美国增长担忧再度浮现 高盛重新青睐亚洲投资级美元债券

格隆汇
Aug 11

格隆汇8月11日|出于对美国经济的担忧及对美联储转鸽的预期,高盛已重新青睐亚洲的投资级美元债券而非高收益债券。“随着美国增长担忧再次浮现,且估值比2024年底时更高,我们认为现在是转回超配亚洲投资级债券而不是高收益债券的时候了,”该银行策略师Kenneth Ho和Sandra Yeung在一份报告中写道。这使高盛重回今年初对该资产类别的立场。在特朗普宣布全球关税引发信用利差下跌后,该行5月份曾转为...

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