2025年1月17日
踏入2025年，在美國經濟強勁、減息及人工智能發展的帶動下，市場樂觀情緒高漲。市場格局持續演變，同時為投資者帶來挑戰與機遇。
以美元計，標普500指數繼2023年升幅達26%後，2024年再上漲25%。不過，美股能否在今年實現「三連冠」，取決於投資者無法控制的因素；相反，我們主張秉持放眼長線及「維持投資」的思維。
在這情況下，我們最新的《五大投資要點》報告指出一些在現時環境值得注意的重點，並分享投資者在評估來年時可考慮的行動。
正如資本集團的Rob Lovelace在報告引言中表示，環球經濟前景正在好轉，特別是美國。美國具備多項優勢，包括創業精神、資金渠道及支持增長所需的龐大基建，吸引全球各地的投資者。
這環境有助支持驚人的創新力量，特別是與人工智能及藥物研發相關的領域。 我們稱之為超級趨勢，而它們已經開始在工業公司，以至能源業等多個其他領域創造機會。
投資者以為期數年的投資角度繼續聚焦於基本因素，將會是成功應對這些轉變的關鍵。
Rob Lovelace is an equity portfolio manager and chair of Capital International, Inc. He has 39 years of investment industry experience (as of 12/31/2024). He holds a bachelor’s degree in mineral economics from Princeton. He also holds the Chartered Financial Analyst® designation.
Jared Franz is an economist with 19 years of investment industry experience (as of 12/31/2024). He holds a PhD in economics from the University of Illinois at Chicago and a bachelor’s degree in mathematics from Northwestern University.
Lara Pellini is an equity portfolio manager with 23 years of investment industry experience (as of 12/31/24). She holds a master’s degree in economics of labor & industrial relations from the London School of Economics and a laurea in public relations and economics of information from the IULM University, Milan.
Mark Casey is an equity portfolio manager with 25 years of investment industry experience (as of 12/31/2024). He holds an MBA from Harvard and a bachelor’s degree from Yale.
Cheryl Frank is an equity portfolio manager with 27 years of investment industry experience (as of 12/31/2024). She holds an MBA from Stanford and a bachelor’s degree from Harvard.
Graham Holloway was a past Chairman of American Funds Distributors, now known as Capital Client Group, Inc.
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