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2024年中市场展望:把握周期轮动的机遇

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Content provided by Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

随着经济前景的逐步改善,不同地区在经济势头、通胀动态和货币政策方面出现了日益明显的差异。这些差异在各类资产类别中创造了引人注目的投资机会。

得益于稳健的消费和投资,尽管速度有所放缓,美国的经济增长优势仍在持续。在美国之外,全球贸易正在复苏,其中对欧洲与亚洲经济的助力尤为显著。

敬请收听本期市场透视播客,瑞士宝盛香港区股票专家Monica Xie与固收专家Steve Wang将共同探讨当前的市场环境、他们对股票和固定收益市场的建议,以及在今年下半年对投资者而言最有利的投资选择。

  continue reading

59 episoade

Artwork
iconDistribuie
 
Manage episode 425500477 series 3330475
Content provided by Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

随着经济前景的逐步改善,不同地区在经济势头、通胀动态和货币政策方面出现了日益明显的差异。这些差异在各类资产类别中创造了引人注目的投资机会。

得益于稳健的消费和投资,尽管速度有所放缓,美国的经济增长优势仍在持续。在美国之外,全球贸易正在复苏,其中对欧洲与亚洲经济的助力尤为显著。

敬请收听本期市场透视播客,瑞士宝盛香港区股票专家Monica Xie与固收专家Steve Wang将共同探讨当前的市场环境、他们对股票和固定收益市场的建议,以及在今年下半年对投资者而言最有利的投资选择。

  continue reading

59 episoade

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