Investors who have shunned diversification face maybe the best buying opportunity for bonds in decades No diversification needed: The 10-year total return stocks minus bonds is near the highest in history.
源站原文 ↗Investors who have shunned diversification face maybe the best buying opportunity for bonds in decades No diversification needed: The 10-year total return stocks minus bonds is near the highest in history.
源站原文 ↗回避多元化的投资者可能面临数十年来最佳的债券买入机会。无需多元化：股票减去债券的10年总回报率接近历史最高水平。
今年市场惩罚了谨慎的投资者，股债平衡策略失效。iShares Core U.S. Aggregate Bond ETF (AGG) 价格下跌4.8%，总回报为负2.2%，拖累标普500指数14%的年初至今总回报。债券收益率升至19年高位，导致再平衡交易受挫。尽管债券吸引力增强，但投资者仍持恐惧和厌恶态度。标普500指数股息率低于1.4%，而高等级公司债收益率达6%。
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