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本帖最后由 小曲 于 2011-6-8 14:55 编辑 1 }4 W5 l: }7 D
+ v. ^$ K( K- @6 KSignature Market Roundup5 W$ \: q% R# M! S, ^4 e4 C' u
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Eric Bushell( x3 n U C4 [' `
Senior Vice-President,8 G2 R- y7 F" q9 F) i
Portfolio Management6 W% f! U! }0 h9 t# E
and Chief Investment Officer' V& p* }/ V$ `8 f
# x1 C* F- s" b5 i/ Z% H: \自lehman倒台后美国第二阶段的风险投资的恢复到四月底基本结束了。第一阶段是从2009三月到2010四月， 但被欧洲的债务危机和美国的减慢中断了。第二阶段是从美国联邦储备局2010年九月份开始的非传统的缓解政策，被称为QE2. 这个运作造成投资者抛售美金抢购房地产，商品期货，贷款，和股票。现在这个政策趋近结束，美金趋于稳定，这会帮助美国财政缩减，解除政卷市场的压力。面对美国QE2政策的成功，而世界其他地区都非常不稳定，现在可能是时候将投资定位到中性风险。2 r$ f5 o2 M1 e. \' U( B
+ G; R- y* {0 Q2 CThe second phase of the post-Lehman recovery in risky assets
8 K' s7 D3 S I0 ^: X" I! J$ j( emay be drawing to a close in April 2011. The fi rst phase' x# R: ~4 C# \ @$ I
ran from March 2009 to April 2010 and was halted by the
4 g/ V: k8 \1 @. aEuropean sovereign crisis and a U.S. slowdown. The second
. o: t+ G5 M' V2 D! Qphase began with the U.S. Federal Reserve launching an
" \( K" `5 x/ w9 Z8 Q8 yunconventional easing policy dubbed QE2 in September
6 r4 `3 f0 g# z1 t1 L! k8 t4 w2010. This action saw investors exit the dollar and scramble
- o% Q5 m9 ?4 h% w9 T6 bfor real assets ranging from property to commodities, credit0 V; i- D' {3 E) L) q1 J
and equities. As we near the end of this policy, prospects
1 O" g& @8 `; `for dollar stabilization grow; this would be helped through
7 m, a5 z% w3 k4 \; m# MU.S. fi scal retrenchment and relief on the part of bond
9 d" ^7 h. e2 c4 y& I! W' R Zmarkets. Given the success of the policy and the heightened
1 v4 z' v7 {8 B4 \6 j# E$ tuncertainties elsewhere, it may be time to move to a more
$ k0 u" }1 @# q/ rneutral risk positioning. |
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