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匯控(00005.HK)料十年期美債今年或低見3厘
阿思達克 03-15 16:51
匯控(00005.HK)私人銀行及財富管理環球首席投資總監Willem Sels表示,隨著通脹降溫以及潛在政治風險,美債今年稍後將大幅上升,預計10年期美債孳息率或降至3至3.5厘之間。 他稱,與聯儲局的預測相比,市場對長期利率的預測仍然過高,這為國債帶來上行空間。同時,美國大選前夕的地緣政治局勢升級,亦可能增加對美債作為避險資產的需求。
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