💡洞察:如何减少地缘政治风险对您的投资组合的影响

正常情况下,地缘政治事件不会像人们担心的那样发生,但是资产价格在事件开始时就达到了最糟糕的水平了。

但这并不意味着最坏的情况永远不会发生,短期波动仍然可能导致不眠之夜,如果这是您,那么值得采取一些措施来降低您的投资组合的风险。

可以采取的步骤包括:

  • 🌍多元化:通过跨部门、国家和地区分散风险,您可以减少地缘政治事件的影响。多查看您在公司、行业和国家/地区的风险敞口。
  • 🏰 避险资产:当重大风险事件发生时,现金、黄金和债券通常(并非总是)表现良好。将投资组合的一部分分配给这些类型的资产可以减少投资组合的波动性,让您安心。但请记住,从长远来看,它们确实会拖累绩效。
  • 📈 受益于地缘政治风险事件的股票:石油生产商、网络安全和国防公司可以从不断上升的风险中受益,并实现长期增长。

在管理避险资产和此类股票的风险时,需要记住两件事:

⚖️ 过度对冲

人们很容易会得意忘形,投资于在“世界末日”情景下表现良好的资产。如前所述,避险资产可能会拖累业绩。投资者承担风险是获得报酬(补偿)的,而试图完全消除风险往往会导致回报不佳。

 

⏳ 时机

试图把握市场时机已经够困难的了。尝试购买资产来对冲你的投资组合甚至更加困难。

如前所述,资产价格通常在事件开始时达到最低水平。这也适用于石油和黄金等商品,当地缘政治事件开始展开时,投资者往往会大肆买入石油和黄金股票。

当俄罗斯入侵乌克兰时,油价在几天内达到顶峰。在 5 月份小幅上涨之后,接下来 12 个月呈下降趋势。这种模式以前曾发生过几次,其中最著名的是 1990 年和 1991 年的第一次海湾战争。这一事件让许多经验丰富的投资者感到恼火。

💡洞察:如何减少地缘政治风险对您的投资组合的影响 — Engage

金融危机期间金价也出现了类似的模式。2008年雷曼兄弟倒闭后,金价连续几个月下跌,最终上涨。

✨ 这个故事的寓意是,如果您希望减少投资组合的价格波动,您需要拥有这些投资组合对冲作为您投资组合的永久一部分,而不是试图将它们用作临时对冲。

或者,如果您不关心价格 波动 (因为您有长远的眼光),那么正如我们常说的,拥有高质量的企业,长期投资,是最好的选择。

#新加坡投资

#地缘政治带来的投资机会

#新加坡公积金 #新加坡CPF #新加坡永久居民 #新加坡公民

#新加坡投资 #海外配置 #新加坡保险 #新加坡理财

你的宝库管家

Jolysse邬宇思

微信:Yusi_Wo / WhatsApp:90088276

新加坡全牌照理财顾问

Representing Financial Alliance Pte Ltd

Singapore Largest Independent Financial Adviser

Important: The information and opinions in this article are for general information purposes only. They should not be relied on as professional financial advice. Readers should seek independent financial advice that is customised to their specific financial objectives, situations & needs. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.

Published By:

JolysseWu 邬宇思

A Little about me:

Hi, I’m Jolysse. Thank you for visiting my website and I’m looking forward to getting to know you personally.

I’m an independent financial consult and strive towards helping my clients and their families to accumulate wealth and helping them grow their investment portfolios.

您好。我是宇思,您也可以叫我Jolysse。

我是一名具有8年财富管理经验的独立理财顾问,金融学&管理学双学士,先后服务过近千个私募客户,个人美股及衍生品投资最高年化收益率达366%。在信息爆炸的时代,为您用中立、专业、挑剔的眼光去选择最合适您的理财方案!

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  • Financial Alliance Pte Ltd ( “FAPL”) is licensed by the Monetary Authority of Singapore (“MAS”) and allowed to conduct financial advisory activities in accordance with the Financial Advisers Act (Cap. 110) (“FAA”) and the Securities & Futures Act (Cap. 289) (“SFA”) within the jurisdiction of the Republic of Singapore and in accordance with the licenses granted by MAS
  • 鑫盟理财私人有限公司( “鑫盟理财”)持有由新加坡金融管理局(“MAS”)所颁发的牌照,并许可在新加坡共和国境内依据财务顾问法(第110章)和证券与期货交易法(第289章)进行财务咨询等相关业务
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In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.

根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.

By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.

提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策