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财今 · 理财好好学 · 3 Nov 2022 · 03:00 pm · 21 mins listen
60/40股债投资组合过去两年的涨势刷至50年新高,保护了投资者免受市场波动影响,但这情况在2022年被逆转了,通胀居高不下,美联储不惜一切代价都要将通膨压下来,股票和债券同步下跌。
股债六四组合失效的背后究竟还有什么因素?在这场主权债务危机中最大概率先暴雷的会是欧元区或日本?暂时无法在债市中进行部署的话,资金有没有更好的避风港?
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