两位高盛策略师同日释放一致信号:长期仍看好风险资产 但“最容易赚的钱”可能已经赚完了

格隆汇
Sep 03
高盛策略师克里斯蒂安·穆勒-格利斯曼周三在给客户的报告中给出了当前跨资产配置建议:未来3个月对各类资产保持战术中性,未来12个月则略偏风险,具体表现为超配股票、低配信用,债券、大宗商品和现金均为中性。同日,高盛全球股票策略主管彼得·奥本海默在接受电视采访时给出了更为审慎的回报预期,认为未来12个月多数市场的中高个位数回报虽然“相对过得去”,但将明显低于过去一年已经实现的涨幅。两份材料在同一天释放出的信号颇为一致:风险资产的长期吸引力仍在,但最容易赚的钱可能已经赚完了。

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