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Looking beyond uncertainty

House views
Investment outlook
Investment Insights

Looking beyond uncertainty

Jul 6, 2022

We sat down with Willem Sels, Global Chief Investment Officer at HSBC Global Private Banking and Wealth, to discuss why – and how – investors need to react to a world that is fundamentally changing, and how they can adapt to disruption.

Key talking points include: 

Our macro views

  • We expect a broad-based slowdown in global economic growth
  • But no recession – therefore no stagflation
  • An ease in inflationary pressure, albeit a gradual one

Top structural themes. Our high conviction themes continue to be centred around 

  • the digital transformation
  • the sustainability revolution
  • Asia’s structural strengths

The new definition of ‘quality’. Companies need

  • a stable market position to protect margins;
  • healthy balance sheets; and
  • strong human capital

For more on our house views and investment themes, read our latest Investment Outlook report. And for more expertise, including market updates and regional outlooks, visit our investment insights page.

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