华尔街信贷基金“挤兑风暴”继续：继大摩后，新加坡GIC也要求赎回

华尔街见闻2025-10-15

一家汽车配件制造商的倒闭，正在对华尔街一家信贷基金引发连锁反应，并进一步演变为一场席卷顶级投资机构的赎回风波。由于旗下基金踩雷破产企业First Brands，杰富瑞正面临持续撤资压力。据媒体周三援引知情人士消息，最新的行动来自新加坡主权财富基金GIC，该基金近几周一直在与Jefferies方面进行谈判，已要求从Jefferies旗下Point Bonita Capital基金中赎回部分资金。...

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Capital基金，并引发了投资者的警惕。\n随着基金风险的暴露，重量级机构投资者纷纷选择离场。据知情人士称，新加坡主权财富基金GIC是最新一家要求赎回的机构。\n在此之前，据媒体报道，华尔街其他顶级机构也已采取行动。摩根士丹利资产管理部门、全球最大的资产管理公司贝莱德，以及德州财政安全信托公司，均已提交赎回申请。这些机构的集体行动，清晰地表明了市场对该基金未来表现的担忧。\n基金管理人回应与赎回安排\n作为基金管理人，Jefferies方面在上周日晚间发布声明，对此事作出回应。声明称，在发现First Brands的问题后，其子公司Leucadia直接与Point Bonita的基金投资者进行了沟通，并同意投资者提交赎回请求是合理的选择，旨在“为他们提供最大的灵活性”。\n同时，Jefferies也为自身与First Brands的业务关系进行了辩护。该行表示，其在过去十多年里一直为First Brands在杠杆贷款市场融资提供咨询服务，但对该公司的任何欺诈活动并不知情。Jefferies强调，其自身在该基金中对First 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