Institutional managers: Concerns about the U.S. government's ability to repay its debts may deter some investors from putting their money into U.S. Treasury bonds

华尔街见闻
2025.01.06 16:35
Rose Advisors 驻纽约的投资组合经理 Patrick Fruzzetti 认为，现在与特朗普第一次执政时的最大区别在于赤字支出水平。根据国会预算办公室的数据，美国债务负担已从 2019 年底的不到 17 万亿美元增加到约 28 万亿美元，联邦赤字与国内生产总值之比在 2025 年将超过 6%。投资组合经理 Jeff Muhlenkamp 表示，对美国政府偿债能力的担忧可能会使一些投资者不愿将资金投入到美国国债。他将自己同名基金的大约 12% 资产间接配置在黄金上。“行动胜于雄辩，” Fruzzetti 谈到即将上任的特朗普政府对于控制联邦赤字的承诺时说。“除非他们能用行动证明，否则我不会减持黄金头寸。”
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