Fixed Income Survey

2022 年第一季度固收管理人报告:通胀影响大于预期

在不断变化的政策环境中,利率和资产类别偏好会发生怎样的变化?

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Recent Fixed Income Surveys

2021年第3季度固收管理人报告

“持续存在”的暂时性通胀

在这份最新调查中,53位全球优秀的债券基金和货币基金管理人对未来几个月的估值、预期和前景进行了展望与分享。

Q4 2021 Update

首席战术观察 | 2021 年第 2季度固收管理人报告

疫情结束的曙光

在之前第一季度的调查中,市场情绪已经迅速演变,管理人们已经对疫苗、财政支出和宽松货币供应三管齐下会对资产价格构成支撑形成共识。管理人们对经济复苏速度表示更为乐观,并提高了对收益的风险偏好

Q2 2021 Update

What is the Fixed Income Survey?

Throughout the year we ask leading bond and currency managers to consider valuations, expectations and outlooks for the coming months. It is our distinct relationship with underlying managers that earns us this unique access to insights.

Featured Author

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Adam Smears
HEAD OF FIXED INCOME RESEARCH

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