投資觀點
Tapering without the tantrum
We believe the Fed learned its lesson from the 2013-2014 “taper tantrum,” and efforts to better communicate its intentions will result in lower volatility this time around.
Truffle hunting in credit
While the easy returns from corporate bonds since the COVID recovery may largely be over, opportunities can still be unearthed via a selective approach.
在崎嶇不平的復甦之路上，分散美股投資的重要性
隨著經濟逐漸復甦，市場有所波動，領先板塊亦有所改變，投資組合經理Nick Schommer分析，為何更加留意投資組合的風險與回報來源並盡力確保相關性不會過高，是一種審慎的做法。