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2021-09-28

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These sectors are looking so cheap that ESG considerations will have to be put on standby, strategist says<blockquote>策略师表示，这些行业看起来如此便宜，以至于 ESG 考虑必须搁置</blockquote>

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But it's also down to an awakening over an energy crunch in Europe and elsewhere that may not leave U.S. investors alone, say analysts.<blockquote>其中一些可能是由于共和党/民主党在债务上限问题上的边缘政策导致美国政府关门威胁。但分析师表示，这也归功于人们对欧洲和其他地区能源危机的觉醒，这可能不会让美国投资者孤单。</blockquote> \"I think yesterday was the first sign in quite some time where we got a glimpse of what an energy crunch, and more important, high interest rates mean for equities,\" said Peter Garnry, head of equity strategy at Saxo Bank, in a podcast on Tuesday.<blockquote>盛宝银行股票策略主管彼得·加恩里 (Peter Garnry) 表示：“我认为昨天是相当长一段时间以来的第一个迹象，让我们看到了能源危机，更重要的是，高利率对股市意味着什么。”周二的播客。</blockquote> Energy prices are surging in Europe this morning, including natural gas, and one of the region's big competitors is China. That global powerhouse has been suffering electricity shortages that have closed factories, which could worsen COVID-19 pandemic-fueled problems such as a semiconductor shortages. And the scramble for natural gas comes as countries have been trying to reach for cleaner energy.<blockquote>今天上午，欧洲能源价格飙升，包括天然气，该地区的主要竞争对手之一是中国。这个全球强国一直遭受电力短缺，导致工厂关闭，这可能会加剧 COVID-19 大流行引发的半导体短缺等问题。对天然气的争夺正值各国试图获得更清洁的能源之际。</blockquote> With oil prices also pushing higher -- Brent is on the doorstop of $80 this morning -- our call of the day from Saxo Bank's Garnry says investors may be herded back toward some unloved sectors soon.<blockquote>随着油价也推高——今天早上布伦特原油价格逼近 80 美元——盛宝银行 (Saxo Bank) 的 Garnry 今日看涨期权表示，投资者可能很快就会被吸引回到一些不受欢迎的行业。</blockquote> \"I think at one point, the mining and energy sector will be too attractive in terms of cash flow, that I think more investors will just put the ESG focus on standby and go all in on the energy and mining sector,\" he said.<blockquote>“我认为在某个时候，采矿和能源行业在现金流方面将太具吸引力，我认为更多投资者会将 ESG 重点放在备用位置，全力投资能源和采矿业，”他说。</blockquote> ESG refers to investments that take into account environmental, social, and governance concerns, a sector that's been thrust into the spotlight amid climate change warnings.<blockquote>ESG是指考虑环境、社会和治理问题的投资，这一领域在气候变化警告中成为焦点。</blockquote> Garnry points to the below slide that shows the ratio between the MSCI World Energy Sector net total returns in dollars versus MSCI World.<blockquote>Garnry 指出下面的幻灯片显示了 MSCI 世界能源行业净总回报率与 MSCI 世界之间的美元比率。</blockquote> <img src=\"https://static.tigerbbs.com/ef9a8bbcd576f85aef6497f95c350241\" tg-width=\"700\" tg-height=\"491\" width=\"100%\" height=\"auto\">SAXO BANK/BLOOMBERG<blockquote>盛宝银行/彭博社</blockquote> \"As you can see, as in 1995, we are still at very, very low relative levels. I think there is so much room and potential for the energy sector here,\" said Garnry. \"You are trading at something that looks like a 60% to 70% discount on forward valuations and the dividend yield is more than twice as high for the energy sector as it is for the MSCI World.\"<blockquote>“正如你所看到的，与 1995 年一样，我们仍然处于非常非常低的相对水平。我认为能源行业在这里有很大的空间和潜力，”加恩里说。“你的交易价格看起来比远期估值有 60% 到 70% 的折扣，而且能源行业的股息收益率是 MSCI 世界的两倍多。”</blockquote> <img src=\"https://static.tigerbbs.com/9c20a5a073ef51972e0f451f840e1201\" tg-width=\"700\" tg-height=\"774\" width=\"100%\" height=\"auto\">SAXO BANK/BLOOMBERG<blockquote>盛宝银行/彭博社</blockquote>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These sectors are looking so cheap that ESG considerations will have to be put on standby, strategist says<blockquote>策略师表示，这些行业看起来如此便宜，以至于 ESG 考虑必须搁置</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese sectors are looking so cheap that ESG considerations will have to be put on standby, strategist says<blockquote>策略师表示，这些行业看起来如此便宜，以至于 ESG 考虑必须搁置</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-09-28 19:32\n\n</h4>\n</header>\n<article>\nWariness that set in at the end of Monday's session is morphing into full-on anxiety for Tuesday, as bond yields surge and stock futures drop, led by a hefty fall for Nasdaq-100 futures.<blockquote>随着债券收益率飙升和股票期货下跌，周一交易结束时出现的谨慎情绪正在转变为周二的全面焦虑，其中纳斯达克 100 指数期货大幅下跌。</blockquote> Some of that may be down to a U.S. government shutdown threat amid Republican/Democrat brinkmanship over a debt ceiling. But it's also down to an awakening over an energy crunch in Europe and elsewhere that may not leave U.S. investors alone, say analysts.<blockquote>其中一些可能是由于共和党/民主党在债务上限问题上的边缘政策导致美国政府关门威胁。但分析师表示，这也归功于人们对欧洲和其他地区能源危机的觉醒，这可能不会让美国投资者孤单。</blockquote> \"I think yesterday was the first sign in quite some time where we got a glimpse of what an energy crunch, and more important, high interest rates mean for equities,\" said Peter Garnry, head of equity strategy at Saxo Bank, in a podcast on Tuesday.<blockquote>盛宝银行股票策略主管彼得·加恩里 (Peter Garnry) 表示：“我认为昨天是相当长一段时间以来的第一个迹象，让我们看到了能源危机，更重要的是，高利率对股市意味着什么。”周二的播客。</blockquote> Energy prices are surging in Europe this morning, including natural gas, and one of the region's big competitors is China. That global powerhouse has been suffering electricity shortages that have closed factories, which could worsen COVID-19 pandemic-fueled problems such as a semiconductor shortages. And the scramble for natural gas comes as countries have been trying to reach for cleaner energy.<blockquote>今天上午，欧洲能源价格飙升，包括天然气，该地区的主要竞争对手之一是中国。这个全球强国一直遭受电力短缺，导致工厂关闭，这可能会加剧 COVID-19 大流行引发的半导体短缺等问题。对天然气的争夺正值各国试图获得更清洁的能源之际。</blockquote> With oil prices also pushing higher -- Brent is on the doorstop of $80 this morning -- our call of the day from Saxo Bank's Garnry says investors may be herded back toward some unloved sectors soon.<blockquote>随着油价也推高——今天早上布伦特原油价格逼近 80 美元——盛宝银行 (Saxo Bank) 的 Garnry 今日看涨期权表示，投资者可能很快就会被吸引回到一些不受欢迎的行业。</blockquote> \"I think at one point, the mining and energy sector will be too attractive in terms of cash flow, that I think more investors will just put the ESG focus on standby and go all in on the energy and mining sector,\" he said.<blockquote>“我认为在某个时候，采矿和能源行业在现金流方面将太具吸引力，我认为更多投资者会将 ESG 重点放在备用位置，全力投资能源和采矿业，”他说。</blockquote> ESG refers to investments that take into account environmental, social, and governance concerns, a sector that's been thrust into the spotlight amid climate change warnings.<blockquote>ESG是指考虑环境、社会和治理问题的投资，这一领域在气候变化警告中成为焦点。</blockquote> Garnry points to the below slide that shows the ratio between the MSCI World Energy Sector net total returns in dollars versus MSCI World.<blockquote>Garnry 指出下面的幻灯片显示了 MSCI 世界能源行业净总回报率与 MSCI 世界之间的美元比率。</blockquote> <img src=\"https://static.tigerbbs.com/ef9a8bbcd576f85aef6497f95c350241\" tg-width=\"700\" tg-height=\"491\" width=\"100%\" height=\"auto\">SAXO BANK/BLOOMBERG<blockquote>盛宝银行/彭博社</blockquote> \"As you can see, as in 1995, we are still at very, very low relative levels. I think there is so much room and potential for the energy sector here,\" said Garnry. \"You are trading at something that looks like a 60% to 70% discount on forward valuations and the dividend yield is more than twice as high for the energy sector as it is for the MSCI World.\"<blockquote>“正如你所看到的，与 1995 年一样，我们仍然处于非常非常低的相对水平。我认为能源行业在这里有很大的空间和潜力，”加恩里说。“你的交易价格看起来比远期估值有 60% 到 70% 的折扣，而且能源行业的股息收益率是 MSCI 世界的两倍多。”</blockquote> <img src=\"https://static.tigerbbs.com/9c20a5a073ef51972e0f451f840e1201\" tg-width=\"700\" tg-height=\"774\" width=\"100%\" height=\"auto\">SAXO BANK/BLOOMBERG<blockquote>盛宝银行/彭博社</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/these-sectors-are-looking-so-cheap-that-esg-considerations-will-have-to-be-put-on-standby-strategist-says-11632825967?mod=home-page\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/story/these-sectors-are-looking-so-cheap-that-esg-considerations-will-have-to-be-put-on-standby-strategist-says-11632825967?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170967791","content_text":"Wariness that set in at the end of Monday's session is morphing into full-on anxiety for Tuesday, as bond yields surge and stock futures drop, led by a hefty fall for Nasdaq-100 futures.\nSome of that may be down to a U.S. government shutdown threat amid Republican/Democrat brinkmanship over a debt ceiling. But it's also down to an awakening over an energy crunch in Europe and elsewhere that may not leave U.S. investors alone, say analysts.\n\"I think yesterday was the first sign in quite some time where we got a glimpse of what an energy crunch, and more important, high interest rates mean for equities,\" said Peter Garnry, head of equity strategy at Saxo Bank, in a podcast on Tuesday.\nEnergy prices are surging in Europe this morning, including natural gas, and one of the region's big competitors is China. That global powerhouse has been suffering electricity shortages that have closed factories, which could worsen COVID-19 pandemic-fueled problems such as a semiconductor shortages. And the scramble for natural gas comes as countries have been trying to reach for cleaner energy.\nWith oil prices also pushing higher -- Brent is on the doorstop of $80 this morning -- our call of the day from Saxo Bank's Garnry says investors may be herded back toward some unloved sectors soon.\n\"I think at one point, the mining and energy sector will be too attractive in terms of cash flow, that I think more investors will just put the ESG focus on standby and go all in on the energy and mining sector,\" he said.\nESG refers to investments that take into account environmental, social, and governance concerns, a sector that's been thrust into the spotlight amid climate change warnings.\nGarnry points to the below slide that shows the ratio between the MSCI World Energy Sector net total returns in dollars versus MSCI World.\nSAXO BANK/BLOOMBERG\n\"As you can see, as in 1995, we are still at very, very low relative levels. I think there is so much room and potential for the energy sector here,\" said Garnry. \"You are trading at something that looks like a 60% to 70% discount on forward valuations and the dividend yield is more than twice as high for the energy sector as it is for the MSCI World.\"\nSAXO BANK/BLOOMBERG","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":766,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/862986572"}