2025投資觀點

美國經濟強勁，加上中國似乎開始好轉，反映全球經濟正在復甦。探索我們的投資展望，並聆聽我們的投資組合經理討論他們認為今年明智的資金走向，以及他們將避開什麼。

2025年1月7日

環球和新興市場投資展望

主要内容

新興市場固定收益
2024年5月23日

Deliberating EM debt

Tackling the topics that are most relevant for investors today.

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A new capex supercycle: driving powerful and transformative growth

Over the next decade a combination of the energy transition, nearshoring, geopolitics, demographics, technology, and public investment spending could trigger a capex supercycle that would see capex growing 2-3 percentage points faster than global GDP.

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新興市場
2024年9月6日

Deliberating EM equities

Navigating an increasingly diverse and higher-quality asset class.

閱讀更多
新興市場固定收益
2024年5月23日

Deliberating EM debt

Tackling the topics that are most relevant for investors today.

閱讀更多

A new capex supercycle: driving powerful and transformative growth

Over the next decade a combination of the energy transition, nearshoring, geopolitics, demographics, technology, and public investment spending could trigger a capex supercycle that would see capex growing 2-3 percentage points faster than global GDP.

閱讀更多
新興市場
2024年9月6日

Deliberating EM equities

Navigating an increasingly diverse and higher-quality asset class.

閱讀更多
新興市場固定收益
2024年5月23日

Deliberating EM debt

Tackling the topics that are most relevant for investors today.

閱讀更多

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