f****t
发帖数: 1063 | 1 现在股票不行，那bonds, MF on bonds 如何？还是也是风险大，所以最好现金为王？
请对bonds有研究说说，
斑竹能不能在jhq里加多一点相关知识.
谢谢！ |
x***i
发帖数: 395 | 2 我的个人分析
考虑到现在利率很低，而且政府大量发行债券，那么中长期看，股市和经济恢复，给债
券型基金留下的就剩下滞涨或者下降了。
短期看，除非股市大跌，否则债券基金升值的空间也不大。
看下面wsj的文章
By JONNELLE MARTE
The economic downturn has some investors considering safe Treasury-bond
funds over riskier corporate-bond funds.
But those seeking to avoid the risk of bond defaults by turning to Treasury
funds should keep in mind that these funds can still decline in value, if
Treasury yields rise from current low levels.
Investors considering Treasury funds should "not make the mistake of
as
【在 f****t 的大作中提到】
: 现在股票不行，那bonds, MF on bonds 如何？还是也是风险大，所以最好现金为王？
: 请对bonds有研究说说，
: 斑竹能不能在jhq里加多一点相关知识.
: 谢谢！
|
b****e
发帖数: 460 | 3 八飞的年信里也说了国债泡沫的问题
Treasury
【在 x***i 的大作中提到】
: 我的个人分析
: 考虑到现在利率很低，而且政府大量发行债券，那么中长期看，股市和经济恢复，给债
: 券型基金留下的就剩下滞涨或者下降了。
: 短期看，除非股市大跌，否则债券基金升值的空间也不大。
: 看下面wsj的文章
: By JONNELLE MARTE
: The economic downturn has some investors considering safe Treasury-bond
: funds over riskier corporate-bond funds.
: But those seeking to avoid the risk of bond defaults by turning to Treasury
: funds should keep in mind that these funds can still decline in value, if
|
h****h
发帖数: 1168 | 4 个人认为债券就是美元购买力，肯定是上升空间不大，
但短期内也没有大起大落的危险。
Treasury
【在 x***i 的大作中提到】
: 我的个人分析
: 考虑到现在利率很低，而且政府大量发行债券，那么中长期看，股市和经济恢复，给债
: 券型基金留下的就剩下滞涨或者下降了。
: 短期看，除非股市大跌，否则债券基金升值的空间也不大。
: 看下面wsj的文章
: By JONNELLE MARTE
: The economic downturn has some investors considering safe Treasury-bond
: funds over riskier corporate-bond funds.
: But those seeking to avoid the risk of bond defaults by turning to Treasury
: funds should keep in mind that these funds can still decline in value, if
|
n******n
发帖数: 12088 | 5 bond funds are better than saving and CD in my view, especially those with
underlying high quality bond.
【在 f****t 的大作中提到】
: 现在股票不行，那bonds, MF on bonds 如何？还是也是风险大，所以最好现金为王？
: 请对bonds有研究说说，
: 斑竹能不能在jhq里加多一点相关知识.
: 谢谢！
|
b*****e
发帖数: 1125 | 6 Corporate bonds have come back a lot this year for both investment grade and
high yield bonds. In short term a lot firms need refinance their debt and
restructure their capital due to last year's liquidate problem. I am bullish
on bond funds for next couple yrs. |
x***i
发帖数: 395 | 7 you mean corporate bond, not treasuary bond, right?
and
bullish
【在 b*****e 的大作中提到】
: Corporate bonds have come back a lot this year for both investment grade and
: high yield bonds. In short term a lot firms need refinance their debt and
: restructure their capital due to last year's liquidate problem. I am bullish
: on bond funds for next couple yrs.
|
c*********t
发帖数: 2341 | 8 high yield和convertible bonds还可以做一下
investment grade bonds上涨空间已经很小了
and
bullish
【在 b*****e 的大作中提到】
: Corporate bonds have come back a lot this year for both investment grade and
: high yield bonds. In short term a lot firms need refinance their debt and
: restructure their capital due to last year's liquidate problem. I am bullish
: on bond funds for next couple yrs.
|
b*****e
发帖数: 1125 | |
c*********t
发帖数: 2341 | 10 哈哈，那去年是不是损失惨重啊
【在 b*****e 的大作中提到】
: 俺们公司就是做hy and crv arb的。
|
b*****e
发帖数: 1125 | |
f****t
发帖数: 1063 | 12 some recommendation for the MFs on bonds? thanks!
and
bullish
【在 b*****e 的大作中提到】
: Corporate bonds have come back a lot this year for both investment grade and
: high yield bonds. In short term a lot firms need refinance their debt and
: restructure their capital due to last year's liquidate problem. I am bullish
: on bond funds for next couple yrs.
|
