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本帖最后由 小曲 于 2011-6-8 14:55 编辑 + v+ E* {" h6 t& i
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Signature Market Roundup* H' F$ N4 `) R; g2 X: |2 Y7 H, f
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Eric Bushell- Q' e6 k+ j9 ]" |
Senior Vice-President,2 `. [& a1 M7 [0 `; @
Portfolio Management. M# a9 a: f$ T$ C
and Chief Investment Officer; q: L+ S* g4 V6 g8 y
* q, G% H! R* a( R3 z( R" _" L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
1 y8 b, q% v; w" G) { h- umay be drawing to a close in April 2011. The fi rst phase8 y( [; g/ \5 E, A* F* ?: ^# x
ran from March 2009 to April 2010 and was halted by the
% R. d; Y% T& O- P/ IEuropean sovereign crisis and a U.S. slowdown. The second* C. j8 q* n# k% G
phase began with the U.S. Federal Reserve launching an
a' C# |' g* l t+ |/ p; Iunconventional easing policy dubbed QE2 in September
0 T: z' E7 o4 z, _6 o2010. This action saw investors exit the dollar and scramble, g5 Y& V0 n# A+ _) K
for real assets ranging from property to commodities, credit) N y; [. [! k, @
and equities. As we near the end of this policy, prospects
8 W# A' L/ ?( i, w' E6 vfor dollar stabilization grow; this would be helped through7 R/ s" E# p" b
U.S. fi scal retrenchment and relief on the part of bond! R% n% \+ S5 f* B$ S( K
markets. Given the success of the policy and the heightened. \, [& l) y K! V- v; z' u
uncertainties elsewhere, it may be time to move to a more
% |( @5 ]" o7 q5 m! c$ ^- x( Xneutral risk positioning. |
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发表于 2011-6-8 13:44
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