美股狂欢助推养老金 纽约五大基金跑赢目标

格隆汇
Aug 12
纽约市五大养老金基金在过去一个财年跑赢了投资目标,受益于美国股市创纪录表现。纽约市审计长Mark Levine周三发布的一份新闻稿显示,截至6月30日的一年内,面向警察、消防员、教师、市政府雇员和学校工作人员的五大养老金基金回报率达到13%,推动资产规模升至3263亿美元。这是这些基金自2021年以来的最佳表现,并超过了7%的目标收益率。这一收益预计将缓解纽约市财政压力。莱文估计,未来五年内,养老金投资表现改善将使纽约市养老金缴款减少约63亿美元。官员预计,截至2027年7月1日开始的财年,纽约市财政赤字将达到64亿美元。这些养老金基金受益于人工智能热潮推动投资者乐观情绪升温,从而带动股价大幅上涨。海外发达市场股票回报率达到15.6%,新兴市场股票更是飙升42%。

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