長期前景 2018年 – 2022年

每個年代的經濟及投資環境都有所不同。在上一個年代表現優秀的投資在下一個年代表現未必名列前茅。瑞士寶盛採用前瞻性的投資方法,使資產配置的結構能捕捉長期趨勢帶來的回報。

在瑞士寶盛,我們根據長期趨勢為客戶的投資組合作出策略性部署。由於我們相信均值回歸的現象可能不會在短期內出現,因此我們提供的長期前景分析觀點,在構建投資組合並考慮資產類別的預期風險回報的同時能提供有用的指引。

在我們每年的長期前景分析中,我們識別未來五年內的重大宏觀經濟及資本市場趨勢,以及主要風險因素。

 

 

 

長期前景 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.

投資總監每月播客

瑞士寶盛的首席投資總監暨投資管理部門主管Yves Bonzon與您分享他對金融市場的最新分析。投資總監播客每月更新一次,內容涵蓋瞬息萬變的市場資訊。

 
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.

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