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“假期留守”还是“出门度假”:5个夏季投资主题

2019/05/21 14:09
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对照中文英文原文
随着不确定性的增加,ETF投资策略主管Christopher Dhanraj讨论了今夏投资的方法。

“Sell in May and go away” is an old maxim for investors. Evidence is mixed on its validity, but given this year’s rally, the temptation now is understandable, particularly given the recent volatility driven by renewed trade conflicts with China. Our take: sure, consider taking some profits and rotating into exposures that offer more resilience if volatility returns. Think of it as the investor version of a “staycation” an opportunity to catch up on chores. But overall, we would not abandon equities.

“五月卖出然后走开”是投资者的一句老话。关于其有效性的证据不一,但考虑到今年的反弹,现在获利了结的诱惑是可以理解的,特别是考虑到近期与中国的贸易冲突再起导致的波动。我们的观点:当然,如果波动性回归,可以考虑了结一部分利润并转向可提供更大弹性的风险敞口。把它看作是“假期留守”做个大扫除的投资者版本。但总的来说,我们不会放弃股票。

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