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HSBC Perspectives Q2 2024 Foreword 3. Favourable macro and structural drivers support the outlook for equities and bonds. As we enter the second quarter, we see a brighter outlook with the Fed rate cuts just around the corner and markets being quite realistic about the timing and pace of those cuts.
思考未來 2024. Willem Sels. 滙豐環球私人銀行及財富管理 環球首席投資總監. 透過優質資產與結構性機遇，應對複雜的環球投資環境. 從第一季矽谷銀行倒閉至 10 月份中東發生地緣政治衝突，金融市場又經歷了不平凡的一年。 此外，各國央行激進加息，令債券收益率飆升至多年來的高位，也讓金融環境更具挑戰性。 展望 2024 年，我們看到了兩個利好的推動因素。 加息這個頭號挑戰對主要經濟體的影響終於逐漸消退，而美國經濟亦似乎正在邁向軟著陸，從而降低了全球經濟衰退的風險。 這些進展應可令金融市場「鬆一口氣」。 然而，歐洲正徘徊在經濟衰退的邊緣，同時中國的房地產行業將繼續拖累全球經濟增長，而地緣政治局勢持續緊張與 2024 年繁忙的大選日程預示著市場將進一步波動。
2024年3月15日 · 2. Increase equity exposure to growth leaders to boost returns. We’ve become more positive on equities thanks to stronger-than-expected economic growth, strong corporate earnings growth and a favourable rate outlook. In the West, the US is the most resilient and has the strongest earnings power.
2024年3月26日 · These videos are created in collaboration with the Financial Times and resonate well with the investment themes featured in our HSBC Perspectives Q2 2024. Prepare for an insightful journey with our CIOs who delve into the most critical topics and emerging trends that are shaping the financial landscape, and share their insights and where they see the opportunities for customers to make ...
Think Future 2024 Foreword 3Navigating a complex world through quality assets and structural opportunities The financial markets have experienced another eventful year, from the collapse of Silicon Valley Bank in the first quarter to the geopolitical conflict in the
尽管全球经济增长将相对缓慢，但仍保持正面势头，预计 2024 年全球经济增长达 2.3%。. 我们也预计明年下半年经济增长将温和加速，因为通胀下降料将推动消费，而美国率先在 2024 年第三季度减息的预期应会支持投资并提高企业利润。. 更重要的是，我们看到 ...
HSBC Think Future 2024 Author Lucia S M KU Keywords HSBC, Investment Outlook, Wealth, Insights, CIO Created Date 11/24/2023 1:10:12 PM ...
