Все про банківські метали: золото, срібло, платина, паладій. Курс і ціна золота, срібла та платини, скупка золота, купівля та продаж срібла в злитках і брухт. Ціна золота - Купівля / Продаж
Crop написав:Сказочно. Золото защита от инфляции? 25 лет начиная с 80х на месте топталось ,после дикого роста, и ничего. А после пузыря 2000, ждете вечного роста?
Я не жду ничего , просто спрашиваю , что ждут участники рынка и как оценивают поведение скажем так "актива намбер ван" ))) ?
Crop написав:obval А кроме золота вкладывать некуда? Сырье, фонда, овгз?
Да особенно ОВГЗ посмешило Но вопрос то о призренном металле был !!!
так вы шире вопрос рассмотрите и предложите постояльцам лучшее вложение для сбережения капитала а еще лучше его увеличения... какой выбор у простых смертных жителей Украины? гривневое депо - борьба жадности со здравым смыслом валютное депо - ожидание возврата денег по курсу) бетон - еще не отыграла цена падение гривны... может акции какие купить? шо предложите?
не ну не без этого или тут только серьёзные сибирские мужики с рекомендациями ? реально золото в ступоре , а это навевает на разного рода мысли и последствия для рынков .
obval написав:реально золото в ступоре , а это навевает на разного рода мысли и последствия для рынков .
это какие? когда то тут говорили шо золото просто не должно стоять на месте... шо или рост или падение... но практика последних лет показала обратное... в 100 раз могу сказать золото никому ничего не должно... скорее наоборот...
Global investors, emboldened by shifting views about inflation and growth, have increased their equity holdings in recent weeks, according to the findings of Bank of American Merrill Lynch's monthly fund managers survey, released Tuesday.
A net 61% of those polled in July said they were overweight equities, the highest reading since early 2011 and the second strongest response in the survey's history.
"This aggressive positioning for recovery in H2 reflects a significant increase in investors' inflation expectations," the survey said.
A net 71% of fund managers polled in July looked for global core CPI to be higher in 12 months, up 13 percentage points since last month.
"This marks a cyclical high for the survey. Exposure to commodities, an asset class especially sensitive to inflation, has risen to its strongest in more than a year," BOA Merrill Lynch said.
"A growing number of investors now see inflation moving above trend levels, while global growth remains below-trend," the survey said.
Fund manager confidence in macroeconomic performance remained reasonably high.
"A net 69% forecast that the world economy will strengthen over the next year," the survey said.
Nevertheless, cash levels at 4.5% in July, unchanged from June and down from 5.0% in May, remained "stubbornly high," with global investors spooked by uncertainty about "inflation/interest rates, geopolitics and valuation."
On asset allocation, as mentioned a net 61% of those polled in July said they were overweight world equities, up from a net 48% overweight in June and a net 37% in May.
This is the second highest reading in more than 13 years and just behind the net 67% overweight seen in February 2011.
In contrast, a net 64% of fund managers were underweight bonds this month, versus a net 62% underweight in June and a net 55% underweight in May.
Managers trimmed their commodity underweight for the third straight month.
A net 15% of portfolio managers were underweight commodities in July, still 1.0 standard deviation below its 10-year average, but better than the net 17% underweight seen in June and the net 18% underweight in May.
In terms of regional equity allocations, a net 10% of those polled were overweight U.S. stocks in July, unchanged from June and compared to a net 6% in May.
A net 26% of investors were overweight Japanese equities, the highest allocation in five months, and compared to a net 21% overweight in June and a net 7% overweight in May.
A net 8% of fund managers were underweight UK equities, compared to a net 4% underweight in June and a net 1% underweight in May. This month's underweight is the largest since March 2013, the survey said.
Allocation to eurozone equities fell to a net 35% overweight in July, down from a net 43% overweight in June, which was the second highest since July 2007, and the net 36% overweight seen in June.
A net 5% were overweight emerging market equities this month, unchanged from June and compared to the net 11% underweight seen in May.
When asked, "what do you think is currently the most crowded trade, a net 36% of those polled said "U.S. High Yield," beating out "EU peripheral debt" at a net 30%, " which last months biggest concern, as well as "Long SPX", "Long USD," "Long EuroStoxx", and "Long Nikkei."
In terms of concern, "neither valuation nor tail risks deter fund managers from their optimism."
A net 21% of managers viewed current stock market valuations as overvalued - the survey's highest reading since 2000.
"Concerns over potential Chinese debt defaults, 'asset manias' and eurozone deflation have all faded since last month,".
"The prospect of geopolitical crises now stands out as the greatest tail risk and threat to financial market stability," the survey said.
*** A total of 228 panelists, with $674 billion of assets under management participated in the survey, taken July 3-10. A total of 179 managers, managing $524 billion, participated in the global survey and a total of 113 managers, managing $293 billion, participated in the regional surveys.
Додано: Сер 16 лип, 2014 10:13
