格隆汇5月21日|据彭博,另类资产管理机构KKR的全球宏观和资产配置主管Henry McVey在一份研究报告中表示,财政赤字的扩大和通膨的顽固不化意味着,债券并不总是会在股市抛售时上涨,打破了这两种资产之间的传统关系。在避险的交易日,政府债券已经不再发挥其在传统投资组合中作为“减震器”的作用。根据KKR的数据,对于股票投资者而言,多元化配置将面临挑战,因为美国股市规模是欧洲、日本和印度股市总和的...
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