The Great Reflation: How Investors Can Profit From the New World of Money

作　　者/Author: J. Anthony Boeckh 著
出  版  社/Publisher: John Wiley & Sons
中文书名/Chinese Title: 再次通货大膨胀：投资者如何从新的世界货币中获利
ＩＳＢＮ: 9780470538777
出版时间/Publication Date: 2010-05-03

定        价：￥252.60 论坛价：￥12个论坛币 下载附件见三楼
Author(s): J. Anthony Boeckh
Publisher: Wiley
Date     : 2010
Pages    : 314
Format   : PDF
OCR      :
Quality  :
Language : English
ISBN-10  : 0470538775



A guide to understanding and thriving in today's new economic environment

Now that the housing and credit bubbles have burst, toppling banks and sending shockwaves through the stock market and around the world, it may seem like the worst has passed. But the full impact of the crises we have recently faced will create far more problems, and unless you're prepared, you'll struggle to regain your financial footing.

In The Great Reflation, author Tony Boeckh helps you understand how these crises, and the policies passed to jumpstart the economy, will play out for investments and business, and provides you with the tools to excel in today's rapidly evolving financial landscape. He reveals how similar episodes compare with the current crises and what this could mean for your financial future.

* Arms you with practical insights that will allow you to evaluate different investment options
* Explores the implications of the end of the private debt cycle, the possible rise of a new age of thrift, and the new government debt crisis
* Reveals how you can profit from once-in-a-lifetime opportunities as well as proper portfolio allocation strategies

While things may never return to "normal," you can still make choices that will allow you to prosper. This book will show you how.

辜朝明 发表于 2011-8-14 22:10
楼主所悬赏电子书The Great Reflation: How Investors Can Profit From the New World of Money。

〔路透专访〕通胀温和将有助于公司债--基金经理J. Anthony Boeckh

路透纽约2010年7月16日电---知名分析师兼基金经理J. Anthony Boeckh在接受路透电话采访时说,如果通胀持续温和,公司债或在未来五年为投资者带来稳定收益.


Boeckh认为,投资者担忧ZF大量发债最终将引发通胀上行,但是危险尚远,债券投资者暂时安全.


Boeckh任BCA Publications主编直到2002年,其新书"The Great Reflation"5月刚刚上市.


Boeckh接收电话采访时称,通胀很遥远,或许是未来两年至五年的事情.投资者不必担忧通胀成为主要风险,但是需要预料到价格小幅下挫,因全球金融危机後的经济仍疲软.


Boeckh表示,只要通缩温和,美国经济不再次大幅下滑,安全的流动性资产回报为零,投资者就必须追求一些高收益率资产.他推荐目前收益率(殖利率)3.5%-4%的高评等公司债.


Boeckh预期未来一至两年美国和全球经济增长减速至约1.5%-2%,但是警告称衰退的风险很大.他预期未来两年经济衰退的可能性有30%.


Boeckh称,衰退中公司债较可比公债利差将扩大.但是,即使经济陷入二次衰退,公司债利差仍不会超过2008年12月创下的纪录,根据美银美林数据,当时投资级公司债利差触及656个基点.


担忧衰退风险和公司债大量违约的投资者,应该坚持投资AAA评等的公司债和ZF有价证券,Boeckh说.(完)

同求，也想看看

The Great Reflation.pdf (2.84 MB, 需要: 12 个论坛币)

2011-8-14 22:06:27 上传

The Great Reflation: How Investors Can Profit From the New World of Money
需要: 12 个论坛币  [购买]

楼主所悬赏电子书The Great Reflation: How Investors Can Profit From the New World of Money。

辜朝明 发表于 2011-8-14 22:10
楼主所悬赏电子书The Great Reflation: How Investors Can Profit From the New World of Money。

哥们，牛人啊，你们都在哪儿找的？