大小摩和瑞银偏好债券胜于股票,经济衰退威胁是主因

环球市场播报2023-05-03

经济衰退的威胁正使债券成为较安全的投资,而股市尚未反映这些风险。这是从摩根大通到瑞银和摩根士丹利一些基金经理和策略师的观点,他们现在更偏好固定收益工具而非股票。他们所持的论点是:债券(尤其是评级较高的债券)将能更好地抵御任何经济放缓;如果美联储未能实现软着陆,股票受伤会较重。他们这个想法是受到数据支持的。一是高级别美元债券收益率与MSCI ACWI指数成分企业的股息收益率之差。这个差距在过去一年...

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  • Mingzu
    2023-05-03
    Mingzu
    [微笑] 
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