格隆汇3月13日｜道富环球投资管理环球投资总监Lori Heinel透露，该行近期降低对美股的“高配”程度，最新下调至“略为高配”水平。她续称，减持美股后会把资金转投到成熟亚洲市场，因中国市场气氛改善；近期亦加仓欧股至“高配”，因俄乌战争有望解决，加上德国开始加大财政开支，有望利好经济。

近期市场担心美国陷入衰退，Heinel指出，美国经济下行的机会确实较两个月前有所上升，但暂时评估衰退机率只有10%至15%。Heinel呼吁，客户不应集中投资“科企七雄”或标普500指数，应聚焦美国高质防守型价值股与小型股，以及增持黄金，固定收益投资则应留意高质素债券，而非高息债。

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