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Insights《洞悉》内容

我们的作者将提供他们对重大议题的独到见解,解释前因后果、内外联系,并提供宝贵的背景信息。 我们涉及的主题包括投资策略、生活方式、可持续发展等。 请选择您特别感兴趣的主题。

投资策略

Why mobility is critical for megacities - today and tomorrow

In our densely packed urban centres, transport is the backbone of the economy and everyday life, but it needs to become more efficient, sustainable, and inclusive.
投资策略

CapEx - beyond AI

Capital expenditure (CapEx) on long‑term assets like buildings, machinery, vehicles, and technology has been strong for AI-linked investments. But are there CapEx opportunities beyond AI?
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企业家精神

Disruptive innovation: between euphoria and disappointment

When new technologies emerge, euphoria and disappointment are never far behind. The success of an innovative technology is rarely predictable. What can investors do to manage risk while still participating in the success of genuine innovation?
可持续性

Reasons to be positive after COP30

Most headlines focussed on the all-night negotiations that ended the latest UN climate change conference in Belém. When dawn broke over Brazil on the final day of COP30, it seemed as if a deal was out of reach. Several delegates were poised to abandon the talks when the chief Saudi negotiator...

全球展望2026

为全球大局变迁做好部

全球经济正在重新调整。这对投资者有何启示?请参阅我们的2026年投资展望报告。

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