Bloomberg Markets· Eru Ishikawa·· 3 天前AI 评分47
日本寿险公司转向高收益债券以提升回报
Japan Life Insurers Swap Into Higher-Yield Bonds to Lift Returns
AI 导读
日本寿险公司正将低收益债券换成收益率更高的债务，以利用高收益率提升投资组合回报。10家大型本土保险公司下半财年的投资计划显示，这一策略较为普遍；即使赎回令其日本国内债券持仓持平或下降，也能改善回报。与此同时，部分公司认为收益率已具吸引力，正在增持日本国内债券。
正文
October 27, 2026 at 2:43 AM UTC
Japan’s life insurers are swapping out of lower-yielding bonds into higher-yielding debt as elevated yields create opportunities to boost portfolio returns.
Investment plans from 10 major domestic insurers for the second half of the fiscal year show the strategy is widespread, improving returns even when redemptions leave their overall domestic bond holdings flat or lower. At the same time, some firms are adding domestic bonds as yields reach levels they view as attractive.
来源：Bloomberg Markets · bloomberg.com