智通财经APP获悉，恒生银行财富管理首席投资总监梁君馡表示，美联储决定继续维持利率不变，美联储局主席鲍威尔表示，关税可能会暂时推高通胀，但目前美国经济表现仍然相当稳健，需见到就业市场放缓才会采取行动。恒生银行认为，美联储对于何时降息的态度依然审慎，倾向等待消费及就业等经济数据表现实际上走弱才会采取行动，这令市场对降息预期的憧憬有所降温。
梁君馡称，议息会议后，美元、股市及债市变动不大，投资市场将暂时保持观望，待特朗普的对等关税及贸易谈判出现实质进展才可能有较清晰的方向。未来投资策略最重要的是维持股债平衡，分散地区及板块风险。全球股市于4月初大跌后回稳，许多股市已回升至对等关税推出前的水平，目前是检视投资组合部署的较佳时机。未来特朗普政策的不确定性仍高，对经济的影响也难以判断，投资组合加入短至中期的高评级债券，以及黄金、日元等避险资产都能有效分散风险。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.