russia undervalued but not trough level
Russia is a market that is priced on perception and sentiment rather than fundamentals. Douglas Helfer explains where the mispriced assets are and how to take best advantage of them.
Hsbc
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hsbc time to look for alternatives to govt bonds
Declining government bond yields should prompt investors to consider alternative assets to their so-called safe haven holdings, HSBC Global Asset Management argues.
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centre stage awaits for em corporate debt
Marge Karner explains why she expects the opportunities in emerging market corporate debt to overtake its developed market equivalent within the next five years.
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clark named uk ceo of hsbc global am
HSBC Global Asset Management (UK) has named Andy Clark as its new CEO, taking over from Simeon Brown who is leaving the company.
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hsbc corporates more attractive than govt bonds
The strong likelihood of continued loose monetary policy by the world’s central banks is making corporate assets more attractive than sovereign debt, according to HSBC Global Asset Management.
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economic slowdown turkey still regional force
Turkey’s equity market has had a great 2012 though an economic slowdown may put a short-term dent into this growth before following a medium to long-term upswing.
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HSBC GAM launches India fixed income fund
HSBC Global Asset Management has launched an offshore Indian bond fund to be run by Gordon Rodrigues.
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brazil raise competitiveness greater investment
Victor Arakaki urges Brazil’s President Dilma to encourage greater saving and investment, particularly by its government, to regenerate its competitiveness on the global stage.
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hsbc merges multi-asset funds
HSBC Global Asset Management has merged three of its International Select Funds (ISF) into its Luxembourg-domiciled World Selection range.
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hsbc beefs up global macro team
HSBC Global Asset Management has made four hires to the Philip Poole-led global macro and investment strategy team.
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hsbc latest in firing line
HSBC is to be fined an estimated $1bn for failure to comply with anti-money laundering controls in the US, in the latest example of a bank failing to keep its house in order.
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Emerging markets are a good contrarian bet
Despite a strong first quarter to the year, emerging markets have subsequently sold off thanks to continuing worries over the weakness of the global recovery. Philip Poole says now is a good buying time…
