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排除市场杂音，明晰投资航向

投资者若能以数据为本，具备全球视野，并严守投资纪律，将能更好地应对未来的挑战

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    • 地缘政治不确定性和政策噪音可能会持续存在，构建投资组合时必须注重其韧性。
    • 地缘政治不确定性和政策噪音可能会持续存在，构建投资组合时必须注重其韧性。 插图：PIXABAY

    DeeperDive is a beta AI feature. Refer to full articles for the facts.

    Jeanne Sun

    Published Tue, Jan 27, 2026 · 03:51 PM

    本文由AI辅助翻译

    查看原文

    在2026年，确定性将难以寻觅。新年伊始，市场似乎每天都在面对新的地缘政治或影响市场的动态。

    在这些头条新闻、对经济放缓日益增长的担忧以及围绕人工智能的种种猜测中，投资者希望在“廉价”投资或表现落后的资产中寻求所谓的安全感，这是可以理解的。但我们认为，投资者应坚守高质量的投资。

    作为首席投资官（CIO）团队，我们的工作是分辨什么是信号，什么是噪音，并确保我们管理的投资组合能反映我们最坚定的、在增长与风险管理之间取得平衡的观点。但在这个充满不确定性的世界里，我们该如何做到这一点？我们如何部署投资组合来为意外情况做好准备？投资者又能在何处找到尚未被市场充分认识到的机会？

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