Azimut基金经理看好日本国债 认为交易员高估日本通胀前景

智通财经
15 hours ago
【Azimut基金经理看好日本国债 认为交易员高估日本通胀前景】一位Azimut Group的基金经理称,尽管日本政府债券被视为高风险资产,但它仍为投资者提供了全球固收市场中最佳的投资机会之一。 Nicolo Bocchin认为日本央行不会采取激进的加息措施。这家规模1800亿美元资管公司的全球固收业务主管表示,交易员们高估了日本的通胀前景。“我是一名买方,非常看好长期日本国债,” Bocchin周一接受采访时表示。“收益率曲线的长端极具吸引力。”他的观点与当前市场最主流的交易逻辑之一背道而驰。因为预期通胀持续、财政赤字不断扩大以及央行逐步退出债券市场将推高借贷成本,投资者已将日本长期国债收益率推至数十年高位。

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