一代人一遇的机会！基金经理高呼：现在是抄底的绝佳时机

Group 1 - The bond market has become a focal point, with long-term bond yields reaching multi-decade highs, presenting a "once-in-a-generation opportunity" for UK government bonds [1] - The UK 30-year bond yield hit 5.723%, the highest since 1998, while the 10-year bond yield reached 4.835%, the highest since the beginning of the year [1] - The volatility in the UK bond market has been exacerbated by reduced demand from pension funds as they cut their holdings of 30-year bonds [1] Group 2 - The government has emphasized its fiscal rules in response to concerns about fiscal irresponsibility, which could provide buying opportunities for UK bonds if the market believes in this commitment [2] - If the Bank of England slows its quantitative tightening, it may further enhance the attractiveness of UK government bonds, especially at real yields of 2.5% to 3% [2] - The UK bond market is viewed as one of the most interesting interest rate markets for 2025, with long-end bonds considered cheap despite potential risks related to the budget [3]