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在政策未明時審慎樂觀
儘管政策持續不確定和關稅繼續引發波動,但經濟基礎韌性強、股市表現擴大和政府政策在今年下半年可望轉向利好增長,均支持我們對前景審慎樂觀。
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文章 | 七月 2025
Opportunity Amidst Uncertainty
Beyond the short-term market impacts of trade tensions and geopolitical risk events, we are constructive in our medium-term outlook for the global economy and risk assets.
文章 | 七月 2025
人工智能數據中心裡的800伏巨獸
創新者正推出更高效的能源管理解決方案,以應對人工智能應用爆發式增長所帶來的電力需求。
Disruptive Forces in Investing | 七月 2025
GP Led Secondaries: What's next?
(16:30) Explore the future of Private Equity Secondaries and their role in navigating today’s challenges.
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NB 全球股票趨勢基金
聚焦超級趨勢 捕捉全球增長機遇
透過投資能夠受惠於全球長遠演變趨勢的公司,尋求實現長期資本增值
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投資八十五載
創立於1939年,路博邁只有一個方針,就是為客戶在長線帶來投資成果。時至今日,我們仍然秉持此單一的使命,藉著客觀深入的基礎因素研究、對投資洞悉力的追求、精益求精的宗旨,以及鼓勵自由交換意念的企業文化,切實地兌現對客戶的承諾。
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