The Purpose

HSBC’s Global Research team consistently captures the shifts in global trade dynamics across nine long-term investment themes, achieving an ambitious understanding of worldwide markets and trends that are constantly in flux.

Survation runs three tracking surveys on behalf of HSBC, each of which has multiple iterations throughout the year. This research captures some of the most pressing issues in financial services and generates actionable insights.

Sustainability Sentiment

– Assessing the sustainability landscape, how much do investors continue to prioritise the issue?

– Highlighting regional variations across incorporation, corporate engagement, and sustainability objectives

– Forward-looking, anticipating where transition funding will come from

– For the latest report, click here

Funding the Future

– Gauges investor sentiment and capital allocation trends in high-growth sectors with investors from venture capital, private equity, hedge funds, and more

– Establishing future expectations based on areas with innovation and growth potential

– Identifying momentum in specific sectors, such as healthcare, technology, or energy

– For the latest report, click here

Emerging Markets

– Tracking investor confidence in emerging markets and perceptions toward assets

– Assessing risk sentiment (e.g. bullish vs. bearish positioning)

– Exploring drivers of optimism in these markets

– For the latest report, click here

The Method

Survation approaches leading financial services professionals on behalf of HSBC. Each iteration of the survey is adapted to stay on top of a fast-moving industry, ensuring that the research consistently unearths meaningful results.

The Impact

Survation’s work has contributed to making HSBC a reliable source of information on the innovation economy, investor mood on Emerging Markets, and a leading voice on the global sustainability transition.

Moreover, the work has become embedded in HSBC’s core strategy, been cited across a range of leading figures in financial journalism and builds a long-term well of knowledge that financial professionals can look to with confidence.

The Future

Survation looks forward to continuing supporting this results-driven work and helping to keep HSBC’s finger on the pulse of these pressing, fast-moving financial trends. In a global economy rapidly changing due to the impact of AI technology, moving towards net-zero, and developing Emerging Markets, this research has never been more pertinent.

Does your organisation need fresh financial services insights?

Survation can deliver results from financial industry professionals around the globe in leading organisations – all with varying levels of assets under management. If you need data to confidently navigate this ever-shifting industry, we would be delighted to support you.

To learn more or discuss your next project, contact our team at researchteam@survation.com.

For client services, contact John Gibb on 0203 818 9661, or view our services.