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Multi-Asset Income

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

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

Global Multi-Asset Income Strategy

Why this strategy?

  • The strategy is not benchmark constrained and has the flexibility to invest across a broad range of asset classes, regions and currencies
  • The strategy's equity exposure provides upside potential and income from high dividend stocks, while the fixed income holdings providing attractive yields

China Multi-Asset Income Strategy

Why this strategy?

  • The low correlation among Chinese asset classes allow for greater diversification benefits
  • The strategy has the flexibility to invest in China market through different channels, exploiting any anomalies in both onshore and offshore markets across asset classes
  • The strategy's equity exposure provides upside potential and income from high dividend stocks, while the Chinese bond holdings providing attractive yields

Europe Multi-Asset Income Strategy

Why this strategy?

  • A solution for Asian clients who seek to benefit from opportunities in the Eurozone market while diversifying their local investment
  • Our multi-asset approach allows to capture opportunities in different phases of economic cycle, and this strategy benefits from a diversified asset allocation between equity and fixed income

Global Emerging Markets Multi-Asset Income Strategy

Why this strategy?

  • Emerging markets may offer appealing investment opportunities. However, focusing on a single emerging market segment (e.g. asset class and/or geography) often exceeds the risk investors are prepared to accept in their portfolios
  • The strategy aims to smooth these ‘single market’ risks by efficiently combining different emerging market asset classes globally, including equities, bonds and currencies
  • Such portfolio diversification enables investors to access emerging markets with a more balanced level of risk
  • The strategy leverages the active asset allocation process of our global multi-asset fund ranges while benefiting from HSBC’s emerging markets investment expertise