HSBC Asset Mgmt. Cecilia Chan on 2H Outlook

Cecilia, CIO for HSBC Asset Management, discusses the economic outlook, highlighting a potential technical recession but noting selective market opportunities. She emphasizes adding risk to portfolios, focusing on Asia, particularly China, due to favorable valuations and supportive monetary policy. The discussion covers fixed income, forecasting treasury yield increases, and market sentiment indicators. Cecilia advises caution with non-ESG investments and notes downward pressure on commodity prices.

How does Cecilia view the relationship between interest rates and market opportunities?

What investment strategy does Cecilia suggest regarding ESG-friendly investments?