富达基金加码黄金,押注美联储信誉危机与美元避险地位下滑

格隆汇
3 hours ago
富达国际一名投资组合经理表示,过去三周内,他管理的基金黄金持仓已翻倍,并称美联储政策不确定性增加是推动这一操作的催化剂。在将基金中的黄金配置比例提高至自己设定的5%上限后,乔治·埃夫斯塔托普洛斯(George Efstathopoulos)表示,如果美元的避险资产地位继续下降,他将考虑提高这一配置上限。在美联储7月会议后,投资者纷纷抛售长期国债,乔治也正是在此背景下开始增持黄金的。“我的理解是,这是由于美联储缺乏信誉以及政策不确定性加剧所致,”乔治表示。他还称,美国财政部意外加大长期债券回购力度,看起来更像是在“操纵收益率,而不是解决收益率为何上涨的根本原因”。“如今黄金关注的重点已不再是收益率上升本身,而是收益率为何会上升。”

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