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致富:歐股基金分散投資之選

2021年09月10日

上期我們談及相比美股,歐洲股市目前有較低估值,以及較穩定向上的走勢。致富財富管理部總經理張德明表示,其中一個原因是投資者對美國聯儲局的貨幣政策取態相對審慎,即使當局不致今年內重啟加息步伐,但縮減買債的收水行動很可能會在短期宣布,一旦成真勢對槓桿投資帶來短期影響,繼而考驗美股升浪

上期我們談及相比美股,歐洲股市目前有較低估值,以及較穩定向上的走勢。致富財富管理部總經理張德明表示,其中一個原因是投資者對美國聯儲局的貨幣政策取態相對審慎,即使當局不致今年內重啟加息步伐,但縮減買債的收水行動很可能會在短期宣布,一旦成真勢對槓桿投資帶來短期影響,繼而考驗美股升浪。

與之相比,歐央行的貨幣政策相對聯儲局寬鬆,確定性較高,加上整體歐洲企業近日公布了不俗的業績,有超過60%企業業績勝市場預期,配合當地經濟重啟,有利傳統消費、旅遊、金融等板塊,他預料歐股將在第4季跑出。

當然,目前中港股市的估值低於歐股,但由於政策措施的不明朗,使部分外資從中概股流出,亦令中港股票指數近期有點停滯不前。面對政策風險,投資者不能依賴傳統分析技巧,只能密切留意政策發展。投資者在資產配置上,可繼續持有部分中港股票資產,但若全盤押注,便要提防地域過度集中的風險,倘把部分資產分散至歐洲股票,會是其中一個應對的方法。

張氏建議,風險承受能力較高的投資者,若然股票類投資持倉不多,不妨把歐洲股票基金納入投資組合內,爭取較股債混合基金高的潛在回報。至於投資那些歐洲國家和公司,可交由專業的基金經理決定,讓自己有時間專注在投資以外的事情。另要留意,雖然英國已正式脫歐,但不少歐洲股票基金仍維持投資在部分英國的公司。

致富提供24間基金公司、合共約500隻認可零售基金供投資者選擇。如果大家在自行挑選基金上遇有疑難,歡迎隨時聯繫致富的客戶經理,獲取專業的投資理財建議 按此

投資基金「零」負擔

透過「致富通」應用程式或致富網頁,投資基金「零」負擔,單次認購或月供計劃一律免佣,基金購金額更低至 5,000港元 或 700美元,另購買精選保險享有高達50%折扣優惠。

致富有提供債券、基金一站式投資策略,比供客戶選擇。想知道和了解更多,請即刻聯絡我哋們投資策略專員解答疑難!

WhatsApp : 投資策略專員

更多基金資訊、種類 和 比較:

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上述報告由致富證券有限公司(「本公司」)所提供,所載之內容或意見乃根據本公司認為可靠之資料來源來編製,惟本公司並不就此等內容之準確性、完整性及正確性作出明示或默示之保證。上述報告內之所有意見均可在不作另行通知之下作出更改。上述報告的作用純粹為提供資訊,並不應視為對上述報告內提及的任何產品買賣或交易之專業推介、建議、邀請或要約。本公司及其附屬公司、僱員及其家屬及有關人士可於任何時間持有、買賣或以市場認可之方式,包括以代理人或當事人對本報告內提及的任何產品進行投資或買賣。投資附帶風險,投資者需注意投資項目之價值可升亦可跌,而過往之表現亦不一定反映未來之表現。投資者進行投資前請尋求獨立之投資意見。本公司在法律上均不負責任何人因使用本報告內資料而蒙受的任何直接或間接損失。本公司擁有此報告內容之版權,在未獲本公司許可前,不得翻印、分發或發行本報告以作任何用途。

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