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Robeco首席投资官：信贷市场对通胀与债务风险定价不足

在此背景下，该资产管理公司偏好较短久期风险敞口和更高品质的信贷

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Jean Low

Published Fri, Apr 24, 2026 · 12:00 PM
    • Anton Eser 指出，尽管宏观背景更为脆弱，但公开市场上投资级和高收益信贷的利差仍然很窄。
    • Anton Eser 指出，尽管宏观背景更为脆弱，但公开市场上投资级和高收益信贷的利差仍然很窄。 图片来源：ROBECO

    本文由AI辅助翻译

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    【新加坡】Robeco首席投资官 (CIO) Anton Eser 警告称，信贷市场未能充分反映再度出现的通胀风险和日益增长的全球债务，而私人信贷的脆弱性正在暗中积聚。

    他在接受《商业时报》采访时表示，尽管宏观背景更为脆弱，但公开市场上投资级和高收益信贷的利差仍然很窄，这表明市场存在他所说的“相当程度的自满情绪”。

    他补充道：“就我们目前所处的环境而言，我们获得的利差并不算特别高。”

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