“固收天王”PIMCO警告:“美元+美债”的免费午餐时代结束

华尔街见闻
Jan 29

全球最大主动固定收益管理机构之一PIMCO(品浩)近日发出警告,不仅外国投资者长期享受的“美债收益+美元对冲”的“免费午餐”时代已经结束,全球央行与机构投资者也正重新评估对美元资产的过度集中。PIMCO建议投资者在新的周期坐标系下,将现金头寸转向高质量债券,并关注价值股与大宗商品的配置机会。 据彭博报道,PIMCO在领英发文中指出,数十年来,外国投资者一方面享受美国国债的诱人收益率,另一方面利用...

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