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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 6 U0 e1 `  s) b! R0 W7 q4 o
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Signature Market Roundup8 ?9 D( b9 ^2 {$ O+ o

' c1 `) `3 E0 E- L- | EricBushell.jpg
8 h9 f/ h0 [3 a6 yEric Bushell$ X4 `3 W) l6 m3 F- E/ c
Senior Vice-President,+ ~. B, N6 D3 m. T
Portfolio Management2 g9 P% B5 }' l: L8 ^$ P
and Chief Investment Officer
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% S/ r3 b0 }/ A" O7 ~5 W# J% Z) t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。( d& j/ t# u$ N2 |2 U
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The second phase of the post-Lehman recovery in risky assets9 B4 Y) b, Q3 K' E- b9 ~
may be drawing to a close in April 2011. The fi rst phase5 U( s- U& ~5 m9 m' {" E0 W
ran from March 2009 to April 2010 and was halted by the
8 J2 m9 n) Z& }$ ]; g  d3 T$ p' \3 xEuropean sovereign crisis and a U.S. slowdown. The second
* U- _% E5 C( S! [$ ?phase began with the U.S. Federal Reserve launching an& C& r+ F8 j7 ]3 ^% l
unconventional easing policy dubbed QE2 in September
1 m* [7 N6 ]' ~, {# j2 J, R2010. This action saw investors exit the dollar and scramble" _7 Y: |% K, f
for real assets ranging from property to commodities, credit7 N9 C8 l: b, P% l
and equities. As we near the end of this policy, prospects
8 o/ V. q# a2 h. c( D4 rfor dollar stabilization grow; this would be helped through9 s/ h5 r. G* D" O
U.S. fi scal retrenchment and relief on the part of bond
' P& v5 M: E9 c9 H! p: q/ V1 {/ E3 Zmarkets. Given the success of the policy and the heightened
: E. W1 a2 O& |3 E# F5 quncertainties elsewhere, it may be time to move to a more
& Q6 ^7 ^2 m. g3 n- f' B! [neutral risk positioning.
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