一指標(biāo)表明全球股市仍有繼續(xù)增長空間
2018年才過了不到一個月,很多股市投資者已經(jīng)跟著大盤狠賺了一筆。不過貝萊德公司CEO拉里·芬克又給了我們一個好消息。他指出,從某個指標(biāo)來看,股市還有進(jìn)一步增長的希望。 他在上周四的達(dá)沃斯論壇上對彭博社表示:“我們還沒有談到儲蓄資金池的問題。從金融危機(jī)以來,金融市場已經(jīng)上漲了三倍。而全球的待投資資金池卻也達(dá)到了史無前例的高度。” 去年全球各地股市都迎來了斬獲頗豐的一年。以標(biāo)普500指數(shù)衡量,從2018年年初到現(xiàn)在,美國標(biāo)普500指數(shù)已經(jīng)上漲了5.5%,同期道瓊斯工業(yè)平均指數(shù)則上漲了6.5%,超過了26,400點。全球股市基本同步看漲,iShares MSCI世界ETF指數(shù)今年已經(jīng)上漲了6%左右。 據(jù)貝萊德公司近日的調(diào)查顯示,58%的美國人仍以現(xiàn)金方式持有可投資資產(chǎn),而沒有把它們放在股市或其它投資產(chǎn)品里。芬克還指出,中國約有45%的可支配收入都存在銀行賬戶里。 貝萊德公司總裁羅伯·卡皮托去年12月曾表示,全球范圍內(nèi)仍有70萬億美元左右的儲蓄資金沒有用于投資。 “全球還有大量資本沒有進(jìn)入金融市場,這也是我認(rèn)為股市將進(jìn)一步看漲的原因之一?!狈铱松现芩谋硎荆骸跋胂笠幌拢绻蠹矣懈玫耐顿Y理財知識,有更多的人進(jìn)行長線投資,全球范圍內(nèi)將有多少資金將用于投資?像401(K)和IRA這樣的養(yǎng)老和教育投資基金又將產(chǎn)生多少收益?”(財富中文網(wǎng)) 譯者:樸成奎? |
Though stock market investors have already made quite the killing in 2018, BlackRockCEO Larry Fink points to one indicator that gives him hope for further growth. “We don’t talk about the pool of money that’s still sitting here,” he told Bloomberg at the World Economic Forum in Davos, Switzerland Thursday. “Financial markets are up three times now since the financial crisis, and the pool of money that’s sitting worldwide has never been greater.” That comes as markets worldwide appear to be extending their gains from last year. The U.S. stock market, as measured by the S&P 500, has risen 5.5% since the start of 2018 and the Dow Jones industrial average has risen 6.5% to over 26,400 in the same period. A similar trend can be seen globally, with the iShares MSCI World ETF up about 6% so far this year. According to a recent BlackRock survey, 58% of Americans still hold their investable assets in cash, rather than placing them in the stock market or other investments. Fink also estimates that 45% of disposable income in China rests in bank accounts. BlackRock President Rob Kapito said in December that some $70 trillion in savings is still sitting on the sidelines worldwide. “That’s one of the reasons I think we have more momentum, because of the pool of money that’s sitting around,” Fink said Thursday. “Can you imagine the type of inclusion we would have worldwide if we had better financial literacy, we had more people investing over the long run, the type of financial gains people would have in their 401(K) or IRA?” |