觀點投資

The barbell tolls for fixed income investing

A trend long associated with equity investing is now playing out in the bond markets

The author is vice-chair at Oliver Wyman and former global head of banks and diversified financials research at Morgan Stanley

A trio of recent records tells us something important about capital markets: that the “barbell effect” long associated with equity investing is now playing out in the bond markets in earnest. This shift underscores just how much the market structure of finance is changing.

Investors have poured nearly $190bn into US fixed income exchange traded funds this year to August according to Morningstar, 50 per cent higher than this time last year. Last month Ares raised the largest private credit fund in history at $34bn. And 13 major banks have formed partnerships with private credit firms to distribute their loans in the last year — up from two the year before.

您已閱讀17%(788字),剩餘83%(3942字)包含更多重要資訊,訂閱以繼續探索完整內容,並享受更多專屬服務。
版權聲明:本文版權歸FT中文網所有,未經允許任何單位或個人不得轉載,複製或以任何其他方式使用本文全部或部分,侵權必究。
設置字型大小×
最小
較小
默認
較大
最大
分享×