7月8日,《国际金融报》记者获悉,渣打银行财富方案部日前发布《2025年下半年全球市场展望》。从宏观层面来看,全球央行放宽政策、美国经济很大机会软着陆及美元走弱都有利于风险资产,渣打继续看好全球股票。由于美元预计走弱,渣打看好欧元、英镑、日元以及5—7年期的美元债券,并将新兴市场本币债上调至超配。此外,美国重新加征关税、通胀和经济数据疲软是主要风险,黄金和另类投资策略作为有吸引力的多元化投资工具,...
Source Link7月8日,《国际金融报》记者获悉,渣打银行财富方案部日前发布《2025年下半年全球市场展望》。从宏观层面来看,全球央行放宽政策、美国经济很大机会软着陆及美元走弱都有利于风险资产,渣打继续看好全球股票。由于美元预计走弱,渣打看好欧元、英镑、日元以及5—7年期的美元债券,并将新兴市场本币债上调至超配。此外,美国重新加征关税、通胀和经济数据疲软是主要风险,黄金和另类投资策略作为有吸引力的多元化投资工具,...
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