渣打银行-2024年下半年投资展望（英）.pptx

AdaptingtoshiftingwindsThestartofmajorcentralbankratecutsmarksakeyturningpointforinvestorsaspolicymakersswitchtheirfocustowardssupportinggrowth.Weseeitasagoodtimetoadapttotheseshiftingwindsby(i)stayingOverweightequitiesoverbondsandcash,(ii)favouringUSequitiesgloballyandIndianequitiesinAsiaand(iii)owninggoldandEMUSDbondsasdiversifiers.Inthisenvironment,balancedfoundationallocationscomprisingequities,bondsandalternativeassetsarelikelytooutperformallocationsthataresolely