Staycation or vacation: 5 summer investing themes


2019/05/21 14:09
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.