In theory, this is a perfect time for stockpickers.The rising tide of monetary easing after the financial crisis of 2008 lifted all boats. Setting aside even blow-ups as significant as the eurozone debt crisis, the following decade-and-a-bit provided a smooth descent in bond yields and a more than 300 per cent rise in global stocks. Managing money may not have felt easy over that period, but fund managers’ gruelling experience since the start of 2022 means they now look back on it as the best of times.
理论上，这是选股者最好的时机。
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