“The rise in bond interest rates has replaced the AI bubble and has become the biggest risk in the eyes of investors.” Bank of America Merrill Lynch recently released a survey of global and Asian investment managers, according to a survey. Recently, 10-year US Treasury yields have broken through 5%, 30-year US Treasury yields have risen to multi-year highs, and bond market fluctuations have increased markedly. At the same time, some global funds have ended their long-term low allocations to Chinese stocks, and new changes have taken place in cross-market allocations. The reporter sorted out the views of major investment institutions and interviewed some institutional sources and found that institutions pay more attention to diversification of bond term choices and asset allocation in portfolio construction. How to find a balance between obtaining returns and controlling fluctuations has become a key factor in this round of asset revaluation.

“The rise in bond interest rates has replaced the AI bubble and has become the biggest risk in the eyes of investors.” Bank of America Merrill Lynch recently released a survey of global and Asian investment managers, according to a survey. Recently, 10-year US Treasury yields have broken through 5%, 30-year US Treasury yields have risen to multi-year highs, and bond market fluctuations have increased markedly. At the same time, some global funds have ended their long-term low allocations to Chinese stocks, and new changes have taken place in cross-market allocations. The reporter sorted out the views of major investment institutions and interviewed some institutional sources and found that institutions pay more attention to diversification of bond term choices and asset allocation in portfolio construction. How to find a balance between obtaining returns and controlling fluctuations has become a key factor in this round of asset revaluation.