
As AI reshapes global growth, Carl Wong, Hong Kong CEO of Olive Asset Management, highlights a structural shift in how capital is allocated.
AI is emerging as the main driver of productivity, bringing both disinflationary pressure and geopolitical volatility. Navigating this environment demands disciplined, system-driven allocation, grounded in a clear portfolio framework that balances diversification, targeted sector exposure, and liquidity. Within this:
· AI infrastructure stands out as a long-term growth engine
· Real assets help hedge de-dollarization and currency risks
· Liquidity offers flexibility to navigate volatility and seize opportunities
This reflects Olive’s core principle: effective investing begins with clarity on how capital is structurally allocated across geographies, currencies, and asset classes, supported by dynamic management through cycles. 🔁
🔗 Press release: Noah | Olive Co-Host 2026 AI Outlook, Redefining Global Allocation for Global Chinese Investors in the AI Era
Link: prnewswire.com/news-releases/…
隨著AI重塑全球增長,Olive Asset Management 香港區首席執行官 Carl Wong 王惠嘉指出,資本配置方式正面臨結構性轉變。
AI正成為全球經濟增長的核心生產力驅動力,同時亦帶來通縮壓力與地緣政治波動的上升。面對這一環境,投資配置需要建立在紀律性與系統化的框架之上,平衡多元分散、具針對性的行業配置,以及流動性管理。在此框架下:
· AI基礎設施 →成為跨週期的長期增長引擎
· 實物資產 → 有助於對沖去美元化與貨幣風險
· 流動性 → 提供應對波動與把握機會的靈活性
這正反映了 Olive 的核心信念:有效的投資始於對資本如何在不同地區、貨幣與資產類別之間進行結構性配置的清晰理解,並結合跨週期的動態調整能力。🔁
🔗 新聞稿:NOAH | Olive 聯合舉辦 2026 AI Outlook 論壇 重塑 AI 時代下全球華人資產配置新格局
原文連結:prnewswire.com/apac/zh/news-r…
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