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Nine Themes Handbook | Free to view | HSBC Global Research
What are the long-term forces shaping the economy and society? From demographics to disruptive technology, HSBC’s Edward Stanford and Amit Shrivastava explore nine key themes and the investment opportunities.
The Major bond letter -- #51. The thing about bonds | Free to view | HSBC Global Research
HSBC’s Steven Major, Global Head of Fixed Income Research, explains how both cyclical and secular inputs contribute to the outlook for the bond market.
The baby bust bites | Free to view | HSBC Global Research
HSBC’s James Pomeroy looks at the UN’s new demographic projections:
As birth rates keep falling, the world’s population may start shrinking sooner…
…but we expect an even earlier turn, with low-fertility scenarios as a base case…
…meaning the world needs to be aware of the risks around rapidly-ageing populations.
The perfect storm? | Free to view | HSBC Global Research
Is global trade facing a perfect storm? The challenges certainly seem to be mounting, says HSBC’s Shanella Rajanayagam, as shipping disruption and robust demand combine with growing protectionism.
Trans-Tasman divergence? | Free to view | HSBC Global Research
Central banks in Australia and New Zealand will likely have very different discussions during their August meetings, with the Aussies talking hikes and the Kiwis discussing cuts. HSBC’s Paul Bloxham explains.
ESG Summer Series 2024 | Free to view | HSBC Global Research
In our latest ESG Summer Series – we look at nurseries in the sea – reefs and forests, and why:
Coral reefs and kelp forests are among the most ecologically and economically valuable ecosystems on our planet
But they face increasing risks due to climate and human induced stressors, such as marine heatwaves and pollution
These nurseries require a significant ramp-up in restoration efforts, in addition to accelerated action on climate.
Insight
Follow through – CEEMEA Economics Quarterly | Insights from HSBC Global Research
From South Africa to Poland, Türkiye to Egypt and Nigeria, policy shifts are laying the ground for rebalancing and eventual recovery, but there is still a way to go, says Simon Williams, Chief Economist for CEEMEA at HSBC.
HSBC Climate Barometer – Assessing G20 exposure and readiness | Insights from HSBC Global Research
The HSBC Global Research ESG team presents the latest evidence on physical climate impacts across G20 countries and assess whether they are ready for the transition to a low-carbon economy.
Commodities upswing underway … higher and higher | Insights from HSBC Global Research
Global commodity prices are in an upswing, and we think they have passed the trough for the cycle. Demand appears to be lifting and the supply-side is ‘super-squeezed’. So, what’s next? HSBC’s Paul Bloxham and Jamie Culling explore.
Podcasts
The Macro Brief – Our global outlook at the tail end of '24
Piers Butler is joined by Global Chief Economist Janet Henry for a catch-up on the world's top macro talking points as we enter the final quarter of the year.
This podcast is also available on Spotify and Apple Podcasts.
Under the Banyan Tree - Thailand: Investment, influencers and Indian weddings
Fred Neumann welcomes ASEAN Economist Aris Dacanay to the podcast for a close look at what makes Thailand's economy tick.
This podcast is also available on Spotify and Apple Podcasts.
Videos
China, the core of global trade – Asia Chart of the Week | HSBC Global Research
HSBC’s Frederic Neumann, Chief Asia Economist, takes a closer look at China’s overwhelming importance in global trade.
Global Research mobile app
HSBC Global Research mobile app – Our insights on the go
Did you know clients can now search HSBC Global Research’s full catalogue on our mobile app? So, as well as showcasing the latest key reports, videos and podcasts, the app’s powerful search function also lets you browse the full depth of our research. If you are an HSBC Global Research client or staff member, download our app on Apple’s App Store or Google Play today.
And finally…before you leave do you know about our Talking Points newsletter? It’s a monthly roundup of the best reports on our nine themes.
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Shaping the Future - Nine key themes to guide your outlook
In Global Research, we view today's world of disruptive, complex and rapid change through the lens of nine themes. We expect these long-term trends reshaping economies, markets and societies worldwide to have lasting implications for investment strategies. They are: Automation; Demographics; Digital Finance; Disruptive Technology; Energy Transition; Future Cities; Future Consumer; Future Transport, and Trade Flows. These themes inform our coverage across asset classes and regions, and are instrumental in enabling us to help clients spot risks and opportunities. Please read on for an overview of our thematic approach, and how you can subscribe to our latest insights on trends reshaping economies worldwide.
Shaping the Future
From Future Cities to Demographics and Energy Transition, this brochure explains our 9 themes and how to access them.
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We have the expertise to help institutional and corporate clients – as well as our colleagues at HSBC – navigate these uncertain times. Our award-winning analysts produce more than 13,000 reports each year with topical, timely and relevant insight on everything from currency movements to commodities, bond yields, global stock markets, macroeconomics, and technology trends. View our brochure or watch our video to find out more.
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