金融市场资产不断贬值的根源在于人们缴纳房屋贷款、保住他们房屋的能力不断恶化。
The deteriorating assets in the financial markets are rooted in the deterioration of people being able to pay their mortgages and stay in their homes.
不过,新兴市场资产不久后进一步贬值的风险依然很高。这在很大程度上要看美联储和中国采取如何动作。
But the risks remain high that emerging markets assets will soon be cheaper still. That will depend largely on the Fed, and on China.
斯坦纳德表示,来自美联储的大量流动性,造成了新兴市场资产的膨胀,并推高了大宗商品价格和与大宗商品相关货币的汇率。
He says the flood of liquidity from the Fed has been responsible for inflating emerging market assets, and lifting commodities prices and commodity-linked currencies.
Or are you going to manage each individual asset class actively, trying to beat the market and generate risk-adjusted excess returns?
还是积极管理每项资产,力求获得市场水平以上的回报率,以及风险调整后的超额收益
So, for every dollar that you had at the peak, at the trough you had $.10 left.
于是,市场峰值时价值一美元的资产,到32年谷底时就只剩10美分了
The second, market timing, deals with short-term deviations from the long-term asset allocations that you establish.
第二,市场时机选择涉及,偏离长期资产配置的短期操作
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