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施羅德投資料惠譽下調美國信貸評級影響有限
阿思達克 08-04 15:32
施羅德投資預期,惠譽下調美國信貸評級的影響有限,自2011年標準普爾遭到降級後,大部分投資者重整了他們的投資管理賬戶,以容納美國國債投資,而不論評級。然而,以中期來看,施羅德投資認為這有助促使投資者重新審視美國債務問題以及這些債務的可持續性。 施羅德投資表示,在非經濟衰退時期,財政赤字達到8.5%極不尋常,隨著時間過去,預計赤字水平將會令美國國債的期限溢價上升,並對美元造成下行壓力。金融市場情緒方面,相信是次惠譽下調美國信貸評級,會比12年前標準普爾遭到降級更容易被市場消化,因為當時亦正適逢歐洲主權債務危機。而這次是美國AAA信貸評級首次遭到下調,並可能與拖欠款項有關,而非關乎長期趨勢。 環球跨行業基金經理Serina Patel預計,美國償債能力的問題不會對美元產生即時影響,而美元走勢將會由全球經濟增長和美國聯儲局所帶動。
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