美国养老金大调仓，“抛股买债”会冲垮市场吗？

华尔街见闻2021-03-23

作者：于旭东对于股市投资者来说，3月末要特别注意，因为美国养老基金要有大动作了。下周，美国养老基金可能成为美债大买家，因为他们要重新平衡所持有的债券，以弥补第一季度的抛售，这可能会导致美债收益率至少暂时性下降。关键的再平衡美国养老金再平衡，指美国固定收益类养老金在每月末或每季度末根据市场表现调仓，以维持股债配置比例（美国固收类养老金计划整体股债配置比例为6：4）。当季股票收益率小于债券收益率时，...

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精彩评论

我是一盘菜
2021-03-24
我是一盘菜
一天到晚不是说崩盘就是冲垮，人家只是为了6/4平均而调仓，哪有这么大的威力，放个屁都躲床底下去，还冲什么浪炒什么股
YourCFP
2021-03-24
YourCFP
换仓机会
dwh790101
2021-03-24
dwh790101
什么情况？
- 勇敢的謝爾頓:
  [惊讶]
向上学习
2021-03-24
向上学习
不要重仓，小心为妙。
- Louis5511:
  对
- EstherPang:
  [强]
- EstherPang:
  [开心]
疯狂虎
2021-03-24
疯狂虎
会开始新跌么？
- 疯狂虎:
  [流泪][流泪]
Dxc21st
2021-03-24
Dxc21st
五公斤了铜模来咯来咯
- ccssyy:
  [贱笑]

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