普徕仕：通胀高企美联储路径未明投资部署应免受短期波动干扰

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智通财经APP获悉，近期市场波动加剧，正促使投资者重新审视宏观环境，并检视固定收益在投资组合中的角色。普徕仕环球固定收益主管兼首席投资总监Arif Husain指，投资者不宜过度聚焦短期地缘政治冲击。近期市场波动更多反映仓位调整，而非宏观基本面出现根本转变。事实上，冲突爆发前已存在的核心驱动因素仍未改变，包括通胀压力与财政赤字恶化。在此背景下，投资者应免受短期波动干扰，聚焦这些结构性因素在未来6至...

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普徕仕：通胀高企美联储路径未明 投资部署应免受短期波动干扰

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普徕仕：通胀高企美联储路径未明投资部署应免受短期波动干扰