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Wei Li and Willem Sels

Think Wealth CIO Exchange
This insight is about
Think Wealth
cio exchange
US
Diversification
AI

Managing portfolios through AI’s opportunities and disruption

by Willem Sels, Global Chief Investment Officer, HSBC Private Bank and Premier Wealth; and Wei Li, Global Chief Investment Strategist, BlackRock
Jun 3, 2026

Different opinions ‘make a market’ and enrich the debate. Big institutions see major flows and are at the pulse of market sentiment — which is critical information we need in conjunction with data analysis.

For this episode, we’re delighted to sit down with Wei Li, Global Chief Investment Strategist of BlackRock — a group that needs no introduction. And the topic of our discussion is equally timely: we dive into the implications of AI on portfolio management, the relative risks and opportunities, as well as the misconceptions. 

AI opens up a whole new world in front of us, well beyond the megacaps. How should we capitalise on it? 

The accompanying CIO Exchange report is available exclusively to HSBC clients. If you’re interested, please reach out to your HSBC Relationship Manager or Investment Counsellor.

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In this video, Willem Sels, our Global CIO, and Wei Li, Global Chief Investment Strategist at BlackRock, get together to debate and discuss on:

  • How investors can position across the broader AI ecosystem beyond the megacaps
  • What AI could mean for market leadership, concentration risk and diversification
  • How the evolving macro backdrop may influence income and portfolio resilience

This is a marketing communication from HSBC Private Bank, which is the main private bank business within the HSBC Group. Private banking services are delivered by various HSBC companies around the world, depending on local laws and regulations. The services described in this document may be provided by different HSBC entities, and members of the HSBC Group may also trade in the products mentioned here.

 

This document is not independent investment research under the European Markets in Financial Instruments Directive (‘MiFID’) or other relevant regulations and is not subject to restrictions on dealing ahead of its distribution. This means HSBC and its staff may have an interest in the products or services mentioned before this document is shared with you.

 

The information in this document is for general information only and is intended for HSBC Private Bank clients. It does not constitute, and should not be construed as, legal, tax or investment advice, or a solicitation, offer, or recommendation to buy or sell any financial products or services.

Some HSBC offices may act only as representatives of HSBC Private Bank and are not permitted to sell products, provide services, or offer advice to customers. Not all products or services are available in all jurisdictions. For a complete list of HSBC Private Bank entities and their regulatory status, please visit our HSBC Private Bank website.

 

Before proceeding, please refer to the full long macro disclaimer and the Terms and Conditions available at HSBC Private Bank website which provide further important information about the use of this material.

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