09/28/2024, 01:05 PM UTC
TCW相对价值大型股基金2024年第二季度报告TCW Relative Value Large Cap Fund Q2 2024 Commentary
1. 美国经济保持韧性，GDP增长强劲，消费支出稳健，通胀有所降温。2. 第一季度表现最好的行业包括能源、金融和工业。3. 重点投资包括塔吉特、迪士尼和泽维尔，每个都有强劲的增长催化剂。4. 全球经济前景各异，美国在增长方面领先，而英国和欧元区面临停滞，中国实施刺激措施。5. 策略的前十大平均加权股票回报率为16.1%，消费可选和信息技术表现强劲。1. The U.S. economy remains resilient with strong GDP growth, robust consumer spending, and cooling inflation. 2. Top-performing sectors in Q1 include energy, financials, and industrials. 3. Key investments include Target, Disney, and Xylem, each with strong growth catalysts. 4. Global economic outlooks vary with the U.S. leading in growth, while the UK and Eurozone face stagnation, and China implements stimulus measures. 5. The portfolio's top ten average-weighted names returned 16.1%, with strong performances from consumer discretionary and information technology.
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