MFS 投资管理公司的罗伯特·阿尔梅达警告投资者不要对降息和央行政策抱有错误的预期，并强调基本面应该推动估值。 MFS Investment Management's Robert Almeida warns investors about misguided expectations on rate cuts and central bank policies, emphasizing fundamentals should drive valuations.
MFS 投资管理公司的罗伯特·阿尔梅达 (Robert Almeida) 警告称，投资者问了错误的问题，并把重点放在了央行修复破产企业的有限能力上。 MFS Investment Management's Robert Almeida warns investors are asking the wrong questions and focuses on central banks' limited ability to fix broken businesses. 在通胀下降的背景下，投资者目前正在考虑美联储可能降息，但阿尔梅达强调基本面必须推动估值。 Amid falling inflation, investors are now considering potential US Federal Reserve rate cuts, but Almeida emphasizes fundamentals must drive valuations. 他建议投资者对公司终价值提出正确的问题，以对抗对降息和央行政策的错误预期。 He advises investors to ask the right questions about companies' terminal value to combat misguided expectations on rate cuts and central bank policies.