2023年度展望

Investment regime shift brings turbulence but also offers returns
投資環境變化帶來動盪也帶來回報

There will be greater divergence between companies and countries
柯克倫德:對於2023年,我們預計通膨會下降,而由於有經濟衰退的風險,債券再一次適宜用來分散投資。

The writer is co-head of investment and group chief investment officer at SchrodersThe market misery of 2022 was almost universal, inflicted by a seismic regime shift towards both higher inflation and higher interest rates.

本文作者是施羅德(Schroders)聯席投資主管、集團首席投資官

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