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发表于 2011-2-28 10:14 PM
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Insurance companies are preparing to pour hundreds of billions of dollars into the world's equity markets in one of the biggest switches out of bonds since the start of the financial crisis. It is a dramatic change of strategy for insurers, which traditionally invest most of their assets in bonds. Analysts say the move is so significant that it, taken on its own, is a good reason to be bullish on equities.
With $22 trillion held by insurance companies worldwide, even a 1% move implies a $220 billion boost for equity markets in the next few years. |
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