摩根大通首席股票策略师建议低配股票资产，称软着陆假设实属牵强

Wallstreetcn
2023.08.08 01:04
摩根大通首席股票策略师 Marko Kolanovic 对股市维持防守立场，并重申该行低配股票的建议。其预计，今年或明年全球经济衰退的可能性为 65%，软着陆的可能性为 35%。Kolanovic 维持低配股票和信用债，超配现金和大宗商品的建议。
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