Amundi买入两年期美债 对冲经济增长放缓风险

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【Amundi买入两年期美债 对冲经济增长放缓风险】欧洲最大资产管理公司Amundi SA正从近期遭抛售的全球债券市场中寻找机会,并买入两年期美国国债,以对冲油价高企导致经济增长放缓的风险。随着交易员加大对美联储加息的押注,美国两年期国债收益率上周升破4.50%,为2024年以来首次。不过,这家总部位于巴黎、管理2.8万亿美元资产的公司的全球债券和外汇高级投资组合经理Nicolas Dahan表示,债券收益率和能源价格上升,可能会对迄今仍展现韧性的美国经济构成风险。如果经济放缓迫使美联储重新考虑其紧缩路径,那么对利率变化最为敏感的两年期美债收益率可能会下降。

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