An overview of EM Debt capabilities within HSBC AM with a detailed focus on our Local EM Debt investment strategy and market outlook for the rest of 2023.
HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in more than 20 countries and territories, delivering global capabilities with local market insight. As at 31 December 2022, HSBC Asset Management managed assets totaling US$617bn on behalf of its clients. Our vision is to become a core solutions and specialist Emerging Markets, Asia and Alternatives focused asset manager with client centricity, investment excellence and sustainable investing being the key proponents of our strategy. To help us achieve our strategy, we focus on eight strategic growth initiatives, as follows:
1. Private Loans & Credit
2. Direct investment capabilities in Alternatives – Private Equity and Infrastructure
3. Liquidity solutions
4. Sustainable and Impact investing
5. Solutions i.e Insurance companies
6. ETFs (particularly ESG, Fixed Income and Asia)
7. Building a competitive fund range for our Wealth distribution channels
8. China and India
Julio Obeso is a portfolio manager in the Emerging Market Debt team within HSBC Asset Management in London and has been working in the financial industry since 1999. Within the team Julio is responsible for managing the REGIO (Real Economy Green Investment Opportunity) GEM Bond Fund. Prior to joining HSBC in 2019, Julio worked as a portfolio manager for BMO Global Asset Management, where he was responsible for running a range of EM Corporate Debt strategies. Previously, Julio was a credit analyst at H2O Asset Management and MacKay Shields in New York. He started in the financial services industry by working at Charles Schwab. Julio received an MBA from The Wharton School of the University of Pennsylvania and a Bachelor of Arts in Economics from the University of California, Berkeley.
Managing Director
+34678020060
Burned and confused there is still a significant degree of scepticism amongst international investors with respect to investing in China but all is not what it seems. We outline our perspective on China and why we think international investors should be less fearful than the fickle price action suggests.
HSBC Asset Management is a global asset manager with strong expertise in connecting the developed and developing markets to unlock sustainable investment opportunities for investors and their advisors. With $617bn of assets under management globally (as at 31 Dec 2022), our presence in 20+ locations around the world enables us to deliver expert insights and specialist investment strategies that draw on our global on-the-ground expertise. The growth of our ETF & Indexing business, with $92bn of assets under management (as at 31 Dec 2022) can be attributed to our ongoing commitment to providing well-crafted solutions that meet investors’ ever-changing needs. We offer clients an extensive choice of ETFs that enable cost effective access to some of the world’s leading indices. Today, our ETF & Indexing range combines our emerging market credentials, sustainable investing focus and our belief that thematic investing is becoming an ever-increasing part of the investment landscape.
Sefian Kasem leads the Investment Specialist team within the ETF and Indexing Business at HSBC Asset Management. He has been working in the industry since 2007. Prior to joining HSBC Asset Management, Sefian worked for HSBC Global Banking and Markets for over 13 years, where he held positions within Cross-Asset Trading, Global Credit Trading and Asset Allocation Research. He joined the ETF team in October 2020, bringing extensive global macro expertise as well as cross asset experience.
Global Head of ETF & Indexing Sales
olga.detapia@hsbc.com
+44 (0) 7384 793 204
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Equities
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Equities
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2023-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2022-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2022-2024 HISTORICAL FINDINGS
Asset Allocation – Equities
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Equities
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities
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