摩根士丹利资深债券投资者十年来首次转为看多美债

智通财经
2 hours ago
【摩根士丹利资深债券投资者十年来首次转为看多美债】摩根士丹利投资管理的Vishal Khanduja是表现出色的债券投资者之一。在收益率升至20年高位并开始对经济增长形成制约之际,他十年来首次转为看多美国债券。Khanduja与Brian Ellis共同管理规模41亿美元的Eaton Vance总回报债券基金。截至6月,该基金将久期提高至6.07年,高于彭博美国综合债券指数5.8年的基准久期。广泛市场固定收益团队主管Khanduja表示,这是该基金十多年来首次超配久期。

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