摩根大通首席股票策略師建議低配股票資產，稱軟着陸假設實屬牽強

華爾街見聞
2023.08.08 01:04
摩根大通首席股票策略師 Marko Kolanovic 對股市維持防守立場，並重申該行低配股票的建議。其預計，今年或明年全球經濟衰退的可能性為 65%，軟着陸的可能性為 35%。Kolanovic 維持低配股票和信用債，超配現金和大宗商品的建議。
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