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貝萊德:全球家族辦公室投資情緒轉為負面 最關注地緣政治不確定性
阿思達克 06-17 15:42
貝萊德發表最新《2025年全球家族辦公室調查》報告,結果顯示有84%受訪全球家族辦公室認為地緣政治不確定性是當前最關鍵的議題,亦是進行資本配置決策時的關鍵因素。調查亦顯示,全球家辦對貿易中斷及地緣政治日趨碎片化感到擔憂,整體投資情緒轉為負面,是貝萊德自2020年開展全球家族辦公室調查以來的首次。 貝萊德與Illuminas於今年3月17日至5月19日期間開展家族辦公室研究,訪問共175家個一家族辦公室的首席投資官及關鍵決策者,相關家辦所管理資產規模合計超過3,200億美元。調查發現,家族辦公室普遍處於風險管理模式,超過三分之二(68%)的家族辦公室專注於提高投資多元化,近半數(47%)更多採用多樣化投資策略,包括非流動另類資產、美國以外股票市場及現金。當中另類資產對家族辦公室的重要性有所提升,佔受訪家辦投資組合的約42%,比例較2022至2023年的39%高。 貝萊德美洲機構業務主管Armando Senra表示,有60%受訪家辦對全球前景抱較悲觀看法,全球家族辦公室今年取態保持審慎,預計情況將持續到2026年。
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