人民财讯7月20日电,面对外部环境的不确定性与国内政策节奏的调整,机构对中国经济和债券市场的复苏节奏持谨慎乐观态度,策略上更趋结构化与多元化。近日,贝莱德基金首席固定收益投资官刘鑫指出,上半年中国债券市场呈现两大显著趋势:一是利率债与信用债表现出现明显分化,二是低利率环境特征延续。展望下半年的债市,刘鑫认为,当前债市的阶段性调整压力不可忽视,利率部分已经计入额外降息,信用债的利差压缩也较为充分。他...
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