For example, cyclical stocks could benefit if U.S. economic data improve this fall after the early summer's run of soft numbers, says Barry Knapp, chief equity strategist at Barclays BARC.LN +3.57% . They also could rally if the U.S. elections provide clarity on taxes and budget cuts.
巴克莱(Barclays)首席股票策略师巴里·纳普(Barry Knapp)说,举例而言,如果美国的经济数据继今年夏初的疲软后有所复苏,周期性股票将获益良多。如果美国大选在税收政策和预算削减问题上扫清迷雾,这些股票也可能大涨。
A lower-risk, if more complicated, bet would be buying call options, which give investors the chance to buy an asset at a predetermined price, on industrial stocks, Mr. Knapp says.
纳普说,一个风险相对较低、但可能更为复杂的做法是买入工业类股票的看涨期权,从而让投资者能以事先确定的价格购买资产。
Cyclical stocks also have the benefit of being cheap. In the three months since the market's recent low on June 12, the S&P 500 rallied 8.5%, but cyclicals underperformed 'defensive' stocks by about 0.3%, according to Credit Suisse CSGN.VX +2.26% research.
周期性股票还有一个好处,就是便宜。据瑞士信贷集团(Credit Suisse)的数据,从2012年6月12日的市场近期低点以来,近三个月标普500指数上扬了8.5%,但周期性股票的表现落后于“防御型股票0.3个百分点左右。
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