“怀抱转变”是瑞联银行对2022年投资展望的主题。我们将在2021年11月24日至2022年1月末期间,于欧洲、中东和亚洲区巡回举办多场网上及现场座谈会,由集团首席投资官及资产管理联席首席执行官Michaël Lok、财富管理首席投资官Norman Villamin和首席经济师Patrice Gautry,以及多位嘉宾专家前瞻新一年的投资格局,而我们也出版了《2022年投资展望 — 怀抱转变》深入剖析多个重要课题。
#UBPInvestmentOutlook
《2022年投资展望 — 怀抱转变》摘要
在接种疫苗计划的支撑下,全球经济陆续重启,而美国和欧洲经济在2021年的复苏景气也惠及投资者。
展望2022年,全球经济周期将由疫后复苏期进入常态阶段,与在1990年代初经济复苏时出现的“微型周期”相若,因此投资者仍需保持机敏和警觉,从而在明年回报温和的大势中,灵巧地提升固定收益和股票的表现。
变革和转型仍将是重要主题,但在催化回报的同时,也可能拖累表现。欧洲和中国广泛地区在冬季出现能源短缺,有望促使两地加快投资于绿色能源转型。此外,个别工业借着投资于信息科技升级,将能够晋身成为科技公司,为这些传统上周期性较强的行业带来增长动力。
China Outlook
According to UBP expert Carlos Casanova, to attain high-income status by 2025, China will seek to realign its factor of production towards labour and away from capital.
Watch this video to find out about his investment views for the coming year.
Watch the replay of our webinar
On the 25th of November, we held an online talk launching our Investment Outlook “Embracing Change”, featuring our Group Chief Investment Officer & Co-CEO Asset Management Michaël Lok, Wealth Management Chief Investment Officer Norman Villamin, Chief Economist Patrice Gautry, and Global Head of Forex Strategy Peter Kinsella.
We are pleased to provide you with the recording of the webinar.
Asia Outlook
According to UBP's Expert Carlos Casanova, Asia’s GDP growth could be held back by the emergence of new COVID-19 variants and decrease to 4.3% in 2022.
Go ahead and watch the video to find out more on our Asia outlook for the coming year!
Dive into the brochure for much more details and insight.
Michaël Lok
Norman Villamin
Eleanor Taylor Jolidon
Patrice Gautry
Philippe Lespinard
Victoria Leggett
Marco Pabst
Peter Kinsella
Marc Elliott
Kieran Calder
Vey Sern Ling
Cindy Tan
Anitza Nip
Vitor Santos