【季度經理人評論】安聯多元信用債券基金(本基金有相當比重投資於非投資等級之高風險債券且配息來源可能為本金)
殖利率走升、聯準會升息,以及中東地緣政治情勢推高油價與能源價格所引發的通膨疑慮,進一步強化市場對「利率將在更長時間內維持高檔」的預期,並使市場風險趨避情緒升溫。目前的投資策略著重於透過信用標的篩選創造超額報酬,並持續尋找能為投資組合帶來穩健收益的投資機會,尤其聚焦於殖利率曲線前端的短天期部位。
殖利率走升、聯準會升息,以及中東地緣政治情勢推高油價與能源價格所引發的通膨疑慮,進一步強化市場對「利率將在更長時間內維持高檔」的預期,並使市場風險趨避情緒升溫。目前的投資策略著重於透過信用標的篩選創造超額報酬,並持續尋找能為投資組合帶來穩健收益的投資機會,尤其聚焦於殖利率曲線前端的短天期部位。
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