Abatyalomali kunye nabahlali zinethemba malunga nethemba leemarike zo-2021. Ukubonelela ngokukhula kumacandelo ashiyekileyo kwicala lendlela. Inzuzo yebhondi kulindeleke ukuba ihlale iphantsi, ngaloo ndlela ibonelela ngenkxaso eyongezelelweyo kwiikowuteshini zezabelo.
Amaxesha ezemali babuzile abatyali-mali abanokungahambi kakuhle.
I-Howard Marx, i-Co-ce-reati oakree Coayithi:
Eyona ngozi iphambili kukunyuka kwamaxabiso enzala. Uvavanyo oluphezulu lwee-asethi luxhomekeke ngokupheleleyo kumazinga asezantsi. Ukuba bakhulile, ixabiso leeasethi linokuwela. Nangona kunjalo, akukho sizathu sibalulekileyo sokulindela ukukhula kwamaxabiso kwixesha elifutshane, kuba ukunyuka kwamaxabiso okhethekileyo akuthelekiswayo kwaye, kubonakala ngathi ayikhathali inkqubo yase-US.
I-Sam Finkeltein, UMlawuli weConstred kwiGold Gold Goldsman Sachs Hobles.
Abatyalomali kwimarike yeBhokisi banokudibana nemingcipheko emibini ngo-2021. Kuqala, amanyathelo okukhuthaza kakhulu ekuphenduleni kwi-pandemic eyandise ixesha lembuyiselo kunye nemingcipheko enxulumene noko. Okwesibini, iibhanki eziphambili zahlala ziyindawo encinci yezixhobo kwimeko yokudodobala kwemali. Kusenza sisebenzise ngakumbi umzamo ongakumbi wokwenza iiphothifoliyo ezilinganisiweyo, eziya kuba nakho ukusinda ukuqhuma kwemarike.
I-venselan marita, esekela lomlawuli-mlawuli u-Amindi:
I-rally yemakethi yeenyanga zamva nje isekwe kholo olungaboniyo kwiyeza lokugonya kunye nomtya ocinga ukuba yonke into iza kuba kungekudala, kwaye ilunge ngakumbi. Lo ngumngcipheko: ukuveliswa kunye nokusasazwa kwezitofu zokugonya okwelo xesha akuyo ukuhamba ngepaki.
Imali yemali kunye nemali inceda uqoqosho ukugcina i-sloat-kodwa kuphela ukuya kwixesha eliphambi kwexesha. Ukumiliselwa kwala manyathelo ekusebenzeni kuya kuba nzima ngakumbi. Kufanelekile ukulindela i-monetis enkulu yetyala kunye nokukhula koxinzelelo kwiibhanki eziphambili; Ngoku akunakwenzeka ukuba ucinge ngokuwa kwamanyathelo okulwa okuchasene nengxaki, kwaye iimakethi zingajongisi umngcipheko wempazamo kumgaqo-nkqubo olandelayo.
Umngcipheko wesithathu yimvumelwano ngokwayo kwimarike. Isabelo sentengiso yeBhokisi esinezivelo esihle siyakhula, ke ukusukela isivuno kunokuthatha iifom ezigqithisileyo: I-Bonds iphantse yaziiipesenti ze-trion-ezi ziinkampani ze-zombie. Isilingo sokuvuma ukubandakanywa kwemigangatho esezantsi esezantsi kwiphothifoliyo inkulu, njengobalwa kwinto yokuba amaxabiso enzala aya kuhlala ephantsi. Kule, ingozi ilele.
Liz Ann Saunders, intloko yocwangciso-mali loTyalo-mali uCharwab:
Uninzi lwazo zonke iimvakalelo kwimarike ngoku zinexhala. Impumelelo yemakethi yexesha lakutshanje ichithe eyona inkulu, ukusuka kwindawo yam, umngcipheko-umngcipheko-olindelo olukhulu. Ngobodwa, abafanekisingiseli ilungiso engenakufikeleleka, kodwa kuthetha ukuba imarike inokubonakala ukuba ibe sengozini kwizinto ezimbi, nangayiphi na indlela abaye bavela.
I-Scott Mameend, UMlawuli weHlabathi yeGubgegeim jikelele:
I-thendemic iguqule ngokupheleleyo inkqubo yethu yezoqoqosho esekwe kukhuphiswano, ulawulo lomngcipheko kunye nomgaqo-nkqubo wohlahlo-lwabiwo mali. Itshintshwa ngongenelelo oluqhelekileyo kwimali ngaphambili, intlalontle yomngcipheko wetyala kunye noMgaqo-nkqubo welizwe lonke wokukhuthaza ukungakholelwa.
Kubangela ixhala, kwaye phantsi komphezulu Kukho imeko ebanzi yamatyala, ukugweba ngokungagqibeki, utshintsho kwimilinganiselo, izalathi zentsebenzo. Ngokubanzi, kwimarike ye-bind-yeiver ephezulu, iinkampani zetyala ngoku zigqitha kwingeniso yazo ngaphambi kwerhafu kunye nokuncitshiswa kwezinye iinyanga ezili-12 ezidlulileyo ngamaxesha angama-12 adlulileyo. Esi salathisi siphezulu kunencopho yomjikelo ongagqithanga ku-2008-2009, kwaye, kakhulu, imeko iya kuphakama.
UGregory Peres, uMlawuli oLawulayo weMveliso yePGIM:
Ukunyuka kwamaxabiso kuhlala kuseyimngcipheko omkhulu wentengiso. Ndicinga ukuba iya kukhawulezisa okwethutyana ngo-2021 ngenxa yesiphumo sesiseko esisezantsi kunyaka ophelileyo, kwaye sinciphise kwakhona. Kodwa umngcipheko kukuba inokuqhubeka nokukhawulezisa, kwaye iyayitshintsha yonke into. Sikholelwa ukuba i-fed iya kuthatha indawo eqinileyo kwaye ayiyi kuphendula kwixabiso lokunyuka kwamaxabiso. Kodwa ukuba i-surrender yerveres, kwaye iya kuqala ukukhathazeka malunga nokunyuka kwamaxabiso ngaphambi kokuba inikezele ukuba baqonde abathathi-nxaxheba kwintengiso, kunokuba yingxaki yokuphuhliswa kwemeko, njengoko kuvunyiwe emva kokubhengezwa yodliwayo ekuweni kwenkqubo yokuvuselela imali.
UDanny Jon, osisiseko seDymon Asia Celge Foundation:
Idola ithe yatyibilika kunyaka ophelileyo, kodwa ngaxa lithile linokusilela kabukhali. Ukuba oku kuyenzeka, abo bondliweyo baya kuphulukana nokuguquguquka ukuba amaxabiso anenzala engalunganga anika inzala, kwaye anyanzelwe ukuba anqumle kwimpahla yempahla. Ukuba uphulukana nenkxaso enjalo, umhlaba unokubangela ukuba wothuke. Oku kunokwenzeka ukuba le ayisiyo iskripthi esimzukileyo. Ukuba idola iwa kakhulu, odliwe unokuphulukana namathuba okunciphisa umgaqo-nkqubo wemali, oya kuthi athengise kwimarike yevenkile.
UPaul Mcamar, olawula iPortfolios kwimakethi ephuhlisayo:
Ukukhula kwiimakethi zezezimali kunikezelwa kukubheja okuphantsi kweqhosha kunye nokubuya kwebhotile yesaphulelo, ukunciphisa inani lesaphulelo sexabiso le-asethi kwaye kunciphisa iindleko zokuhambisa amatyala aseburhulumenteni.
Nangona uninzi lwamazwe asaphuhlayo anemithwalo esele iphantsi kunezo kuphuhliswa, oku akunakuthethwa malunga nokubuya, ke iindleko zokukhonza amatyala kubo akehlikisi ukuya kwinqanaba elifanayo. Iibhanki eziphambili kumazwe asaphuhlayo zinciphise amaxabiso enzala njengokuphuhliswa, kodwa abathengi bebhondi balumkile ngakumbi. Iibhanki eziphambili zamazwe asaphuhlayo azinalo ikhredithi efanayo neyophuhliswayo.
Umzekelo weTurkey uyalelwe ikakhulu: Ukwala kukarhulumente ukwamkela iingxaki zexabiso lentlawulo kukhokelele kwimfuno yonyuso olubalulekileyo kumaxabiso, olwenziwe phantse into eyahlukileyo. Kwaye lo ngumzekelo wento esiyinika ingqalelo njengomngcipheko obanzi: Ukuba amazwe asakhasayo akasayi kuqaphela ukuba izithintelo ezinxulumene nemali eseleyo kwimali eseleyo, imeko yazo yamatyala inokuwohloka kakhulu ihlala inokwenzeka kakhulu kumazwe aphuhlileyo.
Iguqulelwe i-mikhail overchenko