施羅德罕見轉向：從「多年低配」到「輕微超配」押注長期美債反彈

智通財經

09/03

【施羅德罕見轉向：從「多年低配」到「輕微超配」押注長期美債反彈】智通財經APP獲悉，英國資產管理巨頭施羅德集團(Schroders Plc)近期加倉長期美國國債，認為在經歷本輪拋售之後，收益率已接近階段性頂部。施羅德全球首席投資官約翰娜·柯克蘭德(Johanna Kyrklund)在談及10年期美債時表示：「從估值角度看，當前水平已較此前更具吸引力。鑑於近期收益率的上升，我們認為現在配置一定久期是合適的。」

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