2023年度展望

Smart money is still wary of the equity rally

While markets have made a strong recovery, the prospect of more rate rises looms

Whatever the conspiracy theorists tell you, no one plugs a microchip in to your brain at the registration desk at the World Economic Forum in Davos to ensure perfect harmony of thought.

It is possible the microchips were inserted this year at the Global Collaboration Village — a “purpose-driven metaverse” — just up the main street from the conference centre, but sadly, this correspondent’s schedule did not permit time to find out.

Nevertheless, the consensus around the direction of global markets in the comfortably carpeted corridors of power at the annual get-together this month was striking. In short, the thinking among managers of serious money is: Don’t believe the hype.

您已阅读14%(681字),剩余86%(4277字)包含更多重要信息,订阅以继续探索完整内容,并享受更多专属服务。
版权声明:本文版权归manbetx20客户端下载 所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。
设置字号×
最小
较小
默认
较大
最大
分享×