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Carmignac Gestion基金经理Allier警告,食品通胀可能在未来6-12个月内冲击债券市场
Carmignac Gestion固定收益基金经理Marie-Anne Allier表示,尽管能源价格上涨和地缘政治紧张局势对债券市场的负面影响已大部分被市场消化,但食品通胀是一个尚未完全反映在债券价格中的迫在眉睫的风险。她指出,恶劣天气、俄罗斯与乌克兰冲突导致的粮食出口中断以及厄尔尼诺现象,可能在未来六到十二个月内引发新的食品价格供应冲击。
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Carmignac Gestion基金经理Allier警告,食品通胀可能在未来6-12个月内冲击债券市场
Carmignac Gestion固定收益基金经理Marie-Anne Allier表示,尽管能源价格上涨和地缘政治紧张局势对债券市场的负面影响已大部分被市场消化,但食品通胀是一个尚未完全反映在债券价格中的迫在眉睫的风险。她指出,恶劣天气、俄罗斯与乌克兰冲突导致的粮食出口中断以及厄尔尼诺现象,可能在未来六到十二个月内引发新的食品价格供应冲击。
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