Core Viewpoint - The A-share market continues to strengthen at the beginning of the new year, while the bond market is experiencing consecutive adjustments, with the 10-year government bond yield rising to around 1.90% [1] Group 1: Market Trends - The 10-year government bond yield has reached 1.90%, a level it previously touched twice last year before entering a downward trend [1] - There is market speculation on whether the current yield will replicate past trends, drawing attention from investors [1] Group 2: Investment Strategies - Private equity institutions believe that the bond market's acceptance of recession narratives has significantly decreased [1] - The previous "lying win" investment strategy, which relied on declining interest rates and extended durations, is gradually becoming ineffective [1] - Fixed-income-like products are expected to see growth opportunities within investment portfolios [1]
债市连续调整，私募机构：类固收产品有望在投资组合中迎来增长机遇
Sou Hu Cai Jing·2026-01-11 23:26