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調查指63%受訪保險公司CIO及CFO料美國兩至三年內陷衰退
高盛資產管理對保險公司財務總監及投資總監的年度調查顯示,63%受訪者預期美國經濟兩至三年內陷入衰退。調查指縱使僅少數受訪者預期經濟即時衰退,但看法明顯較以往有所轉變。調查亦顯示,受訪者擔心市場波動性及通脹,近三成指通脹爲其投資組合最大風險,近八成料通脹將成爲明年全球憂慮。 大部分受訪者通脹風險持續,74%受訪者料美國未來2至5年面臨通脹風險,87%受訪者料美聯儲今年加息最少3次,去年調查則顯示大部分受訪者不預期美聯儲今年加息。大部分受訪投資總監對今年投資環境看法樂觀,預期美股標普500指數今年溫和上升,但約三分一持相反看法。 調查共訪問328名保險公司投資總監及財務總監,管理資產13萬億美元,相等全球保險業資產管理規模一半。調查於俄烏衝突發生前進行。
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