1142 ET - 市场预计美联储将在至少12月之前进行降息,但通胀上升的风险依然显著,投资公司Aureus Asset Management的Carlos Shigueta表示。“尽管进行关税谈判,价格依然高企。”Shigueta指出,当前的形势要求多元化。“我们更加关注固定收益投资,发现这里的波动性实际上可以减少,而不是像过去那样过度投资于股票。”Shigueta对企业债券和一些私人信贷表示欢迎。他表示:“我们的目标是多元化投资组合,以在一定程度上对冲一些宏观噪音。”
1142 ET - 市场预计美联储将在至少12月之前进行降息,但通胀上升的风险依然显著,投资公司Aureus Asset Management的Carlos Shigueta表示。“尽管进行关税谈判,价格依然高企。”Shigueta指出,当前的形势要求多元化。“我们更加关注固定收益投资,发现这里的波动性实际上可以减少,而不是像过去那样过度投资于股票。”Shigueta对企业债券和一些私人信贷表示欢迎。他表示:“我们的目标是多元化投资组合,以在一定程度上对冲一些宏观噪音。”
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