智通财经APP获悉，思博瑞投资管理公司(Allspring Global Investments)资深投资组合经理兼多元资产解决方案团队负责人 Matthias Scheiber 表示，美联储联邦公开市场委员会(FOMC)宣布再次维持联邦基金利率在4.25–4.50%。鉴于对关税及其可能影响美国经济增长和通胀的持续担忧，美联储在利率问题上采取了普遍预期的“观望”态度。该行认为，美联储下一次减息的可能时间窗口要到9月，甚至更晚。美联储本身预计今年仅减息两次，而市场预期为三次。
思博瑞预期，股市表现将保持波动，并继续看好美股、国际股市和新兴市场股市中较便宜的部分，因为这些股票估值更高、未来将出台更多财政和货币刺激措施，而且许多美国大型股的估值更高。鉴于整体收益率仍然具有吸引力，该行对高品质债券的前景依然看好。
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