《商品》施罗德:黄金牛市未结束

AASTOCKS
Apr 09

对于金牛市是否就此告终,施罗德投资资深投资组合(黄金与大宗商品)经理James Luke表示,极端的油价升幅,在短期内很可能对所有资产类别造成冲击,黄金亦不例外。但宏观环境截然不同。该行认为,要从资产配置的角度去审视黄金的中长期风险回报,关键在于两大交易主题 — 主要由财政忧虑驱动的“货币贬值”交易,以及主要由美元“武器化”和中美紧张关系等地缘政治忧虑驱动的“去美元化”交易 — 会否因为当前的中东...

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