长期前景 2018年 – 2022年

每个年代的经济及投资环境都有所不同。在上一个年代表现优秀的投资在下一个年代表现未必名列前茅。瑞士宝盛采用前瞻性的投资方法,使资产配置的结构能捕捉长期趋势带来的回报。

在瑞士宝盛,我们根据长期趋势为客户的投资组合作出策略性部署。由于我们相信均值回归的现象可能不会在短期内出现,因此我们提供的长期前景分析观点,在构建投资组合并考虑资产类别的预期风险回报的同时能提供有用的指引。

在我们每年的长期前景分析中,我们识别未来五年内的重大宏观经济及资本市场趋势,以及主要风险因素。

 

 

 

长期前景 2018年 – 2022年

 
00:03:26:00

Secular Outlook 2018 - 2022: Macro Economy

Every decade is characterised by a different economic and investment environment. The outperformers of the previous decade are unlikely to stay at the top of the performance league tables in the next decade. Julius Baer adopts a forward-looking investment approach, structuring its asset allocation to capture returns resulting from secular trends.At Julius Baer, we strategically position our clients' portfolios according to secular trends. As we believe that mean reversion may not happen within a useful time frame, our Secular Outlook provides useful guidance when combining the risk-return expectations of asset classes into a meaningful portfolio.In our annual Secular Outlook process, we identify key macroeconomic and capital market trends, as well as key risk factors for the next five years.

 

投资总监每月播客

瑞士宝盛的首席投资总监暨投资管理部门主管Yves Bonzon与您分享他对金融市场的最新分析。投资总监播客每月更新一次,内容涵盖瞬息万变的市场资讯。

 
00:05:42:00

We are confronted with a major regime shift

In light of the normalisation of the US economy, a gradual tightening of the monetary policy is warranted. While there is policy clarity in the US, in Europe there is uncertainty. Listen to our Chief Investment Officer Yves Bonzon elaborating on the economy in his CIO Monthly.

更多信息

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