歐美銀行業動盪凸顯了保持靈活及即時更新投資觀點的重要性。這正是應對經濟及市場格局波動的全新策略。我們偏好透過通脹掛鈎債券及超短期政府債券獲取收益。

The regime of greater economic and market volatility is playing out – and not going away. Central banks won’t ride to the rescue in recession, contrary to what investors have come to expect. This regime requires a new investment playbook. It involves more frequent portfolio changes and more granular views that go beyond broad asset classes.