MFS首席执行官:是时候关注市场下行风险了
泰德·马洛尼表示,市场回报已超预期,可能会出现回调。
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本文由AI辅助翻译
【新加坡】MFS投资管理公司首席执行官泰德·马洛尼 (Ted Maloney) 表示,鉴于美国股市回报强劲,投资者应开始关注下行风险的防护。
他观察到:“全球的股票投资者,无论他们是通过主动、被动还是全球配置进行投资,都对美国科技股有所敞口,并且取得了极佳的回报。”
“我们认为,在经历了如此漫长且巨大的超额回报期之后,现在的投资布局应该专注于如何在下行时进行保护。当所有人都关注回报时,要退后一步思考风险可能在哪里,这是人之常情,对每个人(包括我们)来说都很困难。但从长远来看,这正是一位熟练投资者价值所在。”
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