景顺:看好风险资产的投资机遇
今早我梦醒了坎
发表于 2024-11-21 16:42:51
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他认为,货币市场中资产和现金资产仍处于历史高位,因此仍有大量现金在观望。随着全球利率前景开始发生变化,市场开始回归稳定,投资者愿意投资更多的风险资产,资金也开始流动。“许多经济刺激措施、政策变化等正在世界各地发生,这也改变了人们的投资方式,成为更多资金进入资本市场的催化剂。现金将不再是首选资产,风险资产投资的能见度和机会更多了。”
具体到中国市场,Andrew Schlossberg表示,在景顺的中国境内业务中,无论是股票还是固定收益,过去6个月的资金流入都有所回升。“我认为外国投资者正在寻找更多的信心。经济刺激政策将继续实施,随着经济复苏,我认为外国投资者将增强对中国市场产生兴趣。”Andrew Schlossberg说。
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Disclaimer: The views expressed in this article are those of the author only, this article does not represent the position of CandyLake.com, and does not constitute advice, please treat with caution.