Focus on High Quality, Dividend Paying Stocks, Magellan Investments' Lam Says
Focus on High Quality, Dividend Paying Stocks, Magellan Investments' Lam Says
聚焦于高质量、支付股息的股票，马格兰投资的林女士表示
Magellan Investments' Britney Lam says she expects the US Federal Reserve to cut rates by 50 basis points in September. According to Lam, this will lead to a rotation out of AI and growth-driven stocks, and shift the focus towards quality and cash flow. "I'll be looking at things that are more stable and that can pay you a dividend," she tells Bloomberg Television.
Magellan Investments的Britney Lam表示，她预计美联储将于九月份降息50个基点。据Lam称，这将导致人工智能和增长驱动型股票的资金流出，并将焦点转向质量和现金流。"我将会关注那些更稳定，可以支付股息的东西,"她告诉彭博电视。