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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 ) K; |1 |- p( Q5 N. X

( A( ?; U2 x) k, L2 g: j; TSignature Market Roundup
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EricBushell.jpg + M! c7 ~1 m/ w+ r1 F2 M
Eric Bushell0 `: ]6 x9 }  N
Senior Vice-President,
0 D4 h7 M: ], ?( YPortfolio Management; f! V% w/ v7 j& ~( h% ?
and Chief Investment Officer

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+ e' T8 H) h* n9 f+ h$ c" }2 ?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 assets7 g5 W$ ]/ `1 n7 x' h6 b
may be drawing to a close in April 2011. The fi rst phase
! S* W$ i& L( ]% R- E; }8 Qran from March 2009 to April 2010 and was halted by the
! l- z! _9 ?8 d, s9 H# ^European sovereign crisis and a U.S. slowdown. The second
' Y& X$ n; }: l7 l! N9 Wphase began with the U.S. Federal Reserve launching an
2 O: ?- X. n1 M. K- m! s' Nunconventional easing policy dubbed QE2 in September2 Q8 N7 q% V+ O
2010. This action saw investors exit the dollar and scramble" K, \- B3 X( ]* b5 Y+ F
for real assets ranging from property to commodities, credit3 \; L7 c1 O& h, R" _6 w
and equities. As we near the end of this policy, prospects
% ^9 [0 ?0 D9 ofor dollar stabilization grow; this would be helped through2 E% |! O, Q; a( r. C
U.S. fi scal retrenchment and relief on the part of bond3 W! }' v# ]% O+ y% j
markets. Given the success of the policy and the heightened
! C& D0 Q" X5 u5 ?uncertainties elsewhere, it may be time to move to a more: v" H% \  R3 w# o+ {; O4 k
neutral risk positioning.
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