贝莱德:固定收益市场正迎来划时代的结构性转变

格隆汇
Aug 26
贝莱德亚太区环球固定收益主管Navin Saigal指出,固定收益市场正迎来划时代的结构性转变。贝莱德认为,各国政策分化与AI发债热潮,为固定收益市场创造了近20年来最精彩的“主动选债”时代。投资人无须在长天期美债中承担过度的利率风险,通过弹性布局亚洲非相关性资产、科技巨头担保债与绿能项目融资,才是锁定7%稳健现金流、打造防御型投资组合的正确王道。

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