What was the best-performing asset class in 2020? If you think “tech stocks” or “bitcoin”, think again. Instead, as the Bridgewater hedge fund recently wrote to its clients, “among the more interesting and least recognised outcomes” of 2020 was that US inflation-linked bonds beat other assets by delivering a 35 per cent return, on a risk-adjusted basis, as investors hedged against inflation risks.
2020年表現最好的資產類別是什麼？如果你想的是「科技股」或「比特幣」，請再想想。正如橋水(Bridgewater)對沖基金在最近寫給客戶的信中所說，2020年「最有趣、卻最不起眼的情況之一」其實是，由於投資者對沖通膨風險，美國通膨掛鉤債券經風險調整後實現了35%的回報率，超過了其他資產類別。
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