努同學(xué)
2024-07-08 23:10如何看出TOP-DOWN?
所屬：CFA Level III > Equity Portfolio Management 視頻位置 相關(guān)試題
來源： 視頻位置 相關(guān)試題
1個(gè)回答
Simon助教
2024-07-12 10:24
該回答已被題主采納
同學(xué)，上午好。
One of the reports noted, “During the last recession, we rotated into deep-value companies likely to deliver superior returns as a risk-on environment returned.”
關(guān)鍵信息是“we rotated into deep-value companies ”所以是sector rotate策略（top down），只是現(xiàn)在輪動到了deep value
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