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泰信双息双利债券基金
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泰信基金张安格:“固收+”策略有望成为资产配置的重要工具
Zhong Zheng Wang· 2025-08-07 14:26
Core Viewpoint - The rise of "fixed income +" strategies is attributed to multiple factors, including a low interest rate environment and the need for absolute returns from traditional fixed income products [1] Group 1: Market Environment - Traditional fixed income products are under pressure due to low yields, making them less attractive to investors [1] - The recovery of the equity market and the emergence of structural opportunities have led to a gradual restoration of investor risk appetite [1] Group 2: Strategy Advantages - The flexibility and risk control advantages of "fixed income +" strategies are becoming more apparent [1] - As market volatility persists, "fixed income +" strategies are expected to deepen and become an important tool for asset allocation [1]
泰信基金张安格:下半年债市可能仍将呈现震荡格局
Zhong Zheng Wang· 2025-08-07 14:26
中证报中证网讯(记者王鹤静)8月7日晚间,泰信双息双利债券基金经理张安格在"中证点金汇"直播间表 示,下半年债市可能仍将呈现震荡格局。一方面,预计资金面仍将维持宽松,这将对债市形成较好的支 撑;另一方面,宏观经济筑底回升,政策持续发力,这使得债券收益率下行的空间比较有限。所以整体 来看,债市呈震荡格局,交易机会可能来自于一些事件冲击。预期内的事件冲击并不会对市场产生重大 影响,只有预期外的事件才会影响资产价格,多数事件只是影响短期的风险偏好和交易情绪,并不能决 定资产价格的趋势。 ...