20.02.2022 11:22 AM由于货币政策框架的不确定性，我们应该为上半年风险资产的波动做好准备，然后在下半年为股票收益做好准备。
一些专家认为，市场将适应加息，但由于货币刺激措施的退出，量化紧缩将需要更多时间。
截至 2020 年 12 月，GIAM 拥有 4700 亿欧元（5340 亿美元）的资产。
预计下半年央行的行动将趋于稳定。
从这个角度来看，资产管理公司认为值得购买价值股（能源、银行、将受益于疫情后经济反弹的股票等）以及长期债券，因为这类资产的收益率正在上升好吧。
但是，您需要小心并彻底检查市场，因为波动性增加会给高收益和投资级债务的利差带来压力。
宏利投资管理公司联席首席投资策略师凯文黑德兰表示，重要的是要考虑到各国央行不是"为了应对经济过热或通胀失控而从'正常'水平加息"。
根据 1 月 25 日至 26 日政策会议的纪要，美联储官员没有设定任何特定的加息步伐。
由于美国通胀预期非常高，预计美联储将通过加息周期来管理需求方面的风险。 专家认为，在这种情况下，央行加息的速度将比以前快得多。
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*这里的市场分析是为了增加您对市场的了解，而不是给出交易的指示。
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