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诡异的利率与钱荒,让债券基金笼罩在一片愁云惨雾之中。潮水退去,裸泳者出列。隆冬腊月,春城昆明罕见地迎来了一场暴风雪。预想不到的恶劣天气导致150多班航班被取消,差不多近万人滞留在零下1摄氏度的机场。南方基金总裁助理、南方基金固定收益部总监李海鹏的航班不幸也在其中。去年的债券市场跟昆明的天气一样愁云惨雾。差不多两年的牛市彻底终结,面对急转直下的行情和飚得一塌糊涂的国债收益率,很多债券基金经理的心理只能用“恐慌”两个字形容。
Strange interest rates and money shortage, so bond funds shrouded in a gloomy mood. Tide receded, naked swimmer out. Winter and Spring, Spring City Kunming rare ushered in a snowstorm. Unexpected bad weather led to the cancellation of more than 150 flights, leaving nearly 10 000 people staying in minus 1 degree Celsius airport. Assistant to the president of South Fund, South Fund Director of Fixed Income Li Haipeng Unfortunately, flights are also among them. Last year’s bond market was as gloomy as the weather in Kunming. After almost two years of the bull market ended completely, in the face of soaring market conditions and the staggering yield of Treasury bonds, many bond fund managers can only use the words “panic” to describe it.