摘要

 

投資,就要挑品質佳、增值空間高的資產,就像「八心八箭」代表鑽石擁有極佳車工、視為最好的選鑽鑑賞標準。當前債券市場中,想要兼顧高品質保護、較高殖利率收益,建議優選瀚亞投資-優質公司債基金(本基金配息來源可能為本金),兩級別配息記錄一次看。

市場目前正處於升息循環尾端,何種資產可望在此階段提供收益與風險保護?瀚亞投資-優質公司債基金(本基金配息來源可能為本金)研究團隊認為,兩大訊號將支撐投資等級債有不錯表現:(1) 根據歷史經驗,當結束升息往往伴隨著公債殖利率觸頂向下趨勢;(2) 預期美國經濟出現軟著陸,可望對利差形成支撐。在雙重支持下,投資等級債基金買點已近、表現可期。

 

20230904-ig-bond

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