贝莱德:预计亚洲央行最快于第二季度减息 对亚洲固收市场持乐观看法
海啸╬管┆靠靠
发表于 2024-1-17 11:58:37
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贝莱德亚太区固定收益投资总监及主管Neeraj Seth及贝莱德固定收益投资-亚洲宏观市场主管Navin Saigal表示,美国今年减息呼声高涨,面对劳工市场、通胀及消费者需求回落,这对美国经济造成了影响,市场对于息口预期出现变化,随着投资者对于美联储暂停加息的时间更加明确,认为2024年将是固定收益较为关键的一年。
贝莱德指出,亚洲固定收益资产由于与美国固定收益资产关联度偏低,而且亚洲财政赤字低且经济增长更强,在全球孳息曲线下降及经济放缓下,变相为投资者提供一个多元化的投资选择。
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Disclaimer: The views expressed in this article are those of the author only, this article does not represent the position of CandyLake.com, and does not constitute advice, please treat with caution.