据路透，知情人士透露，日本政府养老金投资基金（GPIF）暂无计划调整目标资产配置，但可能利用现有允许范围，将更多资金投向国内资产。日本政府正在考虑相关方案。日本财务大臣片山皋月上周五表示，政府将寻求鼓励包括GPIF在内的养老金基金“大幅增加对日本金融资产的投资”。这刺激了日元和日本国债上涨，投资者押注，作为全球最大养老基金的GPIF（截至3月管理资产规模达293.6万亿日元，合1.81万亿美元），可能将数十亿美元资金引导流入日本市场。两名日本政府消息人士表示，政府正在探索如何在基准投资组合现有允许范围内增加相关投资，但这一举措不会立即导致GPIF中期目标发生调整。GPIF的职责是仅为养老金受益人的利益进行投资，不能利用资产推进政府政策目标。根据当前中期管理计划，GPIF分别将25%的资产配置于日本国内债券、海外债券、日本国内股票和海外股票。
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