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.General Atlantic CEO Ford on Current Investing Landscape, Risks and Strategy
Youtube· 2026-02-11 17:19
I think if anything, it's made the current environment with geopolitical volatility. Macroeconomic volatility has made us more committed to global diversification. And, you know, we've been investing globally for over 25 years and we've, you know, businesses in Europe, India, China, Southeast Asia and Latin America.We've got investment teams on the ground and it's been about 50% of our investing activity has been outside the U.S. really for the last 15, 20 years. And so that ratio, it hasn't changed at all. ...
3 European Stocks Built to Shrug Off Tariffs
Yahoo Finance· 2026-01-28 14:18
Imaginative depiction of Donald Trump speaking at a podium with a microphone, set against a map of Europe. Key Points The Trump administration reignited tariff threats to Europe in January over the purchase of Greenland. While the Greenland debate seems to have abated, the threat of tariffs on U.S. trading partners isn't likely to end anytime soon. These three European stocks are largely immune to tariffs and can serve as safe havens for capital if these threats return.  Interested in Rheinmetall AG U ...
资管巨头先锋领航削减英国股债配置,520亿英镑旗舰基金进一步转向全球化
Zhi Tong Cai Jing· 2026-01-22 11:18
先锋领航表示:"先锋旗下的LifeStrategy基金于2011年推出,旨在鼓励多元化投资。"该公司称,随着英 国投资者对全球多元化投资的接受度提高,英国平均的"本土偏好"已逐渐降低。 此举正值英国政府寻求向基金管理人施压,要求其增加对英国资产的配置,以期振兴该国疲软的金融市 场。部分英国养老基金经理已同意通过《公馆大厦协定》(Mansion House Accord),将其至少5%的资产 投资于国内私募市场,这是政府试图将数百亿英镑资金引入基础设施项目和小型企业计划的一部分。 但一些公司抵制引入自愿性最低英国资产配置比例的措施,认为此类举措会妨碍其降低风险。他们主 张,基金管理人和财务顾问在法律上有义务确保其行为纯粹是出于客户的最佳财务利益。 先锋领航在周四的声明中表示:"对'本土偏好'的调整,将平衡英国投资者持续投资本土市场的意愿与 全球多元化投资组合带来的收益。先锋领航仍致力于英国市场,并对其未来持乐观态度。" 全球最大资产管理公司之一先锋领航集团对其英国主要基金系列进行重大调整,计划降低对英国本土股 票和债券的配置。这一举措与英国工党政府引导资金投资国内市场的目标背道而驰。 根据周四发布的声明,先锋领 ...
瑞士百达:欧股长线跑赢美股,预计未来十年年均回报率达8.6%
Ge Long Hui A P P· 2025-09-15 01:40
格隆汇9月15日|瑞士百达财富管理即将发布前瞻十年报告,根据最新预测,美股未来十年平均每年回 报率为7.1%,相比之下,欧股8.6%的回报更胜一筹。瑞士百达财富管理首席投资官办公室及宏观研究 主管Alexandre Tavazzi表示,美国三大关键因素受质疑,加上欧洲正扩大财政支出,局势正出现结构性 转变,建议美元投资者作全球多元化投资,并看好欧洲资产的长期表现。 百达财管把美国未来10年平均每年经济增长预测由2.1%下调至1.8%,预计美国会受债务积压、更频繁 的供应冲击等拖累;并以欧元区采取更具支持的政策组合为由,把当地经济增长平均上调至1.5%。 ...