国际大买方BlackRock Investment Institute于2017年1月30日的Weekly Commentary

Key Points:
1. Our updated five-year return outlook supports our preference for equities over bonds in a U.S.-led reflationary environment.

2. Global risk assets rallied last week, led by emerging markets. U.S. equity indexes hit record highs on upbeat earnings.

3. Ratios of earnings upgrades to downgrades in Europe and Japan offer encouraging signs ahead of this week’s earnings reports.