Arthur Hayes:若特朗普继续其政策选择,PE和VC的预期回报会大幅下降

金色财经
05 Apr

【Arthur Hayes:若特朗普继续其政策选择,PE和VC的预期回报会大幅下降】金色财经报道,Arthur Hayes 发推表示,最新一代美国股票投资者太习惯于结构性上行牛市。这更像是一种例外,而不是全球常态,有很多例子表明,即使潜在的经济增长良好,股市也会持续10年的横向/区间波动。 预计市场将为能够快速适应并蓬勃发展的交易者类型提供完美的环境,但对于许多私人导向的策略来说,市场将极其悲观。如果特朗普继续其政策选择,PE 和 VC 的预期回报应该会大幅下降。

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