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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
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0 f8 f6 h' T1 ~5 r; ESignature Market Roundup
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  Q6 j- ^( P. ^8 F' ?* p EricBushell.jpg 6 E1 o9 o5 o$ [( ^4 ?3 I" C2 }) Y
Eric Bushell
% a' C, E: A+ M  {; zSenior Vice-President,4 y: C0 o4 e4 U7 c- L  z' F2 f0 ?
Portfolio Management% G9 L; D" W2 @. T; q
and Chief Investment Officer

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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。: q6 t) D: Y5 o

: i4 z) N, a. L3 Z1 ?. j% V9 `The second phase of the post-Lehman recovery in risky assets
' p% P( t" N, y5 {/ K5 {may be drawing to a close in April 2011. The fi rst phase
. E6 l& O9 n0 K2 B' O* [ran from March 2009 to April 2010 and was halted by the
9 I- X* M; ?+ v# pEuropean sovereign crisis and a U.S. slowdown. The second" U$ k; n" _, c2 ?* a; L! M
phase began with the U.S. Federal Reserve launching an
  @& K2 @3 ~1 m8 O$ ^9 Yunconventional easing policy dubbed QE2 in September
% M0 i$ f2 {" o1 _# f7 d2 {! f2010. This action saw investors exit the dollar and scramble
# h! c3 \8 u. |for real assets ranging from property to commodities, credit  X" u: B- u- C. c2 ~
and equities. As we near the end of this policy, prospects  |7 ^) o0 w1 v$ P: e$ J  B( Y6 _3 |
for dollar stabilization grow; this would be helped through
, E# P" d7 J, N1 z% O* P  A3 xU.S. fi scal retrenchment and relief on the part of bond8 y3 U+ ^2 h- d8 y
markets. Given the success of the policy and the heightened6 O0 G( `3 H% M3 R
uncertainties elsewhere, it may be time to move to a more
' R4 P& E3 Q( f0 |! c, lneutral risk positioning.
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