Fund Name
Mutual Fund
巿場分析
資產配置投資展望 | 一月 2026
Embracing Risk in a Shifting Macro Regime
- The Asset Allocation Committee (AAC) continues to see opportunity in growth and risk assets over the medium term, even as elevated risks and increasingly divergent policy paths make the investment landscape more complex. We believe this environment rewards disciplined, selective risk-taking.
固定收益投資展望 | 一月 2026
Widening the Search
- After a generally stellar year for fixed income, 2026 looks more demanding, with fewer rate tailwinds and tight spreads putting a premium on security selection and global diversification, particularly as tail risk rises.
投資卓見 | 一月 2026
China State of Decarbonization & Sustainable Finance Overview
- China’s energy transition and sustainable finance ecosystem is vast and multifaceted, with meaningful implications for both generalists and sustainability-focused investors. This report provides key indicators and investment insights to help track and interpret that evolution over time.
焦點基金
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