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著重  因而主動 :   

全力以赴  搜尋更佳收益機會

著重  因而主動 :   

全力以赴  搜尋更佳收益機會

While equities tend to fluctuate more than bonds, they also offer more growth potential. An active, analytical approach to equity investing that hones in on specific opportunities in a broad range of markets can help investors capture potential growth while reducing the impact of short-term volatility.

靈活債券配置致勝關鍵
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靈活債券配置策略 迎接波動時代來臨

加息、退市、縮表可能會削弱傳統債券的潛在回報,一個揉合跨地區和級別的債券配置,更能在日趨波動的市況下,抵住風險之餘創造佳績。

要點:

• 超寬鬆貨幣政策臨近尾聲,對傳統定息資產產生劇變

• 亞洲債券收益率較其他地區吸引,亞幣計價債券更可捕捉貨幣升值潛力

• 美國企業受惠健康經濟及稅改政策,今年高收益債違約率料低企

• 面對日趨波動的市況,靈活投資於不同類別的債券將成致勝關鍵

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重新審視亞債價值 踏上主動尋找收益之路
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放眼環球 跳出框框
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不能錯失的亞洲定息收益投資

1 Bloomberg; “Asia Dollar Bond Boom Intensifies With Sky High Buyer Demand”; Jan 2018

2 Moody’s; “Default rate for Asian high-yield non-financial corporates to stay low in 2018”; Feb 2018

3 The World Bank; “The New ASEAN Green Bonds Standards”; Jan 2018 | Asia Asset Management; “Southeast Asia green bond issuance to hit US$5 billion in 2018”; Mar 2018

4 Global Times; “China to allow bond issuance to fund Belt & Road projects”; Mar 2018

5 Asian Bond Investor Survey; “ASIAN BOND MARKETS, CONNECTING THE INVESTMENT DOTS”; Nov/Dec 2017

6 Reuters; “Breakingviews - China bond-index debut a timely counter to tariffs”; Mar 2018