HSBC CIO, James Cheo talks about building a portfolio for the future with CAIA

12/02/2022

In collaboration with Fixed Income & FX Leaders Summit APAC, CAIA Association had a chat with James Cheo, Chief Investment Officer SEA, HSBC Global Private Banking and Wealth. In a rapidly shifting economic and investment landscape, CAIA Association and James Cheo discuss the emergence of a new paradigm for investors.

With traditional 60/40 portfolio allocation falling short, asset managers must be more creative than ever in delivering positive outcomes for investors and as the path toward higher absolute returns gets narrower - and strategies become more nuanced, we ask James what investment trends he’s seeing in the market and what managers should consider when building portfolios for the future. James has a strong presence within the SEA business, providing thought leadership and asset allocation for HSBC customers where he looks at investment strategies across different asset classes as well as investment teams, and long-term structural teams for investors to consider.


In this exclusive interview, we hear his perspective on what’s garnering investor appetite and what he’s seeing in terms of the types of investments gaining interest from investors which traditionally wouldn't have been included in their portfolio allocation. James talks to us about the increasing sophistication of investor needs and how managers must provide increased transparency and a wider spectrum of choice for their clients.

We hear how investors are driving the need for ‘investment education’ and how a crucial concern has become the use of data-driven reporting and decision-making in portfolio construction, diversification and balance.

Questions covered in the discussion include:

  • What are investors looking for
  • What is the temperature of investor allocations, which asset classes are they looking into
  • What are investors requiring from a servicing perspective
  • What are the hopes and headwinds for the markets in 2023
  • The one overall theme James’ believes is important to consider
  • What can attendees look forward to during your sessions at the highly anticipated FIFX event

To download the full transcript of the interview, click here

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