洞悉 投資策略

close

選擇一個類別。

• 可持續發展
• 金融市場
• 企業家精神
• 生活風尚
• 金融知識

Even investors with long-term goals can focus too closely on the present and miss opportunities that only develop over time. While it's particularly hard to predict the future in times like these, we can identify investment themes like sustainability and technological innovation that will drive...

As the global population ages, retirees will need better health and social care options, more assisted-living housing, and flexible retirement solutions. That's good news for investors.

Battling climate change via the energy transition will cost trillions. But where will the financing come from? With government budgets stretched to the limit, there are excellent opportunities for private investors to help the world - and themselves.

Once the engine of European economic growth, Germany's stuttering economy reflects fiscal risk aversion, energy challenges, and insufficient digital flexibility. Yet a strong industrial core, a growing green tech sector, and falling inflation all hold out hope for a longer-term recovery.

Thanks to rapid digitalisation and spectacular 4K graphics, gaming is no longer a niche business. In fact, the gaming industry generates more revenue than the music and film businesses combined.

As the most defensive of asset classes, gold is providing diversification and stability to investor portfolios in the wake of Middle East tensions.

Financial markets in 2024 will shift the spotlight onto whether economic growth has reached a trough. An increasingly complex geopolitical situation, along with crucial elections in the US, make for continued uncertainty. Diversification remains a key strategy for investors.

The euro had a tough summer, but worries about its future trajectory may well be overdone, and there are good reasons to hope for an upswing.

The software and semiconductor industries offer numerous opportunities for diversification of your technology and digital stocks beyond the Magnificent Seven.