Core Insights - A significant shift in investor sentiment is observed as bond ETFs see inflows nearing those of stock ETFs, with bond fund inflows reaching $90 billion compared to $126 billion for stock funds in February [1] - Actively managed bond funds and short-term bond funds are the primary beneficiaries of this trend, with actively managed enhanced core bond funds attracting five times more new capital than their passive counterparts [1] - AI data center-related bonds are particularly popular among investors, driven by substantial capital expenditures required for AI infrastructure, with TCW Flexible Income ETF issuing $35 billion in bonds for this purpose [1] Group 1 - Short-term bond ETFs, especially ultra-short Treasury funds, have seen over 40% of total inflows into fixed income ETFs this year, appealing to investors seeking liquidity and low risk in a high-interest-rate environment [2] - The classic "60-40 investment portfolio" is regaining popularity as stock market volatility increases, indicating a potential shift back to traditional diversification strategies [2][3]
罕见！流入美国债券ETF资金逼近股票ETF，AI数据中心债受欢迎
Hua Er Jie Jian Wen·2025-03-24 07:36