Top of main content

2026 Mid-Year Investment Outlook: Event Takeaways

Discover expert insights on geopolitics, AI, tech and portfolio strategy.

We are the investment partner you need to help achieve your financial ambitions. With our global reach, combined with local expertise, we offer a wide selection of investment services with opportunities around the world, enabling you to make the choice best suited to you. We support you in planning for the long term within your accepted level of risk.

Charting a path through 2026

In our Mid-Year Investment Outlook events, we explore how investors can navigate a world shaped by geopolitical uncertainty, elevated volatility and shifting cross-asset correlations - while staying focused on the structural forces reshaping the global economy.

 

Watch insights from thought leaders, tech pioneers and HSBC experts

Charting a path through a volatile world

What does an AI future hold?

While the world is facing significant challenges, we see that there are still a lot of opportunities for well-informed investors and strategic clients.

Kanas Chan

Head of North Asia and Hong Kong
HSBC Private Bank  

Our four investments priorities are:

Invest in the AI-led future

While some believe that AI is overhyped, we think that it is probably underhyped, with opportunities in semiconductors, data centres, and innovative AI adopters across sectors.

Benefit from government focus on security and energy independence

As industrial polices and national security strategies become increasingly prominent, there will be greater demand for diversified energy supply, as well as investment in defence.

Build portfolio resilience with multi-asset strategies

Amid persistent market volatility, diversification becomes a top priority. Bonds and gold can be complemented with alternative investments – such as hedge funds and private markets.

Tap into Asia’s innovation and income opportunities

To capture Asia’s economic growth, innovation, and expanding margins, we take a balanced approach of direct exposure to key themes like the region’s data centre boom, alongside income from both the stock market and bonds.

Where capital meets the future

Discover our latest outlook, in the brochures and videos below, to build resilience portfolios for the second half of 2026.


2026 Mid-Year Investment Outlook: Where Capital Meets the Future
 

Discover our latest in-depth investment views and insights in our video with Global Chief Investment Officer, Willem Sels.

Watch the video: 2026 Mid-Year Investment Outlook: Where Capital Meets the Future
We expect that volatility will remain manageable, because the global economy is more resilient than many people fear.

Willem Sels

Global Chief Investment Officer
HSBC Private Bank and Premier Wealth

Watch the video: Mid-Year 2026 Investment Outlook: Tap into Asia’s Innovation and Income


2026 Mid-Year Investment Outlook: Tap into Asia’s Innovation and Income
 

Discover our latest in-depth investment views and insights in our video with China Chief Investment Officer, Desmond Kuang.

We continue to see compelling opportunities across Asia. AI-powered innovation and improving income prospects are converging to create a distinctive market landscape.

Desmond Kuang

Chief Investment Officer, China
HSBC Private Bank and Premier Wealth

Listening to what you have to say about services matters to us. It's easy to share your ideas, stay informed and join the conversation.