投資觀點
我們就塑造當今的投資格局主題發表的最新觀點。探索由我們的投資專家提供的最新消息、季度專題和深入分析。
生成式AI持續增長的潛力無疑令人振奮，但預期和估值需要切合實際情況，這有助投資者識別該技術演進的真正受惠者。
Discussion on the implications for tech investing in terms of demographic differences, geopolitical factors, and why patience is needed to invest in AI opportunities.
Yields on U.S. corporate credit have reverted to levels not seen since before the Global Financial Crisis, providing attractive opportunities.
The sector’s traditionally defensive qualities and accelerating innovation could stand out amid a potentially slowing economy.
How top-of-mind risks for our portfolio managers differ from the concerns investors worry will impact their finances in the months ahead.