《投资者情绪调查》透露哪些信息？
经济前景好吗？股市还有戏吗？瑞银最新关于投资者情绪调查揭示了全球范围内投资者投资的趋势和一些新的变化。
虽然对全球经济的短期乐观情绪继续增强，但投资者对新冠肺炎疫情（55%）、当地政治（48%）、美国大选（48%）、国债（48%）和税收增加（46%）感到担忧。
While short-term optimism on global economy continues to increase, investors are concerned on COVID-19 (55%), their own country's politics (48%), US election (48%), national debt (48%) and tax increases (46%).
瑞银财富管理联席总裁兼瑞银集团美洲区总裁Tom Naratil表示：“在疫情初期，我们已经意识到客户比以往更需要财务咨询，持续的市场波动和政治的不明朗因素进一步刺激相关需求。本调查再次印证出投资者正积极寻求财务建议。”
Tom Naratil, President of UBS Americas and Co-President of UBS Global Wealth Management, says: “We recognized early in the pandemic that our clients needed advice more than ever, and the ongoing market volatility and political uncertainty reinforced that need. This survey reiterates that investors are looking for advice.”
此调查于9月下旬至10月初对全球14个市场的4,000多名投资者及企业家进行调查。
According to the study, which polled more than 4,000 investors and business owners across 14 markets globally in late September and early October.
66%投资者正考虑于未来6个月投资在医疗保健，62%考虑5G网络，而56%考虑绿色复苏。
Sixty-six percent of investors are considering allocations to the healthcare sector over the next six months, while 62% are considering 5G networks and 56% are considering investments in a green recovery.
55%认为其本土市场的投资具有吸引力，为全球最受欢迎的选择。
Fifty-five percent consider their home region to be an attractive investment, the most popular choice globally.
49%表示期望未来6个月可获取更多收益，只有29%期望降低其投资组合的风险水平。
Forty-nine percent say they want to capture more yield in the next six months, compared with just 29% who want to reduce the level of risk in their portfolio.
75%表示期望与其财务顾问有更多联系。
Seventy-five percent say they want more contact with their advisor.
来自中国内陆的200名高净值人士参加了此次调查。他们平均年龄为42岁，平均可投资资产总额为365万美元，其中25%为企业家。
200 high-net-worth individuals from Chinese Mainland joined the survey. They are 42 years old on average, with an average of $3.65 million total investable assets, out of which 25% are business owners.
85%的受访者对未来5年经济前景持乐观态度，而全球为71%，亚太地区为70%。72%的受访者对未来6个月当地股市的投资回报持乐观态度。
85% respondents are optimistic on the outlook of the regional economy in 5 years, compared to the Global 71% and APAC 70%. 72% are optimistic on the investment returns in their own region’s stock market over the next 6 months.
中国投资者首选的投资主题包括新冠肺炎疫情下加速发展产业，中国数字经济及上涨的股票（如周期股和价值股）。
Top investment themes preferred by Chinese investors are those accelerated by COVID-19, China's digital economy, equity upside like cyclical and value.
55%亚洲投资者对当地未来12个月的经济前景表示乐观，与全球平均水平一致。
Fifty-five percent of Asian investors are expressing optimism on the economic outlook in their own region over the next 12 months, in line with the global average.
美国投资者看好区内短期经济和市场前景，升幅比例在全球排第二位。50%受访者对经济前景感到乐观，高于三个月前的41%。
US investors’ optimism over their region’s short-term economic and market outlook has increased by the second biggest margin globally.
同时，55%投资者对股市感到乐观，高于之前的44%。
Fifty percent are optimistic on the economy, up from 41% three months prior, and 55% are optimistic on stocks, up from 44%.
拉丁美洲投资者对短期经济前景最为看好，其中62%对当地经济感到乐观，60%则对当地股市感到乐观。
Latin American investors are the most likely to express a positive short-term outlook, with 62% optimistic on their own region’s economy and 60% optimistic on their own region’s stocks.
除瑞士以外，欧洲受访者对当地未来12个月经济的乐观程度高于平均水平。58%表示乐观，相比全球则为55%。
European respondents outside Switzerland are expressing above-average optimism on their own region’s economy over the next 12 months. Fifty-eight percent say they are optimistic versus 55% globally.
来源/经济日报·外企头条工作室（记者朱琳）
监制/张益勇 主编/王玥
编辑/闫伟奇
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