Helaba Invest利率及外汇研究与资产管理主管Jens Bies表示,公司正利用近期美债收益率上升的机会,逐步拉长投资组合的久期。鉴于市场目前已消化了美联储将加息超过三次的预期,他指出:“我们看到了投资潜力——尤其是收益率曲线短端,其风险回报比尤为有利。”他同时表示,只有当经济增长开始放缓时,收益率曲线长端才会重新具备吸引力。
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