关于未来债券资产配置的思考与展望

从2020年底开启的债券牛市已持续接近两年,目前无论是债券收益率还是信用利差都已处于历史相对低位,行情演绎陷入纠结。除了价格因素以外,我国债券市场存在的若干深层次问题也加剧了当前的债券资产配置难度。本文在总结三大痛点的基础上,提出了未来债券资产配置的三大特征。...

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Veröffentlicht in:清华金融评论 2022-11 (11), p.26-29
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丘远航
description 从2020年底开启的债券牛市已持续接近两年,目前无论是债券收益率还是信用利差都已处于历史相对低位,行情演绎陷入纠结。除了价格因素以外,我国债券市场存在的若干深层次问题也加剧了当前的债券资产配置难度。本文在总结三大痛点的基础上,提出了未来债券资产配置的三大特征。
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title 关于未来债券资产配置的思考与展望
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