106419724 1583164885503rts34fgq Jpg V 1715713592 W 1920 H 1080 Chart of the week – emerging rotations. against a backdrop of imminent us rate cuts, the dollar has been under persistent pressure this summer – and that could smooth the way for global central banks to begin cutting rates, too. emerging markets could be among the early beneficiaries of this shift. If growth can stay resilient and profits deliver as we expect, a rotation into laggard sectors and regions, as well as a “deepening” across the market cap spectrum, should continue.
Hsbc Equity Positioning Is Still Low Despite Stock Market Rally The stars aligned for a broad range of em asset classes to perform well in 2024. while this could continue in 2025, the outlook for ems has recently become less certain – and central bank policy is diverging – meaning investors will need to be selective in their allocation decisions. lens on…. In order to protect you and our systems, we are making changes to all hsbc websites that means some of the oldest web browser versions will no longer be able to access these sites. generally, the latest versions of a browser (like edge, chrome, safari, etc.) and an operating system family (like microsoft windows, macos) have the most up to date. Chart of the week – emerging rotations. against a backdrop of imminent us rate cuts, the dollar has been under persistent pressure this summer – and that could smooth the way for global central banks to begin cutting rates, too. emerging markets could be among the early beneficiaries of this shift. In our investment outlook 2025 “spinning around”, we argued that rising economic uncertainty was set to create more volatility in investment markets this year. quantitative measures of global policy uncertainty are increasing.
Emerging Markets Fx Roadmap From Hsbc Fxwatcher Chart of the week – emerging rotations. against a backdrop of imminent us rate cuts, the dollar has been under persistent pressure this summer – and that could smooth the way for global central banks to begin cutting rates, too. emerging markets could be among the early beneficiaries of this shift. In our investment outlook 2025 “spinning around”, we argued that rising economic uncertainty was set to create more volatility in investment markets this year. quantitative measures of global policy uncertainty are increasing. First quarter action in investment markets has been dominated by policy uncertainty, volatility, and a broadening out of performance beyond the us. all of which has been consistent with our view of markets ‘spinning around’ in 2025. but what comes next? read more. Our investment approach; responsible investing; awards and recognition; on the road to net zero. We have a variety of investment solutions to help you achieve your financial goals. work with a wealth relationship manager to assess your current finances and develop a personalized financial plan. earn up to $5,000 when you fund a new or existing advisory solutions account with new funds and complete qualifying activities. First quarter action in investment markets has been dominated by policy uncertainty, volatility, and a broadening out of performance beyond the us. all of which has been consistent with our view of markets ‘spinning around’ in 2025. but what comes next? read more.
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