09/26/2024, 02:21 PM UTC
PDO：利率下调赢家，11%收益率的投资机会PDO: A Rate Cut Winner With An 11% Yield
1. PIMCO动态收益机会基金（PDO）有望从美联储的利率下调中受益，尤其是美联储的降息速度超过了预期。2. 该基金在投资高收益信用和非机构抵押贷款方面有显著投资，与更大的同行PDI相比，提供了更低的溢价。3. 如果美国经济增长放缓，存在潜在的信用风险增加，但PDO由于其较低的净资产溢价和低利率世界的净资产增长潜力，仍然具有吸引力。1. The PIMCO Dynamic Income Opportunities Fund (PDO) is poised to benefit from Federal Reserve rate cuts, especially with the Fed cutting faster than expected. 2. The fund has significant investments in high-yield credit and non-agency mortgages, offering a lower premium to NAV compared to its larger counterpart, PDI. 3. Risks include potential credit risk increases if U.S. economic growth slows, but PDO remains attractive due to its lower NAV premium and NAV growth potential in a lower-rate world.
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