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Income

Our multi-asset income strategies, aim to deliver a steady potential income stream from a diversified range of asset classes, with different geographical focus.

Our philosophy

Financial markets can sometimes be inefficient; meaning that securities are not always accurately priced and can deviate from the true discounted value of their future cash flows over time. This is why our decisions on asset allocation are dynamic in order to exploit shifts in asset class prospective returns, rather than following a ‘set and forget’ strategy.

Our process

Three-stage investment process:

  1. Strategic Asset Allocation (SAA) - Constructing an optimal long-term asset allocation
  2. Tactical Asset Allocation (TAA) - Adjustments to the asset allocation to account for our shorter-term market outlook
  3. Portfolio Implementation - Implementing the desired asset allocation

HSBC strengths

  • Over 20 years experience managing multi-asset solutions
  • Global investment process blending quantitative and qualitative approaches

 

Risk Warning
The value of investments and any income from them can go down as well as up and investors may not get back the amount originally invested. Where overseas investments are held the rate of currency exchange may also cause the value of such investments to fluctuate. Diversification does not ensure a profit or protect against a loss.

Focus on

Investment expertise

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