In the past three months, only 29 billion-dollar private equity products have outperformed the Shanghai and Shenzhen 300 Index. Compared to large-scale private equity funds, small private equity funds that actively pick stocks can achieve impressive performance during market rebounds due to their flexible position adjustment.

"Inflation rebound" is mentioned as an uncertain factor in Shenzhen's investment outlook, and this situation seems more likely to occur.

As the year is coming to a close, the Federal Open Market Committee (FOMC) of the Federal Reserve also issued an unexpected signal - due to expectations of higher inflation and economic growth in 2025, the pace of interest rate cuts next year will slow down.

Schroder believes that in the future energy transformation, energy solutions and infrastructure for low-carbon development will become the focus of investment. Many technologies will be crucial for achieving the global net zero target, and in the long term will bring significant opportunities for complementary investments.

Barclays research team published a research report on the December Federal Open Market Committee (FOMC) meeting, indicating that the FOMC will cut interest rates by 25 basis points and suggest that the pace of future rate cuts will slow down, hinting at a possible pause in rate cuts in January.

"Chen Qingwei, Chief Investment Research Director of Tiger Securities (Hong Kong), expressed a cautious attitude towards the future trends of the US stock market next year, as the current valuation of the US stock market is at historical highs. Therefore, the key question is whether the profit growth can be sustained."

DWS expects that due to policy uncertainty, the Federal Reserve may choose to skip the January meeting next year and decrease interest rates again in March.

The Federal Reserve will not end the current rate-cutting cycle after two cuts next year, but will instead extend the pace of rate cuts.

Against the backdrop of increasing trade tariffs, Anben is taking a strategic approach to managing investments in emerging markets.

Wang Fengzhi introduced that Global X successfully launched 10 China-themed ETFs in Hong Kong with a deep understanding of the Chinese market.

Wang Fengzhi introduced that Global X, with a deep understanding of the Chinese market, has successfully launched 10 China-themed ETFs in Hong Kong.

In conclusion, the global economic outlook is positive in 2025, the investment market is in a state of crisis with opportunities, market fluctuations caused by uncertainties provide both adjustment risks for overvalued stocks and opportunities for investors to absorb high-quality stock and bond assets.

Wang Fengzhi, Global X successfully issued 10 China-themed ETFs in Hong Kong with a deep understanding of the Chinese market.

Fidelity Investments believes that the demand for the Japanese stock market is improving, and the market outlook for 2025 and beyond remains attractive.

Leung Kwun Hei, Chief Investment Officer of Hang Seng Bank Wealth Management, stated that the latest dot plot from the Federal Reserve shows that officials now expect to slow down the pace of interest rate cuts next year to 2 times (previously expected to cut 4 times in September), with 2 more cuts expected in 2026 (consistent with September's expectations). Long-term interest rate forecasts have slightly risen to 3%.

With the Fed cutting interest rates setting a floor for short-term yields, it is still expected that medium and long-term government bond yields will rise, leading to a steepening yield curve.

Dah Sing Financial released its economic and market outlook for 2025. The institution predicts that the Hang Seng Index may test 23,100 points in the first half of next year, with support at the 17,000 point level. The prospects for high-dividend stocks, domestic consumption, and sectors supported by national policies are relatively positive.

Lin Changjie stated that recent employment data shows that the US labor market is experiencing a cooling phase, and market confidence in the Federal Reserve announcing an interest rate cut at its December meeting is increasing.

Recently, economic data in the United States has been mixed, with the labor market appearing to be weakening while inflation remains stubborn.

Schroder Investment Management stated in a post that the outcome of the 2024 US presidential election has already been decided, but investors should not overlook the fact that even during the election period, the US economic growth remains strong.