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Mike Gitlin and Henry McVey

Think Wealth Client Connect
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In Conversation with Mike Gitlin and Henry McVey - Navigating Changing Landscape in Public and Private Markets

by Lavanya Chari, Head of Wealth and Premier Solutions, HSBC International Wealth and Premier Banking; Mike Gitlin, President and CEO, Capital Group; Henry McVey, Partner, Head of the Global Macro and Asset Allocation and CIO, KKR Balance Sheet, KKR
Jun 1, 2026

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Geopolitical tensions and a shifting macro regime are heightening market uncertainty. In this latest episode of Think Wealth Client Connect series, Lavanya Chari, Head of Wealth and Premier Solutions, HSBC International Wealth and Premier Banking speaks with Mike Gitlin, President and CEO of Capital Group and Henry McVey, Partner, Head of the Global Macro and Asset Allocation and CIO of KKR Balance Sheet at KKR on how to stay positioned across public and private markets. Key themes include:

  • Why staying invested matters amid uncertain environments
  • Whether cash is an effective defensive allocation and if the 60/40 strategy remains fit for purpose
  • How to right-size the risks in private markets
  • How AI could reshape company profitability

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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