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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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Signature Market Roundup
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EricBushell.jpg
  }- s- M) ]/ a. \$ o3 H# @# \Eric Bushell. P, ?$ k9 S  p8 A0 X
Senior Vice-President,$ ^1 m. a* |& E) G# E* @* ?5 ^
Portfolio Management
) ?1 X7 T: b! _4 Z2 t3 Iand 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。+ y) ^# ~. Y, R/ H! P- [

4 `- `2 F0 [) c  RThe second phase of the post-Lehman recovery in risky assets
: `- d6 h6 ^* r; Emay be drawing to a close in April 2011. The fi rst phase
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European sovereign crisis and a U.S. slowdown. The second. t" S1 i4 c" I4 Z2 {3 c
phase began with the U.S. Federal Reserve launching an
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2010. This action saw investors exit the dollar and scramble% D- J9 |3 s: C# C! z
for real assets ranging from property to commodities, credit
+ @6 P, ?" h6 V0 mand equities. As we near the end of this policy, prospects3 i" Y* a7 q; c
for dollar stabilization grow; this would be helped through5 e4 a: c+ N% R2 n' J! b/ O9 t
U.S. fi scal retrenchment and relief on the part of bond
; ~% t& v4 Q# d3 Z8 xmarkets. Given the success of the policy and the heightened) H1 {+ C: [$ O& @( R/ z
uncertainties elsewhere, it may be time to move to a more; B5 ~6 }* r; m) S" E( j8 @7 [
neutral risk positioning.
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