2024 年上半年全球金融市場回顧

 

今年上半年，美國加息暫緩，全球金融市場表現分化，全球分散的資產配置更加重要。

 

在美聯儲降息預期和人工智能（AI）熱潮的推動下，美股在2023年延續了強勁表現。特別是Mega 7股票體現出強勁的上漲趨勢，納斯達克指數累計上漲 18.13%，標普 500 指數累計上漲超過 14%。

 

中國GDP上半年增長5%，有亮點但也有板塊比較掙扎，比如房地產和小盤股。上證綜指微跌 0.25%，創業板指則大幅下跌約 10.99%。

 

香港股市表現低迷，恒生指數在經歷了連續四年的下跌后，YTD纍計跌幅為3.94%。恒生科技指數繼續面臨下跌壓力，進一步下跌5.57%，連續三年收跌。

 

 

AQUMON 的投資組合表現如何？

 

AQUMON 的全球資產配置策略植根於科學原理，利用大數據和算法爲客戶實現穩定的風險調整後收益。

 

AQUMON的經典三步曲：1）挑選配置大類資產，2）嚴選ETF作爲代表該大類資產，3）然後觀察相關性動態配置權重。模型驅動的同時採用嚴格的風險控制和科學分散投資，我們成功幫助客戶降低投資風險，實現穩穩的收益。

 

旗艦投資組合：

 

好易投|香港ETF組合（SmartGlobal）繼續創造出色回報

 

• SmartGlobal投資組合繼續履行其承諾，提供穩定而有吸引力的回報，進取型（80%股票20%債券）第二季度、年初至今和一年期的回報率分別達到 3.88%、8.42% 和 10.21%。

 

• 這一值得稱道的表現歸功於 10 只在香港上市的 ETF 的強勁回報，這些 ETF代表不同大類資產， 是AQUMON通過多維篩選而選中併科學配置的。

 

• 在2024年上半年，我們注意到Sharpe Ratio夏普比例很高，即各風險類別的組合均有令人振奮的表現，同時風險控制得很好。

 

 

好易投|美國ETF組合（SmartGlobal Max）實現強勁增長

 

• 由於科學的配置到全球的優質資產，我們的 Smart Global Max 進取型投資組合（80%股票20%債券）取得了驕人的成績，第二季度、年初至今和一年期的回報率分別爲 1.51%、7.77% 和 12.48%。

 

• SmartGlobal Max投資組合之所以能持續創造正收益，關鍵在於其專注於 21 種在美國上市的 ETF，更加分散，從而實現了涵蓋更多資產的真正全球多元化資產配置。

 

 

主題投資組合業績回顧：

 

2024 年上半年，我們的主題投資組合中有一半表現強勁，成功超越各自的基準。2024 年第二季度，收息之選、港股行業龍頭、全球科技巨頭、美好世界和世界行業龍頭的回報率全部達到了雙位數，客戶在購買核心全球資產配置組合後，主題投資可以帶來更加豐厚的收益。

 

 

 

2024 年下半年全球市場走向？

 

進入 2024 年下半年，我們正處於全球主要國家貨幣政策的關鍵時刻。許多主要央行在 2024 年上半年開始降息，美聯儲也可能在今年下半年跟進。這一轉變爲投資環境帶來了新的機遇。

 

但也存在潛在風險。11 月份的美國大選將成爲金融市場的焦點，從而增加貨幣政策的不確定性。雖然我們預計大選結果不會破壞股市的漲勢，但由於潛在的政策變化，可能會造成短期波動。

 

美聯儲的降息意味着過去幾年專注在貨幣市場基金和短期國債的投資風向將發生改變，建議投資者將現金轉爲資產配置，並專注於創建一個更加股債平衡和多樣化的投資組合，抵禦風險的同時，能夠帶來相對穩健的收益。

 

SmartGlobal Max投資組合之所以能持續創造正收益，關鍵在於其專注於 21 種在美國上市的 ETF，更加分散，從而實現了涵蓋更多資產的真正全球多元化資產配置。

 

About us

AQUMON is a Hong Kong based award-winning financial technology company. Our mission is to leverage smart technology to make next-generation investment services affordable, transparent and accessible to both institutional clients and the general public. Through its proprietary algorithms and scalable, technical infrastructure, AQUMON’s automated platform empowers anyone to invest and maximize their returns. AQUMON has partnered with more than 100 financial institutions in Hong Kong and beyond, including AIA, CMB Wing Lung Bank, ChinaAMC, and Guangzhou Rural Commercial Bank. Hong Kong University of Science and Technology, the Alibaba Entrepreneurs Fund, affiliate of BOC International Holdings Limited, Zheng He Capital Management and Cyberport are among AQUMON's investors. 

 

The brand is held under Magnum Research Limited and is licensed with Type 1, 4 and 9 under the Securities and Futures Commission (SFC) of Hong Kong. AQUMON is also licensed by the U.S. Securities and Exchange Commission (SEC) and the Asset Management Association of China (AMAC).

 

Disclaimer

Viewers should note that the views and opinions expressed in this material do not necessarily represent those of Magnum Research Group and its founders and employees. Magnum Research Group does not provide any representation or warranty, whether express or implied in the material, in relation to the accuracy, completeness or reliability of the information contained herein nor is it intended to be a complete statement or summary of the financial markets or developments referred to in this material. This material is presented solely for informational and educational purposes and has not been prepared with regard to the specific investment objectives, financial situation or particular needs of any specific recipient. Viewers should not construe the contents of this material as legal, tax, accounting, regulatory or other specialist of technical advice or services or investment advice or a personal recommendation. It should not be regarded by viewers as a substitute for the exercise of their own judgement. Viewers should always seek expert advice to aid decision on whether or not to use the product presented in the marketing material. This material does not constitute a solicitation, offer, or invitation to any person to invest in the intellectual property products of Magnum Research Group, nor does it constitute a solicitation, offer, or invitation to any person who resides in the jurisdiction where the local securities law prohibits such offer. Investment involves risk. The value of investments and its returns may go up and down and cannot be guaranteed. Investors may not be able to recover the original investment amount. Changes in exchange rates may also result in an increase or decrease in the value of investments. Any investment performance information presented is for demonstration purposes only and is no indication of future returns. Any opinions expressed in this material may differ or be contrary to opinions expressed by other business areas or groups of Magnum Research Limited and has not been updated. Neither Magnum Research Limited nor any of its founders, directors, officers, employees or agents accepts any liability for any loss or damage arising out of the use of all or any part of this material or reliance upon any information contained herein.