The report warns against an indiscriminate approach to mega cap US tech companies, identifying under-owned Asian equities and power infrastructure as key diversifiers.
Global equity markets are navigating a more demanding second-half environment as geopolitical volatility, an ongoing energy shock and scrutiny over artificial intelligence (AI) capital expenditure test valuations, according to a research paper published recently by HSBC Asset Management (HSBC AM) titled ‘Equity Insights: The next phase of broadening.’ One of the most striking findings was that global equity allocations remained heavily skewed The analysis stated that corporate pr