施罗德罕见转向：从“多年低配”到“轻微超配”押注长期美债反弹

智通财经09-03

【施罗德罕见转向：从“多年低配”到“轻微超配”押注长期美债反弹】智通财经APP获悉，英国资产管理巨头施罗德集团(Schroders Plc)近期加仓长期美国国债，认为在经历本轮抛售之后，收益率已接近阶段性顶部。施罗德全球首席投资官约翰娜·柯克兰德(Johanna Kyrklund)在谈及10年期美债时表示：“从估值角度看，当前水平已较此前更具吸引力。鉴于近期收益率的上升，我们认为现在配置一定久期是合适的。”

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