黄金牛市未完?贝莱德:全球政府债台高筑 “好日子”还在后面

格隆汇
Yesterday
全球资管巨头贝莱德全球主题和行业投资主管Evy Hambro表示,随着债务膨胀、赤字失控和货币贬值等系统性问题恶化,黄金还会继续上涨。他在接受最新采访时表示,当前全球经济正面临美元疲软、轻度滞胀和地缘政治紧张局势交织的复杂环境,而这些因素很可能继续存在。“我认为是这样,”他说。“如果我们观察一下市场动态,就会发现债券市场,尤其是政府债券市场,已经非常清楚地表明,情况并不乐观。利率正在上升,债务水平非常高。政府每年需要弥补的财政赤字也在不断增长,这给金融体系带来了巨大的压力。”在这样的背景下,Hambro表示,黄金等实物资产正在重新获得长期投资者的青睐。

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