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最新文章

致富:環球經濟復甦 ESG基金助分散風險

2021年11月19日

致富:環球經濟復甦 ESG基金助分散風險

環球市場瞬息萬變,投資者即使已選擇投資基金去分散風險,仍需有賴負責的基金經理時刻留意市場動向,因應市況為他們建議新的基金配置組合。致富財富管理部總經理張德明今期將會分析如何因應目前市場狀況及最新趨勢,選擇合適的基金組合,減低投資風險。

張德明表示,就目前全球市場形勢分析,大部分中、港股市內的股票,其估值的市盈率(P/E)頗為吸引。目前不明朗因素包括能源短缺危機、監管風波及內地房地產企業資金鏈等問題,都令投資者對中、港股市卻步,短期內兩地股市難見大幅的升勢,但若投資者放眼中線投資,可考慮在基金組合中加入相關地區的基金。

他解釋,目前內地股市表現疲弱的主因是內地的監管政策令投資者憂慮,以及內房出現的壞消息,惟最近已有好轉的迹象。他舉例內地推行的「共同富裕」政策,旨在令所有人皆有同等機會享受社會富裕的成果,與目前市場看到政府對部分行業嚴厲監管看似背道而馳,惟他認為政府終會為受影響行業「另開一扇窗」,因此投資者可考慮在基金組合增加中、港基金的比例。

張氏指,就全球的復甦步伐來看,各項因素都反映經濟活動將漸漸增加,包括疫苗接種率將更高、美國總統拜登正式簽署一萬億美元基建法案、大型基建工程料將展開、以及加快發展新能源等,都有利經濟發展。因應經濟發展趨勢,就行業而言,投資者在基金配置上可增加消費股、資源股、能源股及醫療保健股。

此外,本月舉行了第26屆聯合國氣候變化大會(COP 26),近期環境、社會及管治(ESG)投資亦掀起市場的熱話。張德明指投資者在衡量企業時,要留意該企業在發展業務時有否加入ESG元素。政府將更留意企業在營商的同時,有否負起社會責任,加入了ESG的企業面對的風險將較沒有加入ESG元素的企業為低,因此投資者除了考慮企業業務及業績外,還應留意企業方針、承諾等範疇有否包含ESG的發展元素。

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

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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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