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HSBC Global Viewpoint

HSBC

We bring together thought leaders, industry experts and banking specialists to discuss the latest thinking, trends and issues that are driving international growth and creating opportunities for businesses to build networks in global markets.

Join us as we discuss the latest insights on Global Economics, ESG, Payments and Cash Management, Emerging Markets, Global Trade, Supply Chains, cutting-edge Financial Technology and more.

For more information about anything you heard on this podcast or to learn how HSBC can help your business find international growth opportunities, please visit https://www.business.hsbc.com/en-gb

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49 episodes
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English

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July 3 · 10 min· Video
The Macro Brief - Europe's dovish turn?
Simon Wells, Chief European Economist, assesses the region’s prospects going into the second half of the year and explains why we think rate rises are off the table. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/Q6VnnHq Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research
July 1 · 22 min· Video
Perspectives: The Ares story
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 continued expansion, and future opportunities. Watch or listen to find out more. This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong in April 2026. Find out more here: https://www.business.hsbc.com/en-gb/campaigns/global-investment-summit Disclaimer: Views of external guest speakers do not represent those of HSBC.
June 29 · 16 min· Video
The Macro Brief - Looking beyond Hormuz
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 appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/6xJt9Qv Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
June 29 · 12 min· Video
Under the Banyan Tree - Equity league tables with a side of history
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 certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/S9lxxWM Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.
June 19 · 19 min· Video
The Macro Brief - The Fed under new management
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 Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/P9GGfrp Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research
June 18 · 13 min· Video
Under the Banyan Tree - India: Energy, El Niño and economic growth
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 Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/K6fswhr Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here:https://www.business.hsbc.com/en-gb/products/global-research
June 15 · 9 min· Video
The Macro Brief - The ECB's next move
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 analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/BgqWLbh Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research
June 15 · 17 min· Video
Perspectives: Orchestrating AI models
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 turn that pace into real commercial value in large enterprises. The conversation covers multi-model orchestration, why data hygiene is an evergreen investment, and how to think about security and adoption as AI moves from tools to agentic workflows. Watch or listen to find out more. This episode was recorded on the sidelines of the HSBC Global Investment Summit in Hong Kong in April 2026. Find out more here https://www.business.hsbc.com/en-gb/campaigns/global-investment-summit Disclaimer: Views of external guest speakers do not represent those of HSBC.
June 12 · 12 min· Video
Under the Banyan Tree – Unexpected moves in Asian FX
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 fire. Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/cQr2FpF Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research

Showing 41–49 of 49 episodes