2020年12月22日
2020年會被記憶為充滿顛覆性和變化的一年。席捲全球的疫情加上備受爭議的美國總統大選，加劇了影響經濟增長及環球市場的波動度。展望2021年，儘管市場仍面臨COVID-19疫情持續帶來不確定性，但我們對經濟持續復甦抱樂觀態度。我們認為，美國經濟復甦的步伐將取決於感染率下降以及疫苗研發及供應的進展，繼而刺激2021年的經濟增長。




環球經濟持續復甦，投資者或需要更多元化的投資組合 — 不僅是投資於近期表現理想的地區。相較2020年表現出色的美國，歐洲及新興亞洲股票或提供更佳價值，持續的低收益率環境可望為亞洲債券及環球企業債券帶來吸引的投資機會。




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