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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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; z' f. i9 r2 `3 t5 V4 X& h6 v0 _Signature Market Roundup5 ?  \8 X; L. ^: x, d, u- l( [
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EricBushell.jpg
3 C  X" i+ S3 R) g' ?& W2 MEric Bushell
, ^2 U0 i' _5 u/ ~& ASenior Vice-President,. \- E" H. F5 _( E% r
Portfolio Management% j2 z: l1 w$ W0 w, f
and Chief Investment Officer

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# a% L. n, g3 w! r) _. h2 C# A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。- F. M' d1 v7 Q0 H9 e" K: L
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The second phase of the post-Lehman recovery in risky assets
! X/ z( j+ f. w/ |may be drawing to a close in April 2011. The fi rst phase3 L7 O( b" k( |, _7 I
ran from March 2009 to April 2010 and was halted by the
3 j6 ]" p* z& d; W( ]. [" QEuropean sovereign crisis and a U.S. slowdown. The second* |% I! D4 Y3 k) o: L* c; V
phase began with the U.S. Federal Reserve launching an
  H* w  m; Q+ H. b8 _unconventional easing policy dubbed QE2 in September
  J( J0 v6 P0 @  {9 k2010. This action saw investors exit the dollar and scramble/ \8 x. }. ^" I. v+ {
for real assets ranging from property to commodities, credit/ \: l& M# C- V& y
and equities. As we near the end of this policy, prospects
6 U- X0 N+ Q3 N  q: ffor dollar stabilization grow; this would be helped through1 j$ K) e( y  }: k
U.S. fi scal retrenchment and relief on the part of bond$ B0 l4 d0 ^6 }: N
markets. Given the success of the policy and the heightened
) C5 B3 I& I% m) h3 euncertainties elsewhere, it may be time to move to a more2 L& J9 v/ i; E
neutral risk positioning.
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