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HSBC Global Viewpoint

News

HSBC Global Viewpoint

HSBC

Perspectives: The Ares story

July 01, 2026 6:01am 22 min

In this episode of HSBC's Perspectives series, Michael Arougheti, Co-Founder and CEO of Ares, joins Danielle Johnson, HSBC’s Global Head of Institutional Client Group, to discuss Ares’ origins, the drivers behind its con...

The Macro Brief - Looking beyond Hormuz

June 29, 2026 9:07am 16 min

Janet Henry, Global Chief Economist, looks at some of the powerful forces affecting the world economy, while Ali Cakiroglu, Emerging Markets Strategist, assesses the implications for EM investors.Click here for appropria...

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

June 29, 2026 8:33am 12 min

Herald and his fellow Equity Strategist Perna Garg discuss the rise of Asian stock markets over the past 20+ years, and in one or two cases, a lot longer.Click here for appropriate Disclosures, including analyst certific...

The Macro Brief - The Fed under new management

June 19, 2026 7:41am 19 min

As the Federal Reserve begins a new era with Kevin Warsh at the helm, our team looks at his communication style and how the narrative has changed from potential rate cuts to possible rate hikes.Click here for appropriate...

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

June 18, 2026 1:59pm 13 min

Fred is joined by Chief India Economist Pranjul Bhandari for a wide-ranging look at the various forces shaping India's economic outlook.Click here for appropriate Disclosures, including analyst certifications, and Discla...

The Macro Brief - The ECB's next move

June 15, 2026 11:16am 9 min

Following the European Central Bank’s first rate hike for nearly three years, Chris Hare, Senior European Economist, looks at whether there is more tightening to come.Click here for appropriate Disclosures, including ana...

Perspectives: Orchestrating AI models

June 15, 2026 5:56am 17 min

This episode features Dmitry Shevelenko, Chief Business Officer, Perplexity, in conversation with Stuart Riley, Group Chief Information Officer, HSBC. They explore the speed of change in AI models and what it takes to tu...

Under the Banyan Tree – Unexpected moves in Asian FX

June 12, 2026 8:43am 12 min

Fred Neumann welcomes Head of Asian FX Research Joey Chew to the podcast to discuss the impact of the energy squeeze on the JPY, what's keeping the RMB on the up and how the KRW has lost steam despite a Korean economy on...

Perspectives: The evolution of the London Stock Exchange

June 10, 2026 4:26am 25 min

This episode features Dame Julia Hoggett, CEO, London Stock Exchange, in conversation with Jo Miyake, Head of Banking, Asia and Middle East, HSBC. Together they explore how London is evolving its capital markets proposit...

Perspectives: The confluence of TradFi and DeFi

June 08, 2026 4:09am 20 min

Our latest podcast features Joseph Lubin, Co-Founder of Ethereum and Founder and CEO of Consensys, in conversation with Manish Kohli, Head of Global Payments Solutions, HSBC. They explore how decentralised trust, tokenis...

The Macro Brief – State of US tariffs

June 05, 2026 5:03am 13 min

With the US’ 10% global tariff set to expire this July, Shanella Rajanayagam, Trade Economist, looks at which US tariffs are currently in effect - and what could be coming down the line.Click here for appropriate Disclos...

Under the Banyan Tree - China's urbanisation 2.0

June 05, 2026 4:00am 14 min

Could spending by migrant workers move the needle for Chinese GDP? Chief China Economist Jing Liu says yes, thanks to a new government policy that broadens the social safety net.Click here for appropriate Disclosures, in...

Perspectives: Trust and leadership in the age of AI

June 03, 2026 5:58am 16 min

This episode features best-selling author, Malcolm Gladwell, in conversation with Barry O’Byrne, CEO, International Wealth & Premier Banking, HSBC. Together they explore how AI is reshaping human behaviour and the signal...

The Macro Brief – Future healthcare in focus

June 02, 2026 5:32am 12 min

From the rise of anti-obesity drugs to the impact of AI, Rajesh Kumar, Senior Global Life Sciences & Healthcare Analyst, looks at how the global healthcare industry is evolving at pace.Click here for appropriate Disclosu...

Perspectives: The new energy system

June 01, 2026 6:01am 18 min

This episode of HSBC’s Perspectives series features Christine Healy, CEO of Northland Power, in conversation with Julian Wentzel, HSBC’s Group Chief Sustainability Officer. Together, they explore what the new energy syst...

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

May 28, 2026 9:04am 11 min

As Middle East tensions drag on, Herald sits down with Asia Economist Ines Lam to discuss how a slowdown in non-oil industries is affecting Asian households half a world away.Click here for appropriate Disclosures, inclu...

Under the Banyan Tree – Shades of '99?

May 28, 2026 8:54am 13 min

With US bond yields spiking, Herald van der Linde and Prerna Garg discuss how a shift in the rates vs growth balance could play out for Asian equities, which are being buoyed by the AI surge.Click here for appropriate Di...

Perspectives: Inspiring ambition

May 27, 2026 5:55am 14 min

This episode of HSBC’s Perspectives series features Yie-Hsin Hung, CEO, State Street Investment Management, in conversation with Suzy White, Group COO, HSBC.They discuss how to lead growth in a long-established instituti...

The Macro Brief – Rate rises on the radar

May 22, 2026 10:52am 18 min

Janet Henry, Global Chief Economist, and Simon Wells, Chief European Economist, look at how central banks are set to react to growing upside risks to inflation and downside risks to growth.Click here for appropriate Disc...

Perspectives: Tokenisation and trust

May 20, 2026 5:55am 20 min

This episode of HSBC’s Perspectives series features Valérie Urbain, CEO, Euroclear. In conversation with Adam Bothamley, Global Head of Debt Capital Markets, HSBC, Valérie shares her perspective on what it will take for ...

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