拥抱创新力量

改变成就更多机遇。

颠覆。改变成就更多机遇。

颠覆创新无处不在。从新兴科技到不断变化的贸易模式,我们的当下无时不被挑战。选择拥抱颠覆,便可抓住机遇。

“颠覆式创新”的定义

我们生活在一个颠覆性的时代。像人工智能 (AI) 这样的变革性新技术正在颠覆各类行业;气候变化正在撼动能源系统;地缘政治的改变迫使企业重新思考供应链体系;而人口结构的转变也正给医保体系施加压力。

颠覆的影响颇为深远。它们既带来了挑战,也创造了机遇。

正确的指引可以让颠覆变成一股向善的力量。人工智能或将显著提高生产力,能源系统或可变得更加可持续和清洁;新市场或可成为全球供应链中不可或缺的一部分;而医学上的突破可能会对医疗保健产生革命性影响。

面对这样的变化,经验、远见和敏捷的思维缺一不可。

迎着变化而上,应对当今挑战。以拥抱颠覆,来创造未来。

重新思考您的投资方式

「对投资者而言,专注颠覆式创新所带来的机遇尤其重要,这意味着质疑旧有的投资方式。」

安联投资全球股票投资总监 Virginie Maisonneuve

颠覆创造变革,变革创造机遇。

颠覆给这个世界带来诸多可能性,我们可以帮助您改变对这些可能的看法。当下所看到的颠覆之大或许令人不安,但根据我们的长足经验,我们能将意料之外的事情转变为积极正向的优势。我们将帮助您,在其成为主流之前,就精准确定好投资理念与想法,使您能够有效参与到这些全球性的变革中,并在其中寻找成长潜能。

正如颠覆重塑周遭世界一样,颠覆也可以重塑您的投资方式。我们将向您展示如何进行。

理解颠覆

安联投资时刻助您拥抱机遇,抓紧新机遇。

      • 追求超额报酬机遇,包括财务和「与结果相关」的超额报酬
      • 保持敏捷思维以应对不断变化的市场状况
      • 采取主题式投资

常见问题

  • 并非如此,颠覆在诸多不同领域都有发生,影响着商业活动的多个方面以及整个社会。我们看到三个关键领域出现了颠覆:

    • 科技 —— 包括数字颠覆
    • 能源 —— 例如超级充电清洁能源存储
    • 碎片化 —— 地球村的地缘政治变化滋生出的新型投资路线图
  • 颠覆性革新改变了其所在的特定行业、在该领域中运营的企业、利用到这些革新的其他行业中的企业,以及更广泛的经济和社会。人工智能就是一个很好的例子。它是一项新的科技创新,此后便被许多不同的领域接受。 .

  • 这始于一种心态。投资者应对新想法持开放态度。颠覆性创新往往在意想不到的领域创造大量新机遇。拥抱颠覆代表重塑观点,并以开放的态度重新评估对未来的看法。以下方法有助提供一个框架以面对颠覆性创新:

        - 寻找潜在机遇,包括财务和「与结果相关」的潜在机遇。
        - 保持敏捷思维以应对不断变化的市场状况
        - 采取主题式投资

了解更多关于「颠覆式创新」

探索我们的【安联投资学院】,以及一系列关于颠覆式创新的文章,这将加速您对这一投资主题的理解。





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Navigating Rates

驾驭利率

投资者需要采取动态方法,以适应利率、通胀预期和汇率的变化。
波动可能继续存在:我们预计货币政策与不久前相比会逐渐放松,但利率上升会使各行业感受到借贷成本居高不下的影响,进而引爆一些薄弱环节。即使短期来看,市场走势仍然不明朗,预期有可能被颠覆。但我们相信这种环境也会创造机会。
关键是在公开市场和私募市场都要多样化,我们具有应对复杂性的方案和专长。

发现更多

Embracing Disruption

迎接颠覆性新时代

我们认为,现在有必要改变对“颠覆性”的传统定义。颠覆性一词曾经用于描述科技行业,而由于人工智能和其他革命性科技都得到广泛使用,如今颠覆性无处不在。
科技或许是众多变化的驱动力,而新一轮颠覆性浪潮有可能会影响我们生活的方方面面。地缘政治变化也值得关注:中国成为电动汽车等许多高科技行业的主导者,而印度也在崛起。
新时代颠覆性的影响深远而巨大,我们可以一起把握随之而来的机会。

发现更多

Achieving Sustainability

实现可持续性

可持续投资发展迅速。可持续投资策略吸引的流入资金日益增多,人们对该策略的可衡量性和影响力的期望随之升高。可持续投资界正在经历一场转型:从注重ESG导向的风险管理,到注重有针对性的可持续发展解决方案,最终到注重有助于实现可衡量的环境或社会效益的影响力投资策略。
我们认为,这种注重改变现实世界的转型方向将是未来10年的长期趋势。我们拥有实现可持续效益的成熟方法;无论您的目标是什么,也无论您处在投资之旅的哪一阶段,我们都与您携手并进。

发现更多

Interpreting China

基础设施改造

经济与社会的发展和平稳运行离不开基础设施,但未来所需的许多基础设施目前尚不存在。基础设施项目(特别是向绿色能源转型的基础设施项目)所需投资巨大,私募资本市场可在其中发挥重要的融资作用。
投资者可以通过多种途径进入错综复杂的私募资本市场,选择合适的资本结构、投资地区或投资期限。
凭借我们的专业经验和市场渠道,我们正与投资者携手改造基础设施,迎接未来。

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