摩根资管:新兴市场债券与股票配置不足

智通财经
Oct 14
【摩根资管:新兴市场债券与股票配置不足】摩根资产管理全球固定收益国际首席投资官伊恩·斯特利表示,投资者对新兴市场的配置比例偏低,新兴市场估值具备吸引力,尤其是对比部分发达市场。他周三在昂蒂布举办的固定收益领袖峰会上的专题研讨会上称:“我认为大家对新兴市场的持仓不够,我们的股票团队也持相同看法。”斯特利表示,摩根资产管理对新兴市场本币资产资金流向的分析显示,虽然相关配置小幅回升,但仍低于疫情前水平。他补充,新兴市场“基本面形势的确在好转”,固定收益板块“估值不像部分发达市场那样处于高位”;“在我们各类投资组合中,新兴市场是我们最为看好的配置方向之一。”

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10