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。
Rather than favoring U.S. stocks at any price, investors may want to prioritize a global approach focused on valuation and free-cash-flow growth.
Can diversification help investors to ride out the uncertainty as US tariffs reshape global trade dynamics?
Marc Pinto及Lucas Klein表示，股市升勢於2024年初擴闊的現象可能延續至明年，為主動型投資者締造難得的機遇。
How top-of-mind risks for our portfolio managers differ from the concerns investors worry will impact their finances in the months ahead.
Hear the views of our asset class heads on market drivers for the second half of the year.
