日本主要寿险公司计划在2025财年减持总计1.3万亿日元(合91亿美元)日本政府债券。
据悉,10大保险公司中有4家打算在4月份就开始减持日本国债。其中,日本最大的寿险公司日本生命保险公司将是自2016财年以来首次减持。
但是,日本富国寿险(Fukoku Mutual Life)表示,计划在本财年增持日本超长期国债,原因是其收益率已飙升至符合该公司投资预期的水平,并考虑减少对外国债券的投资配置。
巴克莱日本外汇和利率策略团队的两名成员称,许多寿险公司认为超长期债券的水平相对于其负债成本具有吸引力,但预计不会积极买入,因为它们已经完成了资产负债管理久期匹配,以满足新的监管要求。
关键词阅读:日本寿险公司 日本国债 日本生命保险
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