A need for “wealth preservation”, amid a climate of “financial repression”, is the main reason why portfolio managers still have more than half of their clients’ funds in equities, according to firms taking part in this year’s Financial Times wealth management survey. But some believe this approach is too “cavalier” while markets are volatile.
參加今年英國《金融時報》財富管理調查的企業稱,在「金融壓制」的大氣候下,「財富保值」的必要性,是資產組合經理仍將逾半客戶資金投入股市的主要原因。但一些人認爲,在市場動盪之際,這種做法有「漫不經心」之嫌。
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