The material costs of frittering away the U.S. dollar’s reserve currency status must be considered in any trade rebalancing.
投資觀點
我們就塑造當今的投資格局主題發表的最新觀點。探索由我們的投資專家提供的最新消息、季度專題和深入分析。
Can diversification help investors to ride out the uncertainty as US tariffs reshape global trade dynamics?
Key considerations for investors as markets await clarity on the Trump administration’s evolving tariff agenda.
In assessing tariffs’ potential economic impact, investors need to understand President Trump’s motivations and where compromise can be reached.
我們認為，投資者於2025年及以後必須精準駕馭三個宏觀驅動因素。探索我們在投資配置的見解，助您投資創未來。
Hear the views of our asset class heads on market drivers for the second half of the year.