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发帖数: 1952 | 1 瑞信：2020年前不会有衰退 大胆买股票吧
No recession until late 2020, so keep buying stocks, Credit Suisse says
A U.S. recession won't happen until the third quarter of 2020, and in the
meantime stocks are a good bet, says Credit Suisse analyst Andrew Garthwaite.
High volatility is also here to stay, meaning credit is riskier than equity,
Garthwaite says.
He suggested staying underweight cyclicals such as consumer discretionary,
materials and industrials, calling the group "expensive" and "over-owned."
"At this stage of yield curve flattening, normally software and energy are
the best performing sectors, while consumer staples and utilities perform
the worst," he says. |
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