巴克莱-美股股票策略之美股指南：收益率上升是有正当理由的-2021.3.5-36页

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# 投行报告 # 美股 # 收益率大小：0.78M | 页数：36 | 上架时间：2021-03-11 | 语言：英文

巴克莱-美股股票策略之美股指南：收益率上升是有正当理由的-2021.3.5-36页.pdf

巴克莱-美股股票策略之美股指南：收益率上升是有正当理由的-2021.3.5-36页.pdf

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类型: 策略

上传者: ZY reset

撰写机构: 巴克莱

出版日期: 2021-03-05

摘要：

rISING INTEREST RATES AND HIGH VOLATILITY NAMES DRIVE FEBRUARY RETURNS. aFTER TAKING A

BRIEF PAUSE IN JANUARY, STOCKS WITH HIGHER RATE EXPOSURE (BOTH INFLATION BREAKEVENS AND

REAL RATES) DROVE RETURNS IN FEBRUARY, WHICH IS UNSURPRISING GIVEN THE RISE IN LONG-TERM

INTEREST RATES. HIGH VOLATILITY NAMES WERE ALSO A STRONG DRIVER OF RETURNS, CONTINUING THE

TREND OF HIGHER RISK AND MORE CYCLICAL NAMES OUTPERFORMING SINCE THE ANNOUNCEMENT OF

THE PFIZER⁄bIOntECH VACCINE IN nOVEMBER 2020.

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