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【富蘭克林】審慎看待景氣 淨加碼股市仍高 循環與防禦配置並重 | Anue鉅亨

變種病毒威脅經濟復甦、通膨、中國政策監管,加上景氣及政策轉折預期,衝擊第三季金融市場波動加大,全球股市自高檔震盪回落,綜合彭博資訊等外電新聞援引九月份美銀美林經理人調查報告顯示,看好經濟成長的經理人降至 13%,連續六個月下滑且為 2020 年 4 月以來最低,高峰則為今年三月份的 91%,但儘管對 ....

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【富蘭克林】疫情捲土重來 經理人對經濟成長看好度降低 轉向配置防禦性資產 | Anue鉅亨

變種病毒擴散使疫情進一步升溫,紐西蘭宣布全國短期封鎖,甫結束東奧的日本則在災害級疫情下追加緊急事態宣言,而經濟數據透露景氣放緩跡象與中國加強政策監管,使全球經濟復甦蒙上陰影,阿富汗政局動盪情勢則更加深市場不安情緒,使近日市場轉向避險防禦性資產,綜合彭博資訊等外電新聞援引八月份美銀美林經理人調查報告顯 ....

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