14/05/2026
上月, 與安本投資(Aberdeen) 以及滙豐投資管理(HSBC Asset Management) 的投資專家一同剖析極短年期債券基金的運作機制、與貨幣基金的差異,以及在波動市況下如何優化閒置資金的收益。
⭐️超短債是貨幣基金的進階替代方案: 隨著美國利率預期見頂回落,傳統定存與貨幣基金的收益吸引力正逐漸減弱。超短期債券基金在維持低波動的同時,能提供比貨幣基金更高的潛在回報,是當前震盪市場中的高性價比選擇。
⭐️極短存續期有效抵禦利率風險: 此策略專注於投資一年內到期的債券,能顯著降低價格對利率變動的敏感度。極短的到期日也讓基金經理能快速將資金再投資於高息資產,在波動環境中保持淨值穩定增長。
⭐️全球多元配置強化組合抗跌力: 基金經理的專業篩選及管理可助策略性提升整體收益率,以及透過地域分散有效緩解地緣政治帶來的衝擊。
觀看完整線上講座: https://hk.endw.us/4dDWQOt
投資涉及風險。請參閱條款及細則和免責聲明:𝘩𝘵𝘵𝘱𝘴://𝘩𝘬.𝘦𝘯𝘥𝘸.𝘶𝘴/𝘭𝘦𝘨𝘢𝘭-𝘵𝘤。本公司已獲證監會發牌(中央編號𝘉𝘘𝘙𝟤𝟤𝟧),可從事第𝟣類(證券交易)、第𝟦類(就證券提供意見)及第𝟫類(提供資產管理)受規管活動。此貼文未經證監會審閱。
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Last month, sat down with investment experts from Aberdeen and HSBC Asset Management to discuss how ultra-short duration bond funds can optimise idle cash in today’s volatile market.
⭐️𝐀𝐧 𝐚𝐥𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐯𝐞 𝐭𝐨 𝐌𝐨𝐧𝐞𝐲 𝐌𝐚𝐫𝐤𝐞𝐭 𝐅𝐮𝐧𝐝𝐬: As U.S. interest rates peak, the appeal of traditional MMFs and fixed deposits is softening. Ultra-short-term bond funds offer a "best-of-both-worlds" solution—maintaining low volatility while capturing higher potential yields.
⭐️𝐒𝐡𝐢𝐞𝐥𝐝𝐢𝐧𝐠 𝐀𝐠𝐚𝐢𝐧𝐬𝐭 𝐈𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐑𝐚𝐭𝐞 𝐑𝐢𝐬𝐤: By focusing on bonds maturing within a year, these funds are far less sensitive to interest rate swings. The shorter duration allows managers to quickly reinvest in higher-yielding assets, supporting steady growth.
⭐️𝐆𝐥𝐨𝐛𝐚𝐥 𝐃𝐢𝐯𝐞𝐫𝐬𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐟𝐨𝐫 𝐑𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐜𝐞: Fund managers can help increase potential yield strategically through screening and management. By diversifying across different geographies, these strategies can help strengthen portfolio resilience against geopolitical shocks.
Visit to watch the full webinar: https://hk.endw.us/4dDWQOt
𝘐𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘪𝘯𝘷𝘰𝘭𝘷𝘦𝘴 𝘳𝘪𝘴𝘬. 𝘗𝘭𝘦𝘢𝘴𝘦 𝘳𝘦𝘧𝘦𝘳 𝘵𝘰 𝘛&𝘊 𝘢𝘯𝘥 𝘥𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳 𝘢𝘵 𝘩𝘵𝘵𝘱𝘴://𝘩𝘬.𝘦𝘯𝘥𝘸.𝘶𝘴/𝘭𝘦𝘨𝘢𝘭. 𝘖𝘶𝘳 𝘤𝘰𝘮𝘱𝘢𝘯𝘺 𝘪𝘴 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 (𝘊𝘌 𝘕𝘰. 𝘉𝘘𝘙𝟤𝟤𝟧) 𝘣𝘺 𝘚𝘍𝘊 𝘧𝘰𝘳 𝘛𝘺𝘱𝘦 𝟣 (𝘋𝘦𝘢𝘭𝘪𝘯𝘨 𝘪𝘯 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴), 𝟦 (𝘈𝘥𝘷𝘪𝘴𝘪𝘯𝘨 𝘰𝘯 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘪𝘦𝘴) 𝘢𝘯𝘥 𝟫 (𝘈𝘴𝘴𝘦𝘵 𝘔𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵) 𝘳𝘦𝘨𝘶𝘭𝘢𝘵𝘦𝘥 𝘢𝘤𝘵𝘪𝘷𝘪𝘵𝘪𝘦𝘴. 𝘛𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘩𝘢𝘴 𝘯𝘰𝘵 𝘣𝘦𝘦𝘯 𝘳𝘦𝘷𝘪𝘦𝘸𝘦𝘥 𝘣𝘺 𝘵𝘩𝘦 𝘚𝘍𝘊.