安盛投资管理首席投资官克里斯·伊戈在报告中指出，在2026年进一步货币宽松政策预期下，债券市场仍具配置吸引力。这位安盛核心投资团队负责人表示：“短期国债收益率已充分反映货币政策预期”。但他同时警示，受当前财政扩张周期与大规模国债发行影响，长端债券可能呈现波动性加剧特征。“收益率曲线趋陡背景下，增持久期资产具备正向风险收益比。”截至报告发布时，主要国债收益率曲线已呈现过去两年来最陡峭态势。

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