Zooming In on Reasons to stick with US stocks
Welcome to the first episode of our new Zooming In video series. Through these short video updates, we will dive into the key market-shaping topics.
We kick off the series with an engaging discussion between our GPB&W Global CIO, Willem Sels, and the Head of Americas Equity Strategy, HSBC Global Research, Nicole Inui. US stocks have continued to outperform, and in this video, we explore the reasons why we continue to like this market. We discuss various market themes and events—the upcoming US Presidential election, the resilience of the American consumer, the focus on re-industrialisation in North America, and growth opportunities around technology, particularly AI.