Hedge Funds
HSBC Asset Management considers three macroeconomic scenarios as being most likely over the coming months. We believe that a diversified portfolio of hedge funds, unlike cash or cash equivalents, are uniquely positioned to perform across all three possibilities:
1. Inflation Crisis
Persistent inflation pressures from strong labour demand and a constrained supply side
2. Choppy Markets
Tighter financial conditions induces global recession
3. Soft-ish Landing
Rapid supply-side improvements, balance sheet support, confidence holds up
Read our paper to find out more.