瑞银财富管理:疫情减退投资者对经济及股市乐观情况升温
瑞银财富管理发怖了最新季度的「投资者情绪调查」。此调查於6月底至7月初访问了14个市场、逾4,000位富裕投资者及企业家。随着新冠病毒的疫情影响有所减退,投资者对经济及股市的乐观情绪有升温趋势。
当中46%受访者表示看好未来12个月的环球经济,三个月前则为40%,而看淡环球经济的受访者比例从45%降至38%,对未来12个月区内经济感乐观的受访者比例从46%升至52%,看好未来6个月区内股市的受访者比例从45%升至53%。
另外,全球愈来愈多受访者(46%)将美国大选视为最大的投资忧虑,三个月前为39%。瑞银最新的大选观察报告结果亦显示,一场竞争激烈的美国大选确实有可能引致更大程度的市场动荡。调查显示55%受访者表示拜登在这场大选的胜算较高,而支持特朗普的受访者比例则为45%。49%拉丁美洲投资者预测特朗普胜出大选,比例是全球最高;42%瑞士投资者预测特朗普当选,比例是所有地区中最低。
瑞银财富管理投资总监美洲区投资主管Solita Marcelli表示,美国大选或会为投资者带来庞大机遇,并促使投资者对这个全球最大经济体的政策方向有所了解。无论大选结果如何,对金融市场的最终影响很可能接近中性,惟会经历一些短暂波动。(el/u)
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