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发表于 2011-6-8 13:44 | 显示全部楼层 |阅读模式
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本帖最后由 小曲 于 2011-6-8 14:55 编辑 * W! U) L/ ^4 {$ Q) u8 G: z

- @( a1 g- N4 i, hSignature Market Roundup
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EricBushell.jpg ; o  a1 ?0 z4 d
Eric Bushell
8 a) i+ M9 e9 m. f) R1 F  q* ?( [Senior Vice-President,+ H( V( ^+ u/ e3 l5 L6 V3 ?7 n
Portfolio Management2 u! A1 ^# o2 K
and Chief Investment Officer

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0 F4 m5 o/ t  Y; P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。
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The second phase of the post-Lehman recovery in risky assets4 i; S& V3 H+ d8 U2 c
may be drawing to a close in April 2011. The fi rst phase
9 s  I/ b" n$ ^$ e9 r9 ?( k* }ran from March 2009 to April 2010 and was halted by the
1 l2 D3 @9 d# U" o9 n3 L" JEuropean sovereign crisis and a U.S. slowdown. The second; Z+ y+ G* b) o8 O
phase began with the U.S. Federal Reserve launching an
' r* Z; G/ @  u) D" i. Kunconventional easing policy dubbed QE2 in September  K2 L1 R5 j5 A; E, D4 @
2010. This action saw investors exit the dollar and scramble' z% F. l# |* G. @8 N
for real assets ranging from property to commodities, credit
9 m) a: E" E/ V7 ?9 Qand equities. As we near the end of this policy, prospects: M0 T8 C& R* d, v1 U
for dollar stabilization grow; this would be helped through7 O7 Q. E/ ], z- |( P; {
U.S. fi scal retrenchment and relief on the part of bond6 V- P" k( J' y6 o$ r
markets. Given the success of the policy and the heightened$ x3 S; m, j" j0 U- r
uncertainties elsewhere, it may be time to move to a more7 E- F/ i/ X, m: ^2 d) v0 R
neutral risk positioning.
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