Catalyst Funds基金经理Larry Holzenthaler在一份报告中称,9月份就业报告将被视为信用债市场的利好消息。他称,疲弱的就业人数数据可能降低再次加息的紧迫性,同时让通胀继续成为美联储的首要关切,从而令围绕利率的市场情绪略趋平衡。Holzenthaler称,加息步伐放缓将缓解信用债市场的焦虑;随着收益率大幅上升,这些市场近期已变得不安。不过,他认为,与传统固定收益资产相比,久期较短、对信用因素更敏感的资产继续为投资者提供更具吸引力的风险回报。
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