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我们专注于获取稳健收益，并将在通胀和利率见顶信号进一步明确后，适时延长久期。亚洲货币前景各异，将影响亚洲本币债券回报。我们看好国际收支平衡状况较好的经济体，相关货币包括新加坡元及澳元。亚洲信用市场目前处于有利水平，以投资级债为主的摩根大通亚太信用指数投资范围具备优势，能够应对通胀上升及增长放缓的环境。
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