J.P.摩根 European Private Clients Reveal 2016 金融市场 Expectations

• Private equity is expected to be the best-performing asset class, while European 股票 is expected to take the lead over U.S. 股票
• 投资者对美国经济前景仍持乐观态度.S. interest rates, with a third expecting it to rise to between 1% and 1.5% in 2016
• A third of investors also express caution on the outlook for the Chinese economy, and deflation is also 名字d a key risk for the year ahead

2016年5月18日(英国伦敦) – J.P. 摩根私人银行 today revealed market expectations and concerns European investors voiced in the firm’s latest 私人客户调查 ^{脚注 1}. Client views explore the prospects for investment returns in 2016 and events they expect will impact financial markets. Find the Spring 2016 Investment Barometer 在这里.

Equities expected to be the best-performing asset classes

今年, private equity emerged as the most favoured asset class (33%), followed closely by public equity markets (28%) – a contrast to 2015 w在这里 over half of investors believed 股票 would perform the best. Hedge funds also attracted some attention, with 16% of investors expecting them to provide good returns over the next year, while clients also thought commodities (14%) would fare well.

另外, over the past two years t在这里 has been a clear shift among investors when it comes to geographical allocation for 股票, with the majority now favouring European 股票 over the U.S. 今年, nearly half (47%) of investors see European 股票 outperforming other regions, 而35%的人仍然相信美国.S. 股市将在今年引领潮流.

2016年金融市场风险

在经历了不稳定的年初之后, a number of factors are worrying financial markets worldwide, including a surprise geopolitical event. In Europe, Brexit and Spain’s general election are the focus, while many are watching the U.S. 总统竞选势均力敌. Client fears surrounding the Chinese economy also remain, with 30% believing they could suffer a hard landing this year. Some regional variations can also be observed, with over half of German investors (52%) mostly concerned about global geopolitics, 西班牙投资者排名第九.6%)最不担心这一点.

对美国利率的乐观情绪正在浮现

当被问及美国在哪里.S. Federal Reserve Federal Funds rate is expected to be by the end of 2016, a large proportion of investors (37%) believe rates will rise to between 1% and 1.5%. 然而, 一些投资者仍持谨慎态度, with over half (59%) expecting the Federal Funds rate to remain under 1% for the year. Geographical opinion is consistent across Europe, except for Spain w在这里 t在这里 is an even divide between investors who think rates will remain under 1% and those who believe it will rise towards 1.5%.

2016年油价仍是一个令人担忧的问题

Three-fifths (61%) of clients believe oil prices will remain close to w在这里 they currently reside between $30 and $40 per barrel for the rest of 2016, while a third (28%) are slightly more optimistic, expecting prices to rise to between $40 and $50. In 2015, a third of investors correctly predicted that oil prices would fall to between $30 and $45 a barrel. A portion of respondents (14%) expect oil prices to drop again and predict prices could slip to below $30, whilst only 6% think they will rise to above $50 by the end of the year.

关于J.P. 摩根私人银行

J.P. 摩根 is a global leader in financial services to corporations, 政府, for-profit and not-for-profit institutions and wealthy individuals. 通过其私人银行专营权, the firm delivers customized wealth management advice and solutions to wealthy individuals and their families, leveraging its broad capabilities in investing, 税务及遗产规划, 家族办公室管理, 慈善事业, 信贷, fiduciary services and special advisory services to help its clients advance toward their own particular goals. 150多年来, the Private Bank’s comprehensive and integrated product offering, 致力于创新和诚信, and focus on placing the interests of its clients first and foremost have made J.P. 摩根 an advisor of choice to people of significant wealth around the world.

J.P. 摩根私人银行 is a marketing 名字 for the private banking business conducted by 12bet官方 & Co. 及其全球子公司.