卡塔尔投资局首席执行官:美国经济需要进一步的工业化。基金正在“认真考虑”在固定收益产品上分配了多少资金。随着基金规模的扩大,它可以进行更长期的押注,并利用其流动性溢价。私人信贷市场已然拥挤,相比七八年前,投资局更注重少数管理者和规模。
news flash·2025-05-20 10:13
Core Insights - The CEO of Qatar Investment Authority emphasizes the need for further industrialization in the U.S. economy [1] - The fund is "seriously considering" how much capital to allocate to fixed income products as it expands [1] - With the growth of the fund, it can make longer-term bets and leverage its liquidity premium [1] - The private credit market has become crowded, leading the authority to focus more on a few managers and scale compared to seven or eight years ago [1]