富敦资金管理的Robert St. Clair认为，美国和中国的IT与能源领域都存在强劲的超额收益机会。
Fullerton Fund Management's Robert St. Clair believes that strong alpha opportunities exist in both the U.S. and China in IT and energy sectors.
他还讨论了全球债券市场的分化，实际收益率是投资者的关键路标。
He also discusses the diversion in global bond markets with the real yield as a key signpost for investors.