富达国际：预期美国国债与信用资产仍将是全球投资者重要配置

智通财经2025-08-06

智通财经APP获悉，富达国际基金经理Rick Patel表示，近期市场波动、地缘政治、贸易消息等使部分投资者质疑美国国债的避险地位。尽管穆迪近期下调美国信贷评级、美国财政赤字规模庞大，以及海外投资者对美国国债需求等疑虑，这些担忧似乎被过度放大。Rick Patel称，穆迪强调美国从经济规模、韧性与活力，以及美元作为全球储备货币的角色来看，美国仍具卓越的信贷优势。美国市场的规模、流动性与强度无可比拟...

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