For many investors, the background should be assured: a lively bull market promised by the Trump administration, pro -business policy, and the Federal Reserve is close to the soft landing. However, Wall Street’s famous figures will not sound optimistic in the next year. At a alternative investment meeting held this week, hedge fund Titan and industry professionals collectively referred to a cautious attitude towards the potential negative impact of market valuation and President Donald Trump’s trade protectionist policy. Point72’s Steve Cohen believes that tariffs and immigration suppression will cause inflation pressure and hinder consumer expenditure. Therefore, the person in charge of the family office and the metropolis owner expect that a wider market will become bumps, especially in the second half of the year. Cohen said at the iconnections Global ALTS conference: “I don’t think this is not a huge background in 2025.” “I hope that the market will be more difficult in the next half in the next few months. The 500 index has just obtained more than 20 % of the annual income for the second consecutive year, and 53 % of the two -year income is the best because nearly 66 % of the rally in 1997 and 1998. However, investors have tasted violent fluctuations this week. Earlier this week, artificial intelligence competitors from China caused a lot of selling in NVIDIA and other Megacap technology names. Bridgewater’s joint investment official Karen Karniol Tambour said that because of the duality of higher than expected growth and the duality of inflation that exceeded expected, she is now right The market has a neutral view. She said: “This is not a good time to take a lot of risks.” “Your room is more likely to obtain strong growth and strong inflation environment, but this may change quickly, because as you have, The number of policy uncertainty is not difficult to imagine that a policy change does make us tilt and the macro environment is concerned. Opportunities are the distribution of fixed income. The co -founder Howard Marks, co -founder of the .spx 1y Mountain S & P 500 Oaktree Capital, has already told the participants in the bubble observer that the NVIDIA plot shows “the universality of psychology and the short market irrationality” this week. The famous investor foresees the famous investors of the Internet bubble. He said that high -yield credit can be used as an attractive alternative to stocks, because most seller strategists can only be in the boarding market in the market. Make expensive projects. Max said: “If you can get a lower number of units from the Standard 500 Index, and the uncertainty is very large, and high -yield bonds get 7.3 % from the contract, isn’t that better?” “Everyone is everyone. You should study your own property and try to ensure what you own, based on strong and improved fundamentals. “
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