富达国际:全球信用市场进入新阶段,投资机会依然存在

格隆汇
Aug 17
富达国际基金经理James Durance 表示,近年信贷市场一直受惠于经济增长较预期更具韧性,违约率维持于低水平,企业基本面整体表现稳健。维持信贷配置的投资者,即使面对市场充满不确定性,亦普遍获得理想回报。随着全球信用市场进入由AI投资、地缘政治风险与通胀变化共同驱动的新阶段,投资机会依然存在,但保持选择性的重要性将显著提升。具备稳健基本面、合理估值与稳定现金流的资产,将更有机会在市场波动中展现长期投资价值。

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