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2021-06-29
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A big market transition is coming. Here's where investors should steer next, says this strategist.<blockquote>一场大的市场转型即将到来。这位策略师表示，这是投资者下一步应该转向的方向。</blockquote>
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Here's where investors should steer next, says this strategist.<blockquote>一场大的市场转型即将到来。这位策略师表示，这是投资者下一步应该转向的方向。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2147868644","media":"MarketWatch","summary":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven","content":"<p>The COVID-19 delta variant is starting to look like the killjoy of summer.</p><p><blockquote>新冠肺炎德尔塔变异毒株开始看起来像夏天的扫兴。</blockquote></p><p> So far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.</p><p><blockquote>到目前为止，美国股市还没有出现重大反应，尽管洛杉矶现在再次建议在室内戴口罩。但考虑到这种首先在印度发现的变种已经在一些国家蔓延，不能排除未来几个月重新开放贸易会遇到一两个减速带的可能性，特别是如果这些病例开始在美国发生的话。</blockquote></p><p> Onto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.</p><p><blockquote>移动优先的个人金融公司SoFi的投资策略主管Liz Young提供了我们的每日看涨期权。她表示，我们将在今年下半年迎来一次重大的市场转型——进入平静的水域，不会出现大的意外。</blockquote></p><p> \"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.</p><p><blockquote>纽约梅隆银行前市场策略总监杨告诉MarketWatch：“然而，我认为我们需要勉强获得一点回报，而且可能感觉来之不易。”</blockquote></p><p> Looking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&P 500 has already hit more than 30 records this year.</p><p><blockquote>回顾去年，她表示，随着市场反弹，投资者已经习惯了部分市场两位数的大幅上涨，并指出标普500今年已创下30多项纪录。</blockquote></p><p> \"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.</p><p><blockquote>“我认为今年下半年会发生的情况是，我们必须开始从政策支持（这确实让我们走到了这一步）转向市场、企业和经济的基本和持久实力。因此，数据将开始变得重要，”杨说。</blockquote></p><p> And the market is getting less and less impressed by super strong data, because that's what it has come to expect.</p><p><blockquote>市场对超级强劲的数据越来越不感兴趣，因为这是它所期待的。</blockquote></p><p> As for where to invest, she advises thinking in terms of the year and the economic cycle.</p><p><blockquote>至于在哪里投资，她建议根据年份和经济周期来思考。</blockquote></p><p> \"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"</p><p><blockquote>Young表示：“因此，我认为在今年剩余时间里，我们确实会看到利率上升，这意味着10年期利率上升，这可能会给那些高增长股票带来一些压力。”她并没有说负回报即将到来，但表示利率上升将重振周期性交易，使价值行业受益。“所以这就是我要找的地方。”</blockquote></p><p> As for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"</p><p><blockquote>至于周期，科技仍然很重要，因为该行业是“对美国长期繁荣的押注，而且不会有任何进展”，而且她不会“在2021年剩余时间内进出”。</blockquote></p><p> She also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. European stocks, which are behind in that reopening trade, should also be a decent bet later in the year, notably as those indexes are rich in financials, which should benefit if global sovereign yields are headed higher.</p><p><blockquote>她还认为小盘股将持续改善，因为它们在疫情中受到的打击最严重，应该会继续反弹，健康的首次公开募股市场将成为积极的催化剂。在重新开放交易中落后的欧洲股市也应该是今年晚些时候的一个不错的赌注，特别是因为这些指数富含金融股，如果全球主权收益率走高，金融股应该会受益。</blockquote></p><p> Some final advice from Young has to do with trendy investments that have cropped up in the past year or so, such as meme stocks, crypto assets, special-purpose acquisition companies (SPACs), etc.</p><p><blockquote>Young的一些最后建议与过去一年左右出现的新潮投资有关，例如meme股票、加密资产、特殊目的收购公司（SPAC）等。</blockquote></p><p> As she advised in a recent blog post , while it's OK to invest in trendy assets, they shouldn't \"overwhelm the foundation of a durable portfolio, or cause you to redefine your risk tolerance just to 'get in the game.' \"</p><p><blockquote>正如她在最近的一篇博客文章中建议的那样，虽然投资时尚资产是可以的，但它们不应该“压倒持久投资组合的基础，或者让你为了‘参与游戏’而重新定义自己的风险承受能力。”</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A big market transition is coming. Here's where investors should steer next, says this strategist.<blockquote>一场大的市场转型即将到来。这位策略师表示，这是投资者下一步应该转向的方向。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA big market transition is coming. Here's where investors should steer next, says this strategist.<blockquote>一场大的市场转型即将到来。这位策略师表示，这是投资者下一步应该转向的方向。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-06-29 20:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The COVID-19 delta variant is starting to look like the killjoy of summer.</p><p><blockquote>新冠肺炎德尔塔变异毒株开始看起来像夏天的扫兴。</blockquote></p><p> So far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.</p><p><blockquote>到目前为止，美国股市还没有出现重大反应，尽管洛杉矶现在再次建议在室内戴口罩。但考虑到这种首先在印度发现的变种已经在一些国家蔓延，不能排除未来几个月重新开放贸易会遇到一两个减速带的可能性，特别是如果这些病例开始在美国发生的话。</blockquote></p><p> Onto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.</p><p><blockquote>移动优先的个人金融公司SoFi的投资策略主管Liz Young提供了我们的每日看涨期权。她表示，我们将在今年下半年迎来一次重大的市场转型——进入平静的水域，不会出现大的意外。</blockquote></p><p> \"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.</p><p><blockquote>纽约梅隆银行前市场策略总监杨告诉MarketWatch：“然而，我认为我们需要勉强获得一点回报，而且可能感觉来之不易。”</blockquote></p><p> Looking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&P 500 has already hit more than 30 records this year.</p><p><blockquote>回顾去年，她表示，随着市场反弹，投资者已经习惯了部分市场两位数的大幅上涨，并指出标普500今年已创下30多项纪录。</blockquote></p><p> \"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.</p><p><blockquote>“我认为今年下半年会发生的情况是，我们必须开始从政策支持（这确实让我们走到了这一步）转向市场、企业和经济的基本和持久实力。因此，数据将开始变得重要，”杨说。</blockquote></p><p> And the market is getting less and less impressed by super strong data, because that's what it has come to expect.</p><p><blockquote>市场对超级强劲的数据越来越不感兴趣，因为这是它所期待的。</blockquote></p><p> As for where to invest, she advises thinking in terms of the year and the economic cycle.</p><p><blockquote>至于在哪里投资，她建议根据年份和经济周期来思考。</blockquote></p><p> \"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"</p><p><blockquote>Young表示：“因此，我认为在今年剩余时间里，我们确实会看到利率上升，这意味着10年期利率上升，这可能会给那些高增长股票带来一些压力。”她并没有说负回报即将到来，但表示利率上升将重振周期性交易，使价值行业受益。“所以这就是我要找的地方。”</blockquote></p><p> As for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"</p><p><blockquote>至于周期，科技仍然很重要，因为该行业是“对美国长期繁荣的押注，而且不会有任何进展”，而且她不会“在2021年剩余时间内进出”。</blockquote></p><p> She also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. European stocks, which are behind in that reopening trade, should also be a decent bet later in the year, notably as those indexes are rich in financials, which should benefit if global sovereign yields are headed higher.</p><p><blockquote>她还认为小盘股将持续改善，因为它们在疫情中受到的打击最严重，应该会继续反弹，健康的首次公开募股市场将成为积极的催化剂。在重新开放交易中落后的欧洲股市也应该是今年晚些时候的一个不错的赌注，特别是因为这些指数富含金融股，如果全球主权收益率走高，金融股应该会受益。</blockquote></p><p> Some final advice from Young has to do with trendy investments that have cropped up in the past year or so, such as meme stocks, crypto assets, special-purpose acquisition companies (SPACs), etc.</p><p><blockquote>Young的一些最后建议与过去一年左右出现的新潮投资有关，例如meme股票、加密资产、特殊目的收购公司（SPAC）等。</blockquote></p><p> As she advised in a recent blog post , while it's OK to invest in trendy assets, they shouldn't \"overwhelm the foundation of a durable portfolio, or cause you to redefine your risk tolerance just to 'get in the game.' \"</p><p><blockquote>正如她在最近的一篇博客文章中建议的那样，虽然投资时尚资产是可以的，但它们不应该“压倒持久投资组合的基础，或者让你为了‘参与游戏’而重新定义自己的风险承受能力。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.marketwatch.com/story/a-big-market-transition-is-coming-heres-where-investors-should-steer-next-says-this-strategist-11624964589?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147868644","content_text":"The COVID-19 delta variant is starting to look like the killjoy of summer.\nSo far, U.S. stocks haven't seen a major response, even though Los Angeles is now suggesting masks indoors again. But given how the variant, first identified in India, has marched across some countries, a speed bump or two for the reopening trade over the next few months can't be ruled out, especially if those cases start to take hold in the U.S.\nOnto our call of the day provided by Liz Young, head of investment strategy at SoFi , a mobile-first personal finance company. She says we are headed for a big market transition in the latter half of the year -- into calm waters and no big surprises.\n\"However, I think it's going to feel like we need to eke out a little bit of return and it might feel hard won,\" Young, former director of market strategy at BNY Mellon, told MarketWatch.\nLooking back to last year, she said investors got used to big double digit gains in parts of the market as it rebounded, and noted the S&P 500 has already hit more than 30 records this year.\n\"What I see happening in the second half of this year is that we have to start making this transition from the policy support -- which has really gotten us to this point -- back to the fundamental and durable strength in the market, in corporations, in the economy. So the data will start to matter,\" said Young.\nAnd the market is getting less and less impressed by super strong data, because that's what it has come to expect.\nAs for where to invest, she advises thinking in terms of the year and the economic cycle.\n\"So I think for the rest of this year, we do see rates drift up, meaning the 10-year drifting upward, which should probably put some pressure on those high-growth stocks,\" Young said. She's not saying negative returns are coming, but said the move up in rates will revive the cyclical trade, benefitting value sectors. \"So that's where I would be looking.\"\nAs for the cycle, tech is still important because that sector is a \"bet on American prosperity for the long term and it's not going anywhere,\" and something she wouldn't \"trade in and out of for the rest of 2021.\"\nShe also sees continued improvement for small-cap stocks, given they were hardest hit in the pandemic and should keep bouncing back, with a healthy initial public offering market acting as a positive catalyst. European stocks, which are behind in that reopening trade, should also be a decent bet later in the year, notably as those indexes are rich in financials, which should benefit if global sovereign yields are headed higher.\nSome final advice from Young has to do with trendy investments that have cropped up in the past year or so, such as meme stocks, crypto assets, special-purpose acquisition companies (SPACs), etc.\nAs she advised in a recent blog post , while it's OK to invest in trendy assets, they shouldn't \"overwhelm the foundation of a durable portfolio, or cause you to redefine your risk tolerance just to 'get in the game.' \"","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1707,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/159541940"}
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