Name: HSBC Emerging Markets Debt
Uploaded: 2017-03-21T14:38:56.000Z
Duration: 38 min 56 s
Description: HSBC's webcast focusing on emerging markets debt

Listen to our experts discuss topics that matter to investment professionals

In the world of multi-asset investing, winning strategies are always rooted in a robust decision-making framework and a forward looking approach.

HSBC Global Asset Management has built, over the last 20 years, one of the largest and most experienced multi asset platforms in the asset management industry and is committed to providing investors with competitive risk-adjusted returns.

In the first of a series of quarterly update calls for the HSBC Global Strategy Portfolios, Meike Bliebenicht, Senior Multi-Asset Product Specialist, will discuss the strategy, performance and recent positioning of the fund range, as well as providing an outlook for the coming months.

HSBC Global Strategy Quarterly Webinar - Q1 2018

Join HSBC's Senior EMD Portfolio Manager, Vinayak Potti and EMD Trader, Scott Davis, as they discuss our approach to navigating the current Emerging Markets Debt (EMD) landscape. Amanda LaMarca, Senior EMD Product Specialist, will moderate the discussion.

We believe that EMD valuations have now outpaced an improvement in fundamentals, leading to reduced risk premiums. This has occurred as policy uncertainty in developed markets and political risks in EM have increased.  In this environment, we think relative value trades will be a key driver in delivering alpha.

Topics include:
•Potential pick-up in US Treasury volatility and its impact on EMD spreads
•EMD premiums are not compensating for global political risks
•Relative value trades are key: opportunities and examples

EMD: Navigating Uncertainty

Thanks to supportive macro and political conditions and the spate of reforms introduced in recent years, the Indian economy has been gathering momentum and is set to reach its medium to long term growth potential. Join Gordon Rodrigues and Geoff Lunt to understand what the latest developments, including the repo rate cut earlier in August, mean for the Indian Fixed Income asset class and our strategy. 

We are also marking the fifth anniversary of HGIF Indian Fixed Income, which has seen its AUM swell to ~ $600 million earlier this year. Gordon and Geoff will explain why the asset class continues to look appealing when compared with most of its EM and DM peers, and why we consider it a strategic rather than thematic allocation in a global portfolio.

Asian Capabilities Webinar – HGIF Indian Fixed Income: Five years and counting

The HSBC GIF Asia ex Japan Equity Smaller Companies fund continued its strong run as it delivered a total return of 23% for the first six months of the year, and remained in the first quartile among its competitors for 3-month, 6-month, 1-year and 3-year periods.

In her second quarterly update webcast, Elina Fung, lead manager of the fund, will share the latest strategy and positioning of the fund. On this call, Elina will also answer questions from clients, so please free to email your queries to your local sales representative or you can also ask the questions live during the webcast.

HSBC GIF Asia ex Japan Equity Smaller Companies - Quarterly Update Q3 2017

Emerging markets debt (EMD) has performed extremely well so far this year, and is showing historically low volatility. 

Price stability coupled with improving fundamentals in some EM economies are attracting funds into EM and lifting valuations in the asset class.  Are EM valuations compensating investors for the risks? 

Please join HSBC portfolio managers, Nishant Upadhyay and Jaymeson Kumm, as they discuss opportunities and risks in the local and hard currency segments of the asset class. Brian Dunnett, Senior Product Specialist, will moderate the discussion.    

Topics Include:    
•Where we see value in the asset class
•EMD and correlations to oil 
•The case for selective exposure to high yield and frontier markets debt

Is it too late to catch the EMD train?

The HSBC GIF Asia ex Japan Equity Smaller Companies fund has recently stopped accepting new money from investors after its AUM reached USD1.3 billion in April 2017. The fund has seen great interest from investors on the back of its strong performance over the past year. In the first three months of 2017, the fund returned 15.6% on a gross-of-fees basis, not only outperforming its own benchmark (+12.8%), but also 88% of its competitors in the universe. 

In the first webcast of this quarterly update series, Elina Fung, lead manager of the fund, will share the latest strategy and positioning of the fund and explain how she implements the stock selection process in a noisy market. On this call, Elina will also answer questions from clients, so please free to email your queries to your local sales representative or you can also ask the questions live during the webcast.

HSBC GIF Asia ex Japan Equity Smaller Companies - Quarterly Update Q2 2017

With monetary policy normalization in the US underway, managing duration exposure using short duration credit can help mitigate volatility in fixed income portfolios against a backdrop of rising rates.

Join portfolio manager Mary Bowers and product specialist Julian Moore as they explore the lesser known short duration segment within global high yield. Together, they will provide insight into:
-What exactly defines the global short duration high yield segment?
-How it can be particularly attractive in today’s markets
-Where we see the markets moving in the future

Global Credit: A Hidden Pocket in High Yield

Joe Little, Chief Global Strategist at HSBC Global Asset Management, looks back at market performance over the past quarter and discusses the prospects for the year ahead.

2017 First Quarter Macro Update

Monthly Update for Private Bank (AMS)

In this webinar, Renee Chen, Mandy Chan and Gregory Suen will share the key takeaways from China's National People's Congress (NPC) meeting and its implications to China's macroeconomic and asset class outlook.

China's NPC Meeting - Implications for Investors

Investment Monthly January 2017

HSBC's webcast focusing on emerging markets debt

HSBC Emerging Markets Debt

emerging

markets

hsbc

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

HSBC Emerging Markets Debt

Presented by

About this talk

More from this channel