智通财经APP获悉，资产管理公司普信集团(T. Rowe Price Group)预计，未来六个月全球股市机会将扩大，不再局限于美国股票和超大型科技股。
普信集团在其对2025年剩余时间的全球金融市场年中展望中表示："股市的多元化趋势应会持续，这将缓解近年来市场过度集中于美国及超大型股票的局面，转而有利于价值股和部分新兴市场。"
根据这份2025年年中投资展望报告，美国财政和税收政策预计将在下半年成为焦点，而贸易战的余波可能拖累全球经济增长。企业成本预计将上升，而消费者购买力可能下降。
报告称："全球固定收益市场的根本性转变体现在部分发达市场(尤其是美国)的通胀高于目标水平。企业债券可能在经济下行周期中进入历史高信用质量阶段，使其比过去更具防御性。"
普信集团表示，其多元资产组合预计将重新强调通胀对冲和股票多元化配置。
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