Stock Pickers May Have Their Moment in 2022, Deutsche Bank Says

Bloomberg2021-12-09

‘End of free money’ may mean return to fundamentals for stocks Deutsche Bank strategists see opportunity for active investing Next year will mark the return of stock-picking for equity markets, ...

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精彩评论

sekuru
2021-12-11
sekuru
Am here to achieve the news
- sekuru:
  Am here to learn first
sekuru
2021-12-11
sekuru
Lovely to get here
sekuru
2021-12-11
sekuru
Am happy to join this investment but am here to make me understand it thanks
- CornellRudolph:
  i am a learner, i learn your investment skills and try to uderstand it and make it my weapon
- sekuru:
  Thanks my people
- AugustineMac-:
  hi sekrur, welcome to our tiger community. you can share your thoughts and information on stock investment on the platform. good luck.
- sekuru:
  Am here to learn and understand
- sekuru:
  Am here to learn
Phyusin
2021-12-10
Phyusin
Hmm
Markie70
2021-12-10
Markie70
Good fundamentals advice for 2022
koolgal
2021-12-10
koolgal
With tapering and possible interest rate rise next year, markets may be volatile. So that's why it is important to buy quality stocks like Apple and Microsoft to hold for long term. 🎉🎊🎉
- koolgal:
  My pleasure
- koolgal:
  Thanks
- koolgal:
  Thanks
- KevYu:
  [Strong]
- rinl:
  yes agree

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And with liquidity less abundant as asset purchases are pared back, fund managers may have to do more homework to get meaningful returns. “Finally, active managers may be back in vogue,” Templeman wrote.</p>\n<p>After this year’s almost indiscriminate rally took equities to new highs, the outlook for 2022 is much more muted, as tapering and Covid-19 risks are expected to weigh on returns. And Templeman is not alone in predicting the return of stock picking next year, with credit investors at Amundi SA and Vanguard Group Inc. also saying fundamentals will become more important as stimulus is reduced.</p>\n<p>This year’s market exuberance may be the peak of a trend that started after the 2008-2009 financial crisis, says Templeman. At that time, a significant chunk of the money that was pumped into economies by central banks was channeled to passive funds which bought entire equity indexes, and not specific companies, according to Deutsche Bank.</p>\n<p><img src=\"https://static.tigerbbs.com/b3bf18a4768ce22590f800c57cf8f508\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>Still, the popularity of active investing has a long way to come back. While equity funds have seen record inflows of about $900 billion this year, nearly 90% of these additions have gone into passive exchange-traded funds, according to Bank of America Corp. and EPFR Global data. Investors have been favoring passive products because of their lower cost and ease of use.</p>\n<p>While markets have “flirted with” the idea of discriminating between stronger and weaker companies since the onset of the pandemic, next year may be different. “Equity markets will be shocked by the return of fundamentals,” Templeman wrote in his note.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Pickers May Have Their Moment in 2022, Deutsche Bank Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Pickers May Have Their Moment in 2022, Deutsche Bank Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-09 20:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-12-09/stock-pickers-may-have-their-moment-in-2022-deutsche-bank-says?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘End of free money’ may mean return to fundamentals for stocks\nDeutsche Bank strategists see opportunity for active investing\n\nNext year will mark the return of stock-picking for equity markets, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-09/stock-pickers-may-have-their-moment-in-2022-deutsche-bank-says?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2021-12-09/stock-pickers-may-have-their-moment-in-2022-deutsche-bank-says?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181642699","content_text":"‘End of free money’ may mean return to fundamentals for stocks\nDeutsche Bank strategists see opportunity for active investing\n\nNext year will mark the return of stock-picking for equity markets, according to Deutsche Bank AG.\n“In 2022, as equity markets lose the flood of money that has propped up all stocks over the last decade, investors may be forced to become more discerning,” strategist Luke Templeman wrote in a note on Wednesday.\nRising bond yields amid interest rate hikes will give investors more options in fixed income and other rate-sensitive investments, according to Deutsche Bank. And with liquidity less abundant as asset purchases are pared back, fund managers may have to do more homework to get meaningful returns. “Finally, active managers may be back in vogue,” Templeman wrote.\nAfter this year’s almost indiscriminate rally took equities to new highs, the outlook for 2022 is much more muted, as tapering and Covid-19 risks are expected to weigh on returns. And Templeman is not alone in predicting the return of stock picking next year, with credit investors at Amundi SA and Vanguard Group Inc. also saying fundamentals will become more important as stimulus is reduced.\nThis year’s market exuberance may be the peak of a trend that started after the 2008-2009 financial crisis, says Templeman. At that time, a significant chunk of the money that was pumped into economies by central banks was channeled to passive funds which bought entire equity indexes, and not specific companies, according to Deutsche Bank.\n\nStill, the popularity of active investing has a long way to come back. While equity funds have seen record inflows of about $900 billion this year, nearly 90% of these additions have gone into passive exchange-traded funds, according to Bank of America Corp. and EPFR Global data. Investors have been favoring passive products because of their lower cost and ease of use.\nWhile markets have “flirted with” the idea of discriminating between stronger and weaker companies since the onset of the pandemic, next year may be different. “Equity markets will be shocked by the return of fundamentals,” Templeman wrote in his note.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6939353,"gmtCreate":1639209222339,"gmtModify":1639211872450,"authorId":4102277394572950,"author":{"id":4102277394572950,"idStr":"4102277394572950","authorId":4102277394572950,"name":"sekuru","avatar":"https://static.tigerbbs.com/3d69129617a289654ae08531838b977d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":605209703,"type":1,"supId":0,"prevId":0,"content":"Am here to learn first","text":"Am here to learn first","html":"Am here to learn first"}],"langContent":"CN"},{"id":605209411,"gmtCreate":1639174812950,"gmtModify":1639189283844,"author":{"id":"4102277394572950","authorId":"4102277394572950","name":"sekuru","avatar":"https://static.tigerbbs.com/3d69129617a289654ae08531838b977d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4102277394572950","authorIdStr":"4102277394572950"},"htmlText":"Lovely to get here","listText":"Lovely to get here","text":"Lovely to get here","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605209411","repostId":1181642699,"repostType":4,"repost":{"id":"1181642699","pubTimestamp":1639054386,"share":"https://www.laohu8.com/m/news/1181642699?lang=&edition=full","pubTime":"2021-12-09 20:53","market":"us","language":"en","title":"Stock Pickers May Have Their Moment in 2022, Deutsche Bank Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1181642699","media":"Bloomberg","summary":"‘End of free money’ may mean return to fundamentals for stocks\nDeutsche Bank strategists see opportu","content":"<ul>\n <li>‘End of free money’ may mean return to fundamentals for stocks</li>\n <li>Deutsche Bank strategists see opportunity for active investing</li>\n</ul>\n<p>Next year will mark the return of stock-picking for equity markets, according to Deutsche Bank AG.</p>\n<p>“In 2022, as equity markets lose the flood of money that has propped up all stocks over the last decade, investors may be forced to become more discerning,” strategist Luke Templeman wrote in a note on Wednesday.</p>\n<p>Rising bond yields amid interest rate hikes will give investors more options in fixed income and other rate-sensitive investments, according to Deutsche Bank. And with liquidity less abundant as asset purchases are pared back, fund managers may have to do more homework to get meaningful returns. “Finally, active managers may be back in vogue,” Templeman wrote.</p>\n<p>After this year’s almost indiscriminate rally took equities to new highs, the outlook for 2022 is much more muted, as tapering and Covid-19 risks are expected to weigh on returns. And Templeman is not alone in predicting the return of stock picking next year, with credit investors at Amundi SA and Vanguard Group Inc. also saying fundamentals will become more important as stimulus is reduced.</p>\n<p>This year’s market exuberance may be the peak of a trend that started after the 2008-2009 financial crisis, says Templeman. At that time, a significant chunk of the money that was pumped into economies by central banks was channeled to passive funds which bought entire equity indexes, and not specific companies, according to Deutsche Bank.</p>\n<p><img src=\"https://static.tigerbbs.com/b3bf18a4768ce22590f800c57cf8f508\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>Still, the popularity of active investing has a long way to come back. While equity funds have seen record inflows of about $900 billion this year, nearly 90% of these additions have gone into passive exchange-traded funds, according to Bank of America Corp. and EPFR Global data. Investors have been favoring passive products because of their lower cost and ease of use.</p>\n<p>While markets have “flirted with” the idea of discriminating between stronger and weaker companies since the onset of the pandemic, next year may be different. “Equity markets will be shocked by the return of fundamentals,” Templeman wrote in his note.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Pickers May Have Their Moment in 2022, Deutsche Bank Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Pickers May Have Their Moment in 2022, Deutsche Bank Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-09 20:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-12-09/stock-pickers-may-have-their-moment-in-2022-deutsche-bank-says?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘End of free money’ may mean return to fundamentals for stocks\nDeutsche Bank strategists see opportunity for active investing\n\nNext year will mark the return of stock-picking for equity markets, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-09/stock-pickers-may-have-their-moment-in-2022-deutsche-bank-says?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2021-12-09/stock-pickers-may-have-their-moment-in-2022-deutsche-bank-says?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181642699","content_text":"‘End of free money’ may mean return to fundamentals for stocks\nDeutsche Bank strategists see opportunity for active investing\n\nNext year will mark the return of stock-picking for equity markets, according to Deutsche Bank AG.\n“In 2022, as equity markets lose the flood of money that has propped up all stocks over the last decade, investors may be forced to become more discerning,” strategist Luke Templeman wrote in a note on Wednesday.\nRising bond yields amid interest rate hikes will give investors more options in fixed income and other rate-sensitive investments, according to Deutsche Bank. And with liquidity less abundant as asset purchases are pared back, fund managers may have to do more homework to get meaningful returns. “Finally, active managers may be back in vogue,” Templeman wrote.\nAfter this year’s almost indiscriminate rally took equities to new highs, the outlook for 2022 is much more muted, as tapering and Covid-19 risks are expected to weigh on returns. And Templeman is not alone in predicting the return of stock picking next year, with credit investors at Amundi SA and Vanguard Group Inc. also saying fundamentals will become more important as stimulus is reduced.\nThis year’s market exuberance may be the peak of a trend that started after the 2008-2009 financial crisis, says Templeman. At that time, a significant chunk of the money that was pumped into economies by central banks was channeled to passive funds which bought entire equity indexes, and not specific companies, according to Deutsche Bank.\n\nStill, the popularity of active investing has a long way to come back. While equity funds have seen record inflows of about $900 billion this year, nearly 90% of these additions have gone into passive exchange-traded funds, according to Bank of America Corp. and EPFR Global data. Investors have been favoring passive products because of their lower cost and ease of use.\nWhile markets have “flirted with” the idea of discriminating between stronger and weaker companies since the onset of the pandemic, next year may be different. “Equity markets will be shocked by the return of fundamentals,” Templeman wrote in his note.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":605209860,"gmtCreate":1639174756101,"gmtModify":1639189283843,"author":{"id":"4102277394572950","authorId":"4102277394572950","name":"sekuru","avatar":"https://static.tigerbbs.com/3d69129617a289654ae08531838b977d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4102277394572950","authorIdStr":"4102277394572950"},"htmlText":"Am happy to join this investment but am here to make me understand it thanks&nbsp;","listText":"Am happy to join this investment but am here to make me understand it thanks&nbsp;","text":"Am happy to join this investment but am here to make me understand it thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/605209860","repostId":1181642699,"repostType":4,"repost":{"id":"1181642699","pubTimestamp":1639054386,"share":"https://www.laohu8.com/m/news/1181642699?lang=&edition=full","pubTime":"2021-12-09 20:53","market":"us","language":"en","title":"Stock Pickers May Have Their Moment in 2022, Deutsche Bank Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1181642699","media":"Bloomberg","summary":"‘End of free money’ may mean return to fundamentals for stocks\nDeutsche Bank strategists see opportu","content":"<ul>\n <li>‘End of free money’ may mean return to fundamentals for stocks</li>\n <li>Deutsche Bank strategists see opportunity for active investing</li>\n</ul>\n<p>Next year will mark the return of stock-picking for equity markets, according to Deutsche Bank AG.</p>\n<p>“In 2022, as equity markets lose the flood of money that has propped up all stocks over the last decade, investors may be forced to become more discerning,” strategist Luke Templeman wrote in a note on Wednesday.</p>\n<p>Rising bond yields amid interest rate hikes will give investors more options in fixed income and other rate-sensitive investments, according to Deutsche Bank. And with liquidity less abundant as asset purchases are pared back, fund managers may have to do more homework to get meaningful returns. “Finally, active managers may be back in vogue,” Templeman wrote.</p>\n<p>After this year’s almost indiscriminate rally took equities to new highs, the outlook for 2022 is much more muted, as tapering and Covid-19 risks are expected to weigh on returns. And Templeman is not alone in predicting the return of stock picking next year, with credit investors at Amundi SA and Vanguard Group Inc. also saying fundamentals will become more important as stimulus is reduced.</p>\n<p>This year’s market exuberance may be the peak of a trend that started after the 2008-2009 financial crisis, says Templeman. At that time, a significant chunk of the money that was pumped into economies by central banks was channeled to passive funds which bought entire equity indexes, and not specific companies, according to Deutsche Bank.</p>\n<p><img src=\"https://static.tigerbbs.com/b3bf18a4768ce22590f800c57cf8f508\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>Still, the popularity of active investing has a long way to come back. While equity funds have seen record inflows of about $900 billion this year, nearly 90% of these additions have gone into passive exchange-traded funds, according to Bank of America Corp. and EPFR Global data. Investors have been favoring passive products because of their lower cost and ease of use.</p>\n<p>While markets have “flirted with” the idea of discriminating between stronger and weaker companies since the onset of the pandemic, next year may be different. “Equity markets will be shocked by the return of fundamentals,” Templeman wrote in his note.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Pickers May Have Their Moment in 2022, Deutsche Bank Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Pickers May Have Their Moment in 2022, Deutsche Bank Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-09 20:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-12-09/stock-pickers-may-have-their-moment-in-2022-deutsche-bank-says?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘End of free money’ may mean return to fundamentals for stocks\nDeutsche Bank strategists see opportunity for active investing\n\nNext year will mark the return of stock-picking for equity markets, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-09/stock-pickers-may-have-their-moment-in-2022-deutsche-bank-says?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2021-12-09/stock-pickers-may-have-their-moment-in-2022-deutsche-bank-says?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181642699","content_text":"‘End of free money’ may mean return to fundamentals for stocks\nDeutsche Bank strategists see opportunity for active investing\n\nNext year will mark the return of stock-picking for equity markets, according to Deutsche Bank AG.\n“In 2022, as equity markets lose the flood of money that has propped up all stocks over the last decade, investors may be forced to become more discerning,” strategist Luke Templeman wrote in a note on Wednesday.\nRising bond yields amid interest rate hikes will give investors more options in fixed income and other rate-sensitive investments, according to Deutsche Bank. And with liquidity less abundant as asset purchases are pared back, fund managers may have to do more homework to get meaningful returns. “Finally, active managers may be back in vogue,” Templeman wrote.\nAfter this year’s almost indiscriminate rally took equities to new highs, the outlook for 2022 is much more muted, as tapering and Covid-19 risks are expected to weigh on returns. And Templeman is not alone in predicting the return of stock picking next year, with credit investors at Amundi SA and Vanguard Group Inc. also saying fundamentals will become more important as stimulus is reduced.\nThis year’s market exuberance may be the peak of a trend that started after the 2008-2009 financial crisis, says Templeman. At that time, a significant chunk of the money that was pumped into economies by central banks was channeled to passive funds which bought entire equity indexes, and not specific companies, according to Deutsche Bank.\n\nStill, the popularity of active investing has a long way to come back. While equity funds have seen record inflows of about $900 billion this year, nearly 90% of these additions have gone into passive exchange-traded funds, according to Bank of America Corp. and EPFR Global data. Investors have been favoring passive products because of their lower cost and ease of use.\nWhile markets have “flirted with” the idea of discriminating between stronger and weaker companies since the onset of the pandemic, next year may be different. “Equity markets will be shocked by the return of fundamentals,” Templeman wrote in his note.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6952671,"gmtCreate":1639319321365,"gmtModify":1639319321365,"authorId":9000000000000645,"author":{"id":9000000000000645,"idStr":"9000000000000645","authorId":9000000000000645,"name":"CornellRudolph","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":605209860,"type":1,"supId":0,"prevId":0,"content":"i am a learner, i learn your investment skills and try to uderstand it and make it my weapon","text":"i am a learner, i learn your investment skills and try to uderstand it and make it my weapon","html":"i am a learner, i learn your investment skills and try to uderstand it and make it my weapon"},{"id":6941772,"gmtCreate":1639232839278,"gmtModify":1639234093735,"authorId":4102277394572950,"author":{"id":4102277394572950,"idStr":"4102277394572950","authorId":4102277394572950,"name":"sekuru","avatar":"https://static.tigerbbs.com/3d69129617a289654ae08531838b977d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":605209860,"type":1,"supId":0,"prevId":0,"content":"Thanks my people","text":"Thanks my people","html":"Thanks my people"},{"id":6939628,"gmtCreate":1639211883776,"gmtModify":1639211883776,"authorId":9000000000000698,"author":{"id":9000000000000698,"idStr":"9000000000000698","authorId":9000000000000698,"name":"AugustineMac-","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":605209860,"type":1,"supId":0,"prevId":0,"content":"hi sekrur, welcome to our tiger community. you can share your thoughts and information on stock investment on the platform. good luck.","text":"hi sekrur, welcome to our tiger community. you can share your thoughts and information on stock investment on the platform. good luck.","html":"hi sekrur, welcome to our tiger community. you can share your thoughts and information on stock investment on the platform. good luck."},{"id":6939367,"gmtCreate":1639209300601,"gmtModify":1639211872788,"authorId":4102277394572950,"author":{"id":4102277394572950,"idStr":"4102277394572950","authorId":4102277394572950,"name":"sekuru","avatar":"https://static.tigerbbs.com/3d69129617a289654ae08531838b977d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":605209860,"type":1,"supId":0,"prevId":0,"content":"Am here to learn and understand","text":"Am here to learn and understand","html":"Am here to learn and understand"},{"id":6939361,"gmtCreate":1639209260967,"gmtModify":1639211872671,"authorId":4102277394572950,"author":{"id":4102277394572950,"idStr":"4102277394572950","authorId":4102277394572950,"name":"sekuru","avatar":"https://static.tigerbbs.com/3d69129617a289654ae08531838b977d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":605209860,"type":1,"supId":0,"prevId":0,"content":"Am here to <u>learn</u>","text":"Am here to <u>learn</u>","html":"Am here to <u>learn</u>"}],"langContent":"CN"},{"id":605098115,"gmtCreate":1639090821395,"gmtModify":1639090822718,"author":{"id":"3584490239949882","authorId":"3584490239949882","name":"Phyusin","avatar":"https://static.tigerbbs.com/73d7e61a3a910d1d25acb7dcee29f7ca","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3584490239949882","authorIdStr":"3584490239949882"},"htmlText":"Hmm","listText":"Hmm","text":"Hmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605098115","repostId":1181642699,"repostType":4,"repost":{"id":"1181642699","pubTimestamp":1639054386,"share":"https://www.laohu8.com/m/news/1181642699?lang=&edition=full","pubTime":"2021-12-09 20:53","market":"us","language":"en","title":"Stock Pickers May Have Their Moment in 2022, Deutsche Bank Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1181642699","media":"Bloomberg","summary":"‘End of free money’ may mean return to fundamentals for stocks\nDeutsche Bank strategists see opportu","content":"<ul>\n <li>‘End of free money’ may mean return to fundamentals for stocks</li>\n <li>Deutsche Bank strategists see opportunity for active investing</li>\n</ul>\n<p>Next year will mark the return of stock-picking for equity markets, according to Deutsche Bank AG.</p>\n<p>“In 2022, as equity markets lose the flood of money that has propped up all stocks over the last decade, investors may be forced to become more discerning,” strategist Luke Templeman wrote in a note on Wednesday.</p>\n<p>Rising bond yields amid interest rate hikes will give investors more options in fixed income and other rate-sensitive investments, according to Deutsche Bank. And with liquidity less abundant as asset purchases are pared back, fund managers may have to do more homework to get meaningful returns. “Finally, active managers may be back in vogue,” Templeman wrote.</p>\n<p>After this year’s almost indiscriminate rally took equities to new highs, the outlook for 2022 is much more muted, as tapering and Covid-19 risks are expected to weigh on returns. And Templeman is not alone in predicting the return of stock picking next year, with credit investors at Amundi SA and Vanguard Group Inc. also saying fundamentals will become more important as stimulus is reduced.</p>\n<p>This year’s market exuberance may be the peak of a trend that started after the 2008-2009 financial crisis, says Templeman. At that time, a significant chunk of the money that was pumped into economies by central banks was channeled to passive funds which bought entire equity indexes, and not specific companies, according to Deutsche Bank.</p>\n<p><img src=\"https://static.tigerbbs.com/b3bf18a4768ce22590f800c57cf8f508\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>Still, the popularity of active investing has a long way to come back. While equity funds have seen record inflows of about $900 billion this year, nearly 90% of these additions have gone into passive exchange-traded funds, according to Bank of America Corp. and EPFR Global data. Investors have been favoring passive products because of their lower cost and ease of use.</p>\n<p>While markets have “flirted with” the idea of discriminating between stronger and weaker companies since the onset of the pandemic, next year may be different. “Equity markets will be shocked by the return of fundamentals,” Templeman wrote in his note.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Pickers May Have Their Moment in 2022, Deutsche Bank Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Pickers May Have Their Moment in 2022, Deutsche Bank Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-09 20:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-12-09/stock-pickers-may-have-their-moment-in-2022-deutsche-bank-says?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘End of free money’ may mean return to fundamentals for stocks\nDeutsche Bank strategists see opportunity for active investing\n\nNext year will mark the return of stock-picking for equity markets, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-09/stock-pickers-may-have-their-moment-in-2022-deutsche-bank-says?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2021-12-09/stock-pickers-may-have-their-moment-in-2022-deutsche-bank-says?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181642699","content_text":"‘End of free money’ may mean return to fundamentals for stocks\nDeutsche Bank strategists see opportunity for active investing\n\nNext year will mark the return of stock-picking for equity markets, according to Deutsche Bank AG.\n“In 2022, as equity markets lose the flood of money that has propped up all stocks over the last decade, investors may be forced to become more discerning,” strategist Luke Templeman wrote in a note on Wednesday.\nRising bond yields amid interest rate hikes will give investors more options in fixed income and other rate-sensitive investments, according to Deutsche Bank. And with liquidity less abundant as asset purchases are pared back, fund managers may have to do more homework to get meaningful returns. “Finally, active managers may be back in vogue,” Templeman wrote.\nAfter this year’s almost indiscriminate rally took equities to new highs, the outlook for 2022 is much more muted, as tapering and Covid-19 risks are expected to weigh on returns. And Templeman is not alone in predicting the return of stock picking next year, with credit investors at Amundi SA and Vanguard Group Inc. also saying fundamentals will become more important as stimulus is reduced.\nThis year’s market exuberance may be the peak of a trend that started after the 2008-2009 financial crisis, says Templeman. At that time, a significant chunk of the money that was pumped into economies by central banks was channeled to passive funds which bought entire equity indexes, and not specific companies, according to Deutsche Bank.\n\nStill, the popularity of active investing has a long way to come back. While equity funds have seen record inflows of about $900 billion this year, nearly 90% of these additions have gone into passive exchange-traded funds, according to Bank of America Corp. and EPFR Global data. Investors have been favoring passive products because of their lower cost and ease of use.\nWhile markets have “flirted with” the idea of discriminating between stronger and weaker companies since the onset of the pandemic, next year may be different. “Equity markets will be shocked by the return of fundamentals,” Templeman wrote in his note.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":602777591,"gmtCreate":1639088890839,"gmtModify":1639088890950,"author":{"id":"3571551275892091","authorId":"3571551275892091","name":"Markie70","avatar":"https://static.tigerbbs.com/279effd00c2992400566bbc9a22be29e","vip":1,"crmLevel":8,"crmLevelSwitch":0,"idStr":"3571551275892091","authorIdStr":"3571551275892091"},"htmlText":"Good fundamentals advice for 2022","listText":"Good fundamentals advice for 2022","text":"Good fundamentals advice for 2022","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602777591","repostId":1181642699,"repostType":4,"repost":{"id":"1181642699","pubTimestamp":1639054386,"share":"https://www.laohu8.com/m/news/1181642699?lang=&edition=full","pubTime":"2021-12-09 20:53","market":"us","language":"en","title":"Stock Pickers May Have Their Moment in 2022, Deutsche Bank Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1181642699","media":"Bloomberg","summary":"‘End of free money’ may mean return to fundamentals for stocks\nDeutsche Bank strategists see opportu","content":"<ul>\n <li>‘End of free money’ may mean return to fundamentals for stocks</li>\n <li>Deutsche Bank strategists see opportunity for active investing</li>\n</ul>\n<p>Next year will mark the return of stock-picking for equity markets, according to Deutsche Bank AG.</p>\n<p>“In 2022, as equity markets lose the flood of money that has propped up all stocks over the last decade, investors may be forced to become more discerning,” strategist Luke Templeman wrote in a note on Wednesday.</p>\n<p>Rising bond yields amid interest rate hikes will give investors more options in fixed income and other rate-sensitive investments, according to Deutsche Bank. And with liquidity less abundant as asset purchases are pared back, fund managers may have to do more homework to get meaningful returns. “Finally, active managers may be back in vogue,” Templeman wrote.</p>\n<p>After this year’s almost indiscriminate rally took equities to new highs, the outlook for 2022 is much more muted, as tapering and Covid-19 risks are expected to weigh on returns. And Templeman is not alone in predicting the return of stock picking next year, with credit investors at Amundi SA and Vanguard Group Inc. also saying fundamentals will become more important as stimulus is reduced.</p>\n<p>This year’s market exuberance may be the peak of a trend that started after the 2008-2009 financial crisis, says Templeman. At that time, a significant chunk of the money that was pumped into economies by central banks was channeled to passive funds which bought entire equity indexes, and not specific companies, according to Deutsche Bank.</p>\n<p><img src=\"https://static.tigerbbs.com/b3bf18a4768ce22590f800c57cf8f508\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>Still, the popularity of active investing has a long way to come back. While equity funds have seen record inflows of about $900 billion this year, nearly 90% of these additions have gone into passive exchange-traded funds, according to Bank of America Corp. and EPFR Global data. Investors have been favoring passive products because of their lower cost and ease of use.</p>\n<p>While markets have “flirted with” the idea of discriminating between stronger and weaker companies since the onset of the pandemic, next year may be different. “Equity markets will be shocked by the return of fundamentals,” Templeman wrote in his note.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Pickers May Have Their Moment in 2022, Deutsche Bank Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Pickers May Have Their Moment in 2022, Deutsche Bank Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-09 20:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-12-09/stock-pickers-may-have-their-moment-in-2022-deutsche-bank-says?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘End of free money’ may mean return to fundamentals for stocks\nDeutsche Bank strategists see opportunity for active investing\n\nNext year will mark the return of stock-picking for equity markets, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-09/stock-pickers-may-have-their-moment-in-2022-deutsche-bank-says?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2021-12-09/stock-pickers-may-have-their-moment-in-2022-deutsche-bank-says?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181642699","content_text":"‘End of free money’ may mean return to fundamentals for stocks\nDeutsche Bank strategists see opportunity for active investing\n\nNext year will mark the return of stock-picking for equity markets, according to Deutsche Bank AG.\n“In 2022, as equity markets lose the flood of money that has propped up all stocks over the last decade, investors may be forced to become more discerning,” strategist Luke Templeman wrote in a note on Wednesday.\nRising bond yields amid interest rate hikes will give investors more options in fixed income and other rate-sensitive investments, according to Deutsche Bank. And with liquidity less abundant as asset purchases are pared back, fund managers may have to do more homework to get meaningful returns. “Finally, active managers may be back in vogue,” Templeman wrote.\nAfter this year’s almost indiscriminate rally took equities to new highs, the outlook for 2022 is much more muted, as tapering and Covid-19 risks are expected to weigh on returns. And Templeman is not alone in predicting the return of stock picking next year, with credit investors at Amundi SA and Vanguard Group Inc. also saying fundamentals will become more important as stimulus is reduced.\nThis year’s market exuberance may be the peak of a trend that started after the 2008-2009 financial crisis, says Templeman. At that time, a significant chunk of the money that was pumped into economies by central banks was channeled to passive funds which bought entire equity indexes, and not specific companies, according to Deutsche Bank.\n\nStill, the popularity of active investing has a long way to come back. While equity funds have seen record inflows of about $900 billion this year, nearly 90% of these additions have gone into passive exchange-traded funds, according to Bank of America Corp. and EPFR Global data. Investors have been favoring passive products because of their lower cost and ease of use.\nWhile markets have “flirted with” the idea of discriminating between stronger and weaker companies since the onset of the pandemic, next year may be different. “Equity markets will be shocked by the return of fundamentals,” Templeman wrote in his note.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":602752682,"gmtCreate":1639083284958,"gmtModify":1639095373745,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"htmlText":"With tapering and possible interest rate rise next year, markets may be volatile.&nbsp; So that's why it is important to buy quality stocks like Apple and Microsoft to hold for long term. 🎉🎊🎉","listText":"With tapering and possible interest rate rise next year, markets may be volatile.&nbsp; So that's why it is important to buy quality stocks like Apple and Microsoft to hold for long term. 🎉🎊🎉","text":"With tapering and possible interest rate rise next year, markets may be volatile. So that's why it is important to buy quality stocks like Apple and Microsoft to hold for long term. 🎉🎊🎉","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":24,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/602752682","repostId":1181642699,"repostType":4,"repost":{"id":"1181642699","pubTimestamp":1639054386,"share":"https://www.laohu8.com/m/news/1181642699?lang=&edition=full","pubTime":"2021-12-09 20:53","market":"us","language":"en","title":"Stock Pickers May Have Their Moment in 2022, Deutsche Bank Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1181642699","media":"Bloomberg","summary":"‘End of free money’ may mean return to fundamentals for stocks\nDeutsche Bank strategists see opportu","content":"<ul>\n <li>‘End of free money’ may mean return to fundamentals for stocks</li>\n <li>Deutsche Bank strategists see opportunity for active investing</li>\n</ul>\n<p>Next year will mark the return of stock-picking for equity markets, according to Deutsche Bank AG.</p>\n<p>“In 2022, as equity markets lose the flood of money that has propped up all stocks over the last decade, investors may be forced to become more discerning,” strategist Luke Templeman wrote in a note on Wednesday.</p>\n<p>Rising bond yields amid interest rate hikes will give investors more options in fixed income and other rate-sensitive investments, according to Deutsche Bank. And with liquidity less abundant as asset purchases are pared back, fund managers may have to do more homework to get meaningful returns. “Finally, active managers may be back in vogue,” Templeman wrote.</p>\n<p>After this year’s almost indiscriminate rally took equities to new highs, the outlook for 2022 is much more muted, as tapering and Covid-19 risks are expected to weigh on returns. And Templeman is not alone in predicting the return of stock picking next year, with credit investors at Amundi SA and Vanguard Group Inc. also saying fundamentals will become more important as stimulus is reduced.</p>\n<p>This year’s market exuberance may be the peak of a trend that started after the 2008-2009 financial crisis, says Templeman. At that time, a significant chunk of the money that was pumped into economies by central banks was channeled to passive funds which bought entire equity indexes, and not specific companies, according to Deutsche Bank.</p>\n<p><img src=\"https://static.tigerbbs.com/b3bf18a4768ce22590f800c57cf8f508\" tg-width=\"1200\" tg-height=\"675\" width=\"100%\" height=\"auto\"></p>\n<p>Still, the popularity of active investing has a long way to come back. While equity funds have seen record inflows of about $900 billion this year, nearly 90% of these additions have gone into passive exchange-traded funds, according to Bank of America Corp. and EPFR Global data. Investors have been favoring passive products because of their lower cost and ease of use.</p>\n<p>While markets have “flirted with” the idea of discriminating between stronger and weaker companies since the onset of the pandemic, next year may be different. “Equity markets will be shocked by the return of fundamentals,” Templeman wrote in his note.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Pickers May Have Their Moment in 2022, Deutsche Bank Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Pickers May Have Their Moment in 2022, Deutsche Bank Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-09 20:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2021-12-09/stock-pickers-may-have-their-moment-in-2022-deutsche-bank-says?srnd=markets-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘End of free money’ may mean return to fundamentals for stocks\nDeutsche Bank strategists see opportunity for active investing\n\nNext year will mark the return of stock-picking for equity markets, ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2021-12-09/stock-pickers-may-have-their-moment-in-2022-deutsche-bank-says?srnd=markets-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2021-12-09/stock-pickers-may-have-their-moment-in-2022-deutsche-bank-says?srnd=markets-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181642699","content_text":"‘End of free money’ may mean return to fundamentals for stocks\nDeutsche Bank strategists see opportunity for active investing\n\nNext year will mark the return of stock-picking for equity markets, according to Deutsche Bank AG.\n“In 2022, as equity markets lose the flood of money that has propped up all stocks over the last decade, investors may be forced to become more discerning,” strategist Luke Templeman wrote in a note on Wednesday.\nRising bond yields amid interest rate hikes will give investors more options in fixed income and other rate-sensitive investments, according to Deutsche Bank. And with liquidity less abundant as asset purchases are pared back, fund managers may have to do more homework to get meaningful returns. “Finally, active managers may be back in vogue,” Templeman wrote.\nAfter this year’s almost indiscriminate rally took equities to new highs, the outlook for 2022 is much more muted, as tapering and Covid-19 risks are expected to weigh on returns. And Templeman is not alone in predicting the return of stock picking next year, with credit investors at Amundi SA and Vanguard Group Inc. also saying fundamentals will become more important as stimulus is reduced.\nThis year’s market exuberance may be the peak of a trend that started after the 2008-2009 financial crisis, says Templeman. At that time, a significant chunk of the money that was pumped into economies by central banks was channeled to passive funds which bought entire equity indexes, and not specific companies, according to Deutsche Bank.\n\nStill, the popularity of active investing has a long way to come back. While equity funds have seen record inflows of about $900 billion this year, nearly 90% of these additions have gone into passive exchange-traded funds, according to Bank of America Corp. and EPFR Global data. Investors have been favoring passive products because of their lower cost and ease of use.\nWhile markets have “flirted with” the idea of discriminating between stronger and weaker companies since the onset of the pandemic, next year may be different. “Equity markets will be shocked by the return of fundamentals,” Templeman wrote in his note.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6922326,"gmtCreate":1639104268394,"gmtModify":1639104268394,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":602752682,"type":1,"supId":6919157,"prevId":0,"content":"My pleasure","text":"My pleasure","html":"My pleasure"},{"id":6922324,"gmtCreate":1639104260307,"gmtModify":1639104260307,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":602752682,"type":1,"supId":6919588,"prevId":0,"content":"Thanks","text":"Thanks","html":"Thanks"},{"id":6922323,"gmtCreate":1639104254918,"gmtModify":1639104254918,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":602752682,"type":1,"supId":6920327,"prevId":0,"content":"Thanks","text":"Thanks","html":"Thanks"},{"id":6920327,"gmtCreate":1639096878464,"gmtModify":1639096878499,"authorId":4099710093886780,"author":{"id":4099710093886780,"idStr":"4099710093886780","authorId":4099710093886780,"name":"KevYu","avatar":"https://static.tigerbbs.com/42f8d63233ae7507386c3c51e73884d1","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":602752682,"type":1,"supId":0,"prevId":0,"content":"[Strong]","text":"[Strong]","html":"[Strong]"},{"id":6919588,"gmtCreate":1639095373658,"gmtModify":1639095373750,"authorId":3579063613222900,"author":{"id":3579063613222900,"idStr":"3579063613222900","authorId":3579063613222900,"name":"rinl","avatar":"https://static.tigerbbs.com/395daf5ecc8abfd612e82e1a21b52cc9","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":602752682,"type":1,"supId":0,"prevId":0,"content":"yes agree","text":"yes agree","html":"yes agree"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":213,"commentSize":26,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1181642699"}