Feb 26, 2026
neutralHSBC Strategists Slash U.S. Equity Overweight, Favor Global Markets
HSBC’s global strategists sharply reduced their overweight position in U.S. equities, reallocating toward emerging markets and European stocks as economic momentum abroad appears stronger. The shift reflects concerns about U.S. equity valuations and changing growth prospects, signaling cross-border flow impacts for market participants adjusting risk exposures.