2023年度展望

The valuation reset rippling through markets
市場重新估值背景下的投資策略

Equities have re-rated against bonds — but there are risks from here
穆勒-格利斯曼:隨著全球經濟成長與通膨雙雙傳來利好訊息,股票相對於債券的表現似乎在好轉,但風險依然存在。

The writer is head of asset allocation research at Goldman SachsAt the beginning of 2022, investors faced a very unfavourable starting point for investing — both equities and bonds were expensive, with valuations close to the highest levels in more than 100 years.

本文作者是高盛(Goldman Sachs)資產配置研究主管

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