全球债券基金

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央行“印钞机”下的资产保卫战:你的钱该“藏”在哪里才安全?
Sou Hu Cai Jing· 2025-10-04 08:17
这场由央行主导的财富转移,迫使每一个普通人都要主动思考:在货币持续贬值的时代,我的钱该"藏"在哪些资产里,才能跑赢这场隐形的战争? 你是否感觉自己的存款账户数字虽然在增长,但买东西时却越来越"不够用"?这不是错觉,这是央行**"印钞机"**开动后,你的购买力正在被稀释的残酷现 实。 在全球经济面临挑战、各国央行不得不持续使用宽松货币政策的背景下,**"货币超发"**已经成为一种常态。这意味着,现金正在持续贬值,你的钱如果不 工作,就注定在缩水。 为了跑赢货币贬值,你的投资组合必须满足两个条件:稀缺性和成长性。 1. "锚定"稀缺性:黄金与硬资产 资产价格的通胀: 新增的资金会优先流向金融市场和优质资产,推高股票、房产、黄金等资产的价格。这形成了所谓的**"资产价格通胀"**。 富人越富的秘密: 富人持有大量的资产,他们的财富随着资产价格上涨而增长;而普通人持有大量现金和低效存款,他们的财富购买力却在持续下 降。货币超发,是放大贫富差距的隐形推手。 黄金: 在数千年的历史中,黄金一直是抵抗法定货币贬值的最终防线。它不依赖任何政府信用,总量有限。配置一定比例的黄金ETF或实物黄金,可 以作为投资组合的"避险仓", ...
风险偏好降温 全球股票基金五周来首现资金净流出
智通财经网· 2025-09-12 13:37
Group 1 - Global stock funds experienced a net outflow of $3.06 billion for the first time in five weeks, driven by investors taking profits and reducing risk exposure [1] - The outflow was primarily from U.S. stock funds, which saw a net sell-off of $10.44 billion, the highest in five weeks [3] - In contrast, European and Asian funds recorded net inflows of $3.77 billion and $1.87 billion, respectively [3] Group 2 - Global bond funds saw a net inflow of approximately $18.18 billion, marking the 21st consecutive week of inflows [7] - Short-term bond funds had a net inflow of $3.47 billion, the highest since August 13 [7] - High-yield bond funds and euro-denominated bond funds attracted inflows of $3.08 billion and $1.66 billion, respectively [7] Group 3 - Investors sought safety by pouring $60.79 billion into money market funds, the highest weekly inflow since August 6 [10] - Gold and precious metals funds recorded a net inflow of $1.67 billion, achieving inflows in 15 out of the past 16 weeks [10] - Emerging market equity funds saw a net inflow of $2.18 billion, reaching a nine-week high [10]
美联储独立性引发市场担忧,上周全球股票基金净流入仅29.6亿美元
Sou Hu Cai Jing· 2025-09-01 08:33
Group 1 - Global equity funds experienced a decline in demand due to concerns over the independence of the Federal Reserve, with only $2.96 billion in inflows, the lowest since the week of August 6 when there was a net outflow of $7.64 billion [2] - European equity funds saw a net inflow of $876 million, significantly lower than the previous week's inflow of approximately $9.88 billion [5] - Financial sector equity funds saw a surge in demand with a net inflow of $1.52 billion, marking the largest single-week inflow in eight months [5] Group 2 - Global bond funds continued to attract investors for the 19th consecutive week, with a net inflow of $14.42 billion [8] - Short-term bond funds achieved net purchases for the ninth week in a row, attracting $2.59 billion [8] - Emerging market equity funds experienced a net outflow of $310 million for the third time in four weeks, while emerging market bond funds saw a net inflow of $9.85 billion [11]
特朗普关税与通胀压力引发市场避险,上周全球债券基金净流入约128.5亿美元
Sou Hu Cai Jing· 2025-07-21 08:40
Group 1 - Global investors withdrew a net $5.3 billion from equity funds in the week ending July 16, marking the first weekly net outflow since June 25 [2] - The U.S. inflation report indicated the largest consumer price increase in five months, influencing investor sentiment and leading to a net withdrawal of $11.75 billion from U.S. equity funds [4] - In contrast, European and Asian funds saw net inflows of $4.66 billion and $718 million, respectively [4] Group 2 - Global bond funds experienced a net inflow of approximately $12.85 billion for the 13th consecutive week, with notable inflows in euro-denominated, short-term, high-yield, and government bond funds [7] - Money market funds faced a net outflow of about $21.3 billion, marking the first weekly net outflow in three weeks [8] Group 3 - Gold and precious metals funds attracted a net inflow of approximately $741 million for the eighth consecutive week [9] - Emerging market equity funds faced pressure with a net outflow of $208 million, while emerging market bond funds saw a net withdrawal of $1.12 billion, ending an 11-week buying trend [9]
美国推迟关税实施预期提振市场情绪,上周全球债券基金净流入168.3亿美元
Sou Hu Cai Jing· 2025-07-14 07:03
Group 1 - Global stock funds attracted a net inflow of $10.21 billion in the week ending July 9, marking the second consecutive week of inflows, although significantly down from the previous week's $37.54 billion [2][5] - European stock funds saw an inflow of approximately $5.21 billion, the highest level since May 21, while U.S. and Asian funds recorded net inflows of $2.1 billion and $426 million, respectively [5] - Sector funds experienced a net inflow of $2.21 billion, with the technology sector showing strong performance, attracting $1.8 billion, while healthcare sector funds faced a net outflow of nearly $1.06 billion [5] Group 2 - Global bond funds continued to see strong demand, with a net inflow of $16.83 billion over 12 consecutive weeks, including $4.36 billion in euro-denominated bond funds, the highest weekly inflow in four weeks [8] - Short-term bond funds and high-yield bond funds attracted net inflows of $3.32 billion and $967 million, respectively [8] - Money market funds recorded a robust net inflow of $44.97 billion for the second consecutive week [8] Group 3 - In the commodities sector, gold and precious metals funds attracted a net inflow of $33.8 million for the seventh consecutive week, while energy funds experienced a net outflow of $8.6 million [10] - Emerging market equity funds saw a net inflow of $3.67 billion, the highest since October 9, 2024, while emerging market bond funds recorded a net inflow of $2.55 billion [10]
上周全球货币市场基金获663亿美元巨额流入,全球债券基金录得九周来最高净流入
Sou Hu Cai Jing· 2025-05-14 03:38
Group 1 - Global stock funds experienced the smallest weekly inflow in four weeks, with only $856 million bought, compared to $6.13 billion the previous week [2] - European stock funds saw strong demand for the fourth consecutive week, with net inflows of $12.81 billion, while U.S. funds faced net outflows of $16.22 billion for the fourth week [5] - Industry funds recorded net selling for the ninth consecutive week, with a net outflow of approximately $2.6 billion, led by financial and metals/mining sectors [5] Group 2 - Global bond funds were favored last week, with a total net inflow of $11.4 billion, the highest in nine weeks, and demand for dollar-denominated bond funds rose significantly [7] - Global money market funds saw a massive inflow of $66.3 billion, the largest since February 5 [8] - Gold and precious metals commodity funds experienced a net outflow of $655 million, marking the second outflow in 13 weeks [9]