\u8c28\u614e\u60c5\u7eea\u4f9d\u65e7\u3002\u81ea\u6570\u6708\u524d\u4e0a\u4e00\u7bc7\u535a\u5ba2\u4ee5\u6765\uff0c\u5168\u7403\u80a1\u7968\u6307\u6570\u5df2\u521b\u4e0b\u65b0\u9ad8\uff1b\u4f46\u6211\u4eec\u8ba4\u4e3a\u6295\u8d44\u7ecf\u7406\uff08IM\uff09\u5bf9\u7ecf\u6d4e\u548c\u5e02\u573a\u524d\u666f\u540c\u6837\u62c5\u5fe7\uff0c\u5e76\u503e\u5411\u4e8e\u4fdd\u5b88\u7684\u6295\u8d44\u65b9\u6cd5\u3002\u4e0e\u5f80\u5e38\u4e00\u6837\uff0c\u70b9\u51fb\u5404\u6295\u8d44\u7ecf\u7406\u540d\u79f0\u5373\u53ef\u9605\u8bfb\u5176\u89c2\u70b9\u6240\u4f9d\u636e\u7684\u539f\u6587\u3002<\/p>\n
\u6b63\u5982 Invesco \u6240\u5f3a\u8c03\uff0c3 \u6708\u5e95\u90a3\u4e00\u5468\u5bf9\u8d27\u5e01\u653f\u7b56\u800c\u8a00\u9887\u5177\u5386\u53f2\u610f\u4e49\u3002\u65e5\u672c\u94f6\u884c 17 \u5e74\u6765\u9996\u6b21\u52a0\u606f\uff0c\u5e76\u5ba3\u5e03\u505c\u6b62\u8d2d\u4e70 ETF \u548c REIT\uff1b\u745e\u58eb\u56fd\u5bb6\u94f6\u884c\u610f\u5916\u964d\u606f\uff0c\u53ef\u80fd\u5f00\u542f\u53d1\u8fbe\u5e02\u573a\u592e\u884c\u4e8e 2024 \u5e74\u964d\u606f\u7684\u8d8b\u52bf\u3002\u53e6\u4e00\u65b9\u9762\uff0c\u7f8e\u8054\u50a8\u548c\u82f1\u683c\u5170\u94f6\u884c\u7ef4\u6301\u5229\u7387\u4e0d\u53d8\uff0c\u53cd\u6620\u5bf9\u987d\u56fa\u901a\u80c0\u7684\u6301\u7eed\u62c5\u5fe7\u3002\u5c3d\u7ba1 1 \u6708\u548c 2 \u6708\u901a\u80c0\u8bfb\u6570\u9ad8\u4e8e\u9884\u671f\uff0c\u7f8e\u8054\u50a8\u70b9\u9635\u56fe\u4ecd\u663e\u793a 2024 \u5e74\u964d\u606f\u4e09\u6b21\u3002Fidelity International \u5c06\u6b64\u89e3\u8bfb\u4e3a\u7f8e\u8054\u50a8\u613f\u610f\u957f\u671f\u5bb9\u5fcd\u66f4\u9ad8\u901a\u80c0\u3002Franklin Templeton \u5219\u89c2\u5bdf\u5230\uff0c3 \u6708\u7684\u4e09\u6b21\u964d\u606f\u9884\u6d4b\u5341\u5206\u63a5\u8fd1\uff1a19 \u4f4d\u7f8e\u8054\u50a8\u5b98\u5458\u4e2d\uff0c9 \u4f4d\u8ba4\u4e3a\u964d\u606f\u4e24\u6b21\u6216\u4ee5\u4e0b\uff0c\u4f59\u4e0b\u8005\u8ba4\u4e3a\u4e09\u6b21\u6216\u66f4\u591a\uff1b\u53ea\u9700\u4e00\u4f4d\u5b98\u5458\u6539\u53d8\u770b\u6cd5\uff0c\u4e2d\u4f4d\u6570\u4fbf\u4f1a\u53d8\u6210\u4e24\u6b21\uff0c\u53d9\u4e8b\u4e5f\u4f1a\u6539\u53d8\u3002\u591a\u9879\u6307\u6807\u6307\u5411\u7f8e\u56fd\u7ecf\u6d4e\u653e\u7f13\uff0c\u5e02\u573a\u5171\u8bc6\u7d27\u76ef\u4eca\u5e74\u4e09\u6b21\u964d\u606f\uff0c\u5e76\u671f\u5f85 6 \u6708\u9996\u6b21\u964d\u606f\u3002Aegon Asset Management \u62c5\u5fc3\uff0c\u5982\u679c 6 \u6708\u524d\u7684\u901a\u80c0\u6570\u636e\uff083 \u4efd CPI \u62a5\u544a\u548c 2 \u4efd\u4e2a\u4eba\u6d88\u8d39\u652f\u51fa\u62a5\u544a\uff09\u672a\u663e\u793a\u901a\u80c0\u51cf\u5f31\uff0c\u5e02\u573a\u5c06\u91cd\u65b0\u5b9a\u4ef7\u3002<\/p>\n
\u653e\u773c 6 \u6708\u4ee5\u540e\uff0c\u7f8e\u56fd\u5927\u9009\u7ed3\u679c\u4e5f\u5c06\u5f71\u54cd\u7f8e\u56fd\u901a\u80c0\uff0c\u5019\u9009\u4eba\u7684\u653f\u7b56\u53d6\u5411\u5404\u4e0d\u76f8\u540c\u3002Wellington Management \u6982\u8ff0\u4e86\u4f1a\u5f71\u54cd\u7f8e\u56fd\u7ecf\u6d4e\u548c\u901a\u80c0\u7684\u591a\u4e2a\u9886\u57df\uff0c\u5305\u62ec\u8054\u90a6\u8d64\u5b57\u7ba1\u7406\u3001\u7a0e\u6536\u548c\u652f\u51fa\u8c03\u6574\u3001\u76d1\u7ba1\u653f\u7b56\u53d8\u5316\u3001\u79fb\u6c11\u6539\u9769\u3001\u8d38\u6613\u5021\u8bae\u548c\u5730\u7f18\u653f\u6cbb\u884c\u52a8\u3002\u4f8b\u5982\uff0cTrump \u5728\u8d22\u653f\u3001\u8d38\u6613\u548c\u79fb\u6c11\u653f\u7b56\u4e0a\u7684\u7acb\u573a\uff0c\u53ef\u80fd\u901a\u8fc7\u589e\u52a0\u653f\u5e9c\u652f\u51fa\u3001\u63d0\u9ad8\u8fdb\u53e3\u6210\u672c\u548c\u51cf\u5c11\u52b3\u52a8\u529b\u4f9b\u5e94\u800c\u52a0\u5267\u901a\u80c0\u538b\u529b\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0cAllianz SE \u6697\u793a\uff0c\u5728 Biden \u653f\u5e9c\u4e0b\uff0c\u5bf9\u5173\u7a0e\u548c\u8d22\u653f\u653f\u7b56\u91c7\u53d6\u6e29\u548c\u800c\u6709\u9488\u5bf9\u6027\u7684\u65b9\u6cd5\u53ef\u7f13\u89e3\u90e8\u5206\u901a\u80c0\u98ce\u9669\uff0c\u7ecf\u6d4e\u524d\u666f\u6216\u66f4\u7a33\u5b9a\u3002\u4e0d\u8fc7\uff0c\u9274\u4e8e\u6d88\u8d39\u8005\u4fe1\u5fc3\u4f4e\u8ff7\u4e14\u8be5\u6307\u6807\u8fd1\u5e74\u65e5\u76ca\u653f\u6cbb\u5316\uff0cAXA Investment Managers \u8ba4\u4e3a\uff0cBiden \u6700\u4f73\u7ade\u9009\u7b56\u7565\u662f\u5f3a\u8c03\u5176\u975e Trump \u5b9a\u4f4d\uff0c\u800c\u975e\u5439\u6367\u7ecf\u6d4e\u6210\u5c31\u3002American Century \u63d0\u9192\uff0c\u7f8e\u56fd\u6d88\u8d39\u8005\u6b63\u5931\u53bb\u52a8\u529b\uff0c\u8bb8\u591a\u4eba\u5df2\u8017\u5c3d\u75ab\u60c5\u671f\u95f4\u79ef\u7d2f\u7684\u8d85\u989d\u50a8\u84c4\uff1b\u4e2a\u4eba\u50a8\u84c4\u7387\u5df2\u56de\u5230 COVID \u524d\u6c34\u5e73\uff0c2 \u6708\u5931\u4e1a\u7387\u5347\u81f3 3.9%\uff081 \u6708\u4e3a 3.7%\uff09\uff0c\u6d88\u8d39\u8005\u9884\u671f\u63a5\u8fd1\u8fc7\u53bb\u4e00\u5e74\u4f4e\u4f4d\u3002<\/p>\n
\u5c3d\u7ba1\u5e02\u573a\u51fa\u73b0\u6539\u5584\u8ff9\u8c61\uff0c\u6295\u8d44\u7ecf\u7406\u5bf9\u4e2d\u56fd\u4ecd\u6709\u7ed3\u6784\u6027\u62c5\u5fe7\u3002Allianz GI \u6307\u51fa\uff0c\u5728\u653f\u5e9c\u652f\u6301\u548c\u672c\u5730\u6295\u8d44\u8005\u60c5\u7eea\u6539\u5584\u5e26\u52a8\u4e0b\uff0c\u4e2d\u56fd A \u80a1\u8fd1\u671f\u8868\u73b0\u79ef\u6781\uff1b\u4e2d\u56fd\u8bc1\u76d1\u4f1a\u5f3a\u8c03\u63d0\u5347\u80a1\u4e1c\u56de\u62a5\u53ca\u4e60\u8fd1\u5e73\u4e3b\u5e2d\u805a\u7126\u201c\u65b0\u8d28\u751f\u4ea7\u529b\u201d\uff0c\u53ef\u80fd\u5e26\u6765\u6b63\u9762\u56de\u62a5\u9886\u57df\uff0c\u4f46\u5b8f\u89c2\u73af\u5883\u4ecd\u504f\u51b7\uff0c\u4ee4\u5176\u4e50\u89c2\u6001\u5ea6\u5e26\u6709\u8c28\u614e\u3002T. Rowe Price \u5f3a\u8c03\uff0c\u4e2d\u56fd\u5411\u9ad8\u8d28\u91cf\u3001\u521b\u65b0\u9a71\u52a8\u589e\u957f\u518d\u5e73\u8861\u7684\u80cc\u666f\u662f\u6e29\u548c\u8d22\u653f\u653f\u7b56\u548c\u6301\u7eed\u53bb\u6760\u6746\uff1b\u8f6c\u578b\u9700\u8981\u65f6\u95f4\uff0c\u77ed\u671f\u504f\u597d\u94c1\u8def\u548c\u7535\u7f51\u8bbe\u5907\u7b49\u57fa\u7840\u8bbe\u65bd\u884c\u4e1a\u3002SSGA \u5c06\u4e2d\u56fd\u5f53\u524d\u7ed3\u6784\u9006\u98ce\u4e0e\u8fc7\u53bb\u65e5\u672c\u9762\u4e34\u7684\u95ee\u9898\u76f8\u63d0\u5e76\u8bba\uff0c\u5f3a\u8c03\u9700\u8981\u5373\u65f6\u548c\u957f\u671f\u653f\u7b56\u56de\u5e94\uff0c\u5305\u62ec\u5e94\u5bf9\u4eba\u53e3\u6311\u6218\u3001\u964d\u4f4e\u4e0d\u826f\u8d44\u4ea7\u5bf9\u94f6\u884c\u7684\u8d1f\u62c5\u53ca\u5b9e\u65bd\u623f\u5730\u4ea7\u6539\u9769\u3002Wellington Management \u6709\u7c7b\u4f3c\u62c5\u5fe7\uff0c\u5efa\u8bae\u6218\u672f\u6027\u4f4e\u914d\u4e2d\u56fd\u80a1\u7968\uff0c\u5e76\u89c2\u5bdf\u5230\u5e02\u573a\u56e0\u7f3a\u4e4f\u5982\u4f55\u5e94\u5bf9\u9006\u98ce\u7684\u660e\u786e\u6027\u800c\u91c7\u53d6\u201c\u89c2\u671b\u201d\u6001\u5ea6\uff1b\u5728\u5176\u770b\u6765\uff0c\u5176\u4ed6\u65b0\u5174\u5e02\u573a\u73b0\u65f6\u63d0\u4f9b\u66f4\u9ad8\u98ce\u9669\u56de\u62a5\u3002<\/p>\n
\u5c3d\u7ba1\u4ec5\u5c11\u6570\u673a\u6784\u5df2\u53d1\u5e03\u7b2c\u4e8c\u5b63\u5ea6\u80a1\u7968\u5c55\u671b\uff0c\u5171\u8bc6\u5927\u81f4\u4e2d\u6027\u3002BlackRock \u8f83\u7a81\u51fa\u5730\u770b\u597d\u7f8e\u56fd\u80a1\u7968\uff0c\u5c24\u5176\u662f AI\uff0c\u5e76\u589e\u52a0\u5bf9\u65e5\u672c\u80a1\u7968\u7684\u8d85\u914d\uff0c\u7406\u7531\u662f\u5f53\u5730\u5e02\u573a\u653f\u7b56\u652f\u6301\u53ca\u4f01\u4e1a\u76c8\u5229\u7a33\u5065\u3002J.P. Morgan Asset Management\u3001Nuveen\u3001Russell Investments\u3001American Century \u548c Franklin Templeton \u7b49\u5bf9\u53d1\u8fbe\u5e02\u573a\u80a1\u7968\u5747\u8f83\u4e2d\u6027\u3002J.P. Morgan Asset Management \u8b66\u793a 2023 \u5e74 AI \u80dc\u51fa\u8005\u7684\u98ce\u9669\uff0c\u504f\u597d\u533b\u7597\u4fdd\u5065\u548c\u534a\u5bfc\u4f53\u7b49\u884c\u4e1a\uff1b\u4ed6\u4eec\u62c5\u5fc3\u6570\u636e\u7ba1\u6cbb\uff08\u5b89\u5168\u3001\u79c1\u9690\u548c\u4f26\u7406\uff09\u8fd1\u671f\u6311\u6218\u5f71\u54cd\u516c\u53f8\u8868\u73b0\u5e76\u4ee4\u6295\u8d44\u8005\u53d7\u632b\u3002Nuveen \u8ba4\u4e3a\u5168\u7403\u4f30\u503c\u504f\u9ad8\uff0c\u52a0\u4e0a\u5176\u6bd4\u5e02\u573a\u66f4\u9e70\u6d3e\u7684\u5229\u7387\u770b\u6cd5\uff0c\u6545\u5e94\u5bf9\u80a1\u7968\u4fdd\u6301\u4fdd\u5b88\u3002\u6211\u4eec\u6ce8\u610f\u5230\uff0c\u8bb8\u591a\u673a\u6784\u5efa\u8bae\u5ba2\u6237\u914d\u7f6e\u4f18\u8d28\u516c\u53f8\u4ee5\u53cd\u6620\u5176\u5ba1\u614e\u7684\u80a1\u7968\u7acb\u573a\u3002<\/p>\n
Wellington Management \u548c Morgan Stanley Investment Management \u6839\u636e\u5404\u81ea\u5e02\u573a\u5468\u671f\u9884\u671f\uff0c\u63cf\u8ff0\u4e86\u6311\u9009\u4f18\u8d28\u516c\u53f8\u7684\u6295\u8d44\u6d41\u7a0b\u3002\u6211\u4eec\u8ba4\u4e3a\u8bfb\u8005\u4e0d\u59a8\u5173\u6ce8\u8fd9\u4e9b\u6d41\u7a0b\uff0c\u5e76\u8bc4\u4f30\u81ea\u8eab\u516c\u53f8\u662f\u5426\u53ef\u5b9a\u4f4d\u4e8e\u8fd9\u4e00\u7c7b\u522b\u3002<\/p>\n
Wellington Management \u91c7\u7528\u7ed3\u5408\u91cf\u5316\u6846\u67b6\u548c ESG \u5206\u6790\u7684\u591a\u7ef4\u65b9\u6cd5\uff0c\u4ece\u4ef7\u503c\u3001\u80a1\u606f\u548c\u97e7\u6027\u8bc4\u4f30\u516c\u53f8\u3002\u4ed6\u4eec\u4f18\u5148\u9009\u62e9\u56e0\u5185\u5728\u590d\u6742\u6027\u6216\u80a1\u6743\u6545\u4e8b\u4e89\u8bae\u800c\u6298\u4ef7\u4ea4\u6613\u7684\u516c\u53f8\uff0c\u5e76\u5c06\u5176\u89c6\u4e3a\u6f5c\u5728\u673a\u4f1a\uff0c\u901a\u5e38\u805a\u7126\u5927\u578b\u591a\u5143\u5316\u4f01\u4e1a\u548c\u5468\u671f\u6027\u884c\u4e1a\u3002\u968f\u540e\uff0c\u4ed6\u4eec\u5bfb\u627e\u53ef\u6301\u7eed\u80a1\u606f\uff0c\u89c6\u5176\u4e3a\u4e0b\u884c\u4fdd\u62a4\u548c\u590d\u5408\u56de\u62a5\u7684\u6f5c\u5728\u6765\u6e90\uff0c\u5e76\u91cd\u7533\u7ba1\u7406\u5c42\u5728\u987a\u9006\u5468\u671f\u652f\u4ed8\u80a1\u606f\u3001\u540c\u65f6\u5e73\u8861\u589e\u957f\u6295\u8d44\u7684\u627f\u8bfa\u548c\u80fd\u529b\u81f3\u5173\u91cd\u8981\u3002\u6700\u540e\uff0c\u4ed6\u4eec\u8bc4\u4f30\u516c\u53f8\u97e7\u6027\uff0c\u5305\u62ec\u89c4\u6a21\u3001\u62a4\u57ce\u6cb3\u3001\u8d44\u4ea7\u8d1f\u503a\u8868\u5b9e\u529b\u3001\u521b\u9020\u4ef7\u503c\u7684\u4e13\u957f\u548c\u7ba1\u7406\u6587\u5316\u7b49\u6807\u51c6\u3002<\/p>\n
\u540c\u65f6\uff0cMorgan Stanley Investment Management \u5f3a\u8c03\u9ad8\u7ecf\u8425\u8d44\u672c\u56de\u62a5\u7684\u91cd\u8981\u6027\uff0c\u5176\u6765\u6e90\u5305\u62ec\u5f3a\u5b9a\u4ef7\u80fd\u529b\u3001\u9ad8\u4e14\u7a33\u5b9a\u7684\u6bdb\u5229\u7387\u3001\u6295\u8d44\u4eba\u624d\u3001\u7814\u53d1\u548c\u8425\u9500\u7684\u80fd\u529b\u4ee5\u53ca\u6709\u9650\u6760\u6746\u3002\u4ed6\u4eec\u5254\u9664\u4e0d\u7b26\u5408\u9ad8\u8d28\u91cf\u6807\u51c6\u7684\u884c\u4e1a\uff0c\u5e76\u9009\u62e9\u53ef\u4e0e\u4e4b\u4e92\u52a8\u4ee5\u534f\u8c03\u957f\u671f\u76ee\u6807\u7684\u7ba1\u7406\u56e2\u961f\u3002<\/p>\n
\u6211\u4eec\u5e0c\u671b\u672c\u6587\u80fd\u8ba9\u60a8\u6df1\u5165\u4e86\u89e3\u4e3b\u8981\u673a\u6784\u6295\u8d44\u8005\u6700\u65b0\u7684\u6295\u8d44\u610f\u5411\uff0c\u5e76\u6709\u52a9\u4e8e\u8bc4\u4f30 IR \u6218\u7565\u3002Irostors \u662f\u9996\u4e2a\u901a\u8fc7 IR \u6570\u636e\u5e2e\u52a9 IRO \u548c CFO \u7b80\u5316\u6295\u8d44\u8005\u5b9a\u5411\u7684 SaaS \u5e73\u53f0\u3002\u6b22\u8fce\u8054\u7cfb\u6211\u4eec\u8ba8\u8bba\u89e3\u51b3\u65b9\u6848\u3002<\/p>","protected":false},"excerpt":{"rendered":"
Caution remains. Since our previous blog few months ago, equity indices across the globe have reached new highs. Yet, we feel that investment managers (“IM”) remain similarly worried about the economic, market prospects and, lean towards conservative investment approaches. As usual, the actual article behind each IM’s view is available by clicking on their respective […]<\/p>\n","protected":false},"author":3,"featured_media":151,"template":"","class_list":["post-106","ss_article","type-ss_article","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/www.irostors.com\/zh_CN\/wp-json\/wp\/v2\/ss_article\/106","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.irostors.com\/zh_CN\/wp-json\/wp\/v2\/ss_article"}],"about":[{"href":"https:\/\/www.irostors.com\/zh_CN\/wp-json\/wp\/v2\/types\/ss_article"}],"author":[{"embeddable":true,"href":"https:\/\/www.irostors.com\/zh_CN\/wp-json\/wp\/v2\/users\/3"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.irostors.com\/zh_CN\/wp-json\/wp\/v2\/media\/151"}],"wp:attachment":[{"href":"https:\/\/www.irostors.com\/zh_CN\/wp-json\/wp\/v2\/media?parent=106"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}