安联环球投资（AllianzGI）一位高管表示，欧洲近期的动荡和中东战争可能会促使投资者寻求更大的多元化，从而可能在未来几个月推动资本流入包括中国内地和香港在内的亚洲市场。安联环球投资是欧洲最大的基金管理公司之一。
Recent unrest in Europe and the Middle East war could prompt investors to seek greater diversification, potentially driving capital inflows to Asian markets including mainland China and Hong Kong in coming months, according to a senior executive of Allianz Global Investors (AllianzGI), one of Europe’s largest fund houses.
该公司亚太区分销主管朱莉·顾表示，法国、意大利和西班牙近期的抗议活动将促使投资者重新审视和调整他们对不同市场的敞口。
Julie Koo, head of distribution in Asia-Pacific for the company, said the recent protests in France, Italy and Spain would lead investors to review and adjust their exposure to different markets.
顾在接受《南华早报》采访时表示：“投资者不需要准确预测每一个事件。每当出现动荡，都会给投资者一个停下来重新审视其配置的机会，并问自己如何才能减轻风险。”她表示，除了欧洲动荡和美以对伊朗的战争之外，美国还面临下周中期选举的不确定性，并补充说，投资者需要一个稳健的框架，以便在形势变化时深思熟虑且始终如一地做出应对，而不是试图预测每一次市场走势。
“Investors do not need to predict every event correctly,” Koo said in an interview with the South China Morning Post. “Whenever there is unrest, it gives investors an opportunity to pause and revisit their allocations, and to ask themselves how they may mitigate any risks.”In addition to the Europe unrest and the US-Israel war with Iran, the US is also facing uncertainty with the midterm elections next week, she said, adding that investors needed a robust framework to respond thoughtfully and consistently as conditions evolved rather than attempting to forecast every market movement.
顾表示，由于该地区的经济增长和相对较低的估值，亚洲、尤其是香港和中国内地，是寻求多元化的欧洲投资者的选择之一。
Koo said Asia, particularly Hong Kong and mainland China, was among the choices of European investors who were seeking diversification, owing to the region’s economic growth and relatively low valuations.
她说，截至9月底，香港和内地股市的估值低于其长期估值水平，而美国股市则“有时在高位交易”。
Stocks in Hong Kong and mainland stock markets were trading below their long-term valuations as of the end of September, while US stocks had been “trading high at times”, she said.
她说：“亚洲市场处于非常有利的位置来吸引资本流入，因为它们的配置偏低。”
“The Asian markets have a really favourable position to capture the capital flow because they are underweighted,” she said.
因此，她表示，投资者和主动型资产管理公司希望增加在香港、中国内地和亚洲的配置，尤其是瞄准盈利和增长前景良好的公司。
As such, she said investors and active asset managers would like to increase their allocations in Hong Kong, mainland China and Asia, particularly targeting companies with good earnings and growth prospects.
她补充说，近年来投资者加大了对亚洲的资本流动，安联环球投资亚太区分销业务管理的资产在过去三年中增长了70%。
Investors have increased capital flow to Asia in recent years, with assets under management in AllianzGI’s Asia-Pacific distribution business increasing 70 per cent over the past three years, she added.
安联环球投资是德国保险商安联的一部分，安联是全球最大的金融公司之一。
AllianzGI is part of German insurer Allianz, one of the largest financial firms worldwide.
她说：“中国是一个如此巨大的市场，以至于许多投资者并不完全了解这个国家的机遇。这就是为什么香港正在发挥重要作用，因为它是中国内地与世界之间的连接者。”她补充说，除了上市公司，许多客户也在关注私募市场。
“China is such a big market that many investors do not fully understand the opportunities in the country,” she said. “It is why Hong Kong is playing an important role, as it is a connector between mainland China and the world.”Besides listed companies, many clients had an eye on private markets, she added.
顾表示，香港政府最近宣布的将香港打造成财富管理中心和技术中心的五年计划将吸引更多投资者。
The Hong Kong government’s recently announced five-year plan to turn the city into a wealth-management hub and technology centre would attract more investors, Koo said.
她说：“香港将变得非常重要，因为它是国际投资者进入东南亚、北亚和中国内地的理想地点。它也是下一代中国内地客户前来管理财富的市场。”
“Hong Kong is going to be really important as it is an ideal location for international investors to access Southeast Asia, North Asia and mainland China,” she said. “It is also the market the next generation of mainland Chinese clients will come to to manage their wealth.”