Imagine an oracle last year told you that the US inflation rate would accelerate to a four-decade high of 6.8 per cent by Christmas. Most investors would immediately rinse all fixed income from their portfolio, and take a long hard look at those glamorous growth stocks.
想象一下,去年一位先知告诉你,到今年圣诞节美国通胀将升至6.8%,创下40年来的最高水平。大多数投资者会立即将所有固定收益资产从投资组合中清仓,然后好好研究那些迷人的成长型股票。
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