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AI, Mega IPOs and Portfolio Construction for H2 2026
AI infrastructure buildouts, a wave of mega IPOs, energy supply shocks, and shifting safe-haven dynamics have prompted investors to rethink their positioning for the second half of 2026. Desmond Kuang from HSBC joins us to discuss the private bank’s Q3 investment themes and portfolio construction strategies.
See omnystudio.com/listener for privacy information.
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By BFM Media
5
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AI infrastructure buildouts, a wave of mega IPOs, energy supply shocks, and shifting safe-haven dynamics have prompted investors to rethink their positioning for the second half of 2026. Desmond Kuang from HSBC joins us to discuss the private bank’s Q3 investment themes and portfolio construction strategies.
See omnystudio.com/listener for privacy information.
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