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摩根士丹利的吉姆·卡伦:收益率曲线趋陡可能助推金融股上涨Steeper yield curve could fuel financials' gains: Morgan Stanley's Jim Caron

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摩根士丹利投资管理公司投资组合解决方案首席投资官吉姆·卡伦预计,股市将继续顺利穿越相对高企的长端债券收益率,并仍看好欧洲银行等金融股。

Jim Caron, CIO of Portfolio Solutions at Morgan Stanley Investment Management, expects equities to continue to sail right through relatively elevated long-end bond yields, remaining bullish on financials like European banks.