摩根大通：較長期限的債券現在更具吸引力

港股那點事

01-20

格隆匯1月20日｜摩根大通資產管理負責固定收益的國際首席投資官Iain Stealey在報告中稱，對債券投資者來說，現在是逐步延長期限或增加對利率變化敏感的債券風險敞口的大好時機。由於估值具有吸引力且收益率曲線爲正，投資者可以考慮購買期限較長的債券。他說：“利率上升可能會重燃股票與債券的相關性，即股票下跌導致債券反彈。然而，主要的風險在於額外財政刺激的可能性，這可能會引發通脹回升。任何引發增長和通脹衝擊的進一步刺激措施都可能導致美聯儲的加息週期，而市場對此基本沒有準備。”

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免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

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Stealey在報告中稱，對債券投資者來說，現在是逐步延長期限或增加對利率變化敏感的債券風險敞口的大好時機。由於估值具有吸引力且收益率曲線爲正，投資者可以考慮購買期限較長的債券。他說：“利率上升可能會重燃股票與債券的相關性，即股票下跌導致債券反彈。然而，主要的風險在於額外財政刺激的可能性，這可能會引發通脹回升。任何引發增長和通脹衝擊的進一步刺激措施都可能導致美聯儲的加息週期，而市場對此基本沒有準備。”               </p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n</div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://finance.sina.com.cn/stock/bxjj/2025-01-20/doc-inefrhrx9513330.shtml\">港股那點事</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BDCRKT87.USD","symbol_name":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) 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