日前，券商中国记者专访了瑞士百达资管亚洲区（日本除外）基金分销主管曾劭科，他分享了当前中国 内地投资者海外投资需求增长，瑞士百达旗下互认基金获得南下资金的追捧。据晨星报告，该基金今年 10月单月吸金规模领跑市场。 而从长期投资的视角看，当前对全球市场的多元化配置，已经打破了国别投资的旧逻辑，更多地采用主 题或板块投资的思路，目前最看好的主题投资机会是人工智能、能源、健康护理，以及贸易摩擦下各国 的生产线回流板块。 借互认基金扩大中国市场布局 今年10月，中国香港互认基金产品资金净流入表现强劲，股票型、债券型及混合型基金均受南下资金追 捧。据晨星统计，瑞士百达策略收益基金单月吸金9.57亿元，领跑市场。 瑞士百达作为一家跨国公司，其在全球设有31个办事处，至今扎根亚洲已有40多年。2020年7月，瑞士 百达资产管理根据中国内地与中国香港基金互认计划推出首只面向中国内地投资者的互认基金。 曾劭科接受券商中国记者专访表示，瑞士百达进入中国市场，以香港为关键枢纽辐射中国内地。截至目 前，瑞士百达资产管理参与多个跨境投资计划包括：互认基金安排、大湾区跨境理财通、QDLP以及 QDII，协助国内投资者投资全球市场。 （原 ...

曾劭科形容瑞士百达资管在中国市场的布局是"渐进式"的，他透露中国内地投资者越来越希望进行海外分散化投资，但对海外市场的消息动态掌握又不是很及时， 瑞士百达资管的环球多元资产配置等策略很受追捧，通过银行、券商等分销渠道触达内地投资者。 一家全球资管巨头，拥有超过220年历史的瑞士百达集团，资产管理规模7368亿瑞士法郎，旗下的资产管理公司正借互认基金、跨境理财通、QDII（合格境内机 构投资者）、QDLP（合格境内有限合伙人）等布局中国市场。 日前，券商中国记者专访了瑞士百达资管亚洲区（日本除外）基金分销主管曾劭科，他分享了当前中国内地投资者海外投资需求增长，瑞士百达旗下互认基金获得 南下资金的追捧。据晨星报告，该基金今年10月单月吸金规模领跑市场。 而从长期投资的视角看，当前对全球市场的多元化配置，已经打破了国别投资的旧逻辑，更多地采用主题或板块投资的思路，目前最看好的主题投资机会是人工智 能、能源、健康护理，以及贸易摩擦下各国的生产线回流板块。 借互认基金扩大中国市场布局 今年10月，中国香港互认基金产品资金净流入表现强劲，股票型、债券型及混合型基金均受南下资金追捧。据晨星统计，瑞士百达策略收益基金单月吸金 ...

Group 1 - Global merchandise trade experienced significant growth in early 2025, particularly in Q1, driven by a surge in imports, with the global trade momentum index reaching 103.5, indicating a potential economic recovery [1][3] - The World Trade Organization (WTO) reported that the new export orders index fell below the baseline of 100, suggesting that the momentum of global trade growth may be difficult to sustain, with signs of a slowdown emerging [1][3] - The increase in imports was largely attributed to preemptive stockpiling by countries in response to rising tariff expectations, which temporarily boosted trade but raised concerns about the sustainability of this growth [3][4] Group 2 - The uncertainty in global trade is exacerbated by rising trade barriers and tariff policies, particularly the "reciprocal tariffs" implemented by the U.S., which have shifted from short-term stimuli to long-term structural obstacles [6][4] - The WTO highlighted that the unpredictability of trade policies is a significant factor contributing to the slowdown in global trade, with potential retaliatory measures from other countries further complicating the situation [6][4] - Structural adjustments in economies and shifts in global trade patterns, such as supply chain diversification and the rise of emerging markets, are putting additional pressure on global trade, indicating a possible transition to a new low-growth phase [7][4] Group 3 - The strong growth in global merchandise trade does not necessarily indicate a stable economic recovery, as the underlying complexities and uncertainties in trade policies could lead to a deceleration or contraction in trade growth [9][6] - The international community must recognize the need for stable and sustainable policies to navigate the risks in global trade, rather than relying on short-term stimulus measures [9][6] - The current international landscape presents challenges in finding new growth points amidst uncertainty, emphasizing the importance of proactive measures to ensure long-term stability in global trade [9][6]