道富集团:投资者对风险资产的乐观情绪恐已过度

BitPush
Oct 23

比推消息,据金十报道,道富环球市场公司亚太宏观策略主管 Dwyfor Evans 指出,投资者对高风险资产的信心可能已经过度。他在新加坡举行的亚洲证券业与金融市场协会资产管理会议上表示,当前投资者正在买入美股,同时对冲美元风险敞口并抛售美国国债。Evans 预计,随着进口商品和本土商品价格双双上涨,美国通胀将逐步回升,并称“3% 已成为新的 2%”。他警告当前的市场风险仓位可能过于乐观。

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