In an excerpt from our recent Secular webcast, Group CIO Dan Ivascyn explains that as riskier sectors slowly adjust to tighter credit conditions, high-quality bonds can offer starting yields that are comparable to longer-term equity returns with potentially less volatility.
投資委員會觀點
以防禦取勝
在近期舉辦的長期展望線上說明會中 (本影片為摘錄內容)，PIMCO集團首席投資長艾達信（Dan Ivascyn ）指出，隨著風險較高的產業逐漸適應信用緊縮的環境，高品質債券的起始殖利率接近股票的長期報酬，且潛在波動更低。