The writer is a former global head of asset allocation at a fund managerThis year has been marked by strong equity markets, and what looks to be an astonishingly narrow rally. Of the 16.9 per cent returned by the S&P 500 index in the first half of this year, 12.9 per cent derived from the performance of only 10 companies.
本文作者曾是一家基金管理公司的manbetx app苹果 资产配置主管
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