About this episode

Desmond Kuang from HSBC discusses investment themes and strategies for the second half of 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.

People in this episode

Guest: Desmond Kuang

Topics covered

• AI infrastructure
• mega IPOs
• portfolio construction
• investment strategies
• energy supply shocks

Keywords

• AI
• mega IPOs
• portfolio construction
• investment themes
• energy supply shocks

Mentioned in this episode

Organizations: HSBC

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