Fund Name
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巿場分析
Disruptive Forces in Investing | 一月 2026
How the AI Debt Supercycle Is Reshaping Credit Markets
- (25:10) AI is no longer just an equity story—it’s reshaping global bond markets. A surge in AI-related issuance is bringing new risks and increasingly complex financing structures even as it expands the opportunity set for fixed income investors. In this episode, we explore what the AI debt supercycle means for credit risk, global fixed-income positioning and where bond investors might want to tread carefully—or lean in.
股票市場展望 | 一月 2026
Macro Tailwinds Galore, But Mind the Risks
- Plentiful stimulus, rising business confidence, improving loan growth, accelerating fundamentals and still-modest equity positioning could set the stage for a stronger economy and further equity gains, while risks from liquidity gyrations remain.
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.
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