欧洲央行高官:美元资产配置从超配转向更自然的配置比例

金十财经
24 Apr

【欧洲央行高官:美元资产配置从超配转向更自然的配置比例】金十数据4月24日讯,欧洲央行首席经济学家连恩周三表示,近期资产组合配置中美元资产配置降低,可能意味着从“美元资产超配”转向更自然的配置比例,即在美元资产与其他货币(包括欧元)资产之间达到更平衡的状态。连恩在国际金融协会(IIF)会议的小组讨论中表示,自去年特朗普总统当选以来,美国资产的“定价已经反映了完美预期”。他补充道,近期资金流出美债或许可以被视为一种重新配置,“要么会稳定下来,要么会引发更深入的反思”。他表示,无论如何,在大多数投资组合中,美元资产的权重仍将远远超过欧元资产。

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