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HSBC Perspectives: HSBC Perspectives Q4 2023

8 Sep 2023

Willem Sels

Global Chief Investment Officer, HSBC Global Private Banking and Wealth

Broadening opportunities amid a diverging growth outlook

As we look ahead to the final months of 2023, the financial markets are at a critical juncture: the end of the tightening cycle is upon us, while economic indicators in the US and Asia remain largely constructive. The uneven and weaker-than-expected recovery in China, due to the property slump, has come as a negative surprise. But overall, the global macroeconomic backdrop should support risk-on sentiment and we continue to unlock opportunities by focusing on quality and fundamentals.

Investment themes

Regional market outlook

Key data to watch

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