Focus on High Quality, Dividend Paying Stocks, Magellan Investments' Lam Says
Focus on High Quality, Dividend Paying Stocks, Magellan Investments' Lam Says
聚焦於高質量、支付股息的股票,馬格蘭投資的林女士表示
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,她預計聯儲局將於九月份減息50個點子。據Lam稱,這將導致人工智能和增長驅動型股票的資金流出,並將焦點轉向質量和現金流。"我將會關注那些更穩定,可以支付股息的東西,"她告訴彭博電視。