当前位置:首页 >英文主页 >中英对照 > 中译版报告详情

康桥汇世(Cambridge Associates):2025年全球投资展望报告(中译版)(44页).pdf

上传人: 白**** 编号:617882 2025-03-18 44页 1.67MB

下载:

1、2025 OUTLOOK Published December 5,2024Introduction2025 stands at a crossroads.In the prior year,nearly half of the worlds population across more than 70 countries participated in national elections,artificial intelligence gained considerable traction in the marketplace,and several central banks init

2、iated a synchronized interest rate-cutting cycle.Each of these developments alone creates a complex landscape for investors to navigate.Yet,the situation is further complicated by heightened geopolitical risks and an investment environment brimming with uncertain-ties.Will the impressive performance

3、 of US equities continue?Can private equity and venture capital achieve better results?What does the future hold for credit markets?In the following pages,we answer these questions and many others across all asset classes as we present our 2025 Outlook.Ilona VdovinaSenior Investment Associate,Capita

4、l Markets ResearchSerge AgresManaging Director,Pension PracticeMarc CardilloHead of Global Real AssetsAaron CostelloHead of AsiaCelia DallasChief Investment StrategistTiffany DiLibertoSenior Editorial Project Manager,Capital Markets ResearchFrank FamaHead of Global Credit Investment GroupChristina F

5、enton-NeblettSenior Director,Capital Markets ResearchVivian GanAssociate Investment Director,Capital Markets ResearchGuillermo Garcia MontenegroInvestment Associate,Capital Markets ResearchKristen OuelletEditorial Project Manager,Capital Markets ResearchDavid KautterAssociate Investment Director,Cap

6、ital Markets ResearchGrayson KirkSenior Investment Associate,Investment Strategy OfficeGraham LandrithAssociate Investment Director,Capital Markets ResearchWill LawrencePartner,Private Client PracticeStephen ManciniSenior Investment Director,Hedge FundsJoseph MarendaHead of Hedge Fund Research and D

word格式文档无特别注明外均可编辑修改,预览文件经过压缩,下载原文更清晰!
三个皮匠报告文库所有资源均是客户上传分享,仅供网友学习交流,未经上传用户书面授权,请勿作商用。
本文是2025年的投资展望报告,主要内容包括: 1. 预计2025年全球股市将优于债市,因为经济增长趋势将支持企业盈利增长和健康风险偏好。 2. 预计大多数主要央行将继续降息,这将使债券表现优于现金。 3. 预计通胀保值债券和名义债券的回报将相似,因为预期通胀率将保持稳定。 4. 预计发达市场价值股将优于成长股,因为估值较低且受益于降息周期。 5. 预计美国股市的表现将低于2024年,而欧洲、日本和新兴市场股市的表现将更符合发达市场整体表现。 6. 预计中国股市不会崩溃,但表现将放缓;印度股市的表现将适度。 7. 预计私募股权和风险投资的表现将继续改善,但短期内仍将受到2021-2022年过度投资的拖累。 8. 预计长期/短期股票策略的表现将优于平均水平。 9. 预计公共基础设施股的表现将与发达市场股市相似,而美国房地产投资信托基金的表现将不及美国股市。 10. 预计美元的涨势最终将降温,而黄金的回报将在2025年有所减弱。
2025年全球股市展望如何? 2025年美国股市表现会否下滑? 2025年私募股权投资表现如何?
客服
商务合作
小程序
服务号
折叠