澳洲第二大退休基金ART大举增持日元

格隆汇
Aug 26
澳洲第二大退休基金澳洲退休信托基金(ART)建立多年来最大日元持仓,押注市场低估日本央行加息可能性。ART高级投资组合经理Jimmy Louca表示,随着美元兑日元汇价升至约160水平,该基金于过去6个月一直增持日元持仓,部分资金来自减少美元配置。Louca预期,日央行可能9月加息,并将会释放再加息两次的讯号,将赶在能源价格上涨令加息政策变得更加复杂前,尤其在美国11月中期选举及中东冲突可能进一步升级情况下才出手。如果日央行行动大致符预期,日本国债息将进一步走高,而美元兑日圆合理价约150,甚至约140水平。

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