投資觀點

2020 outlook: Asia still attractive for income
Mike Kerley, Asian income equities portfolio manager, provides the reasons why he maintains an optimistic outlook for Asia and its prospects for delivering income to investors.

Brexit day: shift gets real
As the UK’s membership of the EU officially ends, Paul O’Connor, Head of the UK Multi-Asset Team, takes a pragmatic look at the next steps in the Brexit process, and considers what that might mean for investors.
選情分析:緊貼初選結果的股票
投資組合經理Marc Pinto解釋為何股市在大選年一貫表現較強,尤其是現任總統角逐連任之時。他亦探討股價對民意調查每日變化的反應,並分享他對各種可能出現的結果之展望。
選情分析:債券市場可能作出的反應
2020年美國總統大選對債券市場有何影響﹖投資組合經理John Lloyd預計,一旦左傾候選人贏得民主黨提名,或會加劇銀行、健康護理、能源和科技等板塊的波幅,導致風險增加。