Brencakes
2021-09-28
Nice
These sectors are looking so cheap that ESG considerations will have to be put on standby, strategist says<blockquote>策略师表示，这些行业看起来如此便宜，以至于ESG考虑必须处于待命状态</blockquote>
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But it's also down to an awakening over an energy crunch in Europe and elsewhere that may not leave U.S. investors alone, say analysts.</p><p><blockquote>部分原因可能是共和党/民主党在债务上限问题上的边缘政策导致美国政府关门威胁。但分析师表示，这也是由于欧洲和其他地区对能源紧缩的觉醒，这可能不会让美国投资者孤立无援。</blockquote></p><p> \"I think yesterday was the first sign in quite some time where we got a glimpse of what an energy crunch, and more important, high interest rates mean for equities,\" said Peter Garnry, head of equity strategy at Saxo Bank, in a podcast on Tuesday.</p><p><blockquote>盛宝银行股票策略主管彼得·加恩里(Peter Garnry)在播客中表示：“我认为昨天是相当长一段时间以来我们第一次看到能源紧缩，更重要的是高利率对股市意味着什么。”周二。</blockquote></p><p> Energy prices are surging in Europe this morning, including natural gas, and one of the region's big competitors is China. That global powerhouse has been suffering electricity shortages that have closed factories, which could worsen COVID-19 pandemic-fueled problems such as a semiconductor shortages. And the scramble for natural gas comes as countries have been trying to reach for cleaner energy.</p><p><blockquote>今天上午，欧洲的能源价格飙升，包括天然气，该地区的主要竞争对手之一是中国。这个全球强国一直遭受电力短缺的困扰，导致工厂关闭，这可能会加剧COVID-19大流行引发的半导体短缺等问题。对天然气的争夺正值各国试图获得更清洁的能源之际。</blockquote></p><p> With oil prices also pushing higher -- Brent is on the doorstop of $80 this morning -- our call of the day from Saxo Bank's Garnry says investors may be herded back toward some unloved sectors soon.</p><p><blockquote>随着油价也在走高——布伦特原油价格今天早上即将达到80美元——盛宝银行的Garnry今日看涨期权表示，投资者可能很快就会回到一些不受欢迎的行业。</blockquote></p><p> \"I think at one point, the mining and energy sector will be too attractive in terms of cash flow, that I think more investors will just put the ESG focus on standby and go all in on the energy and mining sector,\" he said.</p><p><blockquote>“我认为，在某种程度上，采矿和能源行业在现金流方面将太有吸引力，我认为更多的投资者会将ESG重点置于待机状态，并全力投资能源和采矿行业，”他说。</blockquote></p><p> ESG refers to investments that take into account environmental, social, and governance concerns, a sector that's been thrust into the spotlight amid climate change warnings.</p><p><blockquote>ESG是指考虑环境、社会和治理问题的投资，这一领域在气候变化警告中成为人们关注的焦点。</blockquote></p><p> Garnry points to the below slide that shows the ratio between the MSCI World Energy Sector net total returns in dollars versus MSCI World.</p><p><blockquote>Garnry指出下面的幻灯片显示了MSCI世界能源行业净总回报（以美元计算）与MSCI世界之间的比率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef9a8bbcd576f85aef6497f95c350241\" tg-width=\"700\" tg-height=\"491\" width=\"100%\" height=\"auto\"><span>SAXO BANK/BLOOMBERG</span></p><p><blockquote><p class=\"t-img-caption\"><span>盛宝银行/彭博社</span></p></blockquote></p><p> \"As you can see, as in 1995, we are still at very, very low relative levels. I think there is so much room and potential for the energy sector here,\" said Garnry. \"You are trading at something that looks like a 60% to 70% discount on forward valuations and the dividend yield is more than twice as high for the energy sector as it is for the MSCI World.\"</p><p><blockquote>“正如你所看到的，与1995年一样，我们仍然处于非常非常低的相对水平。我认为这里的能源行业有很大的空间和潜力，”Garnry说。“你的交易价格似乎比远期估值有60%至70%的折扣，而且能源行业的股息收益率是MSCI世界的两倍多。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c20a5a073ef51972e0f451f840e1201\" tg-width=\"700\" tg-height=\"774\" width=\"100%\" height=\"auto\"><span>SAXO BANK/BLOOMBERG</span></p><p><blockquote><p class=\"t-img-caption\"><span>盛宝银行/彭博社</span></p></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>These sectors are looking so cheap that ESG considerations will have to be put on standby, strategist says<blockquote>策略师表示，这些行业看起来如此便宜，以至于ESG考虑必须处于待命状态</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\">\nThese sectors are looking so cheap that ESG considerations will have to be put on standby, strategist says<blockquote>策略师表示，这些行业看起来如此便宜，以至于ESG考虑必须处于待命状态</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-09-28 19:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Wariness that set in at the end of Monday's session is morphing into full-on anxiety for Tuesday, as bond yields surge and stock futures drop, led by a hefty fall for Nasdaq-100 futures.</p><p><blockquote>随着债券收益率飙升和股票期货下跌，周一交易结束时出现的谨慎情绪正在演变为周二的全面焦虑，其中纳斯达克100指数期货大幅下跌。</blockquote></p><p> Some of that may be down to a U.S. government shutdown threat amid Republican/Democrat brinkmanship over a debt ceiling. But it's also down to an awakening over an energy crunch in Europe and elsewhere that may not leave U.S. investors alone, say analysts.</p><p><blockquote>部分原因可能是共和党/民主党在债务上限问题上的边缘政策导致美国政府关门威胁。但分析师表示，这也是由于欧洲和其他地区对能源紧缩的觉醒，这可能不会让美国投资者孤立无援。</blockquote></p><p> \"I think yesterday was the first sign in quite some time where we got a glimpse of what an energy crunch, and more important, high interest rates mean for equities,\" said Peter Garnry, head of equity strategy at Saxo Bank, in a podcast on Tuesday.</p><p><blockquote>盛宝银行股票策略主管彼得·加恩里(Peter Garnry)在播客中表示：“我认为昨天是相当长一段时间以来我们第一次看到能源紧缩，更重要的是高利率对股市意味着什么。”周二。</blockquote></p><p> Energy prices are surging in Europe this morning, including natural gas, and one of the region's big competitors is China. That global powerhouse has been suffering electricity shortages that have closed factories, which could worsen COVID-19 pandemic-fueled problems such as a semiconductor shortages. And the scramble for natural gas comes as countries have been trying to reach for cleaner energy.</p><p><blockquote>今天上午，欧洲的能源价格飙升，包括天然气，该地区的主要竞争对手之一是中国。这个全球强国一直遭受电力短缺的困扰，导致工厂关闭，这可能会加剧COVID-19大流行引发的半导体短缺等问题。对天然气的争夺正值各国试图获得更清洁的能源之际。</blockquote></p><p> With oil prices also pushing higher -- Brent is on the doorstop of $80 this morning -- our call of the day from Saxo Bank's Garnry says investors may be herded back toward some unloved sectors soon.</p><p><blockquote>随着油价也在走高——布伦特原油价格今天早上即将达到80美元——盛宝银行的Garnry今日看涨期权表示，投资者可能很快就会回到一些不受欢迎的行业。</blockquote></p><p> \"I think at one point, the mining and energy sector will be too attractive in terms of cash flow, that I think more investors will just put the ESG focus on standby and go all in on the energy and mining sector,\" he said.</p><p><blockquote>“我认为，在某种程度上，采矿和能源行业在现金流方面将太有吸引力，我认为更多的投资者会将ESG重点置于待机状态，并全力投资能源和采矿行业，”他说。</blockquote></p><p> ESG refers to investments that take into account environmental, social, and governance concerns, a sector that's been thrust into the spotlight amid climate change warnings.</p><p><blockquote>ESG是指考虑环境、社会和治理问题的投资，这一领域在气候变化警告中成为人们关注的焦点。</blockquote></p><p> Garnry points to the below slide that shows the ratio between the MSCI World Energy Sector net total returns in dollars versus MSCI World.</p><p><blockquote>Garnry指出下面的幻灯片显示了MSCI世界能源行业净总回报（以美元计算）与MSCI世界之间的比率。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ef9a8bbcd576f85aef6497f95c350241\" tg-width=\"700\" tg-height=\"491\" width=\"100%\" height=\"auto\"><span>SAXO BANK/BLOOMBERG</span></p><p><blockquote><p class=\"t-img-caption\"><span>盛宝银行/彭博社</span></p></blockquote></p><p> \"As you can see, as in 1995, we are still at very, very low relative levels. I think there is so much room and potential for the energy sector here,\" said Garnry. \"You are trading at something that looks like a 60% to 70% discount on forward valuations and the dividend yield is more than twice as high for the energy sector as it is for the MSCI World.\"</p><p><blockquote>“正如你所看到的，与1995年一样，我们仍然处于非常非常低的相对水平。我认为这里的能源行业有很大的空间和潜力，”Garnry说。“你的交易价格似乎比远期估值有60%至70%的折扣，而且能源行业的股息收益率是MSCI世界的两倍多。”</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c20a5a073ef51972e0f451f840e1201\" tg-width=\"700\" tg-height=\"774\" width=\"100%\" height=\"auto\"><span>SAXO BANK/BLOOMBERG</span></p><p><blockquote><p class=\"t-img-caption\"><span>盛宝银行/彭博社</span></p></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/these-sectors-are-looking-so-cheap-that-esg-considerations-will-have-to-be-put-on-standby-strategist-says-11632825967?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":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/these-sectors-are-looking-so-cheap-that-esg-considerations-will-have-to-be-put-on-standby-strategist-says-11632825967?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170967791","content_text":"Wariness that set in at the end of Monday's session is morphing into full-on anxiety for Tuesday, as bond yields surge and stock futures drop, led by a hefty fall for Nasdaq-100 futures.\nSome of that may be down to a U.S. government shutdown threat amid Republican/Democrat brinkmanship over a debt ceiling. But it's also down to an awakening over an energy crunch in Europe and elsewhere that may not leave U.S. investors alone, say analysts.\n\"I think yesterday was the first sign in quite some time where we got a glimpse of what an energy crunch, and more important, high interest rates mean for equities,\" said Peter Garnry, head of equity strategy at Saxo Bank, in a podcast on Tuesday.\nEnergy prices are surging in Europe this morning, including natural gas, and one of the region's big competitors is China. That global powerhouse has been suffering electricity shortages that have closed factories, which could worsen COVID-19 pandemic-fueled problems such as a semiconductor shortages. And the scramble for natural gas comes as countries have been trying to reach for cleaner energy.\nWith oil prices also pushing higher -- Brent is on the doorstop of $80 this morning -- our call of the day from Saxo Bank's Garnry says investors may be herded back toward some unloved sectors soon.\n\"I think at one point, the mining and energy sector will be too attractive in terms of cash flow, that I think more investors will just put the ESG focus on standby and go all in on the energy and mining sector,\" he said.\nESG refers to investments that take into account environmental, social, and governance concerns, a sector that's been thrust into the spotlight amid climate change warnings.\nGarnry points to the below slide that shows the ratio between the MSCI World Energy Sector net total returns in dollars versus MSCI World.\nSAXO BANK/BLOOMBERG\n\"As you can see, as in 1995, we are still at very, very low relative levels. I think there is so much room and potential for the energy sector here,\" said Garnry. \"You are trading at something that looks like a 60% to 70% discount on forward valuations and the dividend yield is more than twice as high for the energy sector as it is for the MSCI World.\"\nSAXO BANK/BLOOMBERG","news_type":1,"symbols_score_info":{".SPX":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":587,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/862986572"}
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