The FT fund continues to hold up well in difficult markets, helped by its US positions. The substantial holdings in cash and short-dated bonds provide some stability, though not much return. But I have found something new to worry about, so have not yet put the cash back in to shares. The trade war between China and the US has just got more toxic, while at the same time there is a trend to higher rates and tighter money in many countries.
得益于對美國資產(chǎn)的頭寸，F(xiàn)T基金（本文作者建立的一只虛擬基金——譯者注）在艱難的行情中保持良好表現(xiàn)。大量持有現(xiàn)金和短期債券提供了一些穩(wěn)定性，盡管回報率不高。但我發(fā)現(xiàn)了一些新?lián)鷳n，因此還沒有重新買入股票。中美貿(mào)易戰(zhàn)的危險性進(jìn)一步增加，與此同時很多國家呈現(xiàn)出加息和收緊貨幣的趨勢。
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