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市场观点

信用债展望:市场已具“免疫力”
信用债展望:市场已具“免疫力”
当前,新冠疫情这场百年一遇的全球健康危机仍在持续。
13-11-2020 | 市场观点
荷宝第二季度信用债市场展望:买入时机已至
荷宝第二季度信用债市场展望:买入时机已至
02-04-2020 | 季度展望
Market update: what now, what next?
Market update: what now, what next?
While it is never fun to be in the midst of a market meltdown, we have learned that this is a good time to be long-term, active investors.
16-03-2020 | 市场观点
信用债市场2020年第一季展望: 没有中庸之道
信用债市场2020年第一季展望: 没有中庸之道
投资者在信用债市场既希望寻求安全投资,又希望获得高收益,因此投资组合结构日益复杂化。
09-01-2020 | 季度展望
“慢熊”时期信贷投资生存指南
“慢熊”时期信贷投资生存指南
在民粹主义的推波助澜下,去全球化将成为长期的趋势,同时贸易关税也将出现40年以来首次上调。
27-06-2019 | 季度展望
荷宝第二季度信贷市场展望:真反弹or死猫反弹?
荷宝第二季度信贷市场展望:真反弹or死猫反弹?
尽管宏观表现低于预期,但今年年初以来风险资产表现良好。
04-04-2019 | 季度展望
Fact or fiction: SI only works with equities
Fact or fiction: SI only works with equities
Hundreds of investors are convinced that sustainable investing offers a better way of buying equities.
16-07-2018 | 市场观点
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