Fencer
Thematics人工智能及機械人學基金
投資於在人工智能及機械人技術方面具領先優勢,並逐漸改變我們生活方式的企業,務求解鎖當中的增長動力。
Collective Views: Liberation day, tariffs, market volatility
觀點匯聚:解放日、關稅及市場波動
我們匯聚投資專家觀點,探討美國關稅「解放日」引發的市場震盪所帶來的影響及後果。(只供英文版)
關於我們
Equities

Global value investing re-interpreted

1月 17, 2024 - 8 min

Daniel Nicholas, Client Portfolio Manager at Harris Associates, discusses what sets them apart from other managers and the main challenges and opportunities in equity markets.

Risks

This material is provided for informational purposes only and should not be construed as investment advice.

All investing involves risk, including the risk of loss. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.

The views and opinion contained herein reflect the subjective judgements and assumptions of the authors only and do not necessarily reflect the views of Natixis Investment Managers, or any of its affiliates. The views and opinions are as of November 2023, and may change based on market and other conditions. There can be no assurance that developments will transpire as forecasted, and actual results may vary.

DR-61327