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  2. 2023年外汇投资展望
洞见 13.12.2022



新年将至,随着通胀压力开始缓和及收紧货币政策周期接近触顶,瑞士瑞联全球外汇策略主管 Peter Kinsella  在本视频中,分享外汇市场在这新阶段里的主要趋势。


  • 在多项因素的互动下,预测美元在新一年将小幅转弱,这包括通胀压力纾缓、加息步伐减慢、美国经常账逆差庞大,以及美元估值偏高等。
  • 因此,收益率较高的新兴市场货币如巴西雷亚尔和墨西哥比索等将获益。
  • 至于欧元和英镑的走势将取决于能源价格。

Peter Kinsella Peter Kinsella

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洞见 12.04.2024

UBP House View - April 2024

The unexpected interest rate cut by the Swiss National Bank marks the beginning of a new cycle of global easing, paving the way for new investment opportunities in the broader market. This has bolstered the Bank’s confidence in the Swiss and UK markets, which have been lagging behind the US indices. In addition, we have locked in gains on gold, which was the top performer in March.

洞见 05.04.2024

Private Debt: A Time-Honoured Market Perspective

Our experts explore the origins of private debt—a market with a history spanning over 4,000 years, set to provide the next wave of opportunities for investors.

洞见 27.03.2024

Four reasons to consider global SMID caps in 2024

As the “Magnificent 7” generate risks in the segment, diversification within equities becomes key. Global small- and mid-cap (SMID) stocks, represented by the MSCI World SMID Cap Index, are emerging as a compelling option.