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Mid-year outlook

House Views
14 July 2023
    Expertise view
    Download the full reportPDF, 6.19MB

    2023 Global Mid-Year Outlook

    "As economic cycles are increasingly disconnected, investors need to identify new diversifiers while exploiting new idiosyncrasies and investment themes."

    Out of sync

    We are pleased to share our latest House Views. This publication captures the outcomes of our quarterly Global Strategic Forum that defines our forecasts and strategies for the months to come.

    In this edition:

    • Macro outlook and market implications
    • Top of mind
    • Exploring the MBS market
    • Looking beyond megacaps
    • The potential of thematic investing

    Authors

    • Xavier Baraton
      Xavier Baraton Global CIO Fixed Income, Private Debt and Alternatives
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    Disclaimer

    Commissions, trailing commissions, management fees, investment management fees and expenses all may be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Mutual funds are not guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada, or any other government deposit insurer or financial institution. The net asset values of all mutual funds, including the Funds, change frequently and any past performance may not be repeated. For money market funds, there can be no assurances that such funds will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Read more