{"id":14036,"date":"2024-10-09T14:12:07","date_gmt":"2024-10-09T14:12:07","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=14036"},"modified":"2024-10-09T14:12:07","modified_gmt":"2024-10-09T14:12:07","slug":"tahvil-kralindan-defansif-hisselere-gecis-tavsiyesi","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2024\/10\/09\/tahvil-kralindan-defansif-hisselere-gecis-tavsiyesi\/","title":{"rendered":"Tahvil kral\u0131ndan defansif hisselere ge\u00e7i\u015f tavsiyesi"},"content":{"rendered":"<div>\n<p>Bill Gross&#8217;a g\u00f6re, ABD hisse senetlerinin son be\u015f y\u0131lda de\u011ferini neredeyse ikiye katlamas\u0131na yard\u0131mc\u0131 olan ralli ivme kaybederken, yat\u0131r\u0131mc\u0131lar yat\u0131r\u0131mlar\u0131ndan d\u00fc\u015f\u00fck ama olumlu getiriler beklemeli.<\/p>\n<p>Milyarder yat\u0131r\u0131mc\u0131, yat\u0131r\u0131mlarda hisse senedi a\u011f\u0131rl\u0131\u011f\u0131n\u0131n ortalama seviyelerde tutulmas\u0131n\u0131 ve portf\u00f6ylerin tahvillerde k\u00fc\u00e7\u00fck bir pozisyonla daha savunmac\u0131 hisse senetlerine odaklanmas\u0131n\u0131 \u00f6nerdi.<\/p>\n<p>Pacific Investment Management Co. \u015firketinin kurucu orta\u011f\u0131 Gross, son yat\u0131r\u0131m g\u00f6r\u00fcn\u00fcm\u00fcnde \u201cAy\u0131 piyasas\u0131 yok ama art\u0131k ayn\u0131 bo\u011fa piyasas\u0131 da de\u011fil\u201d diye yazd\u0131.<\/p>\n<\/div>\n<div>\n<p>Notta Gross, y\u00fcksek de\u011ferlemeler, jeopolitik riskler ve s\u00fcrd\u00fcr\u00fclemez h\u00fck\u00fcmet a\u00e7\u0131\u011f\u0131 gibi negatif r\u00fczgarlar\u0131, Fed&#8217;in hedefine yak\u0131n enflasyon ve yapay zeka yat\u0131r\u0131m harcamalar\u0131 gibi pozitif g\u00fc\u00e7lere kar\u015f\u0131 s\u0131ral\u0131yor. \u2028<\/p>\n<p>Gross, riskler aras\u0131nda Demokrat Kamala Harris&#8217;in 5 Kas\u0131m&#8217;daki se\u00e7imleri kazanmas\u0131 ve partisinin Kongre&#8217;de \u00e7o\u011funlu\u011fu ele ge\u00e7irmesi halinde kurumlar vergisindeki potansiyel art\u0131\u015flar\u0131 da g\u00f6sterdi.<\/p>\n<p>Gross, Warren Buffett&#8217;\u0131n \u015fu anda rekor miktarda nakit biriktirdi\u011fine y\u00f6nelik \u00e7\u0131kan haberlerin de \u201c\u00f6n\u00fcm\u00fczdeki engebeli yol\u201d hakk\u0131nda bir uyar\u0131 niteli\u011finde oldu\u011funu s\u00f6yledi.<\/p>\n<\/div>\n<\/p>\n<p><\/p>\n<p>Kaynak :\u00a0<span style=\"background-color: rgb(255, 249, 236); color: rgb(55, 58, 60); font-size: 14px;\">https:\/\/www.bloomberght.com\/tahvil-kralindan-defansif-hisselere-gecis-tavsiyesi-2361969<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>ABD piyasalar\u0131n\u0131n duayen ismi Bill Gross ABD piyasalar\u0131nda ralli ivme kaybederken yat\u0131r\u0131mc\u0131lara portf\u00f6ylerinde daha defansif hisselere ge\u00e7i\u015f tavsiyesinde bulundu.<\/p>\n","protected":false},"author":1,"featured_media":14037,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[130],"manset":[],"class_list":["post-14036","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-yatirim"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/14036","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/comments?post=14036"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/14036\/revisions"}],"predecessor-version":[{"id":14038,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/14036\/revisions\/14038"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/14037"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=14036"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=14036"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=14036"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=14036"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}