摩根士丹利投资经理Vishal Khanduja表示，在政策高度不确定性的背景下，美国经济未来几个季度可能放缓，但企业“将能够从容应对这种不确定性”。他对企业债务持乐观态度，称美国企业资产负债表健康，这意味着投资者可在不过多增加风险的前提下获取额外收益。他目前超配企业信贷和证券化资产，并增持了非美元头寸。

　　Khanduja尤其看好由非机构抵押贷款支持债券、数据中心及标杆酒店资产担保的债券。他表示：“在金融股与非金融股的配置上，我们超配金融股；且在欧洲金融股与美国金融股之间，我们略微更青睐欧洲金融股。”

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责任编辑：王许宁

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