来源:金十数据
2月26日,据外媒报道,花旗集团分析师在审查了各基金发布的展望报告后表示,全球前几大资产管理公司(合计管理着超过20万亿美元的资产)正在买入新兴市场的股票、本币债券和信贷产品,押注强劲的全球经济增长和美元走软将有利于这些市场。尽管本周全球市场因担忧人工智能可能颠覆经济的诸多领域而震荡,但新兴市场资产依然表现良好。
MSCI新兴市场指数周四一度上涨0.7%,创下历史新高。相关主题ETF的交易量也大幅飙升。这一转变也反映出发达市场前景更加不明朗。由于政策不确定性和财政担忧令市场情绪承压,美国、日本和德国的国债收益率飙升。
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