Chii chinogona kukanganisika mumabhokisi makuru gore rino

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Chii chinogona kukanganisika mumabhokisi makuru gore rino 1051_1

Vanoongorora uye vanoongorora vane tariro nezve tarisiro yemisika mu2002. Vakuru vevanoita zvehupfumi, izvo zvinotsigira zvinhu zvakatowedzera zvakanyanya mumutengo kubva kuDambudziko rekufamba, asi zvakare zvichaitawo ipa kukura mumatare akasara padivi pemugwagwa Rally. Iyo profitability yezvibvumirano inotarisirwa kuramba yakaderera, nekudaro ichipa imwe rutsigiro rwezvinyorwa zvemazita.

Nguva dzemari dzakabvunza vaisimara vanogona kuenda zvisiri izvo.

Howard Marx, Co-Chair Oaktree Capital Management:

Ngozi huru ndeye kuwedzera kwemari yemari. Kuongororwa kwepamusoro kwemidziyo kunoenderana zvachose kubva kune yakaderera mitengo. Kana vakakura, mutengo wezvombo zvinogona kudonha. Nekudaro, hapana chikonzero chakakosha chekutarisira kukura kwekutora munguva pfupi, nekuti inflation yakakosha haina kuoneka uye, zvinoita kunge ini, hazvinetseke mubatanidzwa wehurumende yeFedera.

Sam FinkelStein, Co-Director kuti investment muGlobal Goldman Sachs Asset Management Bond Market:

Vanoisa mari muBas Bond musasa vangasangana nenjodzi mbiri muna 2021. Kutanga, yakakura-chiyero chekunyepedzera matanho ekupindura nguva yekudzokera kumashure uye inoenderana nengozi. Kechipiri, mabhangi epakati akaramba mashoma mashoma emidziyo mune imwe nguva yekuderera. Zvinoita kuti tishande tichiedza zvakanyanya kuti tigadzire zvirongwa zvine mwero, izvo zvichakwanisa kupukunyuka kuputika kwemusika.

Chii chinogona kukanganisika mumabhokisi makuru gore rino 1051_2

Venenen Marita, Mutevedzeri wekudyara Muridzi Amundi:

Iyo musika rally yemwedzi ichangobva kuitika kubva pakutenda mapofu mukurasa mukusava uye pane tambo fungidziro yekuti zvese zvichakurumidza kusvika, uye zviri nani. Iyi ndiyo njodzi: kugadzirwa uye kugoverwa kwekuvhara pane chiyero chakadai hakusi kufamba nepaki.

Facal uye mari yekukurudzira inobatsira hupfumi kuti varambe vachiramba - asi nguva chete nguva isati yasvika. Ita kuti aya matanho ari mukudzidzira ari kuwedzera kuomarara. Zvakakodzera kutarisira kutotambisa mari yakakura yekukuvara kwechikwereti uye kukura kwekumanikidza pamabhangi epakati; Izvozvi hazvigoneke kufunga nezvekudonha kwezviyero zveanti-dambudziko, uye misika inomutsa njodzi yekukanganisa mune iyo mutemo yakateverwa.

Njodzi yechitatu ndiko kubvumirana pachako mumusika. Mugove weBhajeti Musika une gohwo riripi riri kukura, saka kutsvaga kwekubereka kunogona kutora mafomu akanyanyisa: zvisungo zvave madhora 1.5 - aya eZombie Makambani. Muedzo wekubvumirana nekubatanidzwa kwemhando dzebumbiro dzemhando yepamusoro muPortfolio yakakura, sekuverenga ndeyokuverengera kuti mitengo yekufarira ichagara yakaderera. Mune izvi, njodzi iyi nhema.

Liz Ann Ann Sunders, Chief Strategist yekudyara mari Charles Schwab:

Mazhinji emood ese mumusika ari ikozvino kunetseka. Kubudirira kwemusika munguva pfupi yapfuura kwakapedza mukuru, kubva pane yangu maonero, njodzi - zvakanyanya kutarisira kutarisira. Ivo pachavo, ivo havafari kururamisa kusingadzivisiki, asi vanoreva kuti musika unogona kunge uchivharika kune zvakashata zvinhu, chero zvavakasimuka.

Chii chinogona kukanganisika mumabhokisi makuru gore rino 1051_3

Scott Maineend, Director weGlobal Investment Guggenheim Bater:

Iyo panicemic yakashandurwa zvachose musika yedu yehupfumi system zvichienderana nemakwikwi, njodzi yekutarisira uye yakangwara bhajeti bhajeti. Izvo zvinotsiviwa nekuwedzera kwakanyanya kupindira pane mari yekumberi, kushamwaridzana kwechikwereti njodzi uye chirongwa cherudzi rwepasi chekurudzira kusava nebasa.

Izvo zvinokonzera kusagadzikana, uye pasi pepasi pane mamiriro ekuwedzera chikwereti, achitonga nekuzvidzora, shanduko mumatanho, macustomer performation zviratidzo. Kazhinji, pamusika wezvisungo zvepamusoro-goho, makaro makambani anopfuura purofiti yavo pamberi pemitero uye mamwe madhiri emwedzi gumi nemaviri apfuura ne4.5. Ichi chiratidzo chakakwirira kupfuura pane iyo yepamusoro yeiyo default kutenderera muna2008-2009, uye, kazhinji, mamiriro acho anozowedzera.

Gregory PETERS, Manogar Director PGIM YEMAHARA Mari:

Inflation inosara yakakura musika njodzi. Ini ndinofunga ichakurumidza kuita muna 2021 nekuda kwemhedzisiro yeiyo yakaderera chikamu gore rapfuura, uye wozodzikira zvakare. Asi njodzi ndeyekuti inogona kuramba ichiwedzera, uye inochinja zvese. Isu tinotenda kuti iyo yakadyiwa ichatora nzvimbo yakasimba uye haizopinduri ku inflation. Asi kana iyo Fed Surrender nerves, uye ichatanga kunetseka nezve inflation zvisati zvaitika pane kuti vanzwisise vatori vechikamu, chinogona kumutsamwisa mamiriro ezvinhu, sezvakaita Misika ya2013, apo misika yayo yakazotevera yekudyara pane kudonha kweiyo mari yekukurudzirwa.

Danny Jon, Muvambi weDymoni Asia DeadGe Foundation:

Dollar yanyura pasi gore rapfuura, asi pane imwe nguva inogona kuwira zvakanyanya. Kana izvi zvikaitika, iyo Fed icharasikirwa nekukasira iyo isina kunaka chaiyo mitengo inopa, uye kunyange inogona kumanikidzwa kumbomira muzvombo zvevatengi. Kana iwe ukarasikirwa nerutsigiro rwakadaro, nyika inogona kusangana zvakanyanya kuvhunduka. Izvi zvinogona kuitika kuti izvi hazvisi zvekupenga script. Kana dhora racho riri kudonha, iyo yakadyiwa inogona kurasikirwa nemikana yekuderedza mari yemari, iyo ichapa kutengeswa mumusika wechitoro.

Chii chinogona kukanganisika mumabhokisi makuru gore rino 1051_4

Paul Mcumar, kugadzirisa bond portfolios mumisika inovandudza Gam:

Kukura mumisika yemari kunopihwa neyakaderera kiyi yekubheja uye bond inodzoka, yakaderedzwa mutengo mutero anotsigira mitengo mitengo uye kuderedza mutengo wekushumirwa kwevanhu veruzhinji.

Kunyangwe nyika dzakawanda dzichiri kusimukira dzine chikwereti chevakweretesa zvakanyanya kupfuura izvo zvakavapo, izvi hazvigone kutaurwa nezvekudzoka, saka mutengo wekushandira chikwereti kwavari hazvina kuderera kusvika pamwero wakaenzana. Mabhangi epakati ari kusimukira nyika dzichiyerera mareti emari semahasha sezvakakudziridzwa, asi vatengi vebhandi vaingangwarira. Mabhangi epakati epasi ekutanga enyika haangaguti chikwereti chakafanana nechikwereti chakagadzirwa.

Muenzaniso weTurkey unonyanya kurayirwa: Kuramba kwehurumende kuti uzive zviratidziro zviyero zvakakonzera kudikanwa kwekuwedzera kwakakosha mukuwedzera, izvo zvakave chiitiko chakasiyana. Uye uyu muenzaniso wezvatinofunga seani panjodzi yakakura: Kana nyika dzichiri kuchimhanyisa hadzizoziva kuti zvakarambidzwa nezviyero zvekubhadhara zvakanyanya kupfuura munyika dzakasimukira, mamiriro avo echikwereti anogona kuora zvakanyanya zvekuti inoramba iri kure kwazvo inogona kuitika kune nyika dzakasimukira.

Yakashandurwa Mikhail Overchenko

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