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发表于 2011-6-8 13:44 | 显示全部楼层 |阅读模式
老杨团队,追求完美;客户至上,服务到位!
本帖最后由 小曲 于 2011-6-8 14:55 编辑
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* d8 {# R. V/ U. d  LSignature Market Roundup
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EricBushell.jpg
' x$ f' v) S" t& pEric Bushell
$ G% o. Q5 n% KSenior Vice-President,6 J& b# n2 }* d5 {  y3 W
Portfolio Management
  i0 {4 p0 p( R) s9 F% K# ^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。
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The second phase of the post-Lehman recovery in risky assets/ k" N5 Z# K  o2 a9 \& x  w
may be drawing to a close in April 2011. The fi rst phase" l' X* I% A! s% U+ P1 C  O
ran from March 2009 to April 2010 and was halted by the
8 p. L0 U- e' |0 o& G( B" vEuropean sovereign crisis and a U.S. slowdown. The second1 F4 F6 B' `' g( P0 }9 R
phase began with the U.S. Federal Reserve launching an
" d5 h+ W/ r, v% w4 t2 s& M+ Punconventional easing policy dubbed QE2 in September, p" e  s! o# i/ D4 }
2010. This action saw investors exit the dollar and scramble$ j" z7 y1 r( E" y+ i5 {1 ^
for real assets ranging from property to commodities, credit1 b: w6 R7 K7 ?
and equities. As we near the end of this policy, prospects
; o6 d# @2 P9 b3 h. Ufor dollar stabilization grow; this would be helped through
  w0 j* `" v( T* f8 y8 ~U.S. fi scal retrenchment and relief on the part of bond
: O8 W" P* R* |  a! q8 {3 r+ Kmarkets. Given the success of the policy and the heightened
; y/ N# Q4 ?3 B6 puncertainties elsewhere, it may be time to move to a more/ j3 ]4 P4 f; ~5 `3 j
neutral risk positioning.
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