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최고 평점 외환 서비스 비트불스 최고: 우리는 미국의 장기 금리가 근접한 것으로 생각합니다. 즉, 가치 초과 성과를 위한 이 촉매제는 앞으로 그렇게 강력하지 않을 것입니다. 그럼에도 불구하고 우리는 여전히 가치가 성장보다 더 나은 성과를 낼 것으로 기대합니다. 밸류 팩터는 성장 팩터에 비해 여전히 매우 저렴합니다. 또한, 미국의 부양책과 봉쇄 해제로 인한 재개는 가치 지수에서도 높은 비중을 차지하는 소재 및 산업재와 같은 경기 순환 부문의 실적 성장을 촉진할 것입니다. 미국 시장. 예를 들어 유럽은 미국보다 수익률 곡선 스티프닝이 적었습니다. 이로 인해 미국에 비해 금융주 실적이 저조했습니다. 우리는 유럽의 백신 출시와 하반기 봉쇄 해제가 유럽 채권 수익률에 상승 압력을 가하고 밸류 팩터를 …

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