随着美联储减少债券购买,华尔街的大型银行正垂涎于收购公司债券的机会。
华尔街银行着眼于公司债券
随着通胀持续升温,随着经济继续从大流行中复苏,美联储也希望在今年推高利率。在此之前,银行希望在利率上升推高借贷成本之前将公司债券添加到其投资组合中。
“华尔街最大的银行预计将在公布季度业绩后冲击公司债券市场,以便在美联储提高借贷成本之前筹集资金,”彭博社报道。“摩根大通信贷研究分析师卡比尔卡普里汉和尼基塔迪亚特洛夫预计,大型银行在发布财报后将总共借入 240 亿至 320 亿美元。花旗集团、富国银行和摩根大通本身都在上周公布了业绩。”
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摩根大通分析师在一份报告中表示:“话虽如此,我们确实认为这种偏见是向上的,如果我们看到接近 35-380 亿美元,我们也不会感到惊讶。”
需要考虑的短期公司债券
随着利率上升,这可能会侵蚀债券收入,投资者会错失收益率。也就是说,缩短久期有助于降低交易所交易基金 (ETF) 的利率风险,例如 Vanguard 短期公司债券指数基金 ETF 股票 (VCSH)。
彭博社的报告补充说:“投资者越来越关注收益率上升,这可能对长期债券造成最严重的打击,因此他们正在关注短期债券。”
Intrepid Capital Management 的 Intrepid Income Fund 高级副总裁兼投资组合经理 Hunter Hayes 表示:“我们喜欢将短期信贷作为对冲通胀、利率上升和可能恶化的信贷基本面的自然对冲工具。” 该报告还指出,海耶斯预见到未来几年债券到期时投资级和高收益债券的机会。
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VCSH 寻求跟踪具有短期美元加权平均到期日的市场加权公司债券指数的表现。该基金采用指数投资方法,旨在追踪彭博美国 1-5 年公司债券指数的表现。
该指数包括工业、公用事业和金融公司发行的美元计价、投资级、固定利率、应税证券,期限为 1 至 5 年。一般情况下,基金至少80%的资产会投资于指数内的债券。