告别美债！资深基金经理高调看多传统抗通胀资产，点名这些能源与金银矿股

智通财经05-19

智通财经APP获悉，对冲基金经理、前富达投资基金经理乔治·诺布尔表示，随着赤字增加、通胀粘性和收益率走高正在重塑市场，投资者应当避开长期债券，转而关注能源、大宗商品以及黄金开采商。诺布尔在接受播客采访时警告称，传统的 60/40 投资组合已不再能提供同样的保护，因为在通胀时期，股票和债券的正相关性已变得越来越强。“我们正处于财政主导的局面中，”诺布尔指出，美国财政赤字持续存在，且人们对政府债务水平...

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