日本福国生命保险维持较高现金储备，并考虑适度转向日元债券
Japan’s Fukoku Mutual Life Counts on Cash to Mitigate Volatility
日本福国生命保险维持较高现金头寸，以缓冲全球市场波动和对日本政府支出上升的担忧。该公司表示，随着收益率升幅超出预期，可能进一步从外国债券转向日元债券；继上一财年的大规模调整后，除非收益率显著超出预测区间，后续转移预计仍较温和。
October 16, 2026 at 5:00 AM UTC
Japan’s Fukoku Mutual Life Insurance Co. is maintaining an elevated cash position as a buffer against volatile global markets and concerns about rising government spending in the country.
Fukoku, which is the first life insurer in Japan to outline plans for the fiscal second half, also sees scope to move a bit more from foreign bonds into yen bonds as yields rose more than expected. Following last fiscal year’s large-scale move, the insurer expects any further shift would be moderate unless yields rise significantly beyond its projected range.
来源：Bloomberg Markets · bloomberg.com