德意志银行认为，挪威规模达2.2万亿美元的主权财富基金提议调整投资策略，可能导致其对日本国债的配置大幅增加。
“虽然涉及的金额相对于全球固定收益市场的规模较小，但我们认为，作为全球规模最大、最成功的主权财富基金之一，其投资策略变化有力地表明，当前全球资本流动和投资组合配置正在发生缓慢但持续的转变，”Shreyas Gopal和George Saravelos在报告中写道。
挪威承认主权债务不再是无风险资产；并正在将其美国固定收益资产配置从美债转向非主权固定收益资产。
挪威主权财富基金也正在大幅转向日本国债，从而“承认其市场规模庞大，并降低债务占GDP比重作为市场配置指标的重要性”。
这种配置上的倾斜意味着受益最大的国家和货币是日元。
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