LeGraw on the Current Market Environment Asked about the current state of the market, LeGraw quipped, "In that classic battle between greed and fear, greed is definitely winning.†She noted that the S&P is up nearly 40% since its extremely rough April, but cautioned that people should look at the speculative side of the market. Artificial Intelligence stocks, unprofitable tech firms, and Bitcoin-adjacent firms are up anywhere from 75% to 200%, according to LegGraw. "These are companies that are priced for in ...

基金概况 - GMO推出新的主动管理型交易所交易基金Domestic Resilience ETF（DRES）[1] - 该基金于10月1日上市交易[2] - DRES是GMO不断扩大的ETF产品系列的新成员 该系列还包括QLTY、QLTI、GMOV、GMOI、BCHI和INVG等其他ETF[4] 投资策略与重点 - 基金重点投资于可能从制造业回流、能源和运输增长以及自动化和国防进步中获益的美国公司[1] - 采用高度集中、以质量为导向的策略 重点关注拥有稳固国内收入来源的企业[2] - 投资领域集中于制造业、交通运输、能源、自动化和国防等行业[5] 投资主题与机遇 - 基金旨在抓住美国重建其国内战略优势过程中蓬勃发展的企业[3] - 公共政策和企业战略的转变创造了一个特殊的投资机会窗口 该ETF是投资美国下一阶段增长的一种方式[3] - 随着制造业回流和工业创新成为美国经济计划的焦点 DRES为寻求在美国结构性国内增长中进行配置的投资者提供了一个更偏向美国本土的选择[5]