傳奇基金經理人建議:遠離債券和股票 保 - 股票QA
By Todd Johnson
at 2022-05-04T13:47
at 2022-05-04T13:47
Table of Contents
原文標題:傳奇基金經理人建議:遠離債券和股票 保本最重要
原文連結:https://news.cnyes.com/news/id/4863008
發布時間:2022/05/04 12:36
原文內容:
華爾街神級操盤手、傳奇基金經理人 Paul Tudor Jones 週二 (3 日) 表示,當前金融環
境艱難,顯然持有債券和股票不是良策,投資人應優先考慮保全資本。
聯準會將於 5 月 3 日起舉行為期兩天的聯邦公開市場委員會 (FOMC) 會議,聯準會將在
金融環境變得越來越緊張的情況下升息,來控制飆升的物價,預期聯準會將升息 2 碼並
公布縮表計畫
華爾街越來越擔心,聯準會量化緊縮 (QT) 政策將使仍處於疫情的經濟陷入衰退,將無法
實現經濟軟著陸。
成功預言 1987 年 10 月股災而一戰成名的 Paul Tudor Jones 週二認為,聯準會和投
資人都處於前所未見的未知領域,對於風險資產來說, 想不出比現在更糟的環境了,顯
然投資人不會想持有債券和股票。
Jones 認為現在是 1970 年代高通膨時期以來前所未見的情況,聯準會一方面面臨通膨
惡化,一方面面臨經濟放緩,而這兩者間將始終發生衝突。
Jones 建議,在如此充滿挑戰的環境中,投資人應優先考慮保全資本。
Jones 預估:「未來金融市場會出現巨大波動,通膨將比想像的更難以控制,若有人用槍
指著我的頭、逼我說出投資良策,我會說順勢而行 (Trend Following) 策略,這個策略
現在不太受到歡迎,但可能會在未來五到十年會做得很好。」
心得/評論:
Trend Following 不是一直都是過去幾年很受歡迎的策略嗎
大師到底在說什麼???
--
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