Abashoramari n'abasesenguzi bafite icyizere ku byerekezo ku masoko mu 2021. Abayobozi bashinzwe umutekano bamaze gusubiza cyane mu giciro cyo gufata mu giciro, ariko nacyo tanga imikurire mu nzego zisigaye kuruhande rwumuhanda. Biteganijwe ko inyungu zinguzanyo zizakomeza kuba hasi, bityo zitanga inkunga yinyongera kubisubizo byimigabane.
Igihe cyimari cyasabye abashoramari bashoboraga kugenda nabi.
Howard Marx, Inkunga ya Oaktree Ubuyobozi bumari:
Akaga nyamukuru ni kwiyongera mubipimo byinyungu. Isuzuma ryinshi ryumutungo biterwa rwose nubuciro buke. Niba bakuze, igiciro cyumutungo gishobora kugwa. Ariko, nta mpamvu ikomeye yo gutegereza igipimo cyiyongereye mu gihe gito, kubera ko ifaranga ryihariye ritagaragara kandi, kunesha, ntabwo bibangamira gahunda yo muri Amerika.
Sam FinkelSein, Ubufatanye bw'ishoramari mu Isi Goldman Sachs Amasoko yo gucunga amasoko y'abagore:
Abashoramari mu isoko ryabashoramari barashobora guhura ningaruka ebyiri muri 2021. Ingero za mbere, zikomeye, zingana zikoreshwa kugirango icyorezo cyangereye igihe cyo kugaruka hasi kandi kikagira ingaruka zijyanye nayo. Icya kabiri, Amabanki yo hagati yagumye urutonde ruke mubibazo byimbarere. Bituma dusaba imbaraga nyinshi kugirango dushyireho Portfolios ziringaniye, zizashobora kurokoka ibisasu byo guhindagurika ku isoko.
Versen Marita, umuyobozi w'ishoramari wungirije Amundi:
Uruguse rwisoko rwamezi aheruka gushingiye ku kwizera guhumye mu rukingo no ku gitekerezo cyo gutekereza ko ibintu byose bizaba vuba kimwe na mbere, ndetse nibyiza. Iyi ni ibyago: umusaruro no gukwirakwiza inkingo kumugezi nkiyi ntabwo ari urugendo muri parike.
Ibibazo by'ingengo by'imari kandi bifasha ubukungu gukomeza kugenda - ariko kugeza igihe mbere yigihe. Gushyira mubikorwa izi ngamba mubikorwa bigenda birushaho kuba ingorabahizi. Birakwiye ko dutegereza no kwinjiza amafaranga menshi nigitutu kuri banki nkuru; Noneho ntibishoboka gutekereza ku gusoza ingamba zo kurwanya ibibazo, kandi amasoko asuzugura ibyago byo kwibeshya muri politiki byakurikiranwe.
Ingaruka ya gatatu ni ubwumvikane ubwabwo ku isoko. Umugabane wisoko ryinguzanyo hamwe numusaruro mubi ukura, nuko gukurikirana umusaruro birashobora gufata impapuro zikabije: Inkomoko hafi ya tiriyari 1.5 - ibi ni ibigo bya Zombie. Ikigeragezo cyo kwemeranya kwinjizamo ubumwe bwo hasi muri portfolio ni byiza, kimwe no kubara ku nyungu bizahora ari hasi. Muri ibi, akaga kari.
Liz Ann avuka, ingamba nyamukuru ishinzwe ishoramari Charles Schwab:
Ibyinshi mumiterere yose iri ku isoko ubu birahangayitse. Intsinzi yisoko yigihe cyashize yakoresheje igikuru, nkurikije uko mbibona, ibyago - ibyifuzo byiza cyane. Bonyine, ntibashushanya gukosorwa byanze bikunze, ariko bivuze ko isoko rishobora guhinduka kurushaho kubintu bibi, muburyo ubwo aribwo bwose.
Umuyobozi wa Scott Mainend, Umuyobozi w'ishoramari ry'isi ya Grangenheim:
Icyorezo cyahindutse rwose gahunda yubukungu bwisoko ishingiye kumarushanwa, gucunga ibyago na politiki yubukwe. Yasimbuwe no kurushaho gukora ibikorwa byimikorere imbere, gusabana kubibazo byinguzanyo na politiki mugihugu hose yo guteza imbere inshingano.
Bitera guhangayika, kandi munsi yubuso hariho amasoko akomeye, aciriritse uko bisanzwe, ahindura mubipimo, ibipimo ngenderwaho. Muri rusange, ku isoko rya Bonds-umusaruro mwinshi, ibigo byimyenda birenga inyungu zabo mbere yimisoro nibindi byagabanijwe mumezi 12 ashize inshuro 4.5. Iki kimenyetso kiri hejuru ugereranije nimpinga isanzwe muri 2008-2009, kandi, birashoboka cyane, ibintu bizagenda byiyongera.
Gregory Peters, Umuyobozi wa PGIM yinjiza yinjiza:
Ifaranga rikomeza kuba ingaruka nini ku isoko. Ntekereza ko byihuse kwihutisha by'agateganyo muri 2021 kubera ingaruka z'ifatizo fatizo umwaka ushize, hanyuma wongere ugabanye. Ariko ibyago nuko bishobora gukomeza kwihuta, kandi bihindura byose. Twizera ko Fed izatwara umwanya uhamye kandi ntizasubiza ifaranga. Ariko niba agamijeguriye, kandi bizatangira guhangayikishwa n'ifaranga mbere kuruta gutanga no guteza imbere iterambere nk'ibibazo, nko mu 2013, igihe amasoko yaguye nyuma yo gutangaza yo kugaburirwa ku gusenyuka kwa gahunda yo gukangurira amafaranga.
Danny Jon, washinze Dymon Asia Umutwe Fogisiyo:
Idolari ryanyerera umwaka ushize, ariko mugihe runaka rishobora kugwa cyane. Niba ibi bibaye, Fed izabura guhinduka ko inyungu mbi zidasanzwe zitanga, ndetse irashobora guhatirwa guhagarara mumitungo yo kugura umutungo. Niba utakaje inkunga, isi irashobora guhungabana cyane. Ibi birashoboka ko iyi atari inyandiko yumusazi. Niba amadorari agwa cyane, Fed irashobora gutakaza amahirwe yo kugabanya politiki y'amafaranga, izatanga kugurishwa ku isoko ryimigabane.
Paul Mcnamar, acunga ingwate Portfolios mu masoko yo guteza imbere gam:
Gukura kumasoko yimari byatanzwe hamwe nurufunguzo ruto rwiza kandi ruragaruka, kugabanya ibiciro bishyigikira ibiciro byumutungo no kugabanya ikiguzi cyo gutanga imyenda rusange.
Nubwo ibihugu byinshi bikiri mu nzira y'amajyambere bifite umutwaro wimyenda cyane kuruta ibyateye imbere cyane, ibi ntibishobora kuvugwa kubyerekeye kugaruka, bityo ikiguzi cyo kumukorera umwenda nticyagabanutse murwego rumwe. Amabanki yo hagati mubihugu bikiri mu nzira y'amajyambere yagabanije igipimo cyinyungu nkuko abaguzi bateye imbere, ariko abaguzi bo mu baguzi bari bitonze. Amabanki yo hagati yibihugu biri mu nzira y'amajyambere ntabwo afite inguzanyo imwe yinguzanyo nkuko byateye imbere.
Urugero rwa Turukiya ni rwo rwigishwa cyane cyane: Guverinoma yanze kumenya ibibazo by'amafaranga yo kwishyura byatumye hakenerwa ibiciro bikomeye by'ibiciro, byahindutse ibintu bidasanzwe. Kandi uru ni urugero rwibyo dutekereza ko ari ibyago byinshi: Niba ibihugu bikiri mu nzira y'amajyambere bitazi neza ko mu bihugu byateye imbere kuruta mu bihugu byateye imbere, ibintu by'imyenda bishobora kwangirika cyane, bikaba bishobora kwangirika ku buryo bumwe Komeza kuba kure cyane mubihugu byateye imbere.
Byahinduwe Mikhail LongChenko