当时,他建议投资者在因大幅增税和减支而不断发酵的财政之争开始前降低风险。大选结束后股市持续下跌了一周以上,之后于11月中旬开始反弹。
Through Friday's close the S&P 500 is up 13% on a year-to-date basis.
截至上周五收盘,标普500指数较年初涨了13%。
Even as Knapp is still concerned about the fiscal cliff, he's optimistic that positive catalysts will overshadow negative concerns and fuel the market higher by the end of 2013.
尽管纳普仍对财政悬崖心存担忧,但他乐观地认为,利好因素将令负面担忧情绪黯然失色,在2013年底前推高股市。
'In our base case, we assume there will be a decent amount of fiscal drag,' Knapp says. 'However, we expect this fiscal drag and policy uncertainty to dissipate in the second half of 2013. Earnings growth deceleration, attributable to slowing global growth and the U.S. political environment, should trough before mid-year.'
纳普说,根据我们按照基本情况作出的预测,我们假定财政问题会对股指形成一定拖累。不过,我们预计财政拖累和政策不确定性因素将在2013年下半年消除。收益增长减速的趋势应该在年中前见底,收益增长减速的原因是全球经济增长放缓以及美国的政治环境。
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