股票
我們的投資團隊由63位股票投資專才組成，掌握充裕資源，對各種市況均有豐富經驗，多次為天利贏得產品及團隊大獎。
團隊下設多個全球行業小組，由區域及全球股票基金經理組成， 有助我們結合全球背景，分析公司及行業所面臨的機會和考驗，並促進整個團隊內部的良好溝通。 由此產生「由下而上」的分析，加上對市場主題的洞察，令我們可以構建有充分把握的投資組合，從而滿足客戶的需要。
我們致力投資於能創造出可持續長期價值的公司， 因此將公司會談及基本面研究視為股票投資的核心內容。 每年，我們都會進行超過3,400次面對面的公司會談。 我們相信，透過與公司及其管理層的直接會面與交流，有助確保我們能深入了解其表現動力、業務模式、公司財務狀況及競爭壓力。 同時，面對面交流亦令我們有機會向管理層詳細了解其大計與策略。
我們的投資組合奉行主動式管理策略，並根據投資環境調整投資方式。我們旗下的基金擁有不同的投資目標及風險狀況，全面覆蓋全球市場各個領域，包括核心基金至更為集中的高超額回報策略及更為專門的小型公司策略。
我們的股票投資成員包括：
英國 | 歐洲 | 美國 | 亞洲 | 新興市場 | 全球 | |
|---|---|---|---|---|---|---|
核心 | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
高超額回報 | ✔ | ✔ | ✔ | – | – | ✔ |
收入 | ✔ | ✔ | ✔ | ✔ | – | ✔ |
小型股 | ✔ | ✔ | ✔ | – | – | ✔ |
7 二月 2025
股票
Market Monitor – 7 February 2025
Market Monitor – 7 February 2025
Global stock markets had yet another highly volatile – but ultimately positive – week as investors try to parse the latest policy statements and executive orders from US president Donald Trump.
31 一月 2025
股票
Market Monitor – 31 January 2025
Market Monitor – 31 January 2025
Global stock markets experienced a highly volatile week as investor exuberance over the potential of artificial intelligence (AI) hit its first major stumbling block.
24 一月 2025
股票
Market Monitor – 24 January 2025
Market Monitor – 24 January 2025
Global stock markets made impressive gains this week on signs that President Donald Trump’s approach to international trade may be less draconian than previously feared.
17 一月 2025
股票
Market Monitor – 17 January 2025
Market Monitor – 17 January 2025
Global stock markets made solid progress this week as signs of slowing inflation in both the United States and UK rekindled hopes of further interest rate cuts.
10 一月 2025
股票
Market Monitor – 10 January 2025
Market Monitor – 10 January 2025
Global stock markets enjoyed mixed fortunes this week, with investors remaining concerned that central banks may be forced to keep interest rates at or near current levels for longer than expected.
20 十二月 2024
股票
Market Monitor – 20 December 2024
Market Monitor – 20 December 2024
Global stock markets sustained heavy losses this week, with post-US election euphoria evaporating and Christmas cheer in short supply.