Inflation has been peaking globally and is likely to decline into 2023, as many countries are coming to terms with the idea of living with COVID-19. However, the Russia-Ukraine conflict has added furt ...More
EJ Insight2022-05-04
Sometimes in life, you find yourself “in between.” In between seasons, in between relationships, in between jobs. One season is ending, and the next has yet to begin. This is where markets are now. Di ...More
EJ Insight2021-02-26
Markets have experienced a powerful bounce in April, with US and global growth stocks leading the way, while “value” sectors have been more mixed. Oil-and travel-related equities continue to suffer. F ...More
EJ Insight2020-05-05
儘管近月中美貿易衝突緩和,但積極物色機遇及分散投資依然重要。基於牛市已經持續一段時間,惟利率和通脹水平仍然維持 ...全文
今日信報理財投資宏觀灼見David Eiswert2020年02月04日
如何應付市場壓力是投資者最關注的問題之一。事實上,一味追求安心的投資產品並不能保證投資者高枕無憂。面對市場動盪 ...全文
今日信報理財投資宏觀視野David Eiswert2019年09月13日
現今世界瞬息萬變,受到低息和寬鬆信貸條件的催化,顛覆性創新無處不在。 在消費者熱中追求創新的領域,顛覆性發展更 ...全文
今日信報理財投資行業微觀David Eiswert2019年08月02日
踏入2019年,投資者關注已屆「老牛」的美國股市會否保持升勢不變,因預計經濟和企業盈利增長高峰期已過,未來幾季 ...全文
今日信報理財投資宏觀視野David Eiswert2019年03月04日