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每月動向

2021年8月基金投資動向

2021年08月02日

全球熱門議題之一是環境(Environment)、社會責任(Social Responsibility)及公司治理(Governance),簡稱「ESG」。投資者將ESG列入揀選投資項目考慮因素,而很多企業亦紛紛訂立ESG 策略方向,應對監管機構規定。

環球股票在七月份之表現仍然波動很大。市場預期美國通脹升溫,憂慮息口上升;又恐防變種病毒阻礙經濟復蘇,美股於月內曾大幅下瀉,惟其後則輾轉回升,美國三大股票市數更創新高。中美緊張關係未有降溫,加上發生「滴滴出行」APP被下架的事件,巿場擔心中國將會推出更多針對新經濟股之監管措施,內地股市下跌;香港恒生指數及恒生科技指數亦大幅向下調整,直至中國證券監管機構安撫國際投資者和銀行的顧慮,股市才見回穩上升。

近年全球熱門議題之一是環境(Environment)、社會責任(Social Responsibility)及公司治理(Governance),簡稱「ESG」。投資者將ESG列入揀選投資項目考慮因素,而很多企業亦紛紛訂立ESG 策略方向,應對監管機構規定。全球氣候變化帶來關注減碳事宜,為市場提供投資新機遇,造就了很多新能源的發展;遙距工作、線上購物及企業資料上傳雲端等行業之發展,有助減少營運時之能源消耗,成為基金經理的投資新寵。

大多數的投資者會認為企業關注環保議題會削弱公司的盈利,惟若透過納入環保概念, 有助減低應付監管開支,提升公司品牌和信譽,更可增加營運競爭力和收入。

近年市場上推出多隻ESG 基金,其中有些是全球股債混合的組合,投資分佈多個地區。歐洲環保觀念較為成熟,而亞洲區域之發展正積極趕上;中國近年亦致力實行ESG。投資者如欲將部分資產配置在這個新興主題上,可考慮揀選以亞洲區比例較多的基金組合。基金由專業投資經理管理,投資組合可以分佈在不同地區、資產、行業、公司等,有助分散風險。

客戶如欲查詢有關基金資訊,歡迎致電致富理財熱線: 2500 9188 聯絡我們。

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:

連結

投資涉及風險,以上建議只作為參考之用。致富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。以上報告由致富集團研究部的分析員(“此等人士”)所撰寫,此等人士均為香港證監會持牌人士。此外,截至本報告發表當日,此等人士均未於本報告中所推介的股份存有權益。



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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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