宏利投資管理 2020年第二季網上直播系列 資產類別展望 - 環球多元資產入息

The global economy is rebounding sharply after the worst economic shock of modern times. Just as the COVID-19 recession was unlike any recession we’ve experienced before, so too will be the recovery. Crucially, the recovery won’t be even: We believe the global manufacturing sector will rebound much more sharply than the global services sector and employment activity. The recovery will also be uneven across economies, as countries confront a different mix of headwinds and tailwinds in the next quarter and year ahead.

What’s true for most economies, however, is that central banks and governments will continue to provide record amounts of stimulus. Central banks have effectively prevented the economic crisis from evolving into a global financial crisis. Government stimulus has helped to buffer the global employment shock by subsidizing households and businesses, helping them through the worst of the crisis.
And yet, this recovery isn’t without risks. Specifically, we’re still waiting for an effective treatment for COVID-19 and the possibility of surges in infections continue to threaten the recovery process. Rising geopolitical tensions may also weigh on market sentiment and lead to a slowdown in economic activity. Lastly, the U.S. presidential election is just around the corner and can only garner more investor attention as we move closer to November.

While the global outlook is slightly clearer than it was three months ago, we’re still facing an unprecedented level of economic market uncertainty. In times like this, we believe it makes sense to train our focus on the most likely chain of events, apply wide confidence bands on our outlooks, and remain data-dependent on what’s likely to be an uneven and bumpy recovery.

亞洲多國及地區逐步從疫情中解封和復工，投資者是時候審視投資部署？亞洲及大中華市場在今後有哪些投資主題？
 
宏利投資管理的專家助您積極部署，重點分析亞洲及大中華市場吸引的投資機遇，並設有網上即時答問，讓您與兩位講者互動交流。

分享亞洲區未來3大趨勢：加速數碼化、負債水平提高及去全球化，並探討北亞地區的優勢。

(請使用Chrome瀏覽器)

亞洲多國及地區逐步從疫情中解封和復工，投資者是時候審視投資部署？亞洲及大中華市場在今後有哪些投資主題？
 
宏利投資管理的專家助您積極部署，重點分析亞洲及大中華市場吸引的投資機遇，並設有網上即時答問，讓您與兩位講者互動交流。

亞洲債券信貸質量相對較高，聚焦亞洲信貸日益具有吸引力的因素。

(Please ensure that you use Chrome as your web browser when viewing.)

With many countries and regions in Asia gradually easing their COVID-19 restrictions and resuming work, is now the time for investors to review their portfolios? If so, what are the investment themes that will drive Asian and Greater China markets?

In our webinars, you can find out what Manulife Investment Management’s experts think will happen next and where investment opportunities lie in Asian markets. What’s more, you will have the opportunity to submit your questions during the live Q&A session.

More, more, less – we explore the three crucial trends in Asia right now: more digital, more debt, and less global. Also, we examine the advantages of investing in North Asia.

Please ensure that you use Chrome as your web browser when viewing.

With many countries and regions in Asia gradually easing their COVID-19 restrictions and resuming work, is now the time for investors to review their portfolios? If so, what are the investment themes that will drive Asian and Greater China markets?

In our webinars, you can find out what Manulife Investment Management’s experts think will happen next and where investment opportunities lie in Asian markets. What’s more, you will have the opportunity to submit your questions during the live Q&A session.

Hear from our speakers why Asian bonds which have high credit quality is an increasingly attractive asset class.

亞太房託與環球股票及債券之間的表現相關系數偏低，有助分散投資組合 。

亚太房托与全球股票及债券之间的表现相关系数偏低，有助于分散投资组合。

With the lower correlation between AP REITs and global stocks and bonds, AP REITs may provide a way to diversify your investment portfolios.

探索環球機遇，囊括傳統及非傳統資產，平衡組合風險。

Exploring opportunities in both traditional and non-traditional global asset classes could help to balance risk.

探索環球機遇，囊括傳統及非傳統資產，平衡組合風險。

As long-term investors, we continue to have robust diversification across and within asset classes.

作為長線投資者，我們繼續在資產類別之間，以及同一資產類別內維持分散投資。

作為長線投資者，我們繼續在資產類別之間，以及同一資產類別內維持分散投資。

Amid persistent market volatility, we shine a light on the defensive characteristics of preferred securities that possess debt and equity features.

特別股同時具備債券及股票的特質，在持續波動的市況中，突顯其較具防守性特點。

優先證券同時具備債券及股票的特質，在持續波動的市況中，突顯其較具防守性特點。

Helping investors realize the possibilities