridges are feeling the heat

In this edition, Amy Tyler and Sean McLoughlin talk about their research into the global cooling market and why the boom in artificial intelligence may complicate efforts to bring down CO2 emissions. Disclaimer: https://www.research.hsbc.com/R/101/gXDF9cF Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
4/19/202415 minutes, 7 seconds
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Under the Banyan Tree - How are global investors feeling about China?

Herald van der Linde welcomes Steven Sun, Head of A-share Research, to the podcast to discuss investor sentiment on Chinese equities, which have seen a major selloff in recent months. Disclaimer: https://www.research.hsbc.com/R/101/RwxdNNr. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
4/19/202411 minutes, 13 seconds
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The Macro Brief – Two big themes at the HSBC Global Investment Summit

China and Artificial intelligence were among the themes dominating this year’s inaugural event in Hong Kong. Jing Liu, Chief Economist for Greater China, and Mark McDonald, Head of Data Science and Analytics, discuss. Disclaimer: https://www.research.hsbc.com/R/101/gmDxPHs Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
4/12/20247 minutes, 15 seconds
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Under the Banyan Tree - Why quite a lot of things are getting cheaper

Fresh from the HSBC Global Investment Summit, Fred Neumann and Herald van der Linde take a look at how market forces in China are causing a ripple effect of falling prices around the world. Disclaimer: https://www.research.hsbc.com/R/101/QFQGhSg Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
4/11/202416 minutes
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The Macro Brief - Has Europe turned a corner?

Chris Hare, Senior European Economist, assesses the region’s prospects with inflation close to target and policymakers on the brink of cutting rates. Disclaimer: https://www.research.hsbc.com/R/101/g2KbHsb. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
4/5/202410 minutes, 1 second
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Under the Banyan Tree - Nvidia, Bitcoin and enough cement to turn Britain into a carpark

Fred Neumann and Herald van der Linde sink their teeth into some quirky facts on Asian markets and economics, as they comb through Herald’s latest '13 surprising stats' report. Disclaimer: https://www.research.hsbc.com/R/101/2kTNx6l. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
4/5/202415 minutes, 8 seconds
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The Macro Brief – Ready for rate cuts?

With the major central banks poised to begin their rate cutting cycles, we assess the outlook for the world economy with Janet Henry, Global Chief Economist. Disclaimer: https://www.research.hsbc.com/R/101/TrQbThH Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
3/28/202415 minutes, 38 seconds
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Under the Banyan Tree - A sentimental catch-up

Fred Neumann and Herald van der Linde are back together in the Hong Kong studio for a wide-ranging recap of investor sentiment across the region. Disclaimer: https://www.research.hsbc.com/R/101/NbXsTVk . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
3/28/202419 minutes, 7 seconds
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The Macro Brief – Shifting supply chains

Shanella Rajanayagam, Trade Economist, looks at how supply chains are reconfiguring globally and assesses the extent to which countries are moving production closer to home. Disclaimer: https://www.research.hsbc.com/R/101/FNpqB6N Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
3/22/202410 minutes, 52 seconds
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Under the Banyan Tree - Globalisation isn’t actually dead, is it?

Fred Neumann sits down with Asia Economist Ines Lam to discuss how Asian trade proves that cross-border integration is alive and well, despite what the headlines suggest. Disclaimer: https://www.research.hsbc.com/R/101/CQ6lZhH . Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
3/22/202415 minutes, 2 seconds
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DigiTalks: Digital Focus on AI Markets

In the midst of high levels of innovation in the trading space, HSBC has introduced AI Markets, a platform that is using AI to revolutionise the financial markets ecosystem. Listen as Selene Chong, Managing Director, Deputy Global Head of Equities & Head of Equities, Asia Pacific, speaks with Allen Li and Andrew Sharkey share the journey from ideation to implementation, giving a first- hand account of the thought processes and the collaboration that was needed to create the final product. Hosted on Acast. See acast.com/privacy for more information.
3/18/202414 minutes, 3 seconds
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Under the Banyan Tree – A new era for the Japanese yen?

Herald van der Linde sits down with Global FX Strategist Lenny Jin to discuss how a seemingly minor move for the JPY could have longer-term ripple effects for Asia’s FX and equity markets. Disclaimer: https://www.research.hsbc.com/R/101/GSBFttm Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
3/15/202414 minutes, 28 seconds
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The Macro Brief – Can cities absorb a billion people?

With urban populations set to rise dramatically over the next decade, James Pomeroy, Global Economist, looks at what cities need to do to unlock their economic potential. Disclaimer: https://www.research.hsbc.com/R/101/VRlVRpm Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
3/15/202417 minutes, 47 seconds
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The Macro Brief – The UK’s narrow margins

Simon Wells, Chief European Economist, assesses the state of the UK’s public finances following this week’s highly anticipated budget. Disclaimer: https://www.research.hsbc.com/R/61/tzBdGWN. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
3/8/202411 minutes, 6 seconds
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Under the Banyan Tree - Can China achieve 'around 5%' growth?

Chief China Economist, Jing Liu, joins Herald van der Linde to discuss China's 2024 growth target and break down the jargon around it. Disclaimer: https://www.research.hsbc.com/R/61/bMqqk2X Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
3/7/202416 minutes, 8 seconds
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The Macro Brief – AI: risks, rewards and regulations

We look at whether artificial intelligence can outperform human analysis of big data, what it might bring to the field of weather forecasting, and what policymakers are doing to regulate this rapidly developing technology. Disclaimer: https://www.research.hsbc.com/R/61/NPdRDRP Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
3/5/202415 minutes, 35 seconds
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Under the Banyan Tree - China's online retailers are going global

Herald van der Linde is joined by Head of Asia Internet and Gaming Research, Charlene Liu, to discuss the rise of Chinese online retail platforms in the US and Europe. Disclaimer: https://www.research.hsbc.com/R/61/sNpcHXz Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
3/1/202413 minutes, 28 seconds
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The Macro Brief – Countdown to the US elections

With November’s elections looming, we assess the state of play, key policy issues and implications for the Federal Reserve and the US dollar with Ryan Wang, US Economist, and Daragh Maher, Head of FX Strategy, US. Disclaimer: https://www.research.hsbc.com/R/61/GWGnfqJStay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
2/23/202411 minutes, 47 seconds
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Under the Banyan Tree - China's holiday spending by the numbers

Fred Neumann sits down with Chief China Economist Jing Liu to discuss travel and spending numbers over the Spring Festival period and what they tell us about the broader Chinese economy. Disclaimer: https://www.research.hsbc.com/R/61/2fbsXtr Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
2/22/202413 minutes, 10 seconds
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The Macro Brief – Solving the productivity puzzle

Chris Hare, Senior European Economist, looks at why productivity in the UK and eurozone has lagged behind the US – and what can be done to address. Disclaimer: https://www.research.hsbc.com/R/61/TjPhn7J. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.  Hosted on Acast. See acast.com/privacy for more information.
2/16/202411 minutes, 25 seconds
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Under the Banyan Tree - ASEAN Insights: Vietnam, Malaysia & Singapore

In the final podcast of our three-part special, Fred Neumann is joined by ASEAN Economist Yun Liu for a look at what makes these key Southeast Asian economies tick, from semiconductors to tourism and the 'concert economy'. Disclaimer: https://www.research.hsbc.com/R/61/JWVQXJX Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
2/15/202418 minutes, 54 seconds
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The Macro Brief – The baby bust intensifies

James Pomeroy, Global Economist, looks at how declining birth rates around the world are creating tough challenges for governments and economies. Disclaimer: https://www.research.hsbc.com/R/61/TzDjqSG Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
2/9/202413 minutes, 46 seconds
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Under the Banyan Tree - ASEAN Insights: Indonesia

Fred Neumann welcomes Chief Indonesia Economist, Pranjul Bhandari, to the podcast to discuss the country's key industries, growth outlook, and how the upcoming national election could shape economic policy. Disclaimer: https://www.research.hsbc.com/R/61/KzdqhDD Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
2/8/202415 minutes, 58 seconds
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The Macro Brief – Timing of rate cuts

We assess the potential path of monetary policy on both sides of the Atlantic with Ryan Wang, US Economist, and Liz Martins, Senior UK Economist. Disclaimer: https://www.research.hsbc.com/R/61/VgCSnpv. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
2/2/202411 minutes, 33 seconds
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Under the Banyan Tree - ASEAN Insights: Philippines and Thailand

Fred Neumann and Aris Dacanay dissect two key ASEAN economies, from what Christmas dinner can tell us about The Philippines’ labour force to how Chinese dating is powering an iconic Thai export. Disclaimer: https://www.research.hsbc.com/R/61/CjNWFRF Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
2/1/202417 minutes, 51 seconds
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HSBC Transition Pathways: Building greener growth

When it comes to reducing the carbon footprint of real estate, policy makers and regulators have traditionally focused on cutting down operational emissions – those that are produced by the in-use operation of buildings, from their heating, cooling and other uses of energy. In this podcast, we will explore the impact of design and materials on the carbon footprint of the real estate sector and the economics behind green buildings. Guests Johnny Yu, Advisor to the Chairman of Henderson Land Group, Kevin Ng, Senior Deputy General Manager and project lead on The Henderson building at Henderson Land Group, and Stephen Bramley-Jackson, HSBC’s Global Head of Real Estate Research, join host Gabriela Tennhard, Global Head of Market & Strategic Insights, HSBC to discuss sustainable practices in construction projects.  For more information on HSBC’s Transition Pathways Real Estate findings discussed in the episode visit here. Hosted on Acast. See acast.com/privacy for more information.
1/29/202428 minutes, 24 seconds
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The Macro Brief – To cut or not to cut?

With investors hoping for substantial interest rate cuts in 2024, Stephen King, Senior Economic Adviser, examines the dangers of premature monetary easing. Disclaimer: https://www.research.hsbc.com/R/61/6fSXSwT Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
1/26/202415 minutes, 23 seconds
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Under the Banyan Tree - Busting the myths on Asian supply chains

Fred Neumann and Herald van der Linde are in myth-busting mode this week, debunking three widely held beliefs around the shifting landscape of Asian supply chains. Disclaimer: https://www.research.hsbc.com/R/61/FlFg9wK Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
1/25/202419 minutes, 15 seconds
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The Macro Brief – The allure of AI

Mark McDonald, Head of Data Science and Analytics, looks at the sectors that are catching the eye of venture capital investors and the latest developments in artificial intelligence. Disclaimer: https://www.research.hsbc.com/R/61/k6GnhTL Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
1/19/202413 minutes, 4 seconds
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Under the Banyan Tree - Red Sea disruption and the impact on Asia

Fred Neumann and Herald van der Linde sit down with Head of Shipping, Ports and Asia Transport Research, Parash Jain, to discuss the Red Sea situation and its impact on Asian shipping and supply chains. Disclaimer: https://www.research.hsbc.com/R/61/wXMcngk Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
1/18/202420 minutes, 9 seconds
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The Macro Brief – Talking Trade

Shanella Rajanayagam, Trade Economist, considers whether a recovery is in sight for global trade in 2024 – and discusses the key risks to watch. Disclaimer: https://www.research.hsbc.com/R/61/CHtzMFX Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
1/12/20248 minutes, 57 seconds
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Under the Banyan Tree - Things you probably didn’t know about Asian markets

Herald van der Linde and Fred Neumann dissect several surprising facts, figures and market observations unearthed by our Asia Equity Strategy team. Disclaimer: https://www.research.hsbc.com/R/61/gPDqkkt Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
1/11/202422 minutes
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HSBC Transition Pathways: From supply gaps to opportunities in the materials industry

The transition to net zero relies heavily on copper, lithium, nickel and many other key natural resources. Can supply meet the expected demand? What steps is the industry taking to expand production? Are we at risk from shortages of key materials needed in the coming years? In this episode, we answer all of these questions, plus look at key opportunities in the minerals and materials space. Guests Leonardo Buizza, Lead Supply Chains and Materials Analyst, The Energy Transitions Commission, Sophie Lu, Global Head of Heavy Industry Decarbonisation, HSBC, and Michael Willoughby, Global Head of Metals, Mining and Transition Materials, HSBC, join host Zoë Knight, Managing Director and Group Head, HSBC Centre of Sustainable Finance, for this conversation. For more information on insights discussed in this episode visit HSBC Transition Pathways: Industrials and Chemicals.For more insights and reports visit HSBC’s Centre of Sustainable Finance. Hosted on Acast. See acast.com/privacy for more information.
1/5/202435 minutes, 2 seconds
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The Macro Brief – The global economy in 2024

Janet Henry, Global Chief Economist, assesses the complicated backdrop facing policymakers as they attempt to keep inflation on a steady downward trajectory. Disclaimer: https://www.research.hsbc.com/R/61/BJWxSX6 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
1/5/202410 minutes, 23 seconds
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Under the Banyan Tree - Enter the Year of the Dragon

Fred Neumann and Herald van der Linde kick off 2024 with a special podcast outlining our key views for Asian markets and economics in the year ahead. Disclaimer: https://www.research.hsbc.com/R/61/kmzgfJ9 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
1/4/202420 minutes, 12 seconds
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Working towards clean energy supplies in the UAE

In this podcast, we explore the UAE’s energy transition journey. We look at TAQA, the UAE’s biggest utility company, which has ambitions to reduce energy emissions whilst also increasing the share of renewable energy they deploy globally. As part of its transition, TAQA issued its first green bond in early 2023 to help fund its various green projects, with the help of HSBC as Joint Lead Manager and Bookrunner. HSBC also acted as Joint Green Structurer on TAQA’s newly established Green Finance Framework.Guests Stephen Ridlington, CFO, TAQA, and Ahmed Hashem, Head of Coverage, Abu Dhabi, Global Banking & Markets, HSBC, join host Fatima Galadari, Vice President, Abu Dhabi Government Coverage, Global Banking & Markets, HSBC, for this conversation.For more insights and reports visit HSBC’s Centre of Sustainable Finance. Hosted on Acast. See acast.com/privacy for more information.
1/3/202426 minutes, 32 seconds
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Under the Banyan Tree - Replay: Live from HSBC Hong Kong

This week, we’re replaying our debut live episode of Under the Banyan Tree, recorded in front of an audience at HSBC Hong Kong in August 2023. Fred and Herald are joined by regional sector heads Jing Liu, Michelle Kwok and Frank Lee. Disclaimer: https://www.research.hsbc.com/R/61/9SZdWRp Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
12/15/202325 minutes, 42 seconds
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The Macro Brief – EM cash looking for catalysts

Murat Ulgen, Global Head of Emerging Markets Research, assesses the results from our latest survey of EM investors and examines why they are seemingly undecided about the prospects for emerging market assets. Disclaimer: https://www.research.hsbc.com/R/61/fh9LTXb Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
12/15/202310 minutes, 2 seconds
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The Macro Brief – Funding the future revisited

This week, we’re replaying one of our most popular episodes of the year. Mark McDonald, Head of Data Science and Analytics, looks at how venture capital is helping to fuel transformative technology and business innovation.Disclaimer: https://www.research.hsbc.com/R/61/WZwJZwR Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
12/8/202310 minutes, 13 seconds
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Under the Banyan Tree - Asian Demographics revisited

This week, we’re replaying one of our most popular episodes of 2023. Herald van der Linde and Fred Neumann discuss the age, wealth and gender-related shifts that are taking place across Asia, and how they affect the region's markets and economies. Disclaimer: https://www.research.hsbc.com/R/61/Pb9JqzC Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
12/7/202318 minutes, 50 seconds
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The Macro Brief – Net zero gamechangers

James Pomeroy, Global Economist, looks at key themes that we track here at HSBC Global Research - from the Energy Transition to Disruptive Technology - and the role they will play in the response to climate change. Disclaimer: https://www.research.hsbc.com/R/61/RhnhkgT.  Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
12/1/202312 minutes, 36 seconds
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Under the Banyan Tree - Asian elections in 2024

With no less than five Asian economies taking to the polls in 2024, Fred Neumann and Herald van der Linde discuss elections in the region and how they may impact markets and economic policy. Disclaimer: https://www.research.hsbc.com/R/61/vbnWWPM Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
12/1/202313 minutes, 28 seconds
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The Macro Brief – The UK's spending spree

Liz Martins, Senior UK Economist, dissects the UK’s Autumn Statement made by Chancellor Jeremy Hunt and considers whether the giveaways offered are affordable. Disclaimer: https://www.research.hsbc.com/R/61/xBV9tHq Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
11/24/202310 minutes, 8 seconds
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Under the Banyan Tree - What do overseas clients want to know about Asia?

Having met with various clients in the US, Fred is back and reunited with Herald to discuss the main Asia talking points that investors are raising abroad.  Disclaimer: https://www.research.hsbc.com/R/61/rhFCXvm   Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
11/23/202314 minutes
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The Macro Brief – A glimpse into 2024

Max Kettner, Chief Multi-Asset Strategist, looks at what could be in store for risk assets next year and considers some of the push back he has been getting from investors. Disclaimer: https://www.research.hsbc.com/R/61/LjLDpc2 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
11/17/202312 minutes, 26 seconds
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Under the Banyan Tree - Why are so many EV-related stocks falling?

There’s no doubt Asia, especially China, is embracing electric vehicles. So why are the share prices of so many EV and EV battery makers falling? Herald van der Linde talks to Yuqian Ding and Will Cho to understand what's going on. Disclaimer: https://www.research.hsbc.com/R/61/wFszJhZ Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
11/16/202314 minutes, 52 seconds
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HSBC Emerging Markets Spotlight Podcast Series - Getting to the Core of Inflation

In this episode, one of HSBC’s most senior economists explores the current inflation landscape across the globe, discussing lessons from the past and extending the analysis in his recent book, We Need to Talk About Inflation, to consider whether we are reaching a new monetary policy paradigm. Emerging Markets Spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s emerging markets. For further insight and information around emerging markets, visit Accessing Emerging Markets | HSBC Hosted on Acast. See acast.com/privacy for more information.
11/16/202332 minutes, 39 seconds
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HSBC Emerging Markets Spotlight Podcast Series - Digital innovation in Markets

Generative AI is one of the latest technological megatrends. In this episode, our experts take an in-depth look at some of the financial, ethical and societal concerns that come along with this technology, as well as the broader AI ecosystem and the benefit it brings. Emerging Markets Spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s emerging markets. For further insight and information around emerging markets, visit Accessing Emerging Markets | HSBC Hosted on Acast. See acast.com/privacy for more information.
11/15/202331 minutes, 1 second
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The Macro Brief – Risks and equity markets

Alastair Pinder, Head EM and Global Equity Strategist, looks at how we can identify which macro and geopolitical risks are priced into stocks. Disclaimer: https://www.research.hsbc.com/R/61/dDzsTqp Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
11/10/202310 minutes, 49 seconds
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Under the Banyan Tree - Indonesia: burgeoning opportunity

Herald van der Linde is joined by Joy Wang and Prerna Garg for a big picture discussion on one of Asia's best growth and investment stories - Indonesia. They cover topics from demographics, to consumer trends, and how things have changed since Herald lived there in the '90s. Disclaimer: https://www.research.hsbc.com/R/61/ZTl7BS7 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
11/9/202316 minutes, 27 seconds
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The Macro Brief – The hype around hydrogen

Samantha Hoh, Senior Clean Tech Analyst, looks at how the US is driving ahead in its aim to develop a clean hydrogen economy. Disclaimer: https://www.research.hsbc.com/R/61/Hxtqnpb Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
11/3/202311 minutes, 1 second
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Under the Banyan Tree - What's bugging Asian markets?

Fred Neumann and Herald van der Linde discuss what's pushed Asian equities into negative territory in 2023, while key global indices including the S&P500 have seen decent gains. Disclaimer: https://www.research.hsbc.com/R/61/GNCSw2p Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
11/3/202319 minutes, 38 seconds
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HSBC Emerging Markets Spotlight Podcast Series - Nearshoring to Mexico: It’s happening already, what’s next?

Nearshoring is a growing trend in Mexico. In this episode, we explore what nearshoring is. We look at why it is happening in Mexico, and what makes Mexico such and attractive place for the phenomenon. Finally, we explore trends companies should be aware.Emerging Markets Spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s emerging markets. For further insight and information around emerging markets, visit Accessing Emerging Markets | HSBC Hosted on Acast. See acast.com/privacy for more information.
11/1/202324 minutes, 45 seconds
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RegTalks: So what about the HKMA Contractual Stays?

Following the announcement of the Financial Institutions (Resolution) (Contractual Recognition of Suspension of Termination Rights—Banking Sector) Rules, all counterparties with existing non-Hong Kong law financial contracts embedded with an early termination right must ensure they are compliant with these rules before the regulatory deadline of February 2024 - by adhering to the Hong Kong Jurisdictional Module found on the ISDA website, signing an Omnibus Amendment Agreement or bilaterally amending their contracts.Listen as Navin Desor, Head of Legal, Markets and Securities Services, HSBC, Asia-Pacific and Deborah Hajasi, Head of Markets Regulatory Change, HSBC, Asia-Pacific take a look with Michael Small, Project Manager, Transformation, Markets and Securities Services, HSBC, at the ‘what’, ‘why’, ‘when’, ‘who’, ’how’ and ‘what-if’ of the Stay Rules. Hosted on Acast. See acast.com/privacy for more information.
10/31/202311 minutes, 10 seconds
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HSBC Emerging Markets Spotlight Podcast Series: The impact of T+1: are you prepared?

With the transition to the T+1 settlement cycle set to take place in May 2024, we look at what the impacts are expected to be, including challenges around time zones, FX and liquidity. We also talk about what clients should be focusing on and how HSBC is enhancing its offerings to provide support in this transition. Emerging Markets Spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s emerging markets. For further insight and information around emerging markets, visit Accessing Emerging Markets | HSBC. Hosted on Acast. See acast.com/privacy for more information.
10/31/202328 minutes, 9 seconds
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The Macro Brief – The UK’s holding pattern and the USD’s false summit

Liz Martins considers how the latest macro data could affect the UK’s next rate decision, and Daragh Maher looks at whether the dollar can continue to strengthen. Disclaimer: https://www.research.hsbc.com/R/61/trpqhfp Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
10/27/202315 minutes, 20 seconds
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HSBC Sibos spotlight series - Revolutionising the customer experience in a fragmented world

Vinay Mendonca, Chief Growth Officer, Global Trade && Receivables Finance, HSBC and Gert Sylvest, Co-Founder, GM of Small Business & Fintech Product, Tradeshift join Eleanor Hill (TMI) for an informal discussion around driving supply chain resilience through embedded finance.Vinay and Gert identify the challenges that corporates are facing in the supply chain space and consider the ways in which treasury teams can leverage ecommerce to homogenise the trade finance funding gap. Furthermore, find out more about a recent collaboration between HSBC and Tradeshift which is helping to produce embedded finance solutions to facilitate supply chain resilience for corporates. Hosted on Acast. See acast.com/privacy for more information.
10/26/202335 minutes, 11 seconds
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Under the Banyan Tree - China and global AI rollout

Herald van der Linde is joined by Head of Asia Technology Research, Frank Lee, and Head of China Internet Research, Charlene Liu, to discuss the rate of AI development in China and whether Chinese tech giants can rival key US players. Disclaimer: https://www.research.hsbc.com/R/61/SKDBKS2 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
10/26/202314 minutes, 30 seconds
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HSBC Sibos Spotlight series - Why is it so crucial to have innovation in payments?

To answer this question, Eleanor Hill (TMI) is joined by Mark Evans Global Head of Cross Border and Cross Currency Payments, HSBC and Lewis Sun, Global Head of Domestic and Emerging Payments, HSBC who highlight the exciting developments that are helping treasurers to ‘get payments right’ and meet rapidly changing client expectations.Mark and Lewis explore the tools and platforms on offer that are allowing corporates to seamlessly integrate payments with trade and FX across geographies, explaining why keeping abreast of payments developments is paramount to staying competitive. Hosted on Acast. See acast.com/privacy for more information.
10/25/202326 minutes, 53 seconds
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The Macro Brief – Europe’s inflation fight

Simon Wells assesses the efforts of European and UK policymakers to bring inflation under control. Disclaimer: https://www.research.hsbc.com/R/61/kzdSDbW Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
10/20/202310 minutes, 46 seconds
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The Macro Brief – Forces for growth in India and Indonesia

In this edition, Janet Henry chats with Pranjul Bhandari about the outlook for growth in India, the world's most populous economy, and Indonesia, which is set to have the fourth-largest consumer population by 2030. Disclaimer: https://www.research.hsbc.com/R/61/97zmtKl Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
10/13/202313 minutes, 42 seconds
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MarkeTalks: Portfolio Trends in 2024 – What will the Future Hold?

The landscape of Quantitative Investment Strategies has evolved considerably over the last 10 years. It has gone from focusing on building strategies targeting a single solution for a number of different scenarios, to now focusing on creating strategies targeting specific risk premia and that means understanding what risks markets are facing. Gabriela Tennhard, Global Head of Market & Strategic Insights for Markets & Securities Services, HSBC, is joined by James Pomeroy, Global Economist & Max Kettner, Chief Multi-Asset Strategist, both from HSBC Global Research, and Karim Traore, Head of EMEA QIS Solutions, HSBC Markets & Securities Services, as they give us an update of the current macro landscape and the outlook for equities and bonds in the short to medium term, by clicking on one of the buttons below. Hosted on Acast. See acast.com/privacy for more information.
10/12/202317 minutes, 34 seconds
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Under the Banyan Tree - The ripple effect of China's slowdown

Fred Neumann and Herald van der Linde discuss the knock-on effects of China’s slowdown across Asia, including the impact on trade, equity markets and finance. Disclaimer: https://www.research.hsbc.com/R/61/MnXJWsC Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
10/12/202318 minutes, 15 seconds
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The ESG Brief – Untangling the returns knot

In this edition, the team focuses on a big problem for the apparel industry: millions of returned goods are ending up in landfills and incinerators. Plus, we look at the sector's executive pay policies and whether they encourage sustainability. Disclaimer: https://www.research.hsbc.com/R/61/RlZpgGb Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
10/12/202317 minutes, 22 seconds
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HSBC Transition Pathways: Opportunities and challenges of retrofitting in Real Estate

Retrofitting existing buildings to make them more sustainable is a growing trend as the real estate industry looks to meet net zero targets. In this podcast, we examine the potential of retrofitting to reduce energy emissions. We look at how it works, what investors and developers can expect, and what the financials are in the current market, from both a UK and Asia perspective. Guests Matt Mason, Partner and Head of Development at Crosstree Real Estate Partners in the UK, and Annie Feng, Sustainability Lead for Asia Pacific at Arcadis, join host Vivian Wong, Director of Real Estate Finance, HSBC Hong Kong to discuss the opportunities and challenges in the sector. For more information on HSBC’s Transition Pathways Real Estate findings discussed in the episode visit here. Hosted on Acast. See acast.com/privacy for more information.
10/10/202327 minutes, 54 seconds
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The Macro Brief – EM’s rough ride

Murat Ulgen looks at whether there are any signs of respite for emerging market assets with challenges continuing to mount up. Disclaimer: https://www.research.hsbc.com/R/51/nrbS76R Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
10/6/202311 minutes, 1 second
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Under the Banyan Tree - Why US bond yields matter for Asia

Fred Neumann and Herald van der Linde discuss the impact of rising US bond yields and higher-for-longer US interest rates on Asian economies. Disclaimer: https://www.research.hsbc.com/R/61/2s6XG6R Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
10/5/20237 minutes, 18 seconds
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HSBC Sibos spotlight series - What is the impact of shifting trading conditions, and how is this reshaping the way treasurers do businesses?

For the fourth edition of HSBC Sibos Spotlight series with TMI, Eleanor Hill invites Vivek Ramachandran, Global Head of Global Trade and Receivables Finance, HSBC to discuss the opportunities and challenges emerging from the ever-evolving global trade landscape, including the intersection of supply chain management, ESG, digital innovation and treasury functions. Vivek also explores the role of banks in aiding their clients' transition to a new trade reality. Hosted on Acast. See acast.com/privacy for more information.
10/3/202314 minutes, 26 seconds
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The Macro Brief - What next for the global economy?

Janet Henry, Global Chief Economist at HSBC, examines the economic outlook with major central banks set to keep interest rates high for a prolonged period. Disclaimer: https://www.research.hsbc.com/R/51/jTkM9Tg  Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
9/29/202313 minutes, 41 seconds
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Under the Banyan Tree - A rare wobble for Hong Kong property

Herald van der Linde is joined by Head of Asia Real Estate Research Michelle Kwok and Property Analyst Raymond Liu to discuss why Hong Kong property has hit an unusual slump. Disclaimer: https://www.research.hsbc.com/R/51/RmdshbC Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
9/29/202313 minutes, 31 seconds
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HSBC Sibos spotlight series - Ask a friend: How banking partners are helping with treasury transformation

In the third episode in TMI and HSBC’s Sibos Spotlight podcast series, Manish Kohli, Global Head of Global Payment Solutions, HSBC sits down with TMI’s Eleanor Hill to explore key considerations for corporate treasurers in today’s digital landscape.Our guest delves into the processes and technologies that treasury teams should prioritise, focusing on their rationale and outcomes, and outlines consequences for those who fail to embrace digital transformation. Additionally, he examines the pivotal role banks play in enhancing client data management, and their significance in helping to achieve real-time treasury success. Hosted on Acast. See acast.com/privacy for more information.
9/25/202319 minutes, 16 seconds
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The Macro Brief – Oil’s surge

We look at what’s behind the recent oil market rally with Kim Fustier, Head of European Oil and Gas Research, and ask where prices could go from here. Disclaimer: https://www.research.hsbc.com/R/51/FCvLxJM Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
9/22/202311 minutes, 35 seconds
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Under the Banyan Tree - What does a stronger dollar mean for Asian FX?

With our FX team having turned more bullish on the USD, Fred Neumann speaks to Head of Asian FX Research, Joey Chew, about the implications of a stronger greenback for currencies across the region. Disclaimer: https://www.research.hsbc.com/R/51/kQvfdKH Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
9/21/202317 minutes, 21 seconds
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The Macro Brief - The UK’s tough choices

Liz Martins assesses the daunting list of challenges facing the UK economy with sluggish growth, high inflation, elevated interest rates and a heavy debt burden. Disclaimer: https://www.research.hsbc.com/R/51/vGFLbSq Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
9/15/202313 minutes, 2 seconds
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Under the Banyan Tree - If China's slowing, what's driving commodities?

With commodity prices still high despite China's growth slowing, Fred Neumann talks to Paul Bloxham, Chief Economist for Global Commodities, about what's propping up a market historically propelled by Chinese demand. Disclaimer: https://www.research.hsbc.com/R/51/XGJnrQF Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
9/14/202318 minutes, 3 seconds
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DigiTalks: Tokenisation – The new Asset Manufacturing Factory?

The digital asset space has showed great promise and revealed great challenges over the last few years. Blockchain and digital leger technology may pave the way for the future, but first players from the financial industry must come together to create a responsible and sustainable environment for all participants. Listen as Ussrah Hussain, Head of Innovation & MENAT Digital Lead, HSBC together with experts from across the industry, Abeer Al Saad, Director, Capital Markets Supervision, Capital Market Directorate, Central Bank of Bahrain, Kara Kennedy, Executive Director, Global Custody Product Management, JPM and Peter Loo, General Counsel, Virtual Asset Regulatory Authority (VARA), share their views on tokenisation and what the future might hold. Hosted on Acast. See acast.com/privacy for more information.
9/14/202314 minutes, 27 seconds
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HSBC Sibos spotlight series - Exploring the universe of digital assets and HSBC Orion

In the second episode in the HSBC Sibos Spotlight series, Eleanor Hill invites John O’Neill and Zhu Kuang Lee from HSBC to discuss the innovative activity happening around asset tokenisation. In this candid deep dive, our guests identify the emerging use cases for tokenisation, touch on the future trends that could accelerate the adoption of digital assets, and explore the challenges that HSBC’s Orion platform is addressing for corporate treasurers in a tokenisation context. Hosted on Acast. See acast.com/privacy for more information.
9/13/202330 minutes, 51 seconds
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HSBC Sibos Spotlight – Harnessing Digital Disruption in Trade Finance

Why is trade finance ripe for digital disruption?To answer this question, TMI’s Eleanor Hill invites Stephanie Betant and Bhrigu Singh (HSBC) into the hot seat to discuss the transformative potential of digital trade, and the benefits it holds for treasurers. In the first of TMI and HSBC’s Sibos Spotlight series, our guests cover how digitalisation within trade finance empowers SMEs and reduces risks, how regulation influences the industry’s ability to progress in digitising trade, and the ways in which treasurers and fintechs can work together to encourage the adoption of digital trade tools. Hosted on Acast. See acast.com/privacy for more information.
9/8/202325 minutes, 31 seconds
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The Macro Brief – Return of the King dollar

Paul Mackel outlines our latest thinking on the currency markets and examines whether the US dollar’s comeback can continue. Disclaimer: https://www.research.hsbc.com/R/51/j9MKKXn Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
9/8/202313 minutes, 30 seconds
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MENATalks: Spotlight on IPOs in MENA

In 2022, the Initial Public Offering (IPO) landscape was dominated by countries in the MENA region, with the GCC raising about a quarter of all IPO funds raised worldwide during this time. What has been driving this growth and will it continue? What differentiates the region when it come to the IPO process? Listen as Fawzi Sabbagh, Director, Head of Equity Sales, MENA, HSBC together with experts in the MENA region, Colin Milton, Listing Specialist, Qatar Stock Exchange, Nayef Al Athel, Chief of Listing, Saudi Exchange, Soheib Ghizali, Manager, Business & Market Development, Abu Dhabi Securities Exchange (ADX) and Tahir Mahmood, Head of Business Development, Dubai Financial Market (DFM) and Nasdaq Dubai, share their expertise on this topic. Hosted on Acast. See acast.com/privacy for more information.
9/7/202314 minutes, 47 seconds
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MENATalks: Spotlight on the UAE – Growth of Asset Management Landscape in MENAT

The Middle East, North Africa & Türkiye (MENAT) has experienced phenomenal growth in the past few years, including the asset management industry and the recent expansion of hedge fund activity in the region. Listen as Patrick George, Global Head of Markets & Securities Services, HSBC and Mohamed Al Marzooqi, UAE CEO, HSBC, discuss with Matt Kiraly, HSBC’s Global Co-Head of Platform Solutions and Head of ESG Sales, Americas, the recent developments in the MENAT region’s financial industry in part 2 of our Spotlight on the UAE – Platform Solutions Podcast Series. Hosted on Acast. See acast.com/privacy for more information.
9/5/202312 minutes, 44 seconds
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The Macro Brief – The future of work

James Pomeroy, Global Economist, assesses the potential impact of remote working and technological change on the labour market. Disclaimer: https://www.research.hsbc.com/R/51/MCJ6cMd Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
9/1/202320 minutes, 41 seconds
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Under the Banyan Tree – Special: Live from HSBC Hong Kong

Fred and Herald take the podcast live for the first time ever, recording in front of a studio audience at HSBC's Asia headquarters, alongside special guests Jing Liu, Michelle Kwok and Frank Lee. Disclaimer: https://www.research.hsbc.com/R/51/QT7sSGs Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
8/31/202325 minutes, 32 seconds
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Under the Banyan Tree - Bangladesh: Introducing a sleeping giant

Herald van der Linde is joined by fellow Asia Equity Strategist Prerna Garg for a broad discussion on the macro and micro factors attracting investors to one of the region's key frontier markets. This podcast is also available on Apple Podcasts http://grp.hsbc/UnderTheBanyanTree_Apple and Spotify http://grp.hsbc/UnderTheBanyanTree_Spotify.  Hosted on Acast. See acast.com/privacy for more information.
8/24/202312 minutes, 21 seconds
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Under the Banyan Tree - An economic tour of ASEAN

From factory relocations to tourism and exotic fruit exports, Herald van der Linde sits down with ASEAN Economists Yun Liu and Aris Dacanay to discuss the key themes shaping ASEAN’s disparate economic landscape. Disclaimer: https://www.research.hsbc.com/R/51/JwJWSxR Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
8/17/202316 minutes, 26 seconds
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The Macro Brief – Funding the future

Mark McDonald, Head of Data Science and Analytics, looks at how venture capital is helping to fuel transformative technology and business innovation. Disclaimer: https://www.research.hsbc.com/R/51/9cHVhLJ Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
8/11/202312 minutes, 19 seconds
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The ESG Brief - How the net zero transition might transform Australia

In this edition, Paul Bloxham, Chief Economist for Australia and New Zealand and Global Commodities, reflects on Australia's efforts to kick-start its energy transition. Disclaimer: https://www.research.hsbc.com/R/51/vVSBVPt Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
8/8/202317 minutes, 10 seconds
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The Macro Brief - A tale of two central banks

Liz Martins, Ana Madeira and Joseph Incalcaterra assess the diverging policy paths in the UK and Brazil - with one central bank hiking and the other cutting interest rates. Disclaimer: https://www.research.hsbc.com/R/51/gQpVrT2 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
8/4/202313 minutes, 45 seconds
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Under the Banyan Tree – What can China learn from Japan in the '90s?

It's an ongoing debate in markets and economics: is China going the way of Japan in the 1990s? Fred Neumann and Herald van der Linde discuss the various points for and against, plus the lessons China can learn from its fellow leading Asian economy. Disclaimer: https://www.research.hsbc.com/R/51/wJTWhRk Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
7/28/202318 minutes, 12 seconds
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The Macro Brief - At the peak?

Ryan Wang and Fabio Balboni examine how close we are to the end of the monetary tightening cycles in the US and Europe. Disclaimer: https://www.research.hsbc.com/R/51/wLdqDBw Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
7/28/202314 minutes, 54 seconds
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MENATalks: Spotlight on the UAE - Asset Management in the DIFC

The overall asset management landscape in Dubai currently consists of more than 300 regulated managers and funds from around the world. Hedge funds have now discovered the MENA region with more than 65 of these wanting to do business in Dubai. Listen as Salmaan Jaffery, Chief Business Development Officer at the Dubai Financial Centre Authority (DIFC) and Matt Kiraly, HSBC’s Global Co-Head of Platform Solutions and Head of ESG Sales, Americas discuss the opportunities the UAE has from a hedge fund perspective and how asset managers can set up a presence in the region in part 1 of our Investing in the UAE podcast series. Hosted on Acast. See acast.com/privacy for more information.
7/24/202319 minutes, 16 seconds
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The Macro Brief - What next for emerging markets?

Murat Ulgen looks at what we can expect from emerging markets in the second half of the year amid lingering concerns over the global economic backdrop.Disclaimer: https://www.research.hsbc.com/R/51/tG7wvCl Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
7/21/202313 minutes, 31 seconds
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Under the Banyan Tree – Why are Asian exports at such low levels?

With news that Chinese exports fell at their fastest pace for three years in June, Herald van der Linde and Fred Neumann discuss the state of Asian exports, which have long been a cornerstone of the regional economy. Disclaimer: https://www.research.hsbc.com/R/51/NRpklhw Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
7/20/202315 minutes, 28 seconds
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The Macro Brief – Supply chains, energy outlook, ESG sentiment

 James Pomeroy explains why there has been a remarkable turnaround in supply chains, Charles Swabey examines just how reliant the global economy is on fossil fuels and Wai-Shin Chan assesses the growing anti-ESG sentiment in the US. Disclaimer: https://www.research.hsbc.com/R/51/fCGJ7Wh Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
7/14/202316 minutes, 17 seconds
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Under the Banyan Tree – How are Chinese earnings rising as growth slows?

Fred Neumann and Herald van der Linde return to the Hong Kong studio to discuss how Chinese earnings growth can be on the rise at a time when the economy is clearly slowing. Disclaimer: https://www.research.hsbc.com/R/51/P7wSHgl Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
7/13/202318 minutes, 31 seconds
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ESG in 2023: from mid-life crisis to new horizons

Over the last few years, sustainability and ESG-related factors have gone from being a secondary consideration to being a driving factor for how capital is allocated and how businesses are organised and run. In this episode, we look at what this evolution means, how it affects the business and financing worlds, and what comes next in this crucial topic. Guests Patrick Kondarjian, Global Head of Sustainability, HSBC, and Daniel Klier, Chief Executive Officer, ESG Book, are joined by host Gabriela Tennhard, Global Head of Market & Strategic Insights for Markets & Securities Services, HSBC. Hosted on Acast. See acast.com/privacy for more information.
7/13/202320 minutes, 50 seconds
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DigiTalks: Artificial Intelligence – A new paradigm

The evolution of Artificial Intelligence (AI) has accelerated in the past years with some ground breaking innovations, where a new paradigm has been created. Listen as Gabriela Tennhard, Global Head of Market & Strategic Insights, HSBC Markets and Securities Services, speaks to Mark McDonald, Head of Data Science and Analytics, HSBC Global Research and Einar Magnusson Head of AI Capabilities, HSBC Markets and Securities Services, as they discuss how AI is evolving and the opportunities it brings.  Hosted on Acast. See acast.com/privacy for more information.
7/12/20238 minutes, 43 seconds
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The Macro Brief - Where in the world is inflation not a problem?

The HSBC Global Research team reviews how the dollar's performance may affect the course of EM currencies in the second half of 2023, and highlights where in the world inflation may not be the primary focus of policy makers. Disclaimer: https://www.research.hsbc.com/R/51/KckWhv9  Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn (https://www.linkedin.com/feed/hashtag/hsbcresearch) or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
7/10/202319 minutes, 43 seconds
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Under the Banyan Tree – China on track to smash its solar goals

With China on course to blast past its green energy goals up to five years early, Fred sits down with Renewables analysts Evan Li and Corey Chan for a broad discussion on the country's rapidly developing solar power industry.Disclaimer: https://www.research.hsbc.com/R/51/dXmTjFz Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
7/6/202316 minutes, 59 seconds
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The Macro Brief - The global economic outlook

Janet Henry assesses whether tightening cycles are nearly complete, the prospects for growth, and some of the upside and downside risks that might lie ahead for the world economy. Disclaimer: Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
6/30/202312 minutes, 48 seconds
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Under the Banyan Tree – Unpacking India's vast consumer sector

In this special episode, recorded in India, Herald is joined by Consumer and Retail Analyst, Amit Sachdeva, for a wide-ranging discussion on the country's diverse and highly nuanced consumer sector.Disclaimer: https://www.research.hsbc.com/R/51/XQLKvzF  Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.  Hosted on Acast. See acast.com/privacy for more information.
6/29/202314 minutes, 40 seconds
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The ESG Brief - Climate change and migration

HSBC’s James Pomeroy, Global Economist, explores the risks of higher migration flows across the world due to climate change and whether demographic projections are keeping up Disclaimer: https://www.research.hsbc.com/R/51/mGxpLGf  Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
6/29/202316 minutes, 9 seconds
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Beyond Tokenisation Podcast

In this podcast Northern Trust and HSBC will be sharing insights from our recently published whitepaper. “Beyond asset tokenisation: the evolving role of asset servicing”. Listen as Zhu Kuang Lee, Chief Digital, Data and Innovation Officer, HSBC Markets & Securities and Dan Sleep, Digital Assets and Financial Markets Specialist, Asia Pacific at Northern Trust, as they discuss the power of tokenisation as a true disruptor and how tokenisation and the broader growth of the digital world is challenging how asset servicers operate. Hosted on Acast. See acast.com/privacy for more information.
6/27/202332 minutes, 14 seconds
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Under the Banyan Tree – Stocks up, yen down

With China's economy rebounding slower than many expected, Fred is joined by Paul Bloxham, Chief Economist for Global Commodities, to discuss the knock-on effects for global metals, fossil fuels, agriculture and more. Disclaimer: https://www.research.hsbc.com/R/51/gtG2zJn Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
6/26/202318 minutes, 40 seconds
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Network Forum Podcast - DigiTalks: The Evolving nature of Network Management

In this podcast we explore the evolving nature of Network Management and how it has evolved over the years.Listen to Xin Yi Tan, Product Manager, Digital, Data & Innovation, HSBC Markets & Securities Services as she discusses with Aditee Taskar, Head of Network Management, HSBC Markets & Securities Services, Asia Pacific and Rajeev Tummala, Head of Digital, Data & Innovation, HSBC Markets & Securities Services, APAC and MENAT, the changing asset landscape, and what that means for network management. Hosted on Acast. See acast.com/privacy for more information.
6/26/202316 minutes, 51 seconds
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The Macro Brief - Inflation headaches and China challenges

Chris Hare and Jorge Morgenstern look at how the latest inflation figures present contrasting outlooks for central banks in the UK, Europe and Latin America. Erin Xin considers the outlook for China’s growth. Disclaimer: https://www.research.hsbc.com/R/51/zDkcPs9 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
6/23/202314 minutes, 59 seconds
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MarkeTalks: Servicing Trends of the Future - Private Assets

Private Assets have been a hot topic in the past years. The combination of increased investor demand with managers entering the market or increasing their fund ranges, has led to a need for more comprehensive servicing solutions with companies exploring how to effectively manage costs and meet the demands of their clients. Listen as Melanie Sande, Director for Private Assets, Product Solutions, HSBC Markets & Securities Services and Alexis Vasquez Meissner, Global Co-Head of Platform Solutions, Global Head of Sales & Client Management, HSBC Markets & Securities Services explore the servicing trends of the future. Hosted on Acast. See acast.com/privacy for more information.
6/19/20237 minutes, 34 seconds
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The Macro Brief - EM investor attitudes, the rise of the drones, central bank update

Murat Ulgen assesses the findings from our latest survey of EM investors, Davey Jose explains why the commercial and consumer drone market is poised for huge growth and we update on central bank moves. Disclaimer: https://www.research.hsbc.com/R/51/WfnD2ML Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
6/16/202312 minutes, 55 seconds
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Under the Banyan Tree – Charging ahead: The rapid rise of China's EV market

Herald and Fred sit down with Yuqian Ding, Head of China Autos Research, for a wide-ranging discussion on the Chinese electric vehicle industry, which is giving big names in the West a run for their money. Disclaimer: https://www.research.hsbc.com/R/51/VzbQbR7 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
6/15/202316 minutes, 54 seconds
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The Macro Brief - China’s recovery, the Fed's outlook, dollar drivers

Jing Liu looks at how policymakers can boost confidence in China's recovery, Ryan Wang explains why the US rate hiking cycle is not yet over and Dominic Bunning outlines a framework for thinking about the dollar. Disclaimer: https://www.research.hsbc.com/R/51/xjClbgq Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
6/9/202314 minutes, 30 seconds
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Fund Forum Podcast - MarkeTalks: ETFs Exploring The Future

In this podcast we reflect on some of the key catalysts shaping future growth of the ETF industry in Europe, including retail adoption, the rise of active ETFs and the role of digital platforms.Listen to Jane O Reilly, Global Client Executive Platform Solutions Securities Services, as she explores some of the key trends shaping the ETF industry with Steven Palmer, Global Head of ETF Product at HSBC and Robert Rushe, Global Head of ETF Product Securities Services at HSBC. Hosted on Acast. See acast.com/privacy for more information.
6/9/202312 minutes, 10 seconds
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Under the Banyan Tree – Stocks up, yen down: Putting Japan in context

With Japanese stocks at a multi-decade high and the yen at a six-month low, Fred and Herald discuss the macro and micro factors at play in Asia’s second-largest economy. This week’s special guest is Joey Chew, Head of Asian FX Research. Disclaimer: https://www.research.hsbc.com/R/51/RhRKRdx Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
6/8/202316 minutes, 15 seconds
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DigiTalks: Implementing Blockchain Solutions

When it comes to implementing blockchain solutions there will be a number of factors to take into account, including the technology, the operating model, and legal and regulatory considerations. Listen as Mhairi Sandeman, Senior Product Manager for Trustee & Fiduciary, and Regulation, HSBC Markets & Securities Services as she discusses with Rachel Roch and Xin Yi Tan, both Product Managers for Digital, Data & Innovation, HSBC Markets & Securities Services, the benefits that blockchain technology can bring to the financial services sector, such as faster transactions, enhanced security, better transparency and reduced cost. Hosted on Acast. See acast.com/privacy for more information.
6/6/202313 minutes, 6 seconds
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MarkeTalks: The impact of the US Securities Settlement Changes

In this podcast we discuss the impact of the recent ruling from the SEC to shorten the US settlement cycle for securities from two days to one. Listen as Neil Atkinson, Global Head of Banks & Broker Dealers, Client Management & Sales and Gemma Laman, Global Head of FX Solutions Sales, talk about the impact this will have on the FX conversions required as part of the trade lifecycle and some of the key considerations for Asset Managers. Hosted on Acast. See acast.com/privacy for more information.
6/5/202315 minutes, 27 seconds
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The Macro Brief - EM FX gets a dose of reality, Germany enters recession, Europe’s data surprises

Paul Mackel examines the prospects for emerging market currencies, Stefan Schilbe looks at what’s behind Germany’s underperformance and Liz Martins explains why the latest European economic data are providing some welcome relief. Disclaimer: https://www.research.hsbc.com/R/51/9ZqtgD7 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
6/2/202314 minutes, 31 seconds
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Under the Banyan Tree – An investors' guide to elections in Asia

With the Asian election cycle now underway, Herald and Fred discuss the implications of leadership votes for markets and economies across the region. Disclaimer: https://www.research.hsbc.com/R/51/Gzw7WSn Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
6/1/202314 minutes, 4 seconds
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DigiTalks: Implications of MiCA – the EU’s Markets in Crypto-Assets Regulation

In this podcast we discuss the implications of the EU’s Markets in Crypto-Assets Regulation (MiCA), which has been formally adopted by the European Council in May 2023. Listen as Mhairi Sandeman, HSBC Securities Services’ Senior Product Manager for Trustee & Fiduciary and Regulation, and Daniel Klingenbrunn, Principal Associate at Freshfields, discuss the final MiCA rules and consider the implications for crypto-asset service providers, issuers and the wider industry. Hosted on Acast. See acast.com/privacy for more information.
5/29/202315 minutes, 38 seconds
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The Macro Viewpoint - European hikes, US debt limit, China’s recovery

Simon Wells explains why we see even more ECB and UK rate rises this year, Ryan Wang looks at whether the US is any closer to reaching an agreement on its debt limit and Jing Liu examines whether China’s economic recovery could gather momentum. Disclaimer: https://www.research.hsbc.com/R/51/CmZpGbL Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
5/26/202315 minutes, 13 seconds
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Under the Banyan Tree – What we learnt at the HSBC China Conference

Fresh from HSBC's first in-person China Conference since 2019, Fred and Herald sit down to discuss the key takeaways from investors, corporates, policymakers and fellow analysts. Disclaimer: https://www.research.hsbc.com/C/1/1/320/sKBqqLW Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
5/26/202314 minutes, 50 seconds
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RegTalks: Global Regulatory Developments to Watch in 2023

HSBC Securities Services have issued a comprehensive paper entitled “Global Regulatory and Tax Developments to Watch in 2023” and here we explore some of the key headline regulatory themes covered, with a focus on ESG and digital.Listen to the discussion with Mhairi Sandeman - Senior Product Manager, Trustee & Fiduciary Services and Regulation; Paul Ellis - Global Product Head for ESG, Regulation, Tax and Trustee & Fiduciary; Ganesh Valakati - Director of Product Management for Regulation and Jennifer Lo - Senior Product Manager for Regulation, by clicking on one of the buttons below. Hosted on Acast. See acast.com/privacy for more information.
5/23/202313 minutes, 7 seconds
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The Macro Viewpoint - US debt ceiling, Swedish lessons, what’s concerning companies

Daragh Maher looks at what uncertainty over the US debt ceiling means for the dollar, James Pomeroy explains why the Swedish economy deserves more attention and Shiva Joon uses data science to find out what companies are talking about most. Disclaimer: https://www.research.hsbc.com/R/51/7SnjHqP Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
5/19/202314 minutes, 20 seconds
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Under the Banyan Tree – New India: What does tech growth mean for jobs?

Fred and Herald talk to Pranjul Bhandari, Chief India Economist, about how tech-focused sectors can more than double the size of the Indian economy in a decade. But can they also provide enough jobs to deal with a rapidly-rising population? Disclaimer: https://www.research.hsbc.com/R/51/wtP77cL Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
5/18/202312 minutes, 44 seconds
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The Macro Viewpoint -- India’s digital drive, mixed global signals and a 12th UK rate rise

Pranjul Bhandari discusses how tech-focused sectors can power India’s growth, Harriet Smith charts the latest data on the global economy and Liz Martins assesses what’s next in UK monetary policy as borrowing costs approach a 15-year high. Disclaimer: https://www.research.hsbc.com/R/51/DgBxsnV Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
5/12/202314 minutes, 9 seconds
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Under the Banyan Tree -- China’s clearly spending again, so what's up with its markets?

Herald van der Linde and Fred Neumann return to the podcast studio to discuss why, following the Golden Week consumer spending spree, Chinese equities still aren't giving investors much to get excited about. Disclaimer: https://www.research.hsbc.com/R/51/QBn6CRG Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
5/11/202314 minutes, 52 seconds
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The Macro Viewpoint - China’s charge, Fed hikes, European FX

Jing Liu looks at whether China’s economic momentum can continue, Ryan Wang assesses the path for US monetary policy following the latest Fed rate hike and Dominic Bunning explains why it could be a good summer for the euro and sterling. Disclaimer: https://www.research.hsbc.com/R/51/K92Vmn9 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
5/5/202313 minutes, 30 seconds
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The Macro Viewpoint - What next for the UK, USD and oil?

Simon Wells assesses the state of the UK economy ahead of the coronation of King Charles III, Daragh Maher explains why the dollar could continue to weaken and Ajay Parmar discusses the impact of OPEC’s unexpected supply cuts on the oil markets. Disclaimer: https://www.research.hsbc.com/R/51/R7v9Hzt  Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
4/28/202314 minutes, 40 seconds
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The Macro Viewpoint - Talking about inflation

In a special edition of the podcast, Stephen King looks at how we can begin to tackle the political and social upheaval unleashed by inflation. Disclaimer: https://www.research.hsbc.com/R/51/BNvDRQT Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
4/21/202317 minutes, 2 seconds
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AsiaTalks: Taking the Lead – T+1 Innovation in India’s settlement ecosystem

Hear how India transformed into a T+1 market along with a discussion on the benefits, challenges and solutions associated with these changes. Gabriela Tennhard, Global Head of Market & Strategic Insights Markets & Securities Services, HSBC and Anuj Rathi, Head of Securities Services, HSBC India, discuss how the change to a T+1 settlement is revolutionising how trades are settled in India now. Hosted on Acast. See acast.com/privacy for more information.
4/21/20237 minutes, 34 seconds
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The ESG Brief - Hydrogen's role in the energy transition, and regulatory talking points

 In this edition, we look at the rising opportunities for green hydrogen, the EU's Net-Zero Industry Act, and what's on the minds of investors amid a growing regulatory framework for ESG investing. Disclaimer: https://www.research.hsbc.com/R/51/hPhmLMD Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
4/21/202314 minutes, 19 seconds
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The Macro Viewpoint - Higher rates headache, tracking China’s recovery, gold rush

James Pomeroy looks at how concerns over financial stability have affected the global economic outlook, Erin Xin provides an update on China’s recovery and James Steel examines whether the recent surge in the gold price can be sustained. Disclaimer: https://www.research.hsbc.com/R/51/sjM6pqQ Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
4/14/202314 minutes, 5 seconds
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The Macro Viewpoint - What’s new in EM, and nine game-changing investment themes

Murat Ulgen assesses the prospects for EM assets against an even more complicated global backdrop and James Pomeroy looks at the potential impact of HSBC's nine key themes on the global economic picture. Hosted on Acast. See acast.com/privacy for more information.
4/7/202314 minutes, 35 seconds
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The Macro Viewpoint - Our Q2 economic outlook, decarbonising heat

Janet Henry looks at the challenges facing central banks as they try to balance the risks of persistent inflation and financial instability. Sean McLoughlin explains why efforts to decarbonise heat in buildings and industry need to be ramped up.Disclaimer: https://www.research.hsbc.com/R/51/nrhBwSd Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
3/31/202313 minutes, 47 seconds
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Under the Banyan Tree - Changing demographics in real time

Herald van der Linde and Fred Neumann discuss the key age, wealth and gender-related shifts that are taking place in Asia right now, as well as how they affect markets and economies across the region. Disclaimer: https://www.research.hsbc.com/R/51/pM6xzKV. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
3/30/202319 minutes, 2 seconds
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Global Supply Chains – Networks of Tomorrow

Explore the findings from our global supply chains survey and learn how corporate leaders are approaching efficient and sustainable supply chains. We discuss the topics including how corporates are evaluating and adjusting their trade networks and supplier relationships, how organisations are prioritising digital adoption across supply chains, how sustainability is being implemented into supply chains and what your business can do to prepare for the commercial networks of the future.  This episode features guests Vivek Ramachandran, Head of Global Trade and Receivables Finance, HSBC, Natalie Blyth, Global Head of Commercial Banking Sustainability, HSBC, Patricia Gomes, Regional Head of Commercial Banking, MENAT, HSBC, and is hosted by Richard Dean, Journalist and Broadcaster. To further explore our survey findings, visit https://www.gbm.hsbc.com/en-gb/campaigns/global-supply-chains. Hosted on Acast. See acast.com/privacy for more information.
3/27/202323 minutes, 50 seconds
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The Macro Viewpoint - Rates up, dollar down

Ryan Wang and Simon Wells review the latest rate hikes by the Fed and Bank of England following market turbulence. Paul Mackel explains why we think the dollar is likely to weaken over the coming months.Disclaimer: https://www.research.hsbc.com/R/51/G6skjhS Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
3/24/202312 minutes, 52 seconds
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Under the Banyan Tree - Banking volatility: Is Asia at risk?

With uncertainty gripping financial markets after big moves in the US and European banking sectors, Fred Neumann and Herald van der Linde discuss whether Asia could be at risk, and what the region has learned from history. Disclaimer: https://www.research.hsbc.com/R/51/hBXNDQF. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
3/24/202315 minutes, 28 seconds
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DigiTalks: Bolting the Stable - The Future of Stablecoins

In our DigiTalks podcast series last year we’ve previously discussed Stablecoins. We are now featuring a part 2, as this has proved to have been very topical with a vast amount of activity in this space since then, including a newsworthy stablecoin failure prompting a cryptocurrency crash, and resultant regulatory activity to protect markets and investors. Listen to Mhairi Sandeman, Senior Product Manager for Trustee & Fiduciary Services and Regulation, Securities Services and James Pomeroy, Global Economist, Global Research, as they discuss the future of stablecoins. Hosted on Acast. See acast.com/privacy for more information.
3/21/202312 minutes, 26 seconds
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The Macro Viewpoint - The Macro Viewpoint -- Assessing a turbulent week

Max Kettner examines the latest moves following a volatile week for financial markets. Simon Wells and Dominic Bunning look at the ECB’s policy response and the implications for the currency markets.Disclaimer: https://www.research.hsbc.com/R/51/Lkd7Jds Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
3/17/202311 minutes, 23 seconds
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Under the Banyan Tree - China’s NPC: What happened and why it matters

Herald van der Linde is joined by Jing Liu and Erin Xin from our China Economics team to discuss various takeaways from Beijing's annual policy forum, including top-level appointments, growth targets and tighter financial services regulation. Disclaimer: https://www.research.hsbc.com/R/51/vNdtBQV. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
3/16/202314 minutes, 46 seconds
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The Macro Viewpoint - EM bulls, Fed hikes, and a global data check

Murat Ulgen looks at why investors are turning more bullish in our latest EM sentiment survey, James Pomeroy assesses the latest global economic data and Ryan Wang explains why further US rate hikes are now likely. Disclaimer: https://www.research.hsbc.com/R/51/lG9PGsd Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
3/10/202314 minutes, 50 seconds
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Under the Banyan Tree - Japan and the BoJ: Understanding a unique economy

With a new central bank governor and questions over the future of Japan's ultra-low interest rates, Herald van der Linde speaks to James Lee, Chief Japan Economist, and Joey Chew, Senior Asia FX Strategist, about the country's macro outlook. Disclaimer: https://www.research.hsbc.com/R/51/LZkKJgP. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
3/9/202316 minutes, 11 seconds
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DigiTalks - Future of Insurance: Adapting to Digital

Managing data is paramount for today’s insurers. Here we focus on how insurers can better manage their data by looking at how data can be used and stored more effectively. Listen as Sam Ray, Director in the Insurance Sector Product team, Markets & Securities Services HSBC discusses this in detail with Paul Clark, Head of Digital, Data & Innovation - Europe & Americas. Hosted on Acast. See acast.com/privacy for more information.
3/6/202311 minutes, 44 seconds
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The Macro Viewpoint - China policy preview, a boost for the UK, dollar drivers

Erin Xin outlines what to expect from China's upcoming National People's Congress, Liz Martins explains why there is some good news for the UK economy and Daragh Maher looks at the drivers behind the dollar’s rally. Disclaimer: https://www.research.hsbc.com/R/51/LSwQBkH Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
3/3/202316 minutes, 37 seconds
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Under the Banyan Tree - Geopolitics deconstructed

Herald van der Linde and Fred Neumann break down the impacts of geopolitical risk on Asian economies and financial markets, from trade tensions to supply chains and capital flows.Disclaimer: https://www.research.hsbc.com/R/51/QPGJtHq. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
3/2/202316 minutes, 2 seconds
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The Macro Viewpoint -- The rise of Avatars, Europe's hawks and Brazil's fiscal concerns

 In this edition, Mark McDonald investigates the rise of Generative AI and an Avatar joins him. Simon Wells looks at what the latest economic data says about recession risks in Europe. Ana Madeira addresses the rise of fiscal concerns in Brazil. Disclaimer: https://www.research.hsbc.com/R/51/WPpc7Nl Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.  Hosted on Acast. See acast.com/privacy for more information.
2/24/202319 minutes, 18 seconds
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Under the Banyan Tree - Shouldn’t we be done with inflation by now?

Fred Neumann and Herald van der Linde are back in the studio discussing why, two months into 2023, inflation and central bank action are still major themes across Asian markets and economies. Disclaimer: https://www.research.hsbc.com/R/51/pgsJnDJ. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
2/23/202319 minutes, 13 seconds
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DigiTalks - Exploring DORA - The EU’s Digital Operational Resilience Act

In this podcast we explore the EU’s Digital Operational Resilience Act (DORA), which entered into force in January 2023 with application from January 2025. Listen as Mhairi Sandeman, HSBC Securities Services’ Senior Product Manager for Global Trustee and Fiduciary Services, speaks with Claire Harrop, Senior Associate in the Financial Institutions Group at Freshfields, to help digest the final DORA requirements and consider the steps financial entities need to take to be ready. Hosted on Acast. See acast.com/privacy for more information.
2/20/202312 minutes, 13 seconds
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The Macro Viewpoint - China's speedy recovery, batteries and brownouts

In this edition, Jing Liu outlines why China's growth may be faster than expected. Linnet Cotterill explains the EU's big spotlight on the EV battery supply chain, and David Faulkner looks at the fiscal strains in South Africa. Disclaimer: https://www.research.hsbc.com/R/51/ssW7Qsh Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
2/17/202318 minutes, 40 seconds
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Under the Banyan Tree - China’s rebounding faster than we thought

Herald van der Linde is joined by Chief China Economist Jing Liu for an update on our latest China GDP forecasts, as Asia's largest economy gathers steam faster than expected. Disclaimer: https://www.research.hsbc.com/R/51/fWxhqsQ. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.  Hosted on Acast. See acast.com/privacy for more information.
2/16/202313 minutes, 14 seconds
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The Macro Viewpoint - America's rolling recession, a UK outlook, and an Alpine ski lesson

In this edition, Janet Henry looks at the US economic slowdown, China and global trade. Dominic Bunning sees strength in the British currency, and Amy Tyler probes what the rocky start to the ski season tells us about climate change. Disclaimer: https://www.research.hsbc.com/R/51/6TZSVTv. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
2/10/202319 minutes, 3 seconds
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Under the Banyan Tree - How Asia got its flows back

Herald van der Linde sits down with Head of Asia FX Research Joey Chew and Equity Strategist Prerna Garg to discuss what's bringing money back to the region's stock and currency markets in 2023.Disclaimer: https://www.research.hsbc.com/R/51/J6zMFBd. Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
2/9/202315 minutes, 52 seconds
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The Macro Viewpoint - 24-hour central bank dash

Ryan Wang and Simon Wells assess the latest rate hikes by the Fed, ECB and the Bank of England and consider the future path of monetary policy. Disclaimer: https://www.research.hsbc.com/R/51/jrvkWWL Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
2/3/202311 minutes, 8 seconds
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The ESG Brief - Weighing the EU's new carbon rules on an industrial scale

In this edition, James Rydge, Head of ESG Research, EMEA, explains one of the newest acronyms in the European Union's journey to a net zero economy, CBAM, and the long-term impact it may have on the region's biggest industrial carbon dioxide emitters. Disclaimer: https://www.research.hsbc.com/R/51/rMBMW6s Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
2/2/202314 minutes, 19 seconds
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Under the Banyan Tree - Navigating inflation as markets move upwards

Fred and Herald discuss how expectations of lower US interest rates are supporting Asian equities. Paul Bloxham joins the conversation from Sydney to talk inflation challenges in Australia and New Zealand, as well as the global commodities outlook. Disclaimer: https://www.research.hsbc.com/R/51/TFTC7pF Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
2/2/202319 minutes, 43 seconds
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The Macro Viewpoint - Will AI take your job and how much will the ECB’s rate hikes hurt?

James Pomeroy looks at how advances in AI could reshape the world of work, Fabio Balboni explains why ECB rate hikes may hurt growth more than expected and Jon Brandt considers how China’s reopening could boost metals prices. Disclaimer: https://www.research.hsbc.com/C/1/1/320/nHXXldS Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
1/30/202318 minutes, 27 seconds
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HSBC Transition Pathways: Unlocking the energy pathway

In our new mini-series ‘Transition Pathways’, we’ll be having conversations about some of the most carbon intensive industries. We’ll explore how they’re moving forward on the path to net zero and examining some of the macro drivers, demands and innovation influencing their strategies. In our first episode, we discuss the survey findings from 300 global energy companies which reveal how they are making the transition to a more sustainable future, with HSBC’s Group Head of Climate Transition, Seb Henbest. If you would like to explore more of the findings discussed in this episode or further insights relating to Transition Pathways visit our website.  Hosted on Acast. See acast.com/privacy for more information.
1/30/202324 minutes, 14 seconds
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The Macro Viewpoint - Are investors right to be bullish and is Europe’s energy crisis over?

Mark McDonald delves into some unusually positive signals towards risk assets from our machine learning models and Kim Fustier assesses the outlook for the oil and gas markets. Disclaimer: https://www.research.hsbc.com/R/51/NJBKCdv Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
1/25/202314 minutes, 1 second
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Under the Banyan Tree - The economics of going green in Asia

Herald van der Linde is joined by Evan Li, Head of Asia Energy Transition Research, to discuss the opportunities and challenges of renewable energy in the region, where China is both the leading polluter and number one name in solar and wind. Disclaimer: https://www.research.hsbc.com/R/51/FjWqvLS Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
1/19/202313 minutes, 55 seconds
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The Macro Viewpoint - What’s next for the global economy and emerging markets

Janet Henry and Murat Ulgen discuss the impact of China’s reopening on the rest of the world, the outlook for inflation and central bank policy, and whether emerging market assets can recover some of the deep losses seen over the past two years.Disclaimer: https://www.research.hsbc.com/R/51/mwJssbL Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
1/16/202312 minutes, 27 seconds
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Under the Banyan Tree - China gets ready to travel and spend

Herald van der Linde and Fred Neumann discuss the wide-ranging impacts of China's grand reopening on economies and equity markets in Asia and beyond. Disclaimer: https://www.research.hsbc.com/R/51/76bBVxx Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
1/12/202313 minutes, 58 seconds
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The Macro Viewpoint - China’s great reopening and Europe’s inflation challenge

Jing Liu examines the macro issues facing China as key COVID-related restrictions are lifted. Simon Wells considers whether European policymakers may be overly optimistic on how quickly they can return inflation to their 2% target.Disclaimer: https://www.research.hsbc.com/R/51/zMDj6xp Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
1/6/202316 minutes, 17 seconds
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Under the Banyan Tree - Asia in 2023: Economics and equities in the Year of the Rabbit

Fred Neumann and Herald van der Linde discuss the key issues shaping Asian economies and equity markets in 2023, including interest rates, inflation and China’s grand re-opening.Disclaimer: https://www.research.hsbc.com/R/51/czw7wxr Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
1/5/202317 minutes, 23 seconds
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The Macro Viewpoint - The 2023 outlook, and the return of EM bulls

Janet Henry explains why a near-term slowdown in inflation will not warrant rate cuts from the major central banks in the coming year. Murat Ulgen finds investors are turning more bullish in our latest EM sentiment survey. Disclaimer: https://www.research.hsbc.com/R/51/qlczm69 Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
12/16/202212 minutes, 56 seconds
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The Macro Viewpoint - China’s reopening, Eurozone wage risks, and a global data check

Jing Liu discusses our revised GDP forecasts in light of China’s property and COVID-19 policy changes, Fabio Balboni looks at how labour market developments could affect inflation and James Pomeroy assesses a divide in the latest economic data. Disclaimer: https://www.research.hsbc.com/C/1/1/320/PR9lVgN |  Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
12/9/202216 minutes, 32 seconds
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The ESG Brief - What 352 finance professionals are telling us

Wai-Shin Chan, Head of ESG Research and the Climate Change Centre, weighs up the results of our third ESG Sentiment Survey and finds few big wins from the recent COP27 global climate negotiations.Disclaimer: https://www.research.hsbc.com/R/51/JKzkjCB  Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn with #HSBCresearch or click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
12/8/202214 minutes, 26 seconds
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Under the Banyan Tree - Semiconductors: Perspective after the Perfect Storm

Fred Neumann is joined by Head of Asia Technology Research, Frank Lee, for a discussion on the outlook for global semiconductors, where Asia plays by far the largest role of any region. Disclaimer: https://www.research.hsbc.com/R/51/6H7RLBJ Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.  Hosted on Acast. See acast.com/privacy for more information.
12/1/202213 minutes, 45 seconds
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US Monetary Policy and its Effect on Global Markets

In this episode of EM Spotlight, Janet Henry, Global Chief Economist at HSBC, speaks with James Bullard, President and CEO of the Federal Reserve Bank of St. Louis, on the Federal Reserve’s efforts to tame inflation and how quantitative tightening is affecting global markets. This episode was recorded from a virtual event on Sept. 29. Emerging markets spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s emerging markets. For further insight and information around emerging markets, visit Accessing Emerging Markets | HSBC.  Hosted on Acast. See acast.com/privacy for more information.
11/29/20221 hour, 44 seconds
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Best of EM Global Food Prices in Crisis

In this episode, we explore the current state of global food prices. Dr Murat Ulgen, Global Head of GEMs Research at HSBC, hosts World Bank Senior Economists John Baffes and Peter Nagle as they discuss the larger backdrop against which global food prices are rising, the factors that are directly impacting these price changes and finish by taking a look at what the policy response has been and the knock-on consequences of higher prices. Emerging Markets Spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s emerging markets. For further insight and information around emerging markets, visit Accessing Emerging Markets | HSBC.  Hosted on Acast. See acast.com/privacy for more information.
11/29/202231 minutes, 1 second
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The Macro Viewpoint - Gas markets, Supply Chains, Europe and UK Outlook

Kim Fustier assesses what the mild autumn weather means for gas prices, James Pomeroy considers whether easing supply chain bottlenecks will help lower inflation and Chris Hare examines the prospects for a recession in Europe. Disclaimer: https://www.research.hsbc.com/R/51/cH2Rcxd Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.  Hosted on Acast. See acast.com/privacy for more information.
11/25/202212 minutes, 9 seconds
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Under the Banyan Tree - Can China’s new COVID measures stall the slowdown?

With COVID-19 cases soaring across China, Fred Neumann talks to Chief China Economist, Jing Liu, about Beijing’s new approach to containment and how it could impact the economic outlook for the country and beyond. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
11/24/202212 minutes, 28 seconds
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The Macro Viewpoint - The USD peak, a game changer for China property and UK budget reaction

Paul Mackel explains why we expect USD strength to reverse next year, Jing Liu assesses China’s latest steps to stabilise the property market and Liz Martins examines the new UK government’s plans to plug the fiscal shortfall. Disclaimer: https://www.research.hsbc.com/R/51/tnslnDz Stay connected and access free to view reports and videos from HSBC Global Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.  Hosted on Acast. See acast.com/privacy for more information.
11/18/202217 minutes, 25 seconds
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Emerging Market Spotlight Podcast Series: Challenges and Opportunities in the Current EM Investment Environment

In this episode EM experts examine the challenges that have buffeted emerging markets over the last year, including geopolitical tensions, high commodity prices and inflationary shocks. How should investors approach this complex and somewhat tricky environment, and what are the bright spots? Dr. Murat Ulgen HSBC’s Global Head of Emerging Markets Research, and Celina Apostolo Merrill, Portfolio Manager of Emerging Market Corporate Debt at Blackrock, join host Cary Goodwin, Head of Institutional Sales, Americas & Head of Global Debt Market Sales at HSBC, for this conversation. Emerging Markets Spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s emerging markets. For further insight and information around emerging markets, visit Accessing Emerging Markets | HSBC.  Hosted on Acast. See acast.com/privacy for more information.
11/17/202236 minutes, 45 seconds
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Under the Banyan Tree - India: A New Growth Era in a Top Five Economy

With India having recently overtaken the UK as the world’s fifth largest economy, Fred Neumann talks to Chief India Economist, Pranjul Bhandari, about the modern growth drivers that we think can push GDP beyond its 6% average in recent years. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
11/17/202215 minutes, 25 seconds
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Emerging Markets Spotlight – EM Economics

HSBC Global Chief Economist Janet Henry leads a panel of distinguished speakers discussing the current challenges facing EM economies across the globe – and the positive signs that may yield opportunities going forward. Emerging markets spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s emerging markets. For further insight and information around emerging markets, visit Accessing Emerging Markets | HSBC.  Hosted on Acast. See acast.com/privacy for more information.
11/16/202222 minutes, 57 seconds
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EM Wealth and the Rise of the Family Office

As wealth rises in emerging markets, we are seeing the rise of the family office across these regions, with the fastest regions for growth being Asia and MENA. Why might a family consider setting up a family office? What are the key considerations? And, how does HSBC work to help clients in this position. Hear from wealth, advisory and private banking experts on this subject.Emerging markets spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s emerging markets. For further insight and information around emerging markets, visit Accessing Emerging Markets | HSBC. Hosted on Acast. See acast.com/privacy for more information.
11/16/202229 minutes, 17 seconds
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HSBC’s Sibos Spotlight: View from Sibos

In the final episode of our Sibos podcast miniseries, TMI’s Eleanor Hill is joined by Nadine Lagarmitte, Neil Atkinson and Vinay Mendonca as they look back at Sibos 2022. Our guests discuss the prevalent topics from the event such as payment APIs, digital innovation, global trade and also share their key take-aways from our week in Amsterdam. Hosted on Acast. See acast.com/privacy for more information.
11/15/202238 minutes, 40 seconds
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Emerging Markets Spotlight – Exploring the Current EM Environment

Two veteran observers of emerging markets, Surendra Rosha, Co-CEO APAC, HSBC, and Mark Tucker, HSBC Group Chairman, examine the current environment, exploring inflation, the possibility of a recession, strengths, downside risks, and more. The speakers take a deep dive into particular regions and the effects of current geopolitical events, making for a fascinating and comprehensive conversation on the subject that is not to be missed. Emerging markets spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s emerging markets. For further insight and information around emerging markets, visit Accessing Emerging Markets | HSBC.  Hosted on Acast. See acast.com/privacy for more information.
11/14/202222 minutes, 57 seconds
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Digital Innovation and the Future of Financial Service

The finance industry is experiencing its “Blockbuster to Netflix” moment as digital innovations like DLT are revolutionising how banking works and what clients expect from service providers. This conversation features some of the bank’s senior most leaders in a fascination conversation around what is driving digital innovation in financial services.Emerging markets spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s emerging markets. For further insight and information around emerging markets, visit Accessing Emerging Markets | HSBC.  Hosted on Acast. See acast.com/privacy for more information.
11/14/202211 minutes
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The Macro Viewpoint - Global data, South Africa’s challenges, oil prices

We look at whether the latest economic data could drive a dovish turn by central banks, find out how power cuts and transport disruptions are hurting South Africa’s growth outlook and consider whether oil prices are poised to hit triple digits. Disclaimer: https://www.research.hsbc.com/R/51/zDJ7mVB. Stay connected and access free to view reports and videos from HSBC Global Research click here: https://www.gbm.hsbc.com/insights/global-research.  Hosted on Acast. See acast.com/privacy for more information.
11/11/202214 minutes, 9 seconds
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Under the Banyan Tree - Asia's emerging stars?

With much of the region and the world fearing the effects of slowing trade and recession risk, Fred Neumann sits down with ASEAN Economist, Yun Liu, to discuss two Asian economies with a far brighter outlook. Disclaimer: https://www.research.hsbc.com/R/51/qzhpLBv To stay connected and to access free to view reports and videos from HSBC Global Research click here: https://www.gbm.hsbc.com/en-gb/campaigns/global-research/open-pass Hosted on Acast. See acast.com/privacy for more information.
11/11/202211 minutes, 57 seconds
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The Macro Viewpoint - US and UK hikes, EM FX outlook

We assess the differing monetary policy paths of the US and UK following large rate rises and look at what a peak in the dollar could mean for emerging market currencies. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
11/4/202215 minutes, 26 seconds
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The ESG Brief -- COP27 and climate stocks

Wai-Shin Chan previews the UN climate talks in Egypt in November amid economic and geopolitical tensions; Amit Shrivastava tracks the market performance of climate-related stocks. Disclosures and Disclaimers can be found here. To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
11/2/202215 minutes, 15 seconds
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MarkeTalks – The future of Health and Wealth

There are many trends across financial services that combine to make up the expansion in the wealth space, with both existing firms and new entrants looking to benefit from changing market dynamics. Health and wealth is a fairly broad term, that generally looks at the increasing integration of previously stand-alone products. While an insurer may have previously provided separate health insurance and some form of wealth management product, we’re now seeing these increasingly bundled together.  Listen as HSBC’s Sam Ray, Director, Insurance Sector Product and Stuart Turner, Senior Product Manager, Fund Administration, discuss some of the main themes we see driving the development of health and wealth. Hosted on Acast. See acast.com/privacy for more information.
10/31/202210 minutes, 37 seconds
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The Macro Viewpoint - ECB hikes, FX drivers, trade challenges

We assess the outlook for Europe’s monetary policy following the ECB’s latest rate hike, consider what’s next for the EUR and USD, and look at what to expect after the global trade boom. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
10/28/202215 minutes, 24 seconds
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Under the Banyan Tree - What's next for China’s economy?

With China GDP beating expectations, but the economy still facing challenges on multiple fronts, Fred Neumann sits down with Chief China Economist Jing Liu to discuss the next steps for the world’s second largest economy. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
10/27/202213 minutes, 1 second
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The Macro Viewpoint - UK special

Following Liz Truss’s resignation as prime minster, we look at what’s next for the UK economy, rates and GBP ahead of the scheduled budget on 31 October. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
10/21/202210 minutes, 10 seconds
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How businesses are implementing the energy transition

During this episode we speak with leaders from different sectors about how they are thinking about and implementing the transition to low and zero carbon energy. What are the challenges they face? How are their business operations evolving in light of the transition? And, how is it all being financed?  To find out how HSBC is supporting businesses on their sustainable ambitions, click here. Hosted on Acast. See acast.com/privacy for more information.
10/19/202236 minutes, 16 seconds
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What does a successful COP27 look like?

In this episode, Wai-Shin Chan, Head of the Climate Change Centre of Excellence and Global Head of ESG Research at HSBC, talks with Nigel Topping, the UK's High-Level Climate Action Champion, and Jenny McInnes, Group Head of Sustainability Policy & Partnerships at HSBC, about the road to COP27. What has been learned from COP26 and which policies and promises have been acted on? And what can we expect from this year’s event? To find out how HSBC is supporting businesses on their sustainable ambitions, click here. Hosted on Acast. See acast.com/privacy for more information.
10/18/202225 minutes, 51 seconds
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The Macro Viewpoint - UK rates volatility explained, EM’s rough ride

We take an in-depth look at what’s going on in the UK bond market following another week of turbulence and look at whether there will be any respite for emerging markets assets amid mounting economic challenges. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
10/14/202214 minutes, 19 seconds
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Under the Banyan Tree - Asia and the trade boom: Has the cargo ship sailed?

With the peak-pandemic trade surge a thing of the past and freight rates plummeting, Fred Neumann talks to Shanella Rajanayagam and Parash Jain about the outlook for shipping and trade, and what it could mean for export-reliant Asian economies. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
10/13/202217 minutes, 4 seconds
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AsiaTalks: New Fund Vehicles for Private Assets with a spotlight on Asia

Listen as Mhairi Sandeman, Senior Product Manager for Global Trustee and Fiduciary Services explores the topic of new fund vehicles for private assets with a spotlight on Asia, with colleagues Ganesh Valakati, Director, Product Management, Regulation and Meera Jadeja, Global Business Development, Alternative Investments. This podcast follows our recently published report, A Global Guide to New Fund Vehicles for Private Assets, exploring some of the new or amended fund vehicles, and regulatory regimes, that have emerged in the previous two or three years which are geared towards private asset classes. In particular, this focused on those in Hong Kong, Singapore, Ireland, the UK and the EU. Hosted on Acast. See acast.com/privacy for more information.
10/11/202215 minutes, 58 seconds
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Emerging Markets Spotlight Podcast Series - Taking stock of emerging markets

In this episode of Emerging Markets Spotlight, Dr. Murat Ulgen, Global Head of Emerging Markets Research at HSBC, speaks with Mary Therese Barton, Head of Emerging Market Fixed Income at Pictet AM about how emerging markets have evolved over the last 20 years and how investment in this asset class could change in the face of rising inflation and looming recessions. Emerging Markets Spotlight is a podcast miniseries created and hosted by HSBC that seeks to explore and understand the complex and critically important issues facing the world’s leading institutional investors. For further insight and information around emerging markets, visit https://www.gbm.hsbc.com/en-gb/campaigns/accessing-emerging-markets-2022 Hosted on Acast. See acast.com/privacy for more information.
10/10/202224 minutes, 45 seconds
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The Macro Viewpoint - Bond market spillover, Europe’s challenges and a quantum disruption

We look at how UK gilts have been a source of volatility for global bond markets, consider how setting appropriate policy in Europe has become even harder and assess how quantum computing could disrupt the global economy. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
10/7/202214 minutes, 50 seconds
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Under the Banyan Tree - Divergence Down Under

Fred Neumann is joined by HSBC’s Chief Economist for Australia, New Zealand and Global Commodities, Paul Bloxham, to discuss divergent policy moves by the RBA and RBNZ, as well as the outlook for commodities and what it implies for Asia. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
10/6/202219 minutes, 4 seconds
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DigiTalks - To Hedge or not to Hedge

Electronic trading desks are focusing more and more on the dilemma of internalisation vs. externalisation and the respective impact it has on their wider client audience. Listen to Farzana Nanji, Head of eFX Sales, Europe, HSBC and Alexander Barzykin, Director, eRisk, HSBC, as they discuss the wider implications for trading desks and clients alike. Hosted on Acast. See acast.com/privacy for more information.
10/5/202212 minutes, 44 seconds
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HSBC’s Sibos Spotlight – Digital Trade Finance Innovations: Real-life Benefits for Treasurers

The application of digital innovation in the context of the trade finance space cannot be understated. In the latest episode of our Sibos miniseries, HSBC’s Vinay Mendonca and Contour’s Carl Wegner discuss how, with powerful API tools at their disposal and a willingness to co-create, treasurers can capitalise on the increasingly digital trade finance environment. Our guests provide early insight into how APIs are being leveraged to facilitate data-based credit decisioning. This is HSBC’s Sibos Spotlight, a podcast mini-series in collaboration with Treasury Management International (TMI). Throughout this series we will explore the critical topics impacting the transaction banking landscape, specifically looking at sustainability, digitisation and innovation. We will examine the opportunities and challenges disrupting the areas of payments, trade, custody and traditional business models. To find out more about HSBC's transaction banking insights and presence at Sibos 2022, visit here. Hosted on Acast. See acast.com/privacy for more information.
10/4/202228 minutes, 44 seconds
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The Macro Viewpoint - The UK’s tough week, Asia’s export stumble, EM Sentiment Survey

We assess the implications of a volatile week for UK financial markets, look at how headwinds to growth are set to stiffen across much of Asia and find out why investors have become even more bearish on emerging market assets. Disclaimer: To stay connected and to access free to view reports and videos from HSBC Global Research click here  Hosted on Acast. See acast.com/privacy for more information.
9/30/202213 minutes, 47 seconds
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Under the Banyan Tree - Is China heading the way of Japan in the '90s?

Fred Neumann, Head of Asian Economics Research, is joined by Steven Sun, Head of Research at HSBC Qianhai Securities, to discuss why Chinese equities have slumped in 2022, and whether the country is headed for a Japan-style balance sheet correction. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
9/29/20229 minutes, 42 seconds
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HSBC’s Sibos Spotlight: Using CBDCs for Cross-Ledger Multi-Asset Transactions

Why should treasurers be interested in CBDCs, and how can they prepare for an environment where these types of currencies are commonplace? This episode in our Sibos podcast miniseries follows last year's digital asset deep dive, with HSBC’s Mark Williamson once again joining TMI's Eleanor Hill, alongside special guest Søren Mortensen from IBM to explore how attitudes have changed to CBDCs over the last 12 months. Our guests also provide insight on a ground-breaking project between HSBC, IBM and Banque de France that leveraged CBDCs to create an FX settlement capability. This is HSBC’s Sibos Spotlight, a podcast mini-series in collaboration with Treasury Management International (TMI). Throughout this series we will explore the critical topics impacting the transaction banking landscape, specifically looking at sustainability, digitisation and innovation. We will examine the opportunities and challenges disrupting the areas of payments, trade, custody and traditional business models. To find out more about HSBC's transaction banking insights and presence at Sibos 2022, visit here. Hosted on Acast. See acast.com/privacy for more information.
9/26/202232 minutes, 22 seconds
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The Macro Viewpoint - US and UK policy rates leap, China’s slow rebound

We assess this week’s hefty transatlantic rate rises and why China’s economic recovery might be more gradual than expected. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
9/23/202214 minutes, 11 seconds
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Live Insights - Emerging Markets: Inflation races, growth braces

Listen now to Murat Ulgen, HSBC's Global Head of Emerging Market Research, for an in-depth discussion with Piers Butler as they explore some of the key questions facing EM investors today. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
9/22/202229 minutes, 45 seconds
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Under the Banyan Tree - How is the energy crisis playing out in Asia?

Fred Neumann and Herald van der Linde welcome Head of European Oil and Gas Research, Kim Fustier, to the podcast for a discussion on how Europe’s energy crisis is sending ripples across Asian markets and economies. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
9/22/202219 minutes, 35 seconds
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The ESG Brief - Data science and the risk of diversity washing

In this edition, Yaryna Kobel, Mark McDonald and Camila Sarmiento focus on how we've applied data science to determine whether corporate diversity discussions are being matched with action. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
9/21/202215 minutes, 3 seconds
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DigiTalks - Digital Assets: Funds Regulatory Landscape in Europe

We have been seeing developing regulation around digital assets in the EU and in European jurisdictions such as Luxembourg, Ireland and the UK. This is around topics such as cryptocurrencies and some specific guidance for Funds holding virtual or crypto assets. During this episode we explore the Funds regulatory landscape in Europe for digital assets. Listen as Mhairi Sandeman, Senior Product Manager for Global Trustee and Fiduciary Services discusses these emerging themes with Guglielmo Manzoni, Head of Depositary and Fiduciary Services, Luxembourg, Richard Parker, Head of Trustee and Fiduciary Services, UK and Mark Synnott, Head of Trustee and Fiduciary Services, Europe. Hosted on Acast. See acast.com/privacy for more information.
9/20/202212 minutes, 5 seconds
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The Macro Viewpoint - Europe’s gas squeeze, Brazil election preview, USD drivers

We assess the latest developments in the gas market as the supply crunch intensifies, look at what Brazil’s October election could mean for the economy and consider whether USD strength can continue.Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
9/16/202212 minutes, 51 seconds
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Under the Banyan Tree - Earnings season wraps up in Asia

Herald van der Linde and Fred Neumann delve into the recent crop of Asian corporate earnings, discussing how particular sectors have performed and what their results mean for regional markets and the broader economy. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
9/15/202215 minutes
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HSBC’s Sibos Spotlight: Holistic ESG Transition in Value Chains

The second episode of our Sibos podcast miniseries sees HSBC's Surath Sengupta join TMI's Eleanor Hill to explain why the appetite for sustainable supply chain solutions has accelerated. In this ESG deep dive, Surath considers the supply chain reconfigurations corporates must be prepared for and identifies key action points for treasurers in terms of seizing sustainable SCF opportunities. This is HSBC’s Sibos Spotlight, a podcast mini-series in collaboration with Treasury Management International (TMI). Throughout this series we will explore the critical topics impacting the transaction banking landscape, specifically looking at sustainability, digitisation and innovation. We will examine the opportunities and challenges disrupting the areas of payments, trade, custody and traditional business models. To find out more about HSBC's transaction banking insights and presence at Sibos 2022, visit here. Hosted on Acast. See acast.com/privacy for more information.
9/12/202222 minutes, 58 seconds
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Under the Banyan Tree - Asia's rising wealth

Herald van der Linde and Fred Neumann discuss the region's growing wealth levels and what they mean for Asian economies, industries and market dynamics. Disclaimer To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
9/8/202219 minutes, 24 seconds
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HSBC’s Sibos Spotlight: The Future of Custody – Discovering the MarketSpace ecosystem

In the first episode of our podcast mini-series, TMI's Eleanor Hill is joined by Alexis Vasquez Meissner, Suman Bhadresha and Stephen Man to discuss the latest trends in the custody arena. They discuss HSBC’s overarching vision for the future of custody, and how our markets & securities services platform, MarketSpace, will connect the industry for clients through one single access ecosystem. This is HSBC’s Sibos Spotlight, a podcast mini-series in collaboration with Treasury Management International (TMI). Throughout this series we will explore the critical topics impacting the transaction banking landscape, specifically looking at sustainability, digitisation and innovation. We will examine the opportunities and challenges disrupting the areas of payments, trade, custody and traditional business models. To find out more about HSBC's transaction banking insights and presence at Sibos 2022, visit here. Hosted on Acast. See acast.com/privacy for more information.
9/5/202233 minutes, 4 seconds
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The Macro Viewpoint - Tough times for UK firms, “new normal” for trade, lower for longer yields

We look at how the deteriorating economic outlook could increase the pressure on UK businesses, consider whether trade disruptions are here to stay and assess the outlook for global bond yields. Disclaimer To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
9/2/202216 minutes, 26 seconds
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Under the Banyan Tree - Asian supply chains: from politics to production

Fred Neumann and Herald van der Linde take a big-picture look at Asian supply chains, the political and economic reasons why they can be forced to shift, and the logistical operations involved in relocating them. Disclaimer To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
9/1/202217 minutes, 34 seconds
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Outlook for Asia credit markets and ESG issuance trends

With increasing US interest rates, inflation, and the pandemic, what is the market outlook for Asia credit markets and what opportunities are brought by ESG bonds in the region to fixed income investors? In this episode, Keith Chan, Head of Asia Credit Research HSBC, and Louisa Lam, Director of Asia Credit Research HSBC, share market insights and trends. Read more here: https://www.gbm.hsbc.com/en-gb/feed/accessing-capital/asia-credit-green-shoots Hosted on Acast. See acast.com/privacy for more information.
8/31/20227 minutes, 41 seconds
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Under the Banyan Tree - An introduction to Asian demographics

From ageing nations to rising populations and diverse workforces, Herald van der Linde and Fred Neumann discuss the wide-ranging impacts of demographic trends across Asia’s economies and markets. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
8/25/202220 minutes, 48 seconds
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Under the Banyan Tree - Indonesia: From ancient temples to the modern consumer

With Herald in Indonesia this week, he and Fred discuss the fabric of an economy that's tipped to be a leading consumer hub in the next decade. Selviana Aripin, Head of ASEAN Consumer Research, joins our hosts to discuss key trends in the country. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
8/18/202219 minutes, 13 seconds
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The Macro Viewpoint - Eurozone recession, USD and the Fed, global economic outlook

We assess a gloomy economic outlook for Europe, discuss what’s driving the dollar’s performance and look at recession risks for the global economy. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
8/12/202213 minutes, 45 seconds
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Under the Banyan Tree - What's behind Asia's resilience?

Herald van der Linde and Fred Neumann discuss how Asian markets have become accustomed to volatility. Senior Financials Analyst, Abhishek Murarka, explains how India’s banking system has overcome challenges to become significantly more robust. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
8/10/202216 minutes, 51 seconds
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MENATalks - The rise and rise of the token economy

In this podcast hosted by HSBC’s Noor Adhami, we hear from a panel of experts – Michael Demissie from BNY Mellon, Zhu Kuang Lee from HSBC and David Reed from Invesco – about the emergence of the tokenised economy. Listen to learn about how this blockchain-based technology is set to upend the current ecosystem, predicted timescales, how businesses are preparing themselves and how product offerings are evolving to cope with these changes. This episode has been abridged from a panel discussion at the HSBC Securities Services MENAT Forum that was recorded in January 2022. Hosted on Acast. See acast.com/privacy for more information.
8/10/202227 minutes, 6 seconds
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The Macro Viewpoint - The BoE hikes again, G10 FX drivers, PMI update

We assess the Bank of England’s fight against inflation, find out how data releases can affect major currencies and take a look at what the latest PMI business surveys are telling us about the global economy. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
8/5/202213 minutes, 38 seconds
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Under the Banyan Tree - Homecoming

Fred Neumann and Herald van der Linde discuss what the upswing in US markets means for Asia, and are joined by Head of Asia Internet and Gaming Research, Charlene Liu, for an in-depth discussion on the ‘homecoming’ of US-listed Chinese companies. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
8/4/202218 minutes, 10 seconds
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MarkeTalks - The future of insurance

In recent years we have seen some significant changes to the way insurers operate, from transforming their internal operating models to adapting product ranges. Listen as Dale Grieve, Head of Sales and Business Development for UK Asset Owners at HSBC and Sam Ray, Director, Insurance Sector Product at HSBC discuss some of the trends we’re seeing across the insurance industry. Hosted on Acast. See acast.com/privacy for more information.
8/4/20229 minutes, 52 seconds
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The ESG Brief - What are Scope 3 emissions and why do they matter?

Wai-Shin Chan, Head of ESG Research at HSBC, looks at the growing awareness of Scope 3 emissions among corporates and investors and what regulators are doing to encourage their disclosureDisclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
8/2/202212 minutes, 18 seconds
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ESGTalks - The rise of nature risks in ESG strategies

When we consider the environmental pillar of ESG, much of the focus has been on climate. Whilst climate change is understandably a priority concern, nature is gaining traction in the ESG world as the close interconnection between nature and climate is unequivocal. Initiatives such as the Taskforce on Nature-related Financial Disclosures (TNFD), will be key in progressing the biodiversity agenda.  Listen as Marine de Bazelaire, Group Advisor, Natural Capital at HSBC discusses this trending topic with Jennifer Lo, Senior Product Manager, Regulatory & Tax Product at HSBC. Hosted on Acast. See acast.com/privacy for more information.
8/1/202224 minutes, 18 seconds
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The Macro Viewpoint - Fed tightening, China’s property stress, Europe’s gas worries

We look at what's next for the Fed, new challenges facing China’s property markets and the potential pain from natural gas rationing in Europe. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
7/29/202214 minutes, 25 seconds
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Under the Banyan Tree - China property: the lost decade

Fred Neumann and Herald van der Linde discuss volatility in Asian markets, other vagaries of life, and take a deep dive into the China property wobble with Michelle Kwok, Head of Asian Real Estate Research. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
7/28/202214 minutes, 41 seconds
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MENATalks - MENAT’s green evolution

Sabrina Halima-Meddah from HSBC’s Global ESG Sustainable Investment Sales team leads a panel of experts in a forward-thinking conversation about how governments and regulators should be setting the agenda and dictating the trajectory when it comes to sustainability. Listen to hear them talk about disclosures, available information, gauging what investors are looking for, risk-return objectives and ESG taxonomies.  This episode has been abridged from a panel discussion at the HSBC Securities Services MENAT Forum that was recorded in January 2022.  Hosted on Acast. See acast.com/privacy for more information.
7/28/202229 minutes, 53 seconds
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Exploring the potential of the Metaverse

In this podcast we explore the Metaverse: What is it and what opportunities does it bring? Listen as Sebastien Borget from The Sandbox and HSBC’s Rajeev Tummala discuss how the Metaverse might change our economy, including how people transact, work and play. Find out how the Metaverse could lead to a more equitable society and how it might change the way creators are compensated for the things they produce. Sebastien is the co-founder and COO of The Sandbox, a virtual world where players can create, play, own, govern and monetize their experiences using NFTs and sand, the main utility token of the platform. Sebastien also became president of the Blockchain Game Alliances in 2020, a non-profit organization of 300 key members of the industry. Rajeev leads the digital data and innovation team for Securities Services in Singapore, and is also the interim head for HSBC securities services in ASEAN. He works on product strategy and implementation with a special focus on digital assets and the implications of distributed ledger technology for securities issuance and associated asset servicing. Interested in learning more about the Metaverse? Read HSBC’s detailed report on the subject here.  Hosted on Acast. See acast.com/privacy for more information.
7/26/202226 minutes, 56 seconds
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Market outlook in turbulent times

In this episode, we assemble a team of economists and asset managers to explore how recent economic, financial, and geopolitical events are impacting markets – and what the future might hold. The panel discusses regions, markets and asset classes that feel more stable in the current environment as well as where challenges lie.  Hosted on Acast. See acast.com/privacy for more information.
7/26/202222 minutes, 10 seconds
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The Macro Viewpoint - The ECB's inflation fight, Italian complications and the UK leadership race

Fabio Balboni takes stock of the ECB's first rate rise in 11 years and the effectiveness of its anti-fragmentation risk measure for Italy. Liz Martins looks at what's next in the race to replace Boris Johnson as British prime minister. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
7/22/202213 minutes, 48 seconds
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What you need to know about the future of data

Data has become essential to business services, but along with the opportunities data bring come many challenges – cost of data storage, data use restrictions across geographies and security concerns, to name just a few. However, trends and disruptions in how data is used and stored has the ability to change the way businesses think about and leverage date. In this podcast, we talk about the future of data, including cloud storage, data mesh and more. Learn about these game changers for the future of data use in business. Hosted on Acast. See acast.com/privacy for more information.
7/19/202218 minutes, 44 seconds
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The Macro Viewpoint - EM’s tough run, the dollar’s rise and a demographics challenge?

We find out why emerging markets face a tough second half of the year, look at whether the dollar’s recent strength can continue, and assess the UN’s latest population projections and what they could mean for the global economy. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
7/15/202212 minutes, 50 seconds
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Exploring opportunities in emerging markets

Emerging markets are experiencing challenges in the current political and economic environment. We take a detailed look at some of these challenges, what they mean for this assets class right now, and some of the silver linings. We explore the impact of rising US interest rates and inflation, the role of emerging markets in the sustainability agenda and look at one bright spot in the current moment – India.  Hosted on Acast. See acast.com/privacy for more information.
7/12/202225 minutes, 35 seconds
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ESGTalks – The journey to net-zero

As more and more companies focus on implementing ESG principles within their organisations, banks are also adapting their business models to support their clients and the global transition.  Listen as Noman Ali, Chief Financial Officer for ESG & Sustainable Finance at HSBC Group discusses how HSBC is navigating its own transition and delivering on a net-zero economy, with Gabriela Tennhard, Global Head of Market & Strategic Insights for Markets & Securities Services. To find out more about HSBC’s net-zero strategy, click here. Hosted on Acast. See acast.com/privacy for more information.
7/12/202210 minutes, 54 seconds
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The Macro Viewpoint - UK upheaval, recession risks, bond yields, Europe’s gas challenge, Data Matters

We assess political developments in the UK, the likelihood of a global recession, what’s next for yield curves, and whether Europe can cope without Russian gas. All this, plus a special focus on how machine learning can produce signals for G10 FX. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
7/8/202220 minutes, 31 seconds
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The ESG Brief - Tackling the impact of heat stress

In this edition, Linnet Cotterill, an ESG Analyst with HSBC Global Research, looks at the effect of rising temperatures on worker productivity and health, the proliferation of heat stress regulations, and corporate disclosure. Disclaimer: https://www.research.hsbc.com/C/1/1/320/BSbQ7qC To stay connected and to access free to view reports and videos from HSBC Global Research click here: https://www.gbm.hsbc.com/insights/global-research.  Hosted on Acast. See acast.com/privacy for more information.
7/5/202211 minutes
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The Macro Viewpoint - Asia’s economic outlook, China & COVID-19, oil update

In this edition we discuss the economic challenges facing Asia, assess China’s fiscal and monetary response to the latest wave of COVID-19 and look at what’s next for oil prices. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
7/4/202215 minutes, 27 seconds
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The Macro Viewpoint - Assessing the global economic outlook

In this edition we look at how central banks could respond to soaring inflation and decelerating growth, and analyse China’s economic recovery. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
6/24/202213 minutes, 56 seconds
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The Metaverse Age

Listen as HSBC Global Research’s Disruptive Technologies Analyst, Davey Jose, discusses with Piers Butler the latest topics on the Metaverse Age. From the debate on infrastructure vs. content and whether digital goods really are the new reality, to the opportunities the Metaverse presents to investors.  This episode was recorded as part of a LinkedIn Live event on 7 June 2022. Click here for the disclaimer. Hosted on Acast. See acast.com/privacy for more information.
6/21/202227 minutes, 51 seconds
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AsiaTalks - Fund distribution in China by foreign asset managers

In this edition of our AsiaTalks series, we are focusing on the two principle distribution channels available for asset managers looking to sell their funds to domestic Chinese investors: Wealth Management Connect and Qualified Domestic Institutional Investor (QDII). Join Wayne Beighton, Head of UK Business Development, Asset Managers, HSBC and Patrick Wong, Global Head of China, Investor Services, HSBC, as they discuss these opportunities for asset managers. Hosted on Acast. See acast.com/privacy for more information.
6/20/202210 minutes, 10 seconds
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The Macro Viewpoint - US and UK rate hikes, Russia-Ukraine war & trade

In this edition we assess tightening cycles on both sides of the Atlantic and look at how the war in Ukraine is impacting trade flows. Disclaimer To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
6/17/202215 minutes, 9 seconds
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The Macro Viewpoint - ECB hawks take control, EM Sentiment Survey, USD outlook

In this edition we assess how the ECB is set to end years of loose monetary policy, find out why investors have become even more bearish on emerging market assets and consider how the dollar would likely behave were the US economy to slow.Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
6/10/202214 minutes, 31 seconds
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DigiTalks - Tokenisation of Private Assets

Tokenisation is an exciting digital development with specific benefits for private assets, which have seen significant increases in investment over recent years.  Listen to Mhairi Sandeman, Senior Product Manager for Global Trustee and Fiduciary Services and Rachel Roch, Digital Product Analyst at HSBC Securities Services as they provide an overview of tokenisation and discuss the opportunities that tokenisation can bring to private asset managers and investors, along with the regulatory considerations.   Hosted on Acast. See acast.com/privacy for more information.
6/9/202215 minutes, 27 seconds
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ESGTalks - ESG regulatory considerations for private asset managers

ESG-led investment has resulted in a growth in private assets such as infrastructure, renewables and private debt funding the shift to carbon neutral. Alongside the positive impact that financial services can make to ESG goals through investment choices, private asset managers also have to overcome challenges around ESG standards and reporting requirements, against an ever evolving backdrop of ESG regulation and disclosure requirements. Listen to Mhairi Sandeman, Senior Product Manager for Global Trustee and Fiduciary Services, Jennifer Lo, Senior Product Manager for Regulation and Michael Madsen, Global Head of Product for Private Assets at HSBC Securities Services as they explore ESG regulatory considerations for private asset managers.   Hosted on Acast. See acast.com/privacy for more information.
6/6/202217 minutes, 41 seconds
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Financing Future Cities: Sustainable urban infrastructure

Infrastructure is critical to cities and how well they are able to adapt to population growth, economic transition, carbon reduction and other events. In this episode Alice Charles, the Lead for Urban Transformation from the World Economic Forum, and Christian Deseglise, Group Head of Sustainable Infrastructure and Innovation at HSBC explore how cities are adapting their infrastructure – and how they are finding the investment needed to meet infrastructure demands. In particular, they explore a brand-new financial mechanism for sustainable infrastructure called FAST-Infra. Financing Future Cities is a podcast series produced by HSBC and hosted by Greg Clark. It sets out to examine the complex and evolving role of urban hubs through the lens of banking and finance. To find out more about how HSBC are supporting customers transition to net-zero, click here.  Hosted on Acast. See acast.com/privacy for more information.
6/1/202238 minutes, 24 seconds
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Financing Future Cities: Urban energy

Cities make up approximately 78% of global energy demand, and they contribute 70% of global emissions. Cities are also at risk from the effects of rising global temperatures, which are caused by these emissions. Greg Clark talks with Nikki Grady-Smith, Senior Vice President at BP, and HSBC’s Group Head of Climate Transition, Seb Henbest, about how cities can decarbonize at scale. In order to achieve carbon emission reduction targets, cities will have to become mass adopters of renewable energy. What will this look like and how will we finance it?  Financing Future Cities is a podcast series produced by HSBC and hosted by Greg Clark. It sets out to examine the complex and evolving role of urban hubs through the lens of banking and finance. To find out more about how HSBC are supporting customers transition to net-zero, click here.  Hosted on Acast. See acast.com/privacy for more information.
5/30/202230 minutes, 28 seconds
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RegTalks – Opportunities ELTIF presents

In November 2021, proposed amendments were published to the European Long-Term Investment Fund (ELTIF) Regulations to remove barriers to entry for retail investors and amend restrictive fund rules to make the ELTIF a more attractive proposition for global asset managers. Hosted on Acast. See acast.com/privacy for more information.
5/30/202213 minutes, 59 seconds
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The Macro Viewpoint - Trade disruption, China COVID-19 update, the UK’s 70 years of change

In this edition we consider how supply chain disruptions might evolve, assess how economic activity in China is recovering and mark Queen Elizabeth II’s Platinum Jubilee with a look at how the UK’s economy and markets have changed during her reign. Disclaimer: To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
5/27/202214 minutes, 20 seconds
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Financing Future Cities: Urbanisation and sustainable finance

Cities across the globe are in the midst of change – driven by the trends of digitalisation and decarbonisation. An enormous investment will be needed in infrastructure, utilities and services to make these changes a reality. In this episode Greg Clark talks with Dr. Jaana Remes from Mckinsey Global Institute and HSBC’s Head of ESG Solutions for EMEA, Farnam Bidgoli, about how cities are becoming more sustainable and how It’s all being financed. Financing Future Cities is a podcast series produced by HSBC and hosted by Greg Clark. It sets out to examine the complex and evolving role of urban hubs through the lens of banking and finance. To find out more about how HSBC are supporting customers transition to net-zero, click here.  Hosted on Acast. See acast.com/privacy for more information.
5/26/202227 minutes, 38 seconds
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Financing Future Cities: Urban Technology

Today more than 50% of the world’s population lives in cities, with 10 percent living in the top 30 metropolises. In this episode Greg Clark speaks with Lucy Yu, CEO at the Centre for Net Zero, and Martin Richards, Executive Vice President and Global Head of Sustainable Finance President for HSBC Ventures. They discuss how our future cities will operate, the growth of Urban Tech, new digital technologies and platforms such as AI, the Internet of Thing and how these technologies can aid transformation of citizen services in the both public and private sectors, and can help optimise the benefits of urbanisation. Financing Future Cities is a podcast series produced by HSBC and hosted by Greg Clark. It sets out to examine the complex and evolving role of urban hubs through the lens of banking and finance. To find out more about how HSBC are supporting customers transition to net-zero, click here.  Hosted on Acast. See acast.com/privacy for more information.
5/25/202229 minutes, 7 seconds
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Financing Future Cities: Urban mobility

As the world’s growing population becomes more and more concentrated in urban centres, mobility is critical. It enables cities to function and deliver on the promise of sustainable, enriching, and productive lifestyles. In this episode, host Greg Clark speaks with Daniel Deparis, Head of Urban Mobility Solutions, Mercedes Benz Group, and Jon Connor, HSBC Global Head of Transport, Infrastructure, Logistics and Construction. They discuss the future of urban mobility, including shared transport, sustainable infrastructure and how financing will help us get there.  Financing Future Cities is a podcast series produced by HSBC and hosted by Greg Clark. It sets out to examine the complex and evolving role of urban hubs through the lens of banking and finance. To find out more about how HSBC are supporting customers transition to net-zero, click here.  Hosted on Acast. See acast.com/privacy for more information.
5/23/202229 minutes, 45 seconds
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The Macro Viewpoint - A focus on food inflation, security and EM-DM policy responses

Paul Bloxham looks at surging commodity prices and food security risks. Ali Cakiroglu explains why food matters in EM inflation baskets, while Liz Martins measures UK food price inflation. James Pomeroy assesses the policy responses around the world. Disclaimer: To stay connected and to access free to view reports and videos from HSBC Global Research click here: Hosted on Acast. See acast.com/privacy for more information.
5/20/202215 minutes, 30 seconds
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RegTalks – Evolving Funds landscape through the Trustee and Depositary lens

The global funds landscape has seen many positive changes in recent years with new and strengthened regulation to protect investors and financial markets. Including specific developments in Europe and Asia, growing trends including digital assets, ESG goals and requirements, and private asset investment.  Listen as Ronnie Griffin, Global Head of Trustee and Fiduciary Services and Mhairi Sandeman, Senior Product Manager for Global Trustee and Fiduciary Services at HSBC’s Securities Services discuss the evolving funds landscape through the unique lens of the trustee and depositary. Hosted on Acast. See acast.com/privacy for more information.
5/18/202214 minutes, 41 seconds
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The Macro Viewpoint - FX update, global data, UK & Brexit

In this edition we look at what hawkish global monetary policy means for currencies, assess the mounting issues facing the global economy and find out why Brexit is back on the agenda in Europe. Disclaimer To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
5/13/202214 minutes, 6 seconds
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The Macro Viewpoint - ECB and Fed policy, EUR under pressure, gas market update

In this edition we consider the outlook for monetary policy on both sides of the Atlantic, find out why the euro could face a tough period ahead and assess the risk of further disruption in the gas market. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
5/9/202214 minutes, 44 seconds
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The Macro Viewpoint - The RMB's rapid slide, money illusions and more supply chain disruptions

In this edition, Paul Mackel tracks the depreciation of the RMB, Stephen King identifies why policymakers may be behind the curve on inflation, and Shanella Rajanyagam monitors supply chain disruptions in locked down Shanghai. Disclaimer To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
5/6/202213 minutes, 47 seconds
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RegTalks – AIFMD II: Considerations for the Asset Management industry

The European Commission published proposed amendments to the Alternative Investment Fund Managers Directive (“AIFMD”) in November 2021, as part of a package of measures to deliver on the key commitments in the 2020 Capital Markets Union action plan.  Listen to Helen Slater, Senior Product Manager and Mhairi Sandeman, Senior Product Manager for Global Trustee and Fiduciary Services at HSBC’s Securities Services as they discuss the key proposals in AIFMD II and the implications for asset managers and the wider securities services industry. Hosted on Acast. See acast.com/privacy for more information.
4/28/202211 minutes, 50 seconds
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The Macro Viewpoint - The future of globalisation, China’s supply chains, booming metals

In this edition we look at what ongoing changes to supply chains mean for globalisation, assess the disruption caused to China’s economy from the Shanghai lockdown and consider the outlook for global metals markets. Disclaimer: To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
4/22/202214 minutes, 58 seconds
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The Macro Viewpoint - EM, China and oil

In this edition we assess the challenging outlook for emerging markets, look at what rising COVID-19 cases mean for China’s economy and find out why there is some welcome relief in the oil markets. Disclaimer: To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
4/15/202212 minutes, 59 seconds
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The Macro Viewpoint - European economics, USD, PMI update

In this edition we assess the impact of the latest supply shock on Europe, consider what higher US interest rates mean for the dollar and find out what the latest PMI data are telling us about the global economy. Disclaimer: To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
4/8/202212 minutes, 26 seconds
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RegTalks – Operational Resilience Regulation

The UK’s Financial Conduct Authority and Prudential Regulation Authority’s co-ordinated operational resilience Policy Statements came into force on 31st March 2022. The regulatory framework globally has also been developing around operational resilience, particularly against the backdrop of the global pandemic and with technological advancements.  Listen to Richard Pounder, Global Head of Operational and Resilience Risk for Securities Services at HSBC and Mhairi Sandeman, Senior Product Manager for Global Trustee and Fiduciary Services at HSBC’s Securities Services as they discuss the operational resilience requirements for in-scope UK firms, operational resilience regulatory developments in other jurisdictions globally, and the operational resilience considerations for global firms. Hosted on Acast. See acast.com/privacy for more information.
4/4/202217 minutes, 16 seconds
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The Macro Viewpoint - China’s ‘little giants’, remote working and cities, UK consumers

In this edition we look at why China is boosting support for smaller tech companies, consider what the next phase of the pandemic means for cities and discuss the results of our latest survey of UK consumers. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
4/1/202214 minutes, 34 seconds
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Enabling the transition to Net Zero – why is it important and what do we need to do?

This podcast is part of the Future Focus - the UK at Expo podcast series created in collaboration with the UK Pavilion at Dubai Expo 2020In this podcast episode, host Mark Jamieson, Institution of Civil Engineers, Middle East and Africa Council Member, and PMKConsult Vice President, talks to Zoe Knight and Martyn Link about how, looking to the future, we will live but, more specifically, the transition to net zero. The wide-ranging conversation looks at why this is important, what we need to do to accomplish this goal and the role of sustainable finance in partnering with and supporting these initiatives by mobilising capital for net zero solutions. Zoë Knight set up and leads the Centre of Sustainable Finance at HSBC, a global think tank finding real economy and finance solutions for sustainability challenges, particularly climate change. Martyn Link is the Chief Strategy Officer for Wood Plc. A scientist by training, he works to shape energy transition to create a low carbon and sustainable future. Crucial to helping the world achieve net zero targets is the creation of a finance system which is correctly aligned to and supportive of efforts to build the net zero economy. For more information on HSBC’s commitment to a sustainable future, please visit here. Hosted on Acast. See acast.com/privacy for more information.
3/31/202251 minutes, 12 seconds
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The Macro Viewpoint - New outlooks on the global economy, Asia and trade

In this edition we assess the growing challenges facing the world economy and global trade and consider Asia’s prospects. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
3/25/202215 minutes, 1 second
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RegTalks – UK Long-Term Asset Fund

The UK’s Long-Term Asset Fund (LTAF) was introduced in November 2021 as a new distinct category of authorised open-ended fund to facilitate access to long-term, illiquid assets such as private equity, private debt, venture capital, infrastructure and real estate.  Listen to Mhairi Sandeman, Senior Product Manager for Global Trustee and Fiduciary Services at HSBC’s Securities Services and Peter Capper, Fund & Investment Risk Specialist at The Investment Association, as they discuss the aims, features and benefits of the LTAF, the industry response to implementation and the next steps for regulation. Hosted on Acast. See acast.com/privacy for more information.
3/24/202211 minutes, 20 seconds
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The Macro Viewpoint - US and UK rate rises, EM stresses

In this edition, we assess the implications of interest rate rises by the Federal Reserve and the Bank of England and the sharp rise in the EM financial stress index amid rising geopolitical tensions.  Disclaimer To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
3/18/202211 minutes, 17 seconds
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The Macro Viewpoint - Oil prices, ECB policy, global economic outlook

In this edition we consider what’s next for oil prices, look at how the ECB is cutting back its stimulus measures and assess the growing challenges facing the global economy. Disclaimer.To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
3/11/202211 minutes, 35 seconds
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The Macro Viewpoint - Energy prices, trade vulnerabilities and EM Sentiment Survey

In this edition we look at what the Russia-Ukraine conflict means for oil and gas prices, examine its impact on global trade and find out why investors have turned more bearish on emerging market assets. Disclaimer.To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
3/4/202213 minutes, 49 seconds
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The Macro Viewpoint - Russia-Ukraine escalation, trade update, China’s global integration

In this edition we assess the economic implications of the conflict between Russia and Ukraine, look at how continuing trade disruptions are squeezing business margins and analyse China’s global trade and investment links. Disclaimer: To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
2/25/202211 minutes, 27 seconds
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DigiTalks – Global digital regulation in practice: Lessons from Germany

The global regulatory perimeter around cryptocurrencies, digitalisation and tokenisation has been developing with increasing pace.Listen to Mhairi Sandeman, Senior Product Manager for Global Trustee and Fiduciary Services at HSBC’s Securities Services and Nikolai Noeske, Senior Product Manager at HSBC’s Securities Services, Germany as they discuss the lessons that can be learnt from Germany, an early adopter of crypto and digital regulation. They discuss the insights that can be gained as to how other regulators globally may respond to cryptocurrency and tokenisation developments, and explore how digital regulation might work in practice. Hosted on Acast. See acast.com/privacy for more information.
2/21/202211 minutes, 41 seconds
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The Macro Viewpoint - The Fed effect in Asia and the UK’s

In this edition we assess the prospects for rate hikes in Asia, look at what higher inflation means for UK monetary policy and assess the potential impact of interest rate rises on sterling and the euro. Disclaimer.To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
2/18/202213 minutes, 34 seconds
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The Macro Viewpoint - Fed and ECB rate hikes, the digital USD

In this edition we explain why we now expect more aggressive monetary policy tightening by the Fed and ECB, and consider whether the US is getting closer to launching a new digital version of the dollar. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here.  Hosted on Acast. See acast.com/privacy for more information.
2/11/202211 minutes, 40 seconds
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The ESG Brief - Retail supply chains, carbon pricing in China, and boardroom diversity

In this episode we explore the use of technology to improve the transparency of the retail supply chain with Amy Tyler. Jing Liu provides an update on the use of carbon pricing in China to jumpstart green investment, and Yaryna Kobel looks at boardroom diversity. Disclaimer.To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
2/8/202218 minutes
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The Macro Viewpoint - BoE and ECB reaction, global energy risks mount, India budget latest

In this edition we consider the latest policy actions by the Bank of England and ECB amid rising inflation, look at what higher energy prices mean for the global economy and assess the key takeaways from India’s budget. Disclaimer.  To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
2/4/202213 minutes, 55 seconds
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DigiTalks – Digital Distribution

Digital distribution is an increasingly important trend for the asset management industry and this is bringing a marked shift in how Asset Managers think about selling their products. Listen to Paul Heffernan, Head of Business Development and Client Management for Asset Managers in Europe for HSBC Securities Services and Wayne Beighton, Head of Asset Management Sales in the UK for HSBC Securities Services discuss how technology has driven digital distribution particularly in Asia. They also explore the themes and opportunities this brings to the investment management industry globally post the pandemic. Hosted on Acast. See acast.com/privacy for more information.
2/3/202213 minutes, 51 seconds
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The Macro Viewpoint - Fed ready for action, price controls revisited, the nuclear option

In the 250th edition of the podcast, we consider the outlook for US monetary policy, look at whether price controls could help douse inflation and assess the role nuclear energy could play in the transition to a net zero carbon economy. Disclaimer.  To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
1/28/202215 minutes, 49 seconds
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The Macro Viewpoint - China’s easing, trade outlook, Brexit update

In this edition we look at how China is stepping up monetary easing in an effort to support growth, consider the outlook for global trade with COVID-19-related disruption still persisting and assess how the UK is faring a year after leaving the EU. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
1/21/202216 minutes, 45 seconds
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DigiTalks – Stablecoins

Interest has been growing around Stablecoins as a form of cryptocurrency that may be used as a means of payment or store of value, with perceptions of less volatility and potentially less risk than standard cryptocurrencies. Listen to Mhairi Sandeman, Senior Product Manager for Global Trustee and Fiduciary Services at HSBC’s Securities Services and James Pomeroy, Global Economist for HSBC Global Research, as they discuss the opportunities, risks and challenges of Stablecoins. Plus, the emerging regulatory perimeter around these and the link to Central Bank Digital Currencies too. Hosted on Acast. See acast.com/privacy for more information.
1/17/20229 minutes, 25 seconds
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The Macro Viewpoint - Inflation outlook, global gas crunch, emerging markets

In this edition we consider central bank responses to high inflation, assess the global natural gas crunch amid continued high prices and look at the prospects for emerging market assets in 2022. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
1/14/202213 minutes
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A New Treasury Ecosystem: Open Banking, APIs, and Banking-as-a-Service

During this episode, TMI Editor, Eleanor Hill, speaks with Peter Claus-Landi, Executive, Treasury Operations & Industry Initiatives at GE and Jared Smith, Managing Director, Global Head – Corporates, Global Liquidity and Cash Management at HSBC to cover how key API-centric developments are changing the treasury landscape.With APIs significantly altering the way that corporates connect with their banks, Peter and Jared provide a candid perspective of the benefits – including a detailed overview of GE’s API plans – and consider which factors may help to facilitate greater adoption.For more information on this topic, click here. Hosted on Acast. See acast.com/privacy for more information.
1/6/202219 minutes
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The Macro Viewpoint - Global economics, China and FX outlooks

In the final edition of the year, we assess the prospects for the global economy and look at the key issues that will shape China’s economy and currency markets in 2022. Disclaimer.To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
12/17/202116 minutes, 48 seconds
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The Macro Viewpoint - Central bank previews, US bonds, EUR, the economic recovery

In this edition we look ahead to a key week of central bank meetings, explain what a more hawkish Fed outlook means for US Treasuries, consider whether the euro can depreciate further and look at what the latest economic data are telling us. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
12/10/202114 minutes, 44 seconds
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Decarbonisation Cities for a Sustainable Future

Cities are critical drivers of commerce and innovation, and important focal points for community and culture. While they only cover about 3-4% of the world’s surface, they produce 75% of global GDP and contribute to over more than 70% of global carbon emissions. As we move to a net zero future, it’s clear that urban areas will have a crucial role to play in achieving this goal.In this episode, Greg Clark, Group Advisor, Future Cities and New Industries, HSBC, discusses decarbonisation in cities, including strategies, policies and the shifts in behaviour that will facilitate the transition. This talk is from the FT Climate Capital: Developing Sustainable Future Cities event in November 2021.For more information about HSBC’s global services and offerings, please click here. Hosted on Acast. See acast.com/privacy for more information.
12/7/202129 minutes, 7 seconds
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The Macro Viewpoint - EM FX, South Africa, cities & climate change

In this edition we assess the challenges facing emerging market currencies, South Africa’s economic outlook and the role that cities can play in the battle against climate change. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
12/3/202115 minutes, 2 seconds
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The Macro Viewpoint - EM Sentiment Survey, energy shock, Europe’s COVID-19 wave and India update

In this edition we assess the results of HSBC's sixth survey of EM institutional investors, the economic impact of high energy prices, the new wave of Winter COVID-19 infections spreading across Europe and India’s growth prospects. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
11/26/202119 minutes, 55 seconds
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The Macro Viewpoint - COP26 review, economic recovery and trade disruption

In this edition we discuss the key takeaways from the COP26 climate summit, look at what the latest data are telling us about the global economy and consider when supply chain bottlenecks could begin to ease. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
11/19/202114 minutes, 10 seconds
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The Macro Viewpoint - China’s great transition, oil price outlook, bond market update

In this edition we look at the shifting growth drivers that will power China’s economy in the years ahead, find out why oil prices look set to stay high over the longer-term and examine some surprising developments in bond market yield curves. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
11/12/202114 minutes, 31 seconds
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The Macro Viewpoint - BoE and Fed reaction, COP26 update, robots and jobs

We look at how the Bank of England and Federal Reserve are signalling patience over interest rate rises despite high inflation, find out what’s been happening at the COP26 climate summit and look at what faster automation means for jobs. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here.  Hosted on Acast. See acast.com/privacy for more information.
11/5/202119 minutes, 38 seconds
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COP26 and the boardroom: What’s next?

The upcoming COP26 meeting is likely to have far-ranging implications for businesses across many sectors. Listen to Mark Tucker, Chair of HSBC, Nicola Brewer, NED at Iberdrola SA, and Emily Farnworth, Co-Director at the Centre for Climate Engagement, as they explore the critical role that non-executive directors and boardrooms have to play in the coming global transition. This session was hosted by Chapter Zero, an organisation dedicated to helping non-executive directors lead discussions on climate change.To find out more about HSBC’s Business Plan for the Planet, click here Hosted on Acast. See acast.com/privacy for more information.
11/1/202133 minutes, 27 seconds
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The Macro Viewpoint - Fixing a broken economy, the global recovery, eurozone outlook

This week we look at what can be done to make the global economy more resilient, find out what the latest data are telling us about the global recovery, review the October ECB meeting and assess the outlook for eurozone fiscal policy. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
10/29/202116 minutes, 57 seconds
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The ESG Brief - Why Article 6, money and ambitions matter so much at COP26

In this edition, our Head of ESG Research Wai-Shin Chan and Analysts Tarek Soliman, Camila Sarmiento and Lucy Acton preview the climate talks and what investors may be looking for in the negotiationsDisclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
10/28/202122 minutes, 4 seconds
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The road to COP26: Understanding climate change in Asia and beyond

This episode looks at climate risk in Asia, and across the globe, with a view towards the COP26 meeting in Glasgow. Wai-Shin Chan, Global Head of Climate Change at HSBC, and Alex Lupis, Global Head of Global Investor Access and Global Co-Head of ESG Sales for HSBC, discuss why COP26 is so critical to the global response on climate change, the various challenges faced by developed and developing economies, and the role that finance has to play in mitigation and adaption. This podcast features a segment from the recent event FT Climate Capital: The Future of Climate Finance, where Wai-Shin joined other experts on ‘The climate risk and response in Asia’ panel. Panellists discussed the many physical risks climate change poses in Asia, and how what Asia does to reduce emissions is of vast importance for the rest of the world. To find out more about HSBC’s Business Plan for the Planet, click here Hosted on Acast. See acast.com/privacy for more information.
10/28/202119 minutes, 29 seconds
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ISO 20022: The new language of payments

ISO 20022 is the new standard for exchanging electronic data between financial institutions. It will enable richer and more detailed data to be included in payment messages, along with a host of other benefits, resulting in a better customer experience.  In this episode, Mark Avery, Senior Product Manager, HSBC, and Umut Uysal, Senior Global Product Manager, HSBC, discuss what you need to know about this exciting innovation in banking. For more information on ISO 20022 visit here. Hosted on Acast. See acast.com/privacy for more information.
10/27/202118 minutes, 2 seconds
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Access Emerging Markets: The future of central banks and digital currencies

What does the future of international and reserve currencies look like? Will the US dollar remain supreme or will we see the ascendance of the euro or renminbi? What role will digital currencies play and what does it all mean for emerging markets? In this episode, Paul Mackel, Global Head of FX Research at HSBC Global Research hosts Barry Eichengreen, Professor of Economics and Political Science at the University of California, Berkeley, in a fascinating and wide-ranging discussion on the changing nature of central banks, digital currencies and emerging markets. This episode is part of our Access Emerging Markets miniseries. It is an abridged version of a webinar that was originally held on 5 October 2021 as part of HSBC’s Global Emerging Markets Forum 2021. Hosted on Acast. See acast.com/privacy for more information.
10/25/202133 minutes, 10 seconds
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The Macro Viewpoint - UK monetary policy, Asia’s energy transition, FX outlook

In this edition we consider whether the Bank of England is set to raise rates at its November meeting, assess Asia’s plans to transition to cleaner energy and consider what’s next for the dollar.  Disclaimer: To stay connected and to access free to view reports and videos from HSBC Global Research click here: Hosted on Acast. See acast.com/privacy for more information.
10/22/202114 minutes, 13 seconds
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Access Emerging Markets: Perspectives on COP26

COP26 will be held in Glasgow on 31 October to 12 November, 2021, and it is considered to be one of the most critical global negotiations on climate since the Paris Agreement in 2015. COP26 has far-reaching implications for the economy, businesses, investors and financial markets. In this podcast, HSBC’s foremost experts on climate, sustainability and finance come together to discuss green finance, mitigation versus adaptation, and carbon markets.  This episode features Wai-Shin Chan, Head, Climate Change Centre of Excellence, HSBC, in conversation with Leïla Kamden, Head of Climate Risk, Group Risk, HSBC; Stuart Kirk, Global Head of Responsible Investment, HSBC Asset Management; and Zoë Knight, Group Head, Centre of Sustainable Finance, HSBC. This episode is part of our Access Emerging Markets miniseries. It is an abridged version of a webinar that was originally held on 5 October 2021 as part of HSBC’s Global Emerging Markets Forum 2021.  Hosted on Acast. See acast.com/privacy for more information.
10/20/202130 minutes, 44 seconds
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Insights from the 2021 sustainable financing and investing survey

Capital markets are in the middle of a dramatic transition towards a greener future. What does this shift look like and what does it mean for issuers and investors? In this episode we examine the results of HSBC’s 2021 sustainable financing and investing survey. We look at how the pandemic has changed attitudes towards ESG, what motivates concern about environmental and social issues, what the perceived barriers to ESG investing are and more. HSBC’s sustainable financing and investing survey charts market sentiment and evolving attitudes to better understand this critical space. It is a comprehensive global survey of 2,000 capital market issuers and investors across 19 industries and based in 34 territories in the Americas, Europe, MENAT, Asia, and ASEAN. Click here to explore the global, regional and country focused reports.This podcast is a rebroadcast of a webinar that was originally aired on 15 September 2021.  Hosted on Acast. See acast.com/privacy for more information.
10/18/202137 minutes, 41 seconds
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The Macro Viewpoint - EM outlook, EU energy price surge, GBP

In this edition we assess the prospects for emerging markets, the impact of high energy prices in Europe and whether recent sterling weakness has made the currency cheap. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
10/15/202112 minutes, 52 seconds
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Global Emerging Markets Update

Dr. Murat Ulgen, HSBC’s Global Head of Emerging Markets Research discusses with Chris Brown-Humes how EM is performing across regions and asset classes, delving into the big issues facing EM right now, such as Fed tapering, global growth, inflation and liquidity. This episode was recorded on Wednesday 22 September 2021. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research please click here. Hosted on Acast. See acast.com/privacy for more information.
10/14/202125 minutes, 49 seconds
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The ESG Brief - Two words about COP26, and measuring the cost of the water crisis

In this edition, we're tracking the global race to mitigate greenhouse gas emissions at COP26 while securing financing to adapt to the consequences of climate change. Plus, a look at the water crisis and what investors can do about it. Disclaimer.To stay connected and to access free to view reports and videos from HSBC Global Research click here.  Hosted on Acast. See acast.com/privacy for more information.
10/11/202117 minutes, 17 seconds
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The Macro Viewpoint - Asia and Europe outlooks, Brexit update

In this edition we examine the economic recoveries in Asia and Europe and hear why there could be more Brexit frictions ahead for the UK. Disclaimer.To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
10/8/202114 minutes, 58 seconds
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Rethinking Treasury: Corporate risk management today and tomorrow

Welcome to the latest episode in our ‘Rethinking treasury’ miniseries. In this podcast our experts explore the key findings and insights from our 2021 corporate risk management survey.Holger Zeuner, Head of HSBC’s Corporate Sales Thought Leadership team for EMEA, is joined by Rahul Badhwar, Global Head of Corporate Sales and Paul Mackel, Global Head of FX Research, to discuss the changing role of corporate treasury and the road ahead for CFOs and treasury risk managers. To read HSBC’s ‘Rethinking Treasury: The road ahead’ survey report in full, click here. Hosted on Acast. See acast.com/privacy for more information.
10/7/202127 minutes, 20 seconds
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Rethinking Treasury: Risk management focus - from supply chains to FX

Welcome to the third part of our ‘Rethinking Treasury’ miniseries. In this episode, our experts look at the risks and opportunities corporates are facing in the context of a changing trade and wider macroeconomic environment.Holger Zeuner, Head of HSBC’s Corporate Sales Thought Leadership team for EMEA, is joined by Shanella Rajanayagam, HSBC Trade Economist, and Yasemin Artar, HSBC’s Head of Corporate Sales for Europe, to discuss risk management priorities for a post-pandemic world.To read HSBC’s ‘Rethinking Treasury: The road ahead’ survey report in full, click here. Hosted on Acast. See acast.com/privacy for more information.
10/5/202119 minutes, 2 seconds
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HSBC’s Sibos Spotlight: Investing in the Future – from Diversity to Green Deposits

In the final instalment of our Sibos miniseries, TMI’s Eleanor Hill invites HSBC’s Nadine Lagarmitte and Suraj Kalati to consider how corporates' attitudes to ESG are changing, including a growing interest in ESG investment. Our guests explain the incentives behind HSBC's green deposit scheme, explore how ESG product development is evolving in response to tighter regulation, and share their key lessons for leaders looking to embrace the social values of ESG. This is HSBC’s Sibos Spotlight, a podcast miniseries in collaboration with Treasury Management International (TMI). Throughout this series we will explore the critical topics on the Sibos 2021 agenda that will shape our industry in the next decade, including sustainability, digital acceleration and technological innovation. To find out more about HSBC’s presence at Sibos 2021, Visit here. Hosted on Acast. See acast.com/privacy for more information.
10/4/202126 minutes, 10 seconds
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Global economics, lower-for-longer bond yields and China power shortages - HSBC Global Research

In this edition we look at the challenges facing policymakers as they try to rein in ultra-loose monetary policy, examine why investors might need to learn to live with lower bond yields and assess the economic implications of power cuts in China. Disclaimer: To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
10/1/202114 minutes, 44 seconds
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Rethinking Treasury: Technology – the enabler and differentiator

Welcome to the second episode of our ‘Rethinking Treasury’ miniseries. In this podcast, Holger Zeuner, Head of HSBC’s Corporate Sales Thought Leadership team for EMEA, is joined by Helen Fang, Head of Industrials Research Asia Pacific and Mark Williamson, Global Head of FX Everywhere, Partnerships and Propositions, to discuss the accelerated pace of digitisation in the finance department and the transformational impact of technology.To read HSBC’s ‘Rethinking Treasury: The road ahead’ survey report in full click here. Hosted on Acast. See acast.com/privacy for more information.
9/30/202128 minutes, 9 seconds
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Rethinking Treasury: Embedding ESG in the treasury

Welcome to HSBC’s ‘Rethinking Treasury’, a podcast miniseries where we explore the findings of our recent corporate risk management survey – conducted in partnership with Acuris – and analyse the changing role of corporate treasury today and the road ahead for corporate risk management. In this episode, we explore the ever-increasing importance of Environmental, Social and Governance criteria for corporate finance functions. Holger Zeuner, Head of HSBC’s Corporate Sales Thought Leadership team for EMEA, is joined by Wai-Shin Chan, Head of HSBC’s Climate Change Centre of Excellence and Head of ESG research, and Paul Harvey, Head of UK Commercial Banking Global Markets Corporate Sales, to discuss how CFOs and their treasuries are adapting to ESG priorities.To read HSBC’s ‘Rethinking Treasury: The road ahead’ survey report in full, click here. Hosted on Acast. See acast.com/privacy for more information.
9/29/202114 minutes, 29 seconds
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HSBC’s Sibos Spotlight: The ESG Landscape – what every treasurer needs to know

In the third episode of our Sibos miniseries, TMI’s Eleanor Hill invites HSBC’s Farnam Bidgoli to provide an in-depth overview of the current ESG landscape, so that treasurers can build a credible sustainable strategy. Amongst an excess of ESG insights, our guest explains how treasury teams can prepare for upcoming regulatory changes including the EU Taxonomy, demonstrates how to leverage ESG KPIs, and clarifies how treasurers can transition to an ESG-led approach in their daily operations. This is HSBC’s Sibos Spotlight, a podcast miniseries in collaboration with Treasury Management International (TMI). Throughout this series we will explore the critical topics on the Sibos 2021 agenda that will shape our industry in the next decade, including sustainability, digital acceleration and technological innovation. To find out more about HSBC’s presence at Sibos 2021, visit here Hosted on Acast. See acast.com/privacy for more information.
9/27/202117 minutes, 22 seconds
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China property, global gas crunch, predicting export growth - HSBC Global Research

In this edition we assess the extreme pressure being put on China’s property markets, discuss the factors behind record high gas prices and discover how machine-learning techniques can help predict export growth. Disclaimer.To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
9/24/202114 minutes, 18 seconds
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HSBC’s Sibos Spotlight: Embedding ESG in Trade and Supply Chains

Welcome to HSBC’s Sibos Spotlight, a podcast miniseries in collaboration with Treasury Management International (TMI). Throughout this series we will explore the critical topics on the Sibos 2021 agenda that will shape our industry in the next decade, including sustainability, digital acceleration and technological innovation. In the second episode, TMI’s Eleanor Hill speaks to Surath Sengupta (HSBC) about embedding ESG into trade and supply chains. Our guest shares many valuable insights on how treasurers can improve their ESG metrics in the trade space, discusses the barriers to overcome when leveraging sustainable solutions, and considers if external collaboration between treasury departments and their suppliers is the key to ESG implementation success. To find out more about HSBC’s presence at Sibos 2021, visit here Hosted on Acast. See acast.com/privacy for more information.
9/20/202120 minutes, 58 seconds
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Bonds and the Fed, cooling commodities and transatlantic inflation - HSBC Global Research

Steven Major explains the importance of the upcoming FOMC meeting for bond yields, Paul Bloxham considers what’s next for commodity prices and Chris Hare looks at what’s driving inflation on both sides of the Atlantic. Disclaimer.To stay connected and to access free to view reports and videos from HSBC Global Research click here.  Hosted on Acast. See acast.com/privacy for more information.
9/17/202114 minutes, 58 seconds
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HSBC’s Sibos Spotlight: Central Bank Digital Currencies

Welcome to HSBC’s Sibos Spotlight, a podcast miniseries in collaboration with Treasury Management International (TMI). Throughout this series we will explore the critical topics on the Sibos 2021 agenda that will shape our industry in the next decade, including sustainability, digital acceleration and technological innovation. In the first episode, TMI’s Eleanor Hill is joined by Mark Williamson and James Pomeroy (HSBC) to discuss the hot topic of Central Bank Digital Currencies (CBDCs). Here, our guests discuss the reaction from different central banks to the emergence of CBDCs, consider the potential implications of these currencies on global economies, and demystify what sets CBDCs apart from other digital currencies. To find out more about HSBC’s presence at Sibos 2021, visit here Hosted on Acast. See acast.com/privacy for more information.
9/13/202126 minutes, 42 seconds
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COP26 preview, ECB reaction, FX update and India’s ‘new’ economy - HSBC Global Research

In this edition we look at what to expect from the crucial COP26 climate negotiations, consider changes to the ECB’s bond buying programme, assess the outlook for the USD and examine two ‘new’ growth drivers in India. Disclaimer.To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
9/10/202118 minutes, 58 seconds
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Automation: The pursuit of efficiency

From the factory floor to the boardroom and across supply chains, logistics and utilities – the world is becoming more automated. HSBC Global Research’s heads of industrials in Asia and Europe - Helen Fang and Sean McLoughlin - discuss the future of automation and its growth potential. This episode was recorded on Wednesday, July 28 2021. Disclaimer.  To stay connected and to access free to view reports and videos from HSBC Global Research click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
9/8/202123 minutes, 17 seconds
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EM update, China’s slowdown and UK fiscal outlook - HSBC Global Research

Murat Ulgen considers the challenges facing emerging markets, Jing Liu explains how the recent outbreak of the Delta variant has weighed on China’s economy and Liz Martins assesses the state of the UK’s finances. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
9/3/202113 minutes, 34 seconds
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How do we accelerate the pace for net zero success? - Climate Leaders Live

Listen to Mark Carney, the UN Special Envoy on Climate Action and Specialist Finance Advisor for COP26 and Noel Quinn, CEO, HSBC, discuss how we can accelerate the pace towards net zero and how to translate ambition into action. This clip was recorded at the Climate Innovation Forum. organised by Climate Action in June 2021. This episode is part of HSBC’s Business Plan for the Planet podcast mini-series, which focuses on ESG insights. Hear from experts whose work is at the heart of sustainability-linked trends and opportunities, as well as from businesses that are delivering change for a better future for us all. To find out more about HSBC’s Business Plan for the Planet programme, click here Hosted on Acast. See acast.com/privacy for more information.
8/31/202131 minutes, 16 seconds
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ETFs and Passives: Opportunities in Digital Wealth – Markets and Securities Services Outlook

Digital wealth is increasing across the globe and the direct-to-consumer market is growing at an enormous pace. In the UK, for example, the DTC market doubled between 2015 and 2020. What does this mean for you and your clients?In this podcast, host Paul Heffernan, Leader of the Asset Management Sector in Europe for HSBC, is joined by Carmen Gonzalez-Calatayud Brummer, Head of ETF Capability at HSBC, Joe Parkin, Head of Banks and Digital Channels at BlackRock Investments, Pacome Breton, Director of Investment Risk at Nutmeg, and Steve Palmer, Managing Director, Global Head of ETF Product, HSBC. They discuss how technology is changing the investing landscape and bringing more opportunities to more people. They also examine the ETF environment and explore why this particular financial instrument is so attractive at the moment.Markets and Securities Services Outlook is a podcast miniseries exploring the critical topics that will shape our industry in the next decade, including sustainability, digitalisation and emerging markets. Find out what’s driving the global outlook for institutional investors and where the opportunities and challenges lie. For more information, visit here.This episode was recorded on 9 June 2021. Hosted on Acast. See acast.com/privacy for more information.
8/30/202135 minutes, 18 seconds
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Are you ready for Disruptive Tech?

Technology is disrupting business models around the world. HSBC’s Davey Jose, Thematic Analyst, and Frank Lee, Head of Technology Research in Asia, discuss some of the big tech changes shaping the way we live and work using HSBC’s Disruption Framework. This episode was recorded on Wednesday, April 28 2021. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
8/29/202114 minutes, 23 seconds
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Future Consumer and the Four Cs

Asian consumers and women will drive the future of consumption. Erwan Rambourg, HSBC Global Head of Consumer and Retail Research, looks at future consumer trends and what he calls the Four Cs of luxury goods: Consolidation, Chinese, Channels and Conscience. This episode was recorded on Wednesday, June 30 2021. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
8/26/202131 minutes, 41 seconds
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ESG: What Must Financial Markets Do to Solve the Climate Crisis – Markets and Securities Services Outlook

There’s a lot of pressure from a variety of stakeholders to consider ESG and sustainability when investing. However, the practical steps on how net-zero targets can be enabled through investment choices is less often discussed. In this podcast, Chris Johnson talks to Patrick Kondarjian, Head of EMEA Wealth Sales and Global ESG product at HSBC Global Markets, Farnam Bidgoli, Head of ESG Solutions at HSBC, and Michael Ridley, Senior Responsible Investment Specialist at HSBC Global Asset Management.These HSBC experts look at the vast change that’s needed in the real economy, the deployment of capital at scale from the public and private sectors and the shift by issuers towards measuring ESG and sustainability outcomes. They discuss innovative new vehicles to raise financing, how the “greenium” can be overcome and what type of regulatory intervention could be effective in powering change.Markets and Securities Services Outlook is a podcast miniseries exploring the critical topics that will shape our industry in the next decade, including sustainability, digitalisation and emerging markets. Find out what’s driving the global outlook for institutional investors and where the opportunities and challenges lie. For more information, visit here. This episode was recorded on 9 June 2021. Hosted on Acast. See acast.com/privacy for more information.
8/25/202127 minutes, 7 seconds
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Future Cities – the changing shape of urbanisation

The pandemic has changed the way we think about urbanisation, raising challenges in well-being, mobility, infrastructure, housing and work practices. HSBC’s James Pomeroy, Global Economist, and Stephen Bramley-Jackson, Global Head of Real Estate Research, consider the future of cities in a post COVID-19 world. This episode was recorded on Thursday, May 27 2021. Disclaimer.To stay connected and to access free to view reports and videos from HSBC Global Research click here: https://www.gbm.hsbc.com/insights/global-research. Hosted on Acast. See acast.com/privacy for more information.
8/24/202130 minutes, 13 seconds
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Global Regulation: What to Watch Out For – Markets and Securities Services Outlook

What are the big policy priorities of global regulators? In this podcast, we explore the focus on digitisation and ESG among financial services regulators and how the risks of both will be managed by regulated firms. Paul Ellis, Global Product Head for Regulation, Tax and Trustee, and Depository Services for HSBC, is joined by HSBC’s Henry Raschen, Head of Regulatory Outlook for Securities Services, James Pomeroy, Global Economist, and Richard Pounder, Global Head of Operational and Resilience Risk, Securities Services, as well as Shay Lydon, Partner in the Asset Management and Investment Funds Group at Matheson.While timetables and details will be different from country to country, financial firms need to plan ahead with these global priorities in mind and meet the opportunities and challenges that these areas present. From renewed commitments across the globe on carbon net-zero targets, to asset owners and managers considering sustainability, our panellists look at what’s next in ESG. In the vast topic of digitisation, they consider policymaker approaches to crypto assets and regulated firms’ digital operation resilience.Markets and Securities Services Outlook is a podcast miniseries exploring the critical topics that will shape our industry in the next decade, including sustainability, digitalisation and emerging markets. Find out what’s driving the global outlook for institutional investors and where the opportunities and challenges lie. For more information, visit here. This episode was recorded on 9 June 2021. Hosted on Acast. See acast.com/privacy for more information.
8/23/202132 minutes, 17 seconds
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Energy Systems of the Future

Join Kim Hallwood, Head of Corporate Sustainability for HSBC Bank Canada for a conversation with Zoe Knight, Global Head, Centre of Sustainable Finance with HSBC Bank plc. Zoe shares her global insights and perspectives on the emerging trends, evolution and transformation in energy and solutions for a net zero future. This conversation was recorded in June 2021. This episode is part of HSBC’s Business Plan for the Planet podcast mini-series, which focuses on ESG insights. Hear from experts whose work is at the heart of sustainability-linked trends and opportunities, as well as from businesses that are delivering change for a better future for us all. To find out more about HSBC’s Business Plan for the Planet, click here, and to know more about the programme in Canada click here. Hosted on Acast. See acast.com/privacy for more information.
8/19/202119 minutes, 2 seconds
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Next Generation Outsourcing: Reorientation of Investment Operations – Markets and Securities Services Outlook

Investor demands are changing as many investors become more sophisticated and better informed. What effect is this having on asset managers and what new trends are emerging in the asset management space? What new role is outsourcing playing for asset managers and how is technology facilitating this change? This podcast features Olivia Vinden, Head of FinTech & Innovation, Alpha FMC, and Paul Baybutt, Senior Product Manager, Middle Office Outsourcing, HSBC, in conversation with host Dale Grieve, Asset Owner Team, Client Management, Business Development, HSBC. Markets and Securities Services Outlook is a podcast miniseries exploring the critical topics that will shape our industry in the next decade, including sustainability, digitalisation and emerging markets. Find out what’s driving the global outlook for institutional investors and where the opportunities and challenges lie. For more information, visit here. This episode was recorded on 9 June 2021 Hosted on Acast. See acast.com/privacy for more information.
8/18/202127 minutes, 29 seconds
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Nature Based Recovery- Climate Leaders Live

The UK’s recovery efforts need to prioritise nature, but how can the restoration economy thrive through great public-private support and corporate involvement? How should the UK’s post-crisis economic recovery efforts prioritise nature and biodiversity? What are the nature based solutions required to slow the pace of climate change and how can this spur greater innovation?Listen to a panel of experts including Marine De Bazelaire, group advisor on natural capital at HSBC. This clip was recorded at the Climate Innovation Forum. organised by Climate Action. This episode is part of HSBC’s Business Plan for the Planet podcast mini-series, which focuses on ESG insights. Hear from experts whose work is at the heart of sustainability-linked trends and opportunities, as well as from businesses that are delivering change for a better future for us all. To find out more about HSBC’s Business Plan for the Planet programme, click here Hosted on Acast. See acast.com/privacy for more information.
8/17/202142 minutes, 15 seconds
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MENATalks – UAE Multi-NIN

The UAE have introduced Multiple Investor Numbers (Multi-NIN) which now enable certain categories of investors to operate more than one investor number. As a result of this, investors are better able to manage their investment portfolios by segregating ownerships between their main NIN and additional NIN with the same or different custodians.    Listen to the second edition of our MENATalks podcast as Rocio Echague, Head of Securities Services UAE, HSBC Bank Middle East Limited and Frankie Vaz, Senior Regional Product Manager MENAT, Securities Services, HSBC discuss this new market development.This episode is part of our Markets and Securities Services MENATalks series, covering MENAT topics from a global perspective that matter the most to you. For more information, click here Hosted on Acast. See acast.com/privacy for more information.
8/16/20219 minutes, 21 seconds
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Transitioning Investment Portfolios to Net Zero - Climate Leaders Live

Listen to Nicolas Moreau, CEO, HSBC Global Asset Management and Martin Nilsson, CEO, BT Pensions Scheme as they discuss aligning portfolios to net zero and identifying investment opportunities to scale up climate solutions, using new technologies to accelerate decarbonisation. This clip was recorded at the Climate Innovation Forum. organised by Climate Action in June 2021. This episode is part of HSBC’s Business Plan for the Planet podcast mini-series, which focuses on ESG insights. Hear from experts whose work is at the heart of sustainability-linked trends and opportunities, as well as from businesses that are delivering change for a better future for us all. To find out more about HSBC’s Business Plan for the Planet programme, click here. Hosted on Acast. See acast.com/privacy for more information.
8/15/202121 minutes, 11 seconds
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Clean, Green & Resilient Cities - Climate Leaders Live

The panel discusses how to create green, resilient and sustainable cities. Listen to a panel of experts including Prof. Greg Clark CBR, FAcSS, Group Advisor on Future Cities and New Industries, HSBC. This clip was recorded at the Climate Innovation Forum. organised by Climate Action in June 2021. This episode is part of HSBC’s Business Plan for the Planet podcast mini-series, which focuses on ESG insights. Hear from experts whose work is at the heart of sustainability-linked trends and opportunities, as well as from businesses that are delivering change for a better future for us all. To find out more about HSBC’s Business Plan for the Planet programme, click here Hosted on Acast. See acast.com/privacy for more information.
8/14/202149 minutes, 46 seconds
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USD update, bond yield drivers, China’s fiscal policy - HSBC Global Research

Paul Mackel explains why we see the US dollar strengthening, Steven Major looks at the factors that really matter for bond yields and Jingyang Chen outlines China's plans ramp up fiscal spending. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
8/13/202111 minutes, 45 seconds
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The Greater Bay Area: Unlocking New Opportunities for Wealth Management – Markets and Securities Services Outlook

In this podcast, we explore the opportunities of the Greater Bay Area (GBA) and how the upcoming Wealth Management Connect programme will help investors engage with these opportunities. Patrick Wong, Head of China Business Development and Client Management at HSBC Market and Securities Services is joined by Amy Cho, CEO of Hong Kong and Head of Distribution, Asia Pacific at Schroders Investment Management, and Daniel Chan, Head of GBA at HSBC.With a population of just over 70 million, the GBA accounts for only 5% of the population of China, but already accounts for 12% of its wealth. A new billionaire emerges in the GBA every two days and the area is rightly considered one of the most affluent regions in China. Our podcast examines the dynamics of the region, the sectoral and investment opportunities and how the Connect programme will help investors through access to information and cross border products to support their investment decisions.Markets and Securities Services Outlook is a podcast miniseries exploring the critical topics that will shape our industry in the next decade, including sustainability, digitalisation and emerging markets. Find out what’s driving the global outlook for institutional investors and where the opportunities and challenges lie. For more information, visit here.This episode was recorded on 9 June 2021. Hosted on Acast. See acast.com/privacy for more information.
8/11/202132 minutes, 18 seconds
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Getting to Net-Zero

As part of HSBC’s Business Plan for the Planet programme, we have commissioned The Economist Intelligence Unit to help you kick-start your company’s net-zero action plan. The Economist Intelligence Unit conducted a survey of 500 global business leaders across a variety of sectors and from small, medium-sized and large companies. Aligned with an advisory board of eight experts, this research examines concerns about costs, the importance of clear definitions and the need for collaboration, distilling it all into 10 key pain points businesses may face during their transition.These findings feed into an interactive checklist that enables companies to assess their current progress and consider solutions and opportunities that sustainability offers. Also available are inspirational case studies to enhance your net zero plan.To start building your plan, visit gettonetzero.economist.com Hosted on Acast. See acast.com/privacy for more information.
8/9/20212 minutes, 6 seconds
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BoE update, cautious pandemic optimism in Europe, but challenges in ASEAN - HSBC Global Research

Liz Martins looks at the Bank of England's new growth and inflation forecasts and possible steps toward policy tightening. Chris Hare assesses the latest COVID-19 and economic data from Europe. Joseph Incalcaterra sees less optimism in ASEAN. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
8/6/202116 minutes, 29 seconds
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Demystifying Artificial Intelligence and Machine Learning – Markets and Securities Services Outlook

There’s a lot of hype around artificial intelligence (AI) and machine learning. In this podcast, we cut through the noise, exploring what AI is, how it’s used now and where its potential could take us. Jeff Wertheimer, Head of FX e-Distribution for the Americas at HSBC, is joined by colleagues Ed Duggan, Global Head of Electronic Trading, Paris Pennesi, Head of Systematic Trading Strategies for Spot FX & Commodities and Chris Ulph, Global Head, Equity Execution Quants, to examine this potential in more depth.The speakers look at how AI and machine learning is being used in capital markets and other areas today to support efficiency and responsiveness and aid decision-making by facilitating faster and more detailed data analysis. They also reflect on both the potential and the limitations of the technology as part of a business’ robust analytical toolkit.Markets and Securities Services Outlook is a podcast miniseries exploring the critical topics that will shape our industry in the next decade, including sustainability, digitalisation and emerging markets. Find out what’s driving the global outlook for institutional investors and where the opportunities and challenges lie. For more information, visit here. This episode was recorded on 9 June 2021. Hosted on Acast. See acast.com/privacy for more information.
8/4/202128 minutes, 21 seconds
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The ESG Brief - The summer climate, sustainable jet fuel, IPOs and governance

Wai-Shin Chan maps out the EU's Fit for 55 strategy and what's on the climate agenda. Andrew Lobbenberg explains sustainable aviation fuel. Yaryna Kobel investigates governance in IPOs, and Amit Shrivastava looks at markets for climate solutions. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
8/3/202120 minutes, 22 seconds
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MENATalks – Investment Opportunities and Latest Trends

According to the IMF Regional Economic Outlook report, the outlook for the Middle East and Central Asia will vary significantly across countries, depending on the pandemic’s path, vaccine rollouts, underlying fragilities, exposure to tourism and contact-intensive sectors. Encouraging progress can be seen on structural reform in parts of the Middle East, particularly in Saudi Arabia and the UAE, where policy efforts to accelerate the development of the non-oil sector are building significant momentum.   Listen to Brian Godins, Regional Head of Asia Pacific & MENAT, Securities Services ,HSBC, and Stuart Warner, Head of Banks & Broker Dealers Product Europe, MENAT & the Americas, Securities Services, HSBC, in the second edition of the MENATalks podcast as they discuss the economic outlook and investment landscape of the MENAT region.This episode is part of our Markets and Securities Services MENATalks series, covering MENAT topics from a global perspective that matter the most to you. For more information, click here Hosted on Acast. See acast.com/privacy for more information.
8/2/202125 minutes, 33 seconds
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What's on the mind of EM investors, the FX outlook and future cities - HSBC Global Research

In this edition, Murat Ulgen dives into the detail of HSBC's latest research on emerging market investor sentiment; Paul Mackel looks at challenges looming for EM currencies; James Pomeroy sees post-pandemic headaches for urban policymakers. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
7/30/202116 minutes, 21 seconds
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MarkeTalks - ESG in Asia

Asia is emerging as a leading region in environmental and social issues, where a vast majority of investors and issuers consider these topics as important or very important. This is driven both by local demand but also foreign investors investing into the region. While the trend towards sustainable products is clear, and this presents very interesting opportunities, it can also increase complexity and costs for financial firms. Listen to Niccolo Polli, CEO of HSBC Luxembourg and Riccardo Millich, Asia- Europe Sales Lead, HSBC Luxembourg as they discuss the opportunities and implications of ESG investing in Asia. This episode is part of our Markets and Securities Services MarkeTalks series, covering Market topics from a global perspective that matter the most to you. For more information, click here Hosted on Acast. See acast.com/privacy for more information.
7/28/202116 minutes, 46 seconds
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A business plan for regenerative agriculture and nature-based solutions

This episode features host Kelly Fisher, Head of Corporate Sustainability, HSBC in conversation with her colleague John Church, Co-Head of US Food and Beverage, HSBC. They pick up following John’s recent participation in the FT Climate Capital: Building Resilient, Low-carbon Food Systems event where nature-based solutions were discussed. In this session, they take a deeper dive into some of the topics from the panel discussion, including the current landscape for the food industry, the value of regenerative agriculture and how HSBC can be a partner to clients in this space. This episode is part of HSBC’s Business Plan for the Planet podcast mini-series, which focuses on ESG insights. Hear from experts whose work is at the heart of sustainability-linked trends and opportunities, as well as from businesses that are delivering change for a better future for us all. To find out more about HSBC’s Business Plan for the Planet, click here, and to know more about the programme in the US click here Hosted on Acast. See acast.com/privacy for more information.
7/26/202125 minutes, 45 seconds
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ECB reaction, China’s innovation, COVID-19 vaccines - HSBC Global Research

In this edition we discuss the key takeaways from the latest ECB meeting, assess how China is aiming to improve its scientific research capabilities and consider new data about COVID-19 antibody protection. Disclaimer: To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
7/23/202114 minutes, 5 seconds
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RegTalks – Uncleared Margin Requirements

Legislating for the clearing and margining of derivatives trades has been a major undertaking for the world’s regulators since the 2008 financial crisis, with many new rules related to this topic having come into force in the intervening years. As part of this legislative programme, BCBS-IOSCO’s global Uncleared Margin Requirements phases 5 and 6 are scheduled to apply from 1 September 2021 and 2022 respectively. Many firms not yet in scope will now need to comply, meaning that they will have to have in place inter alia the operational processes to support the margin calculation, exchange and custody arrangements involved.Listen to our experts Henry Raschen, Director, Regulatory Outlook at HSBC’s Securities Services discusses the requirements and implications of UMR with Craig Cowe. This episode is part of our Markets and Securities Services RegTalks series, covering regulatory topics from a global perspective that matter the most to you. For more information, click here  Hosted on Acast. See acast.com/privacy for more information.
7/21/202110 minutes, 38 seconds
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Recovery across the Americas – trade, supply chains and new opportunities

After a period of intense disruption, businesses are looking at new opportunities to grow and trade and supply chains are at the core of their plans. In this podcast, Todd Sheppelman, President and CEO of ABC Technologies, one of the world’s leading automotive and component manufacturers and Priyamvada Singh, Head of Product and Proposition, Global Trade and Receivables Finance, North America for HSBC Bank USA, discuss how businesses have responded to this disruption. They review the short-term reactions as well as how businesses are adapting their supply chain strategies for the longer-term. With material availability, trade congestion and its impact on costs and working capital highlighting the fragility of global supply chains, our speakers examine new trends – from onshoring to ESG – and how these will play out as businesses pursue greater flexibility, transparency and resilience in the supply chains of the future. This conversation was recorded on June 9th 2021.Visit our website to discover more expert opinions and customers’ stories in the USA and Canada Hosted on Acast. See acast.com/privacy for more information.
7/19/202126 minutes, 12 seconds
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The Macro Viewpoint - COVID-19 in Europe and Australia, US bond yields - HSBC Global Research

In this edition we assess rising COVID-19 cases in Europe, how the Sydney outbreak could stall Australia’s growth prospects and why US bond yields are back to the middle of their range for the year. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
7/16/202113 minutes, 14 seconds
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DigiTalks - DORA: The impact of the EU Digital Operational Resilience Regulation

The European Union’s proposed Digital Operational Resilience Regulation (DORA) focuses on risks stemming from reliance on Information and Communication Technology (ICT), particularly any specific characteristics of digital resilience, with emphasis on concentration risk in ICT. A wide range of financial organisations are in DORA’s proposed scope, including financial entities and ICT third-party service providers. Governance, controls, testing, prevention, detecting, recovery (and regulatory penalties) are all features of DORA.  Listen to Henry Raschen, Director, Regulatory Outlook at HSBC’s Securities Services and Claire Harrop, Senior Associate in the Financial Institutions Group at Freshfields, discuss DORA’s content, progress and implications for financial firms now. You may also be interested in our previous DigiTalks episode with Henry and Claire focussing on MiCA. This episode is part of our Markets and Securities Services DigiTalks series, covering digital topics from a global perspective that matter the most to you. For more information, click here  Hosted on Acast. See acast.com/privacy for more information.
7/14/202110 minutes, 44 seconds
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Turning ESG commitments into actions

As part of our Business Plan for the Planet series, Kelly Fisher talks to two leaders in sustainability in their respective industries about their ESG strategies, what’s driving their approach and what the benefits are for their many stakeholders.Juan Pablo Ibarra, COO of Mercon Group, shares insight into his farmer to customer programs, which turn the company’s ESG commitments into real actions that benefit communities and the sustainability of raw materials. Meanwhile Matt Borys, head of Capital Markets at Seaspan ULC, describes the cross-functional approach the business is taking to marry their operational and ESG strategies.With both companies utilising green finance to support their ambitions, the podcast also considers how important the transition phase is for businesses undertaking ESG commitments. This episode is part of HSBC’s Business Plan for the Planet podcast mini-series, which focuses on ESG insights. Hear from experts whose work is at the heart of sustainability-linked trends and opportunities, as well as from businesses that are delivering change for a better future for us all. To find out more about HSBC’s Business Plan for the Planet, click here. Visit the Canada and US site to know more about their market-specific Business Plan for the Planet initiatives. Hosted on Acast. See acast.com/privacy for more information.
7/12/202127 minutes, 16 seconds
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ECB Strategy Review, European demographics, USD, EM update - HSBC Global Research

In this edition we assess the policy changes from the ECB’s strategy review, Europe’s difficult demographic future, what’s next for the dollar and the outlook for emerging market assets. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
7/9/202117 minutes, 29 seconds
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DigiTalks - MiCA: The impact of the EU Markets in Cryptoassets Regulation

The European Union’s proposed Markets in Cryptoassets Regulation (MiCA) aims to regulate many types of cryptoassets not already within MiFID, harmonising regulatory treatment, mitigating risks, and making the EU an attractive place for cryptoasset business to locate in. Cryptoasset service providers and cryptoasset issuers are within the proposed scope. Henry Raschen, Director, Regulatory Outlook at HSBC’s Securities Services and Claire Harrop, Senior Associate in the Financial Institutions Group at Freshfields, discuss MiCA’s content, progress and implications for financial firms now. This episode is part of our Markets and Securities Services DigiTalks series, covering digital topics from a global perspective that matter the most to you. For more information, click here  Hosted on Acast. See acast.com/privacy for more information.
7/6/202110 minutes, 33 seconds
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Asia and Europe outlooks, India’s challenges, LatAm demographics - HSBC Global Research

Frederic Neumann assesses Asia’s recovery, Pranjul Bhandari looks at the challenges facing India, Simon Wells analyses the European rebound and Herald van der Linde introduces our new report on LatAm demographics. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
7/2/202119 minutes, 17 seconds
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The impact of Brexit on securities services (so far)

The transition period for the UK leaving the European Union (“Brexit”) ended on 31 December 2020. In the months before the transition period ended, the UK converted into law any existing EU regulations that had direct effect in the UK at the end of the transition period. During this “onshoring” process the UK in some cases made technical and other amendments to the legislation so that it would work in the UK after Brexit. EU Directives applying before 31 December 2020 already formed part of UK law, so did not need UK onshoring.   This episode is part of our Markets and Securities Services RegTalks series, covering regulatory topics from a global perspective that matter the most to you. For more information, click here  Hosted on Acast. See acast.com/privacy for more information.
6/28/202110 minutes, 44 seconds
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A global update, Just-in-Time's travails, and the EU builds back - HSBC Global Research

Janet Henry assesses the pace of economic recovery and the risks, including inflation. Shanella Rajanayagam looks at disruptions to Just-in-time supply chains, plus an EU COVID-19 and funding update from Chris Hare. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
6/25/202115 minutes, 30 seconds
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UK policy outlook and trade deal with Australia, EM financial inclusion - HSBC Global Research

Liz Martins looks ahead to the upcoming Bank of England meeting. Shanella Rajanayagam assesses the key points to the UK-Australia trade deal. Henry Ward and James Pomeroy explain how the pandemic could accelerate EM financial inclusion. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
6/18/202114 minutes, 26 seconds
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ECB reaction, EM update, China’s demographics - HSBC Global Research

Simon Wells outlines the key takeaways from the ECB’s latest meeting, Murat Ulgen explains why Europe could be the next catalyst for EM assets and James Pomeroy assesses the demographic implications of China’s shift to a three-child policy. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
6/11/202113 minutes, 4 seconds
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The industrial boom, why silver’s in demand, and a European COVID-19 update - HSBC Global Research

Janet Henry assesses the outlook for the global industrial cycle, James Steel outlines why we are bullish on the prospects for silver and Liz Martins explains why rising COVID-19 case numbers in the UK are creating difficulties across Europe. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
6/4/202115 minutes, 23 seconds
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Big oil's challenges, climate disclosures and boardroom effectiveness reviews - HSBC Global Research

In this edition, we look at the significance of the IEA's net-zero emissions roadmap and the latest challenges for big oil companies, plus an update on climate-related financial disclosure requirements and our guide to board effectiveness reviews. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
5/29/202120 minutes, 59 seconds
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Trade tracker, talking about inflation, Europe update - HSBC Global Research

Shanella Rajanayagam assesses the latest trade data, Mark McDonald explains how we have used Natural Language Processing to analyse what companies are saying about inflation and Fabio Balboni examines Europe’s improving COVID-19 situation. Disclaimer To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
5/28/202116 minutes, 22 seconds
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China's rising wealth and an update on our UK economic outlook - HSBC Global Research

In this edition, we focus on the rise of China's tech millionaires and the middle class, plus a look at our new UK growth forecasts and recent gains by the pound. Disclaimer To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
5/24/202117 minutes, 47 seconds
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FX update, China’s demographics and European tourism - HSBC Global Research

Paul Mackel looks at the key drivers of the dollar, Qu Hongbin assesses China’s slowing population and Chris Hare explains what looser travel restrictions could mean for Europe’s growth outlook. Disclaimer.  To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
5/14/202113 minutes, 40 seconds
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UK economics, trade disruption, Europe & COVID-19 - HSBC Global Research

Liz Martins assesses the latest Bank of England meeting and the outlook for the UK economy, Shanella Rajanayagam looks at how the pandemic has disrupted global trade and Chantana Sam explains why the COVID-19 situation in Europe is looking brighter. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
5/7/202113 minutes, 37 seconds
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Collaboration is Essential to Future-Proof Business Part 2

In the second part of this special Climate Governance Global Summit episode in our Business Plan for the Planet podcast series, Emily Farnworth, Deputy Director, Centre for Climate Change Engagement, Hughes Hall, University of Cambridge, continues the conversation with guests from the World Economic Forum’s Climate Governance Initiative.   Emily and her panel of experts, including HSBC’s Group Chairman Mark Tucker, B20 Chair Emma Marcegaglia, Telefonica, LafargeHolcim Board Member Claudia Sender Ramirez, High Level Climate Champion for COP26 Nigel Topping and Deloitte Global CEO Punit Renjen, discuss how non-executive directors can bring the climate change conversation into the boardroom and how to make a difference as a non-executive board member. They cover the importance of peers and partnerships, integration and collaboration, innovation and accountability, learning, and using your imagination rigorously. They also discuss the need for a measurable, science-based plan for achieving transition to net zero emissions by 2050 – and how to hold management to account.To listen to part one of our conversation, please click on the previous podcast in this feed. To find out more about HSBC’s Business Plan for the planet and how you can play your part, click here.For more information about the Climate Governance Initiative and their network of Chapters, click here.This episode is part of The Business Plan for the Planet Series. These talks centre around ESG trends, insights, and opportunities. In these podcasts, we’ll be shining a spotlight on businesses committed to delivering a sustainable future. Hosted on Acast. See acast.com/privacy for more information.
5/4/202128 minutes, 1 second
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Collaboration is Essential to Future-Proof Business Part 1

In the first part of this special Climate Governance Global Summit episode, Emily Farnworth, Deputy Director, Centre for Climate Change Engagement, Hughes Hall, University of Cambridge, welcomes guests from the WEF’s Climate Governance Initiative – a global chapter of non-executive directors on a mission to make climate change a boardroom-level conversation.Emily and guests, including HSBC’s Group Chairman Mark Tucker, B20 Chair Emma Marcegaglia, Telefonica, LafargeHolcim Board Member Claudia Sender Ramirez, High Level Climate Champion for COP26 Nigel Topping and Deloitte Global CEO Punit Renjen, discuss the importance of collaboration, integration, governance, and long-term vision in enabling businesses to transition towards net zero emissions by 2050 or sooner. Hear how capital providers can engage with investors on climate change, how – with the right structures and measurements – boards can create the right environment to progress in this area, and how non-executive directors can contribute in the race to net zero.To listen to part two, please click on the next podcast in this feed, and to find out more about HSBC’s Business Plan for the planet and how you can play your part, click here.For more information about the Climate Governance Initiative and their network of Chapters, click here.This episode is part of The Business Plan for the Planet Series. These talks centre around ESG trends, insights, and opportunities. In these podcasts, we’ll be shining a spotlight on businesses committed to delivering a sustainable future Hosted on Acast. See acast.com/privacy for more information.
5/4/202132 minutes, 58 seconds
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Future cities, digital EUR update, EM Sentiment Survey - HSBC Global Research

James Pomeroy and Steve Bramley-Jackson look at the challenges facing cities after the pandemic, Paul Mackel assesses the ECB’s plans for a digital euro and Murat Ulgen outlines the results of HSBC's fourth survey of EM institutional investors. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
4/30/202115 minutes, 11 seconds
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India’s COVID-19 crisis, Europe update, China’s growth surge - HSBC Global Research

Pranjul Bhandari assesses India’s rapidly deteriorating COVID-19 picture, Simon Wells talks through the key takeaways from the ECB’s latest meeting and Qu Hongbin explains why we do not believe the Chinese economy is running above its speed limit. Disclaimer. To stay connected and to access free to view reports and videos from HSBC Global Research click here. Hosted on Acast. See acast.com/privacy for more information.
4/23/202114 minutes, 15 seconds
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Financing Biodiversity: Risks and Opportunities

In this episode we look back on Marine de Bazelaire, HSBC Group Advisor on Natural Capital, at the Economist Sustainability Week discussing the rise of natural capital alongside Eric Usher, Head of the UN Environment Programme Finance Initiative, and Willem Evers, Dutch Central Bank Head of Sustainable Finance Office.Could nature-based investing be the next big asset class and what financial opportunities arise from this? How can investment in the preservation of biodiversity be unlocked?To find out more about HSBC’s Business Plan for the Planet and how you can play your part, click here.For more information about the Economist Sustainability Week, click here. Hosted on Acast. See acast.com/privacy for more information.
4/21/202123 minutes, 5 seconds
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Kuwait’s Market Development Program and ‘Net Settlement’ trade mechanism implementation - MENATalks

After the successful inclusion in the MSCI Emerging Markets Index last November, Kuwait is continuing its ambitious Market Development Program with the implementation of the new “Net Settlement” trade mechanism. Listen to Stuart Warner and Frankie Vaz, as they discuss this in-depth in the 1st edition of the MENATalks podcast series. Hosted on Acast. See acast.com/privacy for more information.
4/21/202110 minutes, 34 seconds
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FX update, EM outlook, the global recovery - HSBC Global Research

Paul Mackel outlines our view on the USD and other key currencies, Murat Ulgen looks at what’s next for EM assets and James Pomeroy assesses the latest economic data and outlook for policy. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
4/16/202111 minutes, 20 seconds
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How to build back better, Europe COVID-19 update, PMI wrap-up - HSBC Global Research

Stephen King explains how countries could achieve lasting economic improvement, Fabio Balboni assesses the latest developments around the AstraZeneca vaccine and James Pomeroy looks at what the latest PMI data tells us about the recovery. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here  Hosted on Acast. See acast.com/privacy for more information.
4/9/202114 minutes, 23 seconds
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Innovation and digitisation of trade: transforming the future of trade finance – from HSBC Asia Pacific Trade Exchange

The COVID-19 pandemic has accelerated the trend of global digitisation, where technology is playing a pivotal role in adjusting to a “new normal”. This is not an option any more. Listen now to HSBC and different industry experts including Boston Consulting Group, SRF Limited, Tradeshift, Walmart China. This episode was recorded in February 2021 from the HSBC Asia Pacific Trade Exchange. During the event, we have explored the current landscape of trade, shared ideas, and discussed what the future holds alongside thought leaders from across the world. For more information about anything that you have heard in this podcast and to view related content, click here Hosted on Acast. See acast.com/privacy for more information.
4/6/202145 minutes, 58 seconds
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RCEP: the game changer, are you ready? – from HSBC Asia Pacific Trade Exchange

RCEP provides moderate trade liberalisation and mainly focuses on goods trade. It also establishes a common rules-of-origin framework, enabling exporters to make use of inputs from all parties in order to qualify for preferential treatment when trading within the region. Are you ready for RCEP and how quickly can you leverage the benefits and opportunities this agreement brings? Listen now to HSBC and different industry experts including Asian Development Bank and Dyson. This episode was recorded in February 2021 from the HSBC Asia Pacific Trade Exchange. During the event, we have explored the current landscape of trade, shared ideas, and discussed what the future holds alongside thought leaders from across the world. For more information about anything that you have heard in this podcast and to view related content, click here Hosted on Acast. See acast.com/privacy for more information.
4/6/202139 minutes, 18 seconds
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e-Commerce: trends and opportunities – from HSBC Asia Pacific Trade Exchange

From Sydney to Shanghai, urban lockdowns have propelled the rise of digital enterprises. Can technology enhance consumer experiences? What trends and opportunities are we seeing emerge? Listen now to HSBC and different industry experts including Ant Group, Hong Kong Television Network Limited and McKinsey & Company. This episode was recorded in February 2021 from the HSBC Asia Pacific Trade Exchange. During the event, we have explored the current landscape of trade, shared ideas, and discussed what the future holds alongside thought leaders from across the world. For more information about anything that you have heard in this podcast and to view related content, click here Hosted on Acast. See acast.com/privacy for more information.
4/6/202137 minutes, 2 seconds
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Supply chains for the future – from HSBC Asia Pacific Trade Exchange

As the global economy fragments, multinationals are building resilience by diversifying production around the world, and there is growing importance of ESG factors towards supply chains. Where are the opportunities in Asian economies and how will the supply chains of the future evolve? Listen now to HSBC and industry experts from Coface, Indorama Ventures, Sustainlytics and Vestas. This episode was recorded in February 2021 from the HSBC Asia Pacific Trade Exchange. During the event, we have explored the current landscape of trade, shared ideas, and discussed what the future holds alongside thought leaders from across the world. For more information about anything that you have heard in this podcast and to view related content, click here Hosted on Acast. See acast.com/privacy for more information.
4/6/202137 minutes, 37 seconds
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Mind the gap, capturing CO2, and a new climate tool for central bankers - HSBC Global Research

Ashim Paun explains how it's possible to cut 81% of global emissions by 2050, Tarek Soliman looks at the opportunities for carbon capture, and Song Jin Lee sets out how some central banks are looking to help the net zero climate agenda. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
4/6/202117 minutes, 9 seconds
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Asia and Europe economic outlooks, trade in vaccines - HSBC Global Research

Frederic Neumann explains why Asia’s economies appear on track for economic growth, Simon Wells looks at how the eurozone is diverging from the US and Shanella Rajanayagam assesses vaccine trade patterns. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
4/1/202116 minutes
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Global economics, Europe and India COVID-19 updates - HSBC Global Research

Janet Henry assesses the global implications of the huge US fiscal stimulus and Chantana Sam and Pranjul Bhandari assess the worsening COVID-19 pictures in Europe and India respectively. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
3/26/202113 minutes, 31 seconds
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Beyond the pandemic: economic prospects for Asia and the world

Following a unique 12 months, where we have seen the global economy respond to the COVID19 pandemic, hear from Frederic Neumann, Co-head of Asian Economic Research at HSBC on what does the outlook for 2021 look like and will the world chart a course towards steady progress? And will financial markets, in such rude health over the past year, stay equally resilient as central bankers start to pull the reins?This episode was recorded in February 2021 from the HSBC Asia Pacific Trade Exchange. During the event, we have explored the current landscape of trade, shared ideas, and discussed what the future holds alongside thought leaders from across the world. For more information about anything that you have heard in this podcast and to view related content click here Hosted on Acast. See acast.com/privacy for more information.
3/25/202120 minutes, 43 seconds
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EMboldened interview - Confidence in emerging markets surges – HSBC Global Research

HSBC’s Dr Murat Ulgen, Head of Emerging Markets Research, discusses the results of our latest EM Sentiment Survey - including recovery prospects, market trends, and ESG factors - with Piers Butler, Head of Research Direct. Disclaimers To stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
2/4/202129 minutes, 56 seconds
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The ESG Brief – climate agenda in 2021– HSBC Global Research

HSBC’s Wai-Shin Chan and Ashim Paun, Co-Heads of ESG Research, talk about President Joe Biden's efforts to put his administration back into the global efforts to cap carbon emissions, China's targets and other key climate actions this year. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
2/4/202113 minutes, 51 seconds
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The New Normal: Adopting emerging technologies in the current pandemic and beyond – Part 2

In response to the pandemic, businesses around the world have been forced to accelerate the adoption of emerging technologies to mitigate its impact. HSBC hosted a virtual roundtable with business leaders in October 2020 to understand how companies are embracing emerging technologies to stay relevant in a post-COVID-19 world. Hear from Joseph Chua, Executive Director, Treasury, Lenovo on how the company has woven automation into its treasury workflow and how they have overcame challenges. For more information about anything that you have heard in this podcast, please visit grp.hsbc/tnn Hosted on Acast. See acast.com/privacy for more information.
1/21/20218 minutes, 36 seconds
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The New Normal: Adopting emerging technologies in the current pandemic and beyond – Part 1

Amidst the global pandemic, HSBC hosted a virtual roundtable with business leaders to discuss how critical it is for businesses to adopt emerging technologies to stay relevant in a post-COVID-19 world. In this episode, we hear from Priya Kini, Head of Global Banking, Singapore, HSBC and Eric Tachibana, Global Advisory Head of APJC, Amazon Web Services on the key technological and data trends that have been accelerated by the pandemic. This conversation was recorded in October 2020. For more information about anything that you have heard in this podcast, please visit grp.hsbc/tnn Hosted on Acast. See acast.com/privacy for more information.
1/21/202110 minutes, 39 seconds
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In conversation with business leaders in Asia: Supply chain resiliency in consumer and retail – Part 2

Gain insights from business leaders in the consumer and retail sector on how they have navigated disruptions in their supply chains, and how they expect supply chains to evolve against the backdrop of the global pandemic. In part 2, HSBC and Deloitte Consulting continue the conversation with Fonterra, Kimberly-Clark, and Cargill to discuss the strategic initiatives that have been launched to counter potential threats and leverage new opportunities in the new normal. This conversation was recorded in August 2020.For more information about anything that you have heard in this podcast, please visit grp.hsbc/cr Hosted on Acast. See acast.com/privacy for more information.
12/22/202021 minutes, 6 seconds
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In conversation with business leaders in Asia: Supply chain resiliency in consumer and retail – Part 1

Gain insights from business leaders in the consumer and retail sector on how they have navigated disruptions in their supply chains, and how they expect supply chains to evolve against the backdrop of the global pandemic. In Part 1, HSBC and Deloitte Consulting speak with Fonterra, Kimberly-Clark, and Cargill to discuss the impact on industry and consumer purchasing behavior, shifts in company operating models, and how they have maneuvered the crisis. This conversation was recorded in August 2020.For more information about anything that you have heard in this podcast, please visit grp.hsbc/cr Hosted on Acast. See acast.com/privacy for more information.
12/22/202030 minutes, 28 seconds
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The Sustainable Financing and Investing Survey – Investor Focus

Are sustainable investments demonstrating mainstream themes? 49% of global investors say the main drivers for environmental and social engagement are risk and return. Explore the results of the HSBC’s Sustainable Financing and Investing Survey, with a focus on findings that may be of particular interest for investors. For more information about anything that you have heard in this podcast and to download the survey report, please visit grp.hsbc/SFIin Hosted on Acast. See acast.com/privacy for more information.
12/21/202019 minutes, 41 seconds
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The Sustainable Financing and Investing Survey – Issuer Focus

Are we on the verge of a sustainable investing boom? According to our survey, 94% of issuers disclose environmental and social performance in 2020, up from 83% in 2019. Explore the results of the HSBC’s Sustainable Financing and Investing Survey, with a focus on findings that may be of particular interest for issuers.  For more information about anything that you have heard in this podcast and to download the survey report, please visit grp.hsbc/SFIis Hosted on Acast. See acast.com/privacy for more information.
12/21/202023 minutes, 46 seconds
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Reg Talks – The Central Securities Depositories Regulation (CSDR) updates

Listen to our experts discuss the latest on CSDR and other updates in the regulatory space in this new series launched by HSBC Securities Services. For more information on anything that you have heard in this podcast, please visit grp.hsbc/csdr Hosted on Acast. See acast.com/privacy for more information.
12/17/202019 minutes, 44 seconds
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The Payments Landscape of the Future

Francois Ionesco, Managing Director, Continental Europe Head of Financial Institutions Sales at HSBC speaks to TMI's Editor, Eleanor Hill, about the first ever virtual Sibos, how the payments landscape is shifting and how client priorities have been influenced by the pandemic. For more information about anything you heard in this podcast or to learn about HSBC’s global services and offerings, please visit http://grp.hsbc/gvbmep2 Hosted on Acast. See acast.com/privacy for more information.
12/4/202013 minutes, 41 seconds
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What's in store for treasury in 2021?

TMI's Eleanor Hill chats with Jared Smith, Managing Director, Global Head - Corporates, Global Liquidity and Cash Management, HSBC, to discuss how unprecedented economic circumstances are facilitating an uptake in digital services. In this candid interview, Jared also considers the increasing relevance of data analytics, and the importance of staying connected while operating remotely. For more information about anything you heard in this podcast or to learn about HSBC’s global services and offerings, please visit http://grp.hsbc/gvbmep1 Hosted on Acast. See acast.com/privacy for more information.
12/2/202015 minutes, 32 seconds
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The ESG Brief - Biden's climate plans from Paris to Washington – HSBC Global Research

Ashim Paun, Global Co-Head of ESG Research, looks at the climate and environmental action plans of Joe Biden; Evan Li, Head of Utilities and Conglomerates Research, assesses the impact of China's net-zero emissions target on the energy sector. DisclaimerTo stay connected and to access free to view reports and videos from HSBC Global Research click here Hosted on Acast. See acast.com/privacy for more information.
11/27/202015 minutes, 20 seconds
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HSBC Global Viewpoint: Banking and Markets Trailer

This is HSBC global viewpoint, your window into the thinking, trends and issues shaping global banking and markets. Join us as we hear from industry leaders and HSBC experts on the latest insights and opportunities for your business.For more information about anything you heard in this podcast or to learn about HSBC’s global services and offerings, please visit gbm.hsbc.com Hosted on Acast. See acast.com/privacy for more information.
11/23/202030 seconds