华尔街警告企业债最好日子或已过去

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华尔街警告企业债最好日子或已过去

新浪财经2021-07-01

高昂估值和美联储逐步缩减刺激措施的前景让越来越多分析师和投资者发出警告：企业债市场最好的日子可能已经过去。经济重开、强劲的公司盈利和前所未有的美联储支持，帮助将高等级和高收益债券的风险溢价在上半年推至十多年来最低水平。随着减码讨论的即将到来，以及美国国债收益率逐步回升的前景，华尔街许多人士警告称，信贷投资者是时候采取防御措施了。 “仅凭估值就足以对信贷采取更谨慎或至少中性立场，”管理5640...

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CY0832
·2021-07-01
yes.be careful
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