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2021-06-18

Looking for hedges against inflation? Try Apple, Nike, Verizon and stocks with this in common, strategists say<blockquote>寻找通胀对冲工具？策略师表示，尝试苹果、Nike、Verizon和具有此共同点的股票</blockquote>

Stocks are set for a poor performance on Thursday, as markets absorb the Federal Reserve's indicatio

Looking for hedges against inflation? Try Apple, Nike, Verizon and stocks with this in common, strategists say<blockquote>寻找通胀对冲工具？策略师表示，尝试苹果、Nike、Verizon和具有此共同点的股票</blockquote>

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Try Apple, Nike, Verizon and stocks with this in common, strategists say<blockquote>寻找通胀对冲工具？策略师表示，尝试苹果、Nike、Verizon和具有此共同点的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2144745081","media":"MarketWatch","summary":"Stocks are set for a poor performance on Thursday, as markets absorb the Federal Reserve's indicatio","content":"Stocks are set for a poor performance on Thursday, as markets absorb the Federal Reserve's indication that interest rate increases are coming sooner than expected, while the central bank remains alert to inflation risks.<blockquote>周四股市将表现不佳，因为市场吸收了美联储加息时间快于预期的迹象，同时央行仍对通胀风险保持警惕。</blockquote> \"There is probably no bigger macro issue, both tactically and strategically, than inflation and what this means for portfolios,\" said strategists led by Inigo Fraser Jenkins at Bernstein Research on Thursday.<blockquote>伯恩斯坦研究公司Inigo Fraser Jenkins领导的策略师周四表示：“无论是战术上还是战略上，可能没有比通胀及其对投资组合的意义更大的宏观问题了。”</blockquote> Fraser Jenkins and his team have our call of the day: that investors should look to buy shares in companies with a long maturity of debt as an effective hedge against inflation.<blockquote>Fraser Jenkins和他的团队提出了我们当今的看涨期权：投资者应该购买债务期限较长的公司的股票，作为对冲通胀的有效手段。</blockquote> Companies issued debt at an astounding rate through the COVID-19 pandemic. Much of it was a necessary move to meet funding needs, but for some groups it was an opportunity to take advantage of the Fed's measures supporting credit markets, which provided an ability to increase the maturity of debt, the strategists said.<blockquote>公司通过COVID-19大流行以惊人的速度发行债务。策略师表示，这在很大程度上是满足融资需求的必要举措，但对一些群体来说，这是一个利用美联储支持信贷市场措施的机会，这些措施提供了延长债务期限的能力。</blockquote> According to the team at Bernstein, for companies that have long maturity of debt, have issued fixed-rate debt, and are going concerns -- i.e. can continue operating while meeting financial obligations -- inflation could be a positive thing. \"Inflation would erode the real value of the debt relative to earnings (which are tied to the real economy),\" the strategists said.<blockquote>伯恩斯坦的团队表示，对于债务期限较长、已发行固定利率债务且持续经营（即可以在履行财务义务的同时继续运营）的公司来说，通货膨胀可能是一件积极的事情。策略师表示：“通胀将侵蚀债务相对于收益（与实体经济挂钩）的实际价值。”</blockquote> \"There is no one solution\" to finding suitable hedges for inflation, Fraser Jenkins' group said, noting that a good response may involve more equities, real assets, gold, and even crypto assets like bitcoin . But \"another possible string to the inflation-hedging bow\" is companies that emerge from the pandemic with a long maturity of debt.<blockquote>Fraser Jenkins的团队表示，寻找合适的通胀对冲工具“没有单一的解决方案”，并指出良好的应对措施可能涉及更多股票、实物资产、黄金，甚至比特币等加密资产。但“通胀对冲弓的另一个可能的弦”是那些从疫情中走出来、债务期限较长的公司。</blockquote> \"A basket of U.S. long debt maturity stocks has outperformed a basket of short debt maturity stocks by 7% this year and trades at more attractive valuations than their short debt maturity peers,\" Fraser Jenkins and his team added.<blockquote>Fraser Jenkins和他的团队补充道：“今年一篮子美国长期债务到期股票的表现优于一篮子短期债务到期股票7%，并且其估值比短期债务到期股票更具吸引力。”</blockquote> <img src=\"https://static.tigerbbs.com/1aca07448aa8168cf9edc9e49d933435\" tg-width=\"1260\" tg-height=\"672\" referrerpolicy=\"no-referrer\">CHART VIA BERNSTEIN RESEARCH.<blockquote>图表来自伯恩斯坦研究。</blockquote> There are a lot of these stocks: the strategists at Bernstein have a list of more than 80. Some of those picks include Big Tech names Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL), Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, and Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, as well as other technology companies like videogame developer Electronic Arts <a href=\"https://laohu8.com/S/EA\">$(EA)$</a> and semiconductor groups Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, Texas Instruments <a href=\"https://laohu8.com/S/TXN\">$(TXN)$</a>, and Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a>.<blockquote>这些股票有很多：伯恩斯坦的策略师列出了80多只股票。其中一些选择包括大型科技公司苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, Alphabet<a href=\"https://laohu8.com/S/GOOGL\">$（GOOGL）$</a>（GOOGL）、亚马逊<a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>，和微软<a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>，以及视频游戏开发商艺电等其他科技公司<a href=\"https://laohu8.com/S/EA\">$(EA)$</a>和半导体集团英伟达<a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>,德州仪器<a href=\"https://laohu8.com/S/TXN\">$(TXN)$</a>，和高通<a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a>.</blockquote> Telecom giants AT&amp;T <a href=\"https://laohu8.com/S/T\">$(T)$</a> and Verizon <a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a> are also on the list, as are retailers and consumer-products groups such as Home Depot <a href=\"https://laohu8.com/S/HD\">$(HD)$</a>, Target <a href=\"https://laohu8.com/S/TGT\">$(TGT)$</a>, McDonalds <a href=\"https://laohu8.com/S/MCD\">$(MCD)$</a>, Starbucks <a href=\"https://laohu8.com/S/SBUX\">$(SBUX)$</a>, Nike <a href=\"https://laohu8.com/S/NKE\">$(NKE)$</a>, Kraft Heinz <a href=\"https://laohu8.com/S/KHC\">$(KHC)$</a>, Estée Lauder <a href=\"https://laohu8.com/S/EL\">$(EL)$</a>, and Coca-Cola <a href=\"https://laohu8.com/S/KO\">$(KO)$</a>.<blockquote>电信巨头AT&amp;T<a href=\"https://laohu8.com/S/T\">$(T)$</a>和威瑞森<a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>家得宝等零售商和消费品集团也榜上有名<a href=\"https://laohu8.com/S/HD\">$(HD)$</a>,目标<a href=\"https://laohu8.com/S/TGT\">$(TGT)$</a>,麦当劳<a href=\"https://laohu8.com/S/MCD\">$(MCD)$</a>,星巴克<a href=\"https://laohu8.com/S/SBUX\">$(SBUX)$</a>,耐克<a href=\"https://laohu8.com/S/NKE\">$(NKE)$</a>,卡夫亨氏<a href=\"https://laohu8.com/S/KHC\">$(KHC)$</a>,雅诗兰黛<a href=\"https://laohu8.com/S/EL\">$(EL)$</a>，和可口可乐<a href=\"https://laohu8.com/S/KO\">$(KO)$</a>.</blockquote> Health and biotechnology stocks like Johnson &amp; Johnson <a href=\"https://laohu8.com/S/JNJ\">$(JNJ)$</a>, Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a>, Gilead Sciences <a href=\"https://laohu8.com/S/GILD\">$(GILD)$</a>, Regeneron <a href=\"https://laohu8.com/S/REGN\">$(REGN)$</a>, and Biogen <a href=\"https://laohu8.com/S/BIIB\">$(BIIB)$</a> also make the cut, as do railroad operators Kansas City Southern <a href=\"https://laohu8.com/S/KSU\">$(KSU)$</a> and Union Pacific <a href=\"https://laohu8.com/S/UNP\">$(UNP)$</a>. Defense companies Lockheed Martin <a href=\"https://laohu8.com/S/LMT\">$(LMT)$</a>, Northrop Grumman <a href=\"https://laohu8.com/S/NOC\">$(NOC)$</a>, and Raytheon Technologies <a href=\"https://laohu8.com/S/RTX\">$(RTX)$</a> also qualify.<blockquote>强生等健康和生物技术股票<a href=\"https://laohu8.com/S/JNJ\">$（强生）$</a>,辉瑞<a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a>,吉利德科学<a href=\"https://laohu8.com/S/GILD\">$(GILD)$</a>,再生元<a href=\"https://laohu8.com/S/REGN\">$(REGN)$</a>，和百健<a href=\"https://laohu8.com/S/BIIB\">$(BIIB)$</a>铁路运营商堪萨斯城南方铁路也晋级<a href=\"https://laohu8.com/S/KSU\">$(KSU)$</a>和联合太平洋<a href=\"https://laohu8.com/S/UNP\">$(UNP)$</a>.国防公司洛克希德·马丁公司<a href=\"https://laohu8.com/S/LMT\">$(LMT)$</a>,诺斯罗普·格鲁曼公司<a href=\"https://laohu8.com/S/NOC\">$（夜间）$</a>，和雷神技术<a href=\"https://laohu8.com/S/RTX\">$(RTX)$</a>也有资格。</blockquote>","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>Looking for hedges against inflation? Try Apple, Nike, Verizon and stocks with this in common, strategists say<blockquote>寻找通胀对冲工具？策略师表示，尝试苹果、Nike、Verizon和具有此共同点的股票</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\">\nLooking for hedges against inflation? Try Apple, Nike, Verizon and stocks with this in common, strategists say<blockquote>寻找通胀对冲工具？策略师表示，尝试苹果、Nike、Verizon和具有此共同点的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-06-18 15:03\n\n</h4>\n</header>\n<article>\nStocks are set for a poor performance on Thursday, as markets absorb the Federal Reserve's indication that interest rate increases are coming sooner than expected, while the central bank remains alert to inflation risks.<blockquote>周四股市将表现不佳，因为市场吸收了美联储加息时间快于预期的迹象，同时央行仍对通胀风险保持警惕。</blockquote> \"There is probably no bigger macro issue, both tactically and strategically, than inflation and what this means for portfolios,\" said strategists led by Inigo Fraser Jenkins at Bernstein Research on Thursday.<blockquote>伯恩斯坦研究公司Inigo Fraser Jenkins领导的策略师周四表示：“无论是战术上还是战略上，可能没有比通胀及其对投资组合的意义更大的宏观问题了。”</blockquote> Fraser Jenkins and his team have our call of the day: that investors should look to buy shares in companies with a long maturity of debt as an effective hedge against inflation.<blockquote>Fraser Jenkins和他的团队提出了我们当今的看涨期权：投资者应该购买债务期限较长的公司的股票，作为对冲通胀的有效手段。</blockquote> Companies issued debt at an astounding rate through the COVID-19 pandemic. Much of it was a necessary move to meet funding needs, but for some groups it was an opportunity to take advantage of the Fed's measures supporting credit markets, which provided an ability to increase the maturity of debt, the strategists said.<blockquote>公司通过COVID-19大流行以惊人的速度发行债务。策略师表示，这在很大程度上是满足融资需求的必要举措，但对一些群体来说，这是一个利用美联储支持信贷市场措施的机会，这些措施提供了延长债务期限的能力。</blockquote> According to the team at Bernstein, for companies that have long maturity of debt, have issued fixed-rate debt, and are going concerns -- i.e. can continue operating while meeting financial obligations -- inflation could be a positive thing. \"Inflation would erode the real value of the debt relative to earnings (which are tied to the real economy),\" the strategists said.<blockquote>伯恩斯坦的团队表示，对于债务期限较长、已发行固定利率债务且持续经营（即可以在履行财务义务的同时继续运营）的公司来说，通货膨胀可能是一件积极的事情。策略师表示：“通胀将侵蚀债务相对于收益（与实体经济挂钩）的实际价值。”</blockquote> \"There is no one solution\" to finding suitable hedges for inflation, Fraser Jenkins' group said, noting that a good response may involve more equities, real assets, gold, and even crypto assets like bitcoin . But \"another possible string to the inflation-hedging bow\" is companies that emerge from the pandemic with a long maturity of debt.<blockquote>Fraser Jenkins的团队表示，寻找合适的通胀对冲工具“没有单一的解决方案”，并指出良好的应对措施可能涉及更多股票、实物资产、黄金，甚至比特币等加密资产。但“通胀对冲弓的另一个可能的弦”是那些从疫情中走出来、债务期限较长的公司。</blockquote> \"A basket of U.S. long debt maturity stocks has outperformed a basket of short debt maturity stocks by 7% this year and trades at more attractive valuations than their short debt maturity peers,\" Fraser Jenkins and his team added.<blockquote>Fraser Jenkins和他的团队补充道：“今年一篮子美国长期债务到期股票的表现优于一篮子短期债务到期股票7%，并且其估值比短期债务到期股票更具吸引力。”</blockquote> <img src=\"https://static.tigerbbs.com/1aca07448aa8168cf9edc9e49d933435\" tg-width=\"1260\" tg-height=\"672\" referrerpolicy=\"no-referrer\">CHART VIA BERNSTEIN RESEARCH.<blockquote>图表来自伯恩斯坦研究。</blockquote> There are a lot of these stocks: the strategists at Bernstein have a list of more than 80. Some of those picks include Big Tech names Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>(GOOGL), Amazon <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>, and Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, as well as other technology companies like videogame developer Electronic Arts <a href=\"https://laohu8.com/S/EA\">$(EA)$</a> and semiconductor groups Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, Texas Instruments <a href=\"https://laohu8.com/S/TXN\">$(TXN)$</a>, and Qualcomm <a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a>.<blockquote>这些股票有很多：伯恩斯坦的策略师列出了80多只股票。其中一些选择包括大型科技公司苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>, Alphabet<a href=\"https://laohu8.com/S/GOOGL\">$（GOOGL）$</a>（GOOGL）、亚马逊<a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a>，和微软<a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>，以及视频游戏开发商艺电等其他科技公司<a href=\"https://laohu8.com/S/EA\">$(EA)$</a>和半导体集团英伟达<a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>,德州仪器<a href=\"https://laohu8.com/S/TXN\">$(TXN)$</a>，和高通<a href=\"https://laohu8.com/S/QCOM\">$(QCOM)$</a>.</blockquote> Telecom giants AT&amp;T <a href=\"https://laohu8.com/S/T\">$(T)$</a> and Verizon <a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a> are also on the list, as are retailers and consumer-products groups such as Home Depot <a href=\"https://laohu8.com/S/HD\">$(HD)$</a>, Target <a href=\"https://laohu8.com/S/TGT\">$(TGT)$</a>, McDonalds <a href=\"https://laohu8.com/S/MCD\">$(MCD)$</a>, Starbucks <a href=\"https://laohu8.com/S/SBUX\">$(SBUX)$</a>, Nike <a href=\"https://laohu8.com/S/NKE\">$(NKE)$</a>, Kraft Heinz <a href=\"https://laohu8.com/S/KHC\">$(KHC)$</a>, Estée Lauder <a href=\"https://laohu8.com/S/EL\">$(EL)$</a>, and Coca-Cola <a href=\"https://laohu8.com/S/KO\">$(KO)$</a>.<blockquote>电信巨头AT&amp;T<a href=\"https://laohu8.com/S/T\">$(T)$</a>和威瑞森<a href=\"https://laohu8.com/S/VZ\">$(VZ)$</a>家得宝等零售商和消费品集团也榜上有名<a href=\"https://laohu8.com/S/HD\">$(HD)$</a>,目标<a href=\"https://laohu8.com/S/TGT\">$(TGT)$</a>,麦当劳<a href=\"https://laohu8.com/S/MCD\">$(MCD)$</a>,星巴克<a href=\"https://laohu8.com/S/SBUX\">$(SBUX)$</a>,耐克<a href=\"https://laohu8.com/S/NKE\">$(NKE)$</a>,卡夫亨氏<a href=\"https://laohu8.com/S/KHC\">$(KHC)$</a>,雅诗兰黛<a href=\"https://laohu8.com/S/EL\">$(EL)$</a>，和可口可乐<a href=\"https://laohu8.com/S/KO\">$(KO)$</a>.</blockquote> Health and biotechnology stocks like Johnson &amp; Johnson <a href=\"https://laohu8.com/S/JNJ\">$(JNJ)$</a>, Pfizer <a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a>, Gilead Sciences <a href=\"https://laohu8.com/S/GILD\">$(GILD)$</a>, Regeneron <a href=\"https://laohu8.com/S/REGN\">$(REGN)$</a>, and Biogen <a href=\"https://laohu8.com/S/BIIB\">$(BIIB)$</a> also make the cut, as do railroad operators Kansas City Southern <a href=\"https://laohu8.com/S/KSU\">$(KSU)$</a> and Union Pacific <a href=\"https://laohu8.com/S/UNP\">$(UNP)$</a>. Defense companies Lockheed Martin <a href=\"https://laohu8.com/S/LMT\">$(LMT)$</a>, Northrop Grumman <a href=\"https://laohu8.com/S/NOC\">$(NOC)$</a>, and Raytheon Technologies <a href=\"https://laohu8.com/S/RTX\">$(RTX)$</a> also qualify.<blockquote>强生等健康和生物技术股票<a href=\"https://laohu8.com/S/JNJ\">$（强生）$</a>,辉瑞<a href=\"https://laohu8.com/S/PFE\">$(PFE)$</a>,吉利德科学<a href=\"https://laohu8.com/S/GILD\">$(GILD)$</a>,再生元<a href=\"https://laohu8.com/S/REGN\">$(REGN)$</a>，和百健<a href=\"https://laohu8.com/S/BIIB\">$(BIIB)$</a>铁路运营商堪萨斯城南方铁路也晋级<a href=\"https://laohu8.com/S/KSU\">$(KSU)$</a>和联合太平洋<a href=\"https://laohu8.com/S/UNP\">$(UNP)$</a>.国防公司洛克希德·马丁公司<a href=\"https://laohu8.com/S/LMT\">$(LMT)$</a>,诺斯罗普·格鲁曼公司<a href=\"https://laohu8.com/S/NOC\">$（夜间）$</a>，和雷神技术<a href=\"https://laohu8.com/S/RTX\">$(RTX)$</a>也有资格。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/looking-for-hedges-against-inflation-try-apple-nike-verizon-and-stocks-with-this-in-common-strategists-say-11623928849?mod=home-page\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RTX":"雷神技术公司","MSFT":"微软","VZ":"Verizon Comms","EL":"雅诗兰黛","TGT":"塔吉特","TXN":"德州仪器","AMZN":"亚马逊","SBUX":"星巴克","REGN":"再生元制药公司","KO":"可口可乐","HD":"家得宝","LMT":"洛克希德马丁","GOOGL":"谷歌A","UNP":"联合太平洋","EA":"艺电","MCD":"麦当劳","GOOG":"谷歌","NVDA":"英伟达","GILD":"吉利德科学","JNJ":"强生","KSU":"堪萨斯南方铁路","NOC":"诺斯罗普格鲁曼","PFE":"辉瑞","AAPL":"苹果","QCOM":"高通","NKE":"耐克","KHC":"卡夫亨氏"},"source_url":"https://www.marketwatch.com/story/looking-for-hedges-against-inflation-try-apple-nike-verizon-and-stocks-with-this-in-common-strategists-say-11623928849?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144745081","content_text":"Stocks are set for a poor performance on Thursday, as markets absorb the Federal Reserve's indication that interest rate increases are coming sooner than expected, while the central bank remains alert to inflation risks.\n\"There is probably no bigger macro issue, both tactically and strategically, than inflation and what this means for portfolios,\" said strategists led by Inigo Fraser Jenkins at Bernstein Research on Thursday.\nFraser Jenkins and his team have our call of the day: that investors should look to buy shares in companies with a long maturity of debt as an effective hedge against inflation.\nCompanies issued debt at an astounding rate through the COVID-19 pandemic. Much of it was a necessary move to meet funding needs, but for some groups it was an opportunity to take advantage of the Fed's measures supporting credit markets, which provided an ability to increase the maturity of debt, the strategists said.\nAccording to the team at Bernstein, for companies that have long maturity of debt, have issued fixed-rate debt, and are going concerns -- i.e. can continue operating while meeting financial obligations -- inflation could be a positive thing. \"Inflation would erode the real value of the debt relative to earnings (which are tied to the real economy),\" the strategists said.\n\"There is no one solution\" to finding suitable hedges for inflation, Fraser Jenkins' group said, noting that a good response may involve more equities, real assets, gold, and even crypto assets like bitcoin . But \"another possible string to the inflation-hedging bow\" is companies that emerge from the pandemic with a long maturity of debt.\n\"A basket of U.S. long debt maturity stocks has outperformed a basket of short debt maturity stocks by 7% this year and trades at more attractive valuations than their short debt maturity peers,\" Fraser Jenkins and his team added.\nCHART VIA BERNSTEIN RESEARCH.\nThere are a lot of these stocks: the strategists at Bernstein have a list of more than 80. Some of those picks include Big Tech names Apple $(AAPL)$, Alphabet $(GOOGL)$(GOOGL), Amazon $(AMZN)$, and Microsoft $(MSFT)$, as well as other technology companies like videogame developer Electronic Arts $(EA)$ and semiconductor groups Nvidia $(NVDA)$, Texas Instruments $(TXN)$, and Qualcomm $(QCOM)$.\nTelecom giants AT&T $(T)$ and Verizon $(VZ)$ are also on the list, as are retailers and consumer-products groups such as Home Depot $(HD)$, Target $(TGT)$, McDonalds $(MCD)$, Starbucks $(SBUX)$, Nike $(NKE)$, Kraft Heinz $(KHC)$, Estée Lauder $(EL)$, and Coca-Cola $(KO)$.\nHealth and biotechnology stocks like Johnson & Johnson $(JNJ)$, Pfizer $(PFE)$, Gilead Sciences $(GILD)$, Regeneron $(REGN)$, and Biogen $(BIIB)$ also make the cut, as do railroad operators Kansas City Southern $(KSU)$ and Union Pacific $(UNP)$. Defense companies Lockheed Martin $(LMT)$, Northrop Grumman $(NOC)$, and Raytheon Technologies $(RTX)$ also qualify.","news_type":1,"symbols_score_info":{"GOOG":0.9,"MSFT":0.9,"AAPL":0.9,"TGT":0.9,"VZ":0.9,"RTX":0.9,"HD":0.9,"EA":0.9,"UNP":0.9,"KO":0.9,"EL":0.9,"GILD":0.9,"TXN":0.9,"NKE":0.9,"VZA":0.9,"MCD":0.9,"NOC":0.9,"REGN":0.9,"JNJ":0.9,"GOOGL":0.9,"LMT":0.9,"QCOM":0.9,"AMZN":0.9,"NVDA":0.9,"KSU":0.9,"SBUX":0.9,"PFE":0.9,"KHC":0.9}},"isVote":1,"tweetType":1,"viewCount":1381,"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":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}

Looking for hedges against inflation? Try Apple, Nike, Verizon and stocks with this in common, strategists say<blockquote>寻找通胀对冲工具？策略师表示，尝试苹果、Nike、Verizon和具有此共同点的股票</blockquote>

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