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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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+ e2 Q$ O- G- P( |9 g# L. g EricBushell.jpg
0 @( D) x6 w7 dEric Bushell
, o/ N( L  k! X' G$ NSenior Vice-President,
, F, O1 T5 k3 I3 R1 q3 W: uPortfolio Management
  T4 b  O3 U( X: oand Chief Investment Officer
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/ j4 ^8 h& m0 \! F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。, m, }6 u% n6 ^% G7 x

3 B1 R# \2 d. BThe second phase of the post-Lehman recovery in risky assets* V& S! l( g  h$ h5 \" g, S
may be drawing to a close in April 2011. The fi rst phase
( ?$ H: {7 p  i) K2 kran from March 2009 to April 2010 and was halted by the
& G1 I- s% D  ]8 VEuropean sovereign crisis and a U.S. slowdown. The second& I/ D: R& ^+ D1 y3 L1 @7 m/ m8 A
phase began with the U.S. Federal Reserve launching an
. Q" H# }' c: J( p7 @5 ounconventional easing policy dubbed QE2 in September
+ U  @# u1 V6 y' I8 O& l: l& w2010. This action saw investors exit the dollar and scramble
& g' s8 l, v) O3 M7 O: Wfor real assets ranging from property to commodities, credit7 K# E; g6 j! j
and equities. As we near the end of this policy, prospects. |) o9 U- |4 v# V
for dollar stabilization grow; this would be helped through% J( Q# g5 q- O0 ^
U.S. fi scal retrenchment and relief on the part of bond
1 B: N7 g  _+ A; I7 A( I* ~markets. Given the success of the policy and the heightened5 \0 h/ j8 q7 B
uncertainties elsewhere, it may be time to move to a more- g5 R8 v$ v2 J3 z: P5 _- t& q
neutral risk positioning.
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