投資觀點
生物製藥公司的針對性部署如何達致增長
一款針對腫瘤常見突變的新藥為癌症治療帶來突破, 並成為生物製藥公司的潛在新增長來源。投資組合經理Andy Acker及研究分析師Agustin Mohedas探討科學如何使病患者及生物製藥公司受惠。
多種速度復甦中的機遇與風險 (英文版)
Global Bonds Portfolio Managers Dan Siluk and Jason England explain how an asynchronous global recovery should lead to dislocations and opportunities in fixed income markets.
反烏托邦 2.0？評估新冠疫情後的格局 (英文版)
COVID-19 propelled the pace of structural change around the globe. What will the world look like going forward?
報復性消費──歐洲復甦新紀元 (只提供英文版)
Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.
電動車可否跟隨智能手機成為後起之秀
Alison Porter、Graeme Clark和Richard Clode均認為，電動汽車和智能手機的發展及演變之間具異曲同工之處，對於精明的投資者，存在具吸引力的機會。