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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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$ O) W. F. l+ X3 b) X& ZSignature Market Roundup: l/ H1 k0 p0 W, Z5 {$ c. y
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EricBushell.jpg ( I* a/ }! P: Q2 ~
Eric Bushell9 @  v" I' \9 a8 t. B5 R
Senior Vice-President,
' t3 K. c' }# q( g7 S& WPortfolio Management8 t0 V4 F1 R$ t# ^
and Chief Investment Officer

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  y: Z$ n/ J  x" p9 W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。- \7 @/ v& L, R8 b/ P
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The second phase of the post-Lehman recovery in risky assets
: T9 O1 J/ G" z6 R4 F7 ~: h# bmay be drawing to a close in April 2011. The fi rst phase6 _) H! f& G+ m; ~* _
ran from March 2009 to April 2010 and was halted by the2 G, ^% H1 k, O3 b% ~
European sovereign crisis and a U.S. slowdown. The second7 Q) D! m, y4 O: p( d% p9 Y5 d3 \  P
phase began with the U.S. Federal Reserve launching an8 z' O) X7 d$ D  W* Y8 C+ _
unconventional easing policy dubbed QE2 in September8 F# m, C/ z8 k3 U: s8 O
2010. This action saw investors exit the dollar and scramble7 H/ }6 o  b0 v9 `% l- b0 s
for real assets ranging from property to commodities, credit9 k$ ^1 T( Y: w$ U7 Z- P6 s
and equities. As we near the end of this policy, prospects/ x* A; A5 ^8 r& K4 \. V. |
for dollar stabilization grow; this would be helped through
' e! G  K% e  C& }  P. [+ DU.S. fi scal retrenchment and relief on the part of bond, d4 O; }) A1 _) o
markets. Given the success of the policy and the heightened0 U- u3 y& _  j" I0 ]( ~; c$ K7 R# [" L
uncertainties elsewhere, it may be time to move to a more; w+ @+ y0 U4 h
neutral risk positioning.
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