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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" r$ m& i  ^5 D
Eric Bushell
" D% A" S: i8 M; q! mSenior Vice-President,9 L: K) P; k, c5 V
Portfolio Management: t1 A- W, o  A8 e* f7 q) E. ]7 m
and 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。
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The second phase of the post-Lehman recovery in risky assets0 W  \# a* ?. c% y2 Y
may be drawing to a close in April 2011. The fi rst phase
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+ k# r' p" P1 C% ~European sovereign crisis and a U.S. slowdown. The second3 T! R+ ?1 f1 ]6 S+ L8 X+ Z  C
phase began with the U.S. Federal Reserve launching an
+ M1 t: ~  I" U6 b1 r% ?+ C# @unconventional easing policy dubbed QE2 in September9 h$ @/ l9 |. ]6 e. a4 a" H5 ]
2010. This action saw investors exit the dollar and scramble8 A5 @3 q3 `! y. f, h: a
for real assets ranging from property to commodities, credit
+ b  m) J2 R3 f4 \8 N. Zand equities. As we near the end of this policy, prospects$ M5 Z' C2 K7 D# }
for dollar stabilization grow; this would be helped through+ l& J/ @% ]8 u8 x  \7 @; i
U.S. fi scal retrenchment and relief on the part of bond
$ a7 M" Z, K2 q* gmarkets. Given the success of the policy and the heightened
2 j3 i, r' z) ^2 o* v/ O" ?uncertainties elsewhere, it may be time to move to a more3 R9 N& b6 k+ v* O; f, t8 q6 }$ x
neutral risk positioning.
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