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过期的小朋友
2021-07-05
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US Stocks Continue to Set Records, Do Investors Need to Be Alert?
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Companies such as BlackRock Inc., State Street Global Markets, UBS Asset Management and JPMorgan Asset Management expect stock markets to continue to rise in the second half of the year, though, a growing number of investors will seek opportunities to bring more returns in markets outside the U.S.</p><p>While the MSCI Global Index has risen 12% this year to a record high, the appeal of stocks has proven irresistible amid a sustained economic rebound. While some market participants are cautious about downside risks given strong valuations, a sharp rebound in corporate earnings and strong central bank support are expected to keep the rally alive.</p><p>Esty Dwek, head of global market strategy at Natixis Investment Managers, said: \"Global vaccinations are accelerating, major central banks remain very accommodative, fiscal support remains, and corporate earnings continue to recover. In such an environment, it's hard to imagine a very negative scenario for the stock market.\"</p><p>Of course, pitfalls abound. Here are some of the factors that keep investors hooked on stocks despite the risks:</p><p>One reason behind the stock market rally is that government bond yields in developed markets have remained subdued and credit spreads have narrowed to their lowest levels in more than a decade, and the appeal of stocks is highlighted in contrast.</p><p>Second, as the global economy redevelops, a large amount of pent-up demand explodes in a concentrated manner. Goldman Sachs strategists said recently that the surge in U.S. money market fund assets to a record $5.5 trillion during the pandemic indicated that there was a lot of cash on the sidelines.</p><p>Carsten Roemheld, strategist at Fidelity International Capital Markets, said: \"Many indicators suggest that there is still overwhelming liquidity in the system that is looking for homes.\" Roemheld added that money will continue to flow into equities given the strong support of central banks around the world, but expectations for returns from now on should be much lower.</p><p>Looking ahead, investors overall prefer cyclical and value stocks, which will benefit the most from the rebound in economic growth. On the regional front, many institutional investors say they prefer Europe.</p><p><b>Relatively loose liquidity</b></p><p>While markets worried last month that the Fed would tighten liquidity sooner than expected, investors still don't think the central bank will be rate hike anytime soon, or at least not too soon.</p><p>Overall, market participants expect central bank policy to remain accommodative to support an economy emerging from the pandemic.</p><p>\"For now, global monetary and fiscal policy remains accommodative, and it will actually be a while before interest rates start to rise,\" said Ben Lofthouse, head of global equity income at Janus Henderson Investors.</p><p><b>Corporate Earnings Recovery</b></p><p>Many investors believe the return to earnings growth is key to driving the stock market up. Globally, profit estimates have recovered to pre-pandemic levels, with nearly 50% of S&P 500 components raising their full-year outlook in the past three months, the highest percentage since 2010.</p><p>\"Better advice going forward alone will no longer work and investors will need some real evidence of growth or free cash flow,\" said Max Anderl, a portfolio manager at UBS Asset Management in London.</p><p><b>Vaccination advances in an orderly manner</b></p><p>While the emergence of more transmissible variants of the virus is a big risk, progress on vaccination programs in developed countries has kept investors calm.</p><p>\"We continue to see success in vaccination and economic reopening as key drivers for improving economic and earnings outlook and ultimately stock market gains,\" said Marija Veitmane, senior multi-asset strategist at State Street Global Markets.</p><p>Given that reopening optimism has largely been priced in, though, generating stock returns could be more difficult. Seema, Chief Global Strategist at Principal Global Investors</p><p>Shah said investors need to be more careful about choosing the region, industry and style they choose.</p><p>\"On the equity side, cyclical and value stocks will continue to benefit from a possible surge in consumer spending, but investors should also consider stocks with long-term growth, such as large-cap tech stocks,\"</p><p>Shah said in the email, adding that the companies would benefit from enterprise migration to cloud computing and reliance on technology.</p><p><i>(This article was translated from bloomberg, link to the original article: https: / /www.bloomberg.com/news/articles/2021-07-04/investors-don-t-see-end-to-record-breaking-equity-rally-just-yet? srnd = markets-vp)</i></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Stocks Continue to Set Records, Do Investors Need to Be Alert?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Stocks Continue to Set Records, Do Investors Need to Be Alert?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-05 12:07</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>In<a href=\"https://laohu8.com/S/.IXIC\">NASDAQ</a>Exponential and<a href=\"https://laohu8.com/S/.SPX\">S&P 500</a>The index continues to hit new highs as the world's top fund managers continue to send bull signals-get used to it and say stocks will continue to rise in the second half of the year. Companies such as BlackRock Inc., State Street Global Markets, UBS Asset Management and JPMorgan Asset Management expect stock markets to continue to rise in the second half of the year, though, a growing number of investors will seek opportunities to bring more returns in markets outside the U.S.</p><p>While the MSCI Global Index has risen 12% this year to a record high, the appeal of stocks has proven irresistible amid a sustained economic rebound. While some market participants are cautious about downside risks given strong valuations, a sharp rebound in corporate earnings and strong central bank support are expected to keep the rally alive.</p><p>Esty Dwek, head of global market strategy at Natixis Investment Managers, said: \"Global vaccinations are accelerating, major central banks remain very accommodative, fiscal support remains, and corporate earnings continue to recover. In such an environment, it's hard to imagine a very negative scenario for the stock market.\"</p><p>Of course, pitfalls abound. Here are some of the factors that keep investors hooked on stocks despite the risks:</p><p>One reason behind the stock market rally is that government bond yields in developed markets have remained subdued and credit spreads have narrowed to their lowest levels in more than a decade, and the appeal of stocks is highlighted in contrast.</p><p>Second, as the global economy redevelops, a large amount of pent-up demand explodes in a concentrated manner. Goldman Sachs strategists said recently that the surge in U.S. money market fund assets to a record $5.5 trillion during the pandemic indicated that there was a lot of cash on the sidelines.</p><p>Carsten Roemheld, strategist at Fidelity International Capital Markets, said: \"Many indicators suggest that there is still overwhelming liquidity in the system that is looking for homes.\" Roemheld added that money will continue to flow into equities given the strong support of central banks around the world, but expectations for returns from now on should be much lower.</p><p>Looking ahead, investors overall prefer cyclical and value stocks, which will benefit the most from the rebound in economic growth. On the regional front, many institutional investors say they prefer Europe.</p><p><b>Relatively loose liquidity</b></p><p>While markets worried last month that the Fed would tighten liquidity sooner than expected, investors still don't think the central bank will be rate hike anytime soon, or at least not too soon.</p><p>Overall, market participants expect central bank policy to remain accommodative to support an economy emerging from the pandemic.</p><p>\"For now, global monetary and fiscal policy remains accommodative, and it will actually be a while before interest rates start to rise,\" said Ben Lofthouse, head of global equity income at Janus Henderson Investors.</p><p><b>Corporate Earnings Recovery</b></p><p>Many investors believe the return to earnings growth is key to driving the stock market up. Globally, profit estimates have recovered to pre-pandemic levels, with nearly 50% of S&P 500 components raising their full-year outlook in the past three months, the highest percentage since 2010.</p><p>\"Better advice going forward alone will no longer work and investors will need some real evidence of growth or free cash flow,\" said Max Anderl, a portfolio manager at UBS Asset Management in London.</p><p><b>Vaccination advances in an orderly manner</b></p><p>While the emergence of more transmissible variants of the virus is a big risk, progress on vaccination programs in developed countries has kept investors calm.</p><p>\"We continue to see success in vaccination and economic reopening as key drivers for improving economic and earnings outlook and ultimately stock market gains,\" said Marija Veitmane, senior multi-asset strategist at State Street Global Markets.</p><p>Given that reopening optimism has largely been priced in, though, generating stock returns could be more difficult. Seema, Chief Global Strategist at Principal Global Investors</p><p>Shah said investors need to be more careful about choosing the region, industry and style they choose.</p><p>\"On the equity side, cyclical and value stocks will continue to benefit from a possible surge in consumer spending, but investors should also consider stocks with long-term growth, such as large-cap tech stocks,\"</p><p>Shah said in the email, adding that the companies would benefit from enterprise migration to cloud computing and reliance on technology.</p><p><i>(This article was translated from bloomberg, link to the original article: https: / /www.bloomberg.com/news/articles/2021-07-04/investors-don-t-see-end-to-record-breaking-equity-rally-just-yet? srnd = markets-vp)</i></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f4761e48f6528ce5e469e86fff3365b4","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172687898","content_text":"在纳斯达克 指数和标普500 指数不断创新高之际，世界顶级基金经理仍在不断传递牛市信号——习惯它，并称下半年股市将继续上涨。贝莱德公司、道富环球市场、瑞银资产管理和摩根大通资产管理等公司预计下半年股市将继续上涨，不过，越来越多的投资者将在美国以外的市场寻求带来更多回报的机会。\n尽管 MSCI全球指数今年已经上涨了 12%，创下历史新高，但事实证明，在经济持续反弹的情况下，股票的吸引力仍然难以抗拒。虽然鉴于强劲的估值，一些市场参与者对下跌风险持谨慎态度，但预计企业盈利的大幅反弹和央行的强劲支持将使涨势保持活力。\nNatixis Investment Managers全球市场策略主管 Esty Dwek表示：“全球疫苗接种正在加速，主要央行仍然非常宽松，财政支持仍然存在，企业盈利继续复苏。在这样的环境下，很难想象股市会出现非常负面的情况。”\n当然，陷阱比比皆是。以下是一些尽管存在风险，但仍使投资者对股票着迷的因素：\n股市上涨背后的一个原因是，发达市场的政府债券收益率仍然低迷且信用利差收窄至十多年来的最低水平，对比之下，股票的吸引力就凸显出来了。\n其次，随着全球经济重新开发，大量被压抑的需求集中爆发。高盛策略师近日表示，疫情期间，美国货币市场基金资产激增至创纪录的 5.5万亿美元，表明有大量现金处于观望状态。\n富达国际资本市场策略师 Carsten Roemheld表示：“许多指标表明，正在寻找房屋的系统中仍然存在压倒性的流动性。”Roemheld补充说，鉴于全球央行的大力支持，资金将继续流入股市，但从现在开始的回报预期应该会低得多。\n展望未来，投资者整体偏好周期股和价值股，这两类股票将从经济增长的反弹中受益最大。在地区方面，许多机构投资者表示更喜欢欧洲。\n流动性相对宽松\n尽管上个月市场担心美联储将比预期更快地收紧流动性，但投资者仍然认为央行不会很快加息，或者至少不会太快。\n总体而言，市场参与者预计央行政策将保持宽松，以支持摆脱被疫情重创的经济。\n“就目前而言，全球货币政策和财政政策仍然宽松，实际上，利率开始上升还需要一段时间，”Janus Henderson Investors全球股票收益主管本·洛夫特豪斯 (Ben Lofthouse)表示。\n企业盈利恢复\n许多投资者认为，盈利恢复增长是推动股市上涨的关键。在全球范围内，利润预期已回升至大流行前水平，近 50%的标准普尔 500成分股在过去三个月中上调了全年展望，这是自 2010年以来，最高比例的上调。\n瑞银资产管理驻伦敦的投资组合经理 Max Anderl表示：“仅凭未来更好的建议将不再奏效，投资者将需要一些增长或自由现金流的真实证据。”\n疫苗接种有序推进\n虽然出现更高传播性的病毒变种是一个很大的风险，但发达国家在疫苗接种计划方面取得的进展让投资者保持冷静。\n“我们仍将疫苗接种和经济重新开放方面的成功视为改善经济和盈利前景以及最终股市上涨的关键推动力，”道富环球市场高级多元资产策略师Marija Veitmane表示。\n不过，考虑到重新开放的乐观情绪在很大程度上已被消化，产生股票回报可能会更加困难。 Principal Global Investors的首席全球策略师 Seema\nShah表示，投资者需要更加谨慎地选择他们选择的地区、行业和风格。\n“在股票方面，周期股和价值股将继续受益于消费者支出可能激增，但投资者也应考虑长期增长的股票，例如大型科技股，”\nShah在电子邮件中表示，并补充说这些公司将受益于企业向云计算的迁移和对技术的依赖。\n（本文翻译自彭博社，原文链接：https://www.bloomberg.com/news/articles/2021-07-04/investors-don-t-see-end-to-record-breaking-equity-rally-just-yet?srnd=markets-vp）","news_type":1,"symbols_score_info":{"SPY":0.9,".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":154818526,"gmtCreate":1625496648965,"gmtModify":1703742718587,"author":{"id":"3495162660134511","authorId":"3495162660134511","name":"过期的小朋友","avatar":"https://static.tigerbbs.com/80c0b161fc5b097cf78fe3c4a7f5bd3e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495162660134511","idStr":"3495162660134511"},"themes":[],"htmlText":"uuu","listText":"uuu","text":"uuu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154818526","repostId":"1172687898","repostType":4,"repost":{"id":"1172687898","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625458052,"share":"https://ttm.financial/m/news/1172687898?lang=en_US&edition=fundamental","pubTime":"2021-07-05 12:07","market":"us","language":"zh","title":"US Stocks Continue to Set Records, Do Investors Need to Be Alert?","url":"https://stock-news.laohu8.com/highlight/detail?id=1172687898","media":"老虎资讯综合","summary":"在纳斯达克 指数和标普500 指数不断创新高之际，世界顶级基金经理仍在不断传递牛市信号——习惯它，并称下半年股市将继续上涨。贝莱德公司、道富环球市场、瑞银资产管理和摩根大通资产管理等公司预计下半年股市","content":"<p>In<a href=\"https://laohu8.com/S/.IXIC\">NASDAQ</a>Exponential and<a href=\"https://laohu8.com/S/.SPX\">S&P 500</a>The index continues to hit new highs as the world's top fund managers continue to send bull signals-get used to it and say stocks will continue to rise in the second half of the year. Companies such as BlackRock Inc., State Street Global Markets, UBS Asset Management and JPMorgan Asset Management expect stock markets to continue to rise in the second half of the year, though, a growing number of investors will seek opportunities to bring more returns in markets outside the U.S.</p><p>While the MSCI Global Index has risen 12% this year to a record high, the appeal of stocks has proven irresistible amid a sustained economic rebound. While some market participants are cautious about downside risks given strong valuations, a sharp rebound in corporate earnings and strong central bank support are expected to keep the rally alive.</p><p>Esty Dwek, head of global market strategy at Natixis Investment Managers, said: \"Global vaccinations are accelerating, major central banks remain very accommodative, fiscal support remains, and corporate earnings continue to recover. In such an environment, it's hard to imagine a very negative scenario for the stock market.\"</p><p>Of course, pitfalls abound. Here are some of the factors that keep investors hooked on stocks despite the risks:</p><p>One reason behind the stock market rally is that government bond yields in developed markets have remained subdued and credit spreads have narrowed to their lowest levels in more than a decade, and the appeal of stocks is highlighted in contrast.</p><p>Second, as the global economy redevelops, a large amount of pent-up demand explodes in a concentrated manner. Goldman Sachs strategists said recently that the surge in U.S. money market fund assets to a record $5.5 trillion during the pandemic indicated that there was a lot of cash on the sidelines.</p><p>Carsten Roemheld, strategist at Fidelity International Capital Markets, said: \"Many indicators suggest that there is still overwhelming liquidity in the system that is looking for homes.\" Roemheld added that money will continue to flow into equities given the strong support of central banks around the world, but expectations for returns from now on should be much lower.</p><p>Looking ahead, investors overall prefer cyclical and value stocks, which will benefit the most from the rebound in economic growth. On the regional front, many institutional investors say they prefer Europe.</p><p><b>Relatively loose liquidity</b></p><p>While markets worried last month that the Fed would tighten liquidity sooner than expected, investors still don't think the central bank will be rate hike anytime soon, or at least not too soon.</p><p>Overall, market participants expect central bank policy to remain accommodative to support an economy emerging from the pandemic.</p><p>\"For now, global monetary and fiscal policy remains accommodative, and it will actually be a while before interest rates start to rise,\" said Ben Lofthouse, head of global equity income at Janus Henderson Investors.</p><p><b>Corporate Earnings Recovery</b></p><p>Many investors believe the return to earnings growth is key to driving the stock market up. Globally, profit estimates have recovered to pre-pandemic levels, with nearly 50% of S&P 500 components raising their full-year outlook in the past three months, the highest percentage since 2010.</p><p>\"Better advice going forward alone will no longer work and investors will need some real evidence of growth or free cash flow,\" said Max Anderl, a portfolio manager at UBS Asset Management in London.</p><p><b>Vaccination advances in an orderly manner</b></p><p>While the emergence of more transmissible variants of the virus is a big risk, progress on vaccination programs in developed countries has kept investors calm.</p><p>\"We continue to see success in vaccination and economic reopening as key drivers for improving economic and earnings outlook and ultimately stock market gains,\" said Marija Veitmane, senior multi-asset strategist at State Street Global Markets.</p><p>Given that reopening optimism has largely been priced in, though, generating stock returns could be more difficult. Seema, Chief Global Strategist at Principal Global Investors</p><p>Shah said investors need to be more careful about choosing the region, industry and style they choose.</p><p>\"On the equity side, cyclical and value stocks will continue to benefit from a possible surge in consumer spending, but investors should also consider stocks with long-term growth, such as large-cap tech stocks,\"</p><p>Shah said in the email, adding that the companies would benefit from enterprise migration to cloud computing and reliance on technology.</p><p><i>(This article was translated from bloomberg, link to the original article: https: / /www.bloomberg.com/news/articles/2021-07-04/investors-don-t-see-end-to-record-breaking-equity-rally-just-yet? srnd = markets-vp)</i></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Stocks Continue to Set Records, Do Investors Need to Be Alert?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Stocks Continue to Set Records, Do Investors Need to Be Alert?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-05 12:07</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>In<a href=\"https://laohu8.com/S/.IXIC\">NASDAQ</a>Exponential and<a href=\"https://laohu8.com/S/.SPX\">S&P 500</a>The index continues to hit new highs as the world's top fund managers continue to send bull signals-get used to it and say stocks will continue to rise in the second half of the year. Companies such as BlackRock Inc., State Street Global Markets, UBS Asset Management and JPMorgan Asset Management expect stock markets to continue to rise in the second half of the year, though, a growing number of investors will seek opportunities to bring more returns in markets outside the U.S.</p><p>While the MSCI Global Index has risen 12% this year to a record high, the appeal of stocks has proven irresistible amid a sustained economic rebound. While some market participants are cautious about downside risks given strong valuations, a sharp rebound in corporate earnings and strong central bank support are expected to keep the rally alive.</p><p>Esty Dwek, head of global market strategy at Natixis Investment Managers, said: \"Global vaccinations are accelerating, major central banks remain very accommodative, fiscal support remains, and corporate earnings continue to recover. In such an environment, it's hard to imagine a very negative scenario for the stock market.\"</p><p>Of course, pitfalls abound. Here are some of the factors that keep investors hooked on stocks despite the risks:</p><p>One reason behind the stock market rally is that government bond yields in developed markets have remained subdued and credit spreads have narrowed to their lowest levels in more than a decade, and the appeal of stocks is highlighted in contrast.</p><p>Second, as the global economy redevelops, a large amount of pent-up demand explodes in a concentrated manner. Goldman Sachs strategists said recently that the surge in U.S. money market fund assets to a record $5.5 trillion during the pandemic indicated that there was a lot of cash on the sidelines.</p><p>Carsten Roemheld, strategist at Fidelity International Capital Markets, said: \"Many indicators suggest that there is still overwhelming liquidity in the system that is looking for homes.\" Roemheld added that money will continue to flow into equities given the strong support of central banks around the world, but expectations for returns from now on should be much lower.</p><p>Looking ahead, investors overall prefer cyclical and value stocks, which will benefit the most from the rebound in economic growth. On the regional front, many institutional investors say they prefer Europe.</p><p><b>Relatively loose liquidity</b></p><p>While markets worried last month that the Fed would tighten liquidity sooner than expected, investors still don't think the central bank will be rate hike anytime soon, or at least not too soon.</p><p>Overall, market participants expect central bank policy to remain accommodative to support an economy emerging from the pandemic.</p><p>\"For now, global monetary and fiscal policy remains accommodative, and it will actually be a while before interest rates start to rise,\" said Ben Lofthouse, head of global equity income at Janus Henderson Investors.</p><p><b>Corporate Earnings Recovery</b></p><p>Many investors believe the return to earnings growth is key to driving the stock market up. Globally, profit estimates have recovered to pre-pandemic levels, with nearly 50% of S&P 500 components raising their full-year outlook in the past three months, the highest percentage since 2010.</p><p>\"Better advice going forward alone will no longer work and investors will need some real evidence of growth or free cash flow,\" said Max Anderl, a portfolio manager at UBS Asset Management in London.</p><p><b>Vaccination advances in an orderly manner</b></p><p>While the emergence of more transmissible variants of the virus is a big risk, progress on vaccination programs in developed countries has kept investors calm.</p><p>\"We continue to see success in vaccination and economic reopening as key drivers for improving economic and earnings outlook and ultimately stock market gains,\" said Marija Veitmane, senior multi-asset strategist at State Street Global Markets.</p><p>Given that reopening optimism has largely been priced in, though, generating stock returns could be more difficult. Seema, Chief Global Strategist at Principal Global Investors</p><p>Shah said investors need to be more careful about choosing the region, industry and style they choose.</p><p>\"On the equity side, cyclical and value stocks will continue to benefit from a possible surge in consumer spending, but investors should also consider stocks with long-term growth, such as large-cap tech stocks,\"</p><p>Shah said in the email, adding that the companies would benefit from enterprise migration to cloud computing and reliance on technology.</p><p><i>(This article was translated from bloomberg, link to the original article: https: / /www.bloomberg.com/news/articles/2021-07-04/investors-don-t-see-end-to-record-breaking-equity-rally-just-yet? srnd = markets-vp)</i></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f4761e48f6528ce5e469e86fff3365b4","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172687898","content_text":"在纳斯达克 指数和标普500 指数不断创新高之际，世界顶级基金经理仍在不断传递牛市信号——习惯它，并称下半年股市将继续上涨。贝莱德公司、道富环球市场、瑞银资产管理和摩根大通资产管理等公司预计下半年股市将继续上涨，不过，越来越多的投资者将在美国以外的市场寻求带来更多回报的机会。\n尽管 MSCI全球指数今年已经上涨了 12%，创下历史新高，但事实证明，在经济持续反弹的情况下，股票的吸引力仍然难以抗拒。虽然鉴于强劲的估值，一些市场参与者对下跌风险持谨慎态度，但预计企业盈利的大幅反弹和央行的强劲支持将使涨势保持活力。\nNatixis Investment Managers全球市场策略主管 Esty Dwek表示：“全球疫苗接种正在加速，主要央行仍然非常宽松，财政支持仍然存在，企业盈利继续复苏。在这样的环境下，很难想象股市会出现非常负面的情况。”\n当然，陷阱比比皆是。以下是一些尽管存在风险，但仍使投资者对股票着迷的因素：\n股市上涨背后的一个原因是，发达市场的政府债券收益率仍然低迷且信用利差收窄至十多年来的最低水平，对比之下，股票的吸引力就凸显出来了。\n其次，随着全球经济重新开发，大量被压抑的需求集中爆发。高盛策略师近日表示，疫情期间，美国货币市场基金资产激增至创纪录的 5.5万亿美元，表明有大量现金处于观望状态。\n富达国际资本市场策略师 Carsten Roemheld表示：“许多指标表明，正在寻找房屋的系统中仍然存在压倒性的流动性。”Roemheld补充说，鉴于全球央行的大力支持，资金将继续流入股市，但从现在开始的回报预期应该会低得多。\n展望未来，投资者整体偏好周期股和价值股，这两类股票将从经济增长的反弹中受益最大。在地区方面，许多机构投资者表示更喜欢欧洲。\n流动性相对宽松\n尽管上个月市场担心美联储将比预期更快地收紧流动性，但投资者仍然认为央行不会很快加息，或者至少不会太快。\n总体而言，市场参与者预计央行政策将保持宽松，以支持摆脱被疫情重创的经济。\n“就目前而言，全球货币政策和财政政策仍然宽松，实际上，利率开始上升还需要一段时间，”Janus Henderson Investors全球股票收益主管本·洛夫特豪斯 (Ben Lofthouse)表示。\n企业盈利恢复\n许多投资者认为，盈利恢复增长是推动股市上涨的关键。在全球范围内，利润预期已回升至大流行前水平，近 50%的标准普尔 500成分股在过去三个月中上调了全年展望，这是自 2010年以来，最高比例的上调。\n瑞银资产管理驻伦敦的投资组合经理 Max Anderl表示：“仅凭未来更好的建议将不再奏效，投资者将需要一些增长或自由现金流的真实证据。”\n疫苗接种有序推进\n虽然出现更高传播性的病毒变种是一个很大的风险，但发达国家在疫苗接种计划方面取得的进展让投资者保持冷静。\n“我们仍将疫苗接种和经济重新开放方面的成功视为改善经济和盈利前景以及最终股市上涨的关键推动力，”道富环球市场高级多元资产策略师Marija Veitmane表示。\n不过，考虑到重新开放的乐观情绪在很大程度上已被消化，产生股票回报可能会更加困难。 Principal Global Investors的首席全球策略师 Seema\nShah表示，投资者需要更加谨慎地选择他们选择的地区、行业和风格。\n“在股票方面，周期股和价值股将继续受益于消费者支出可能激增，但投资者也应考虑长期增长的股票，例如大型科技股，”\nShah在电子邮件中表示，并补充说这些公司将受益于企业向云计算的迁移和对技术的依赖。\n（本文翻译自彭博社，原文链接：https://www.bloomberg.com/news/articles/2021-07-04/investors-don-t-see-end-to-record-breaking-equity-rally-just-yet?srnd=markets-vp）","news_type":1,"symbols_score_info":{"SPY":0.9,".DJI":0.9,".SPX":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
