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2025-12-12 18:02:42
[Is the Eurozone Debt Sell-Off Nearing its End? Asset Management Giants Signal "Buy"] ⑴ Mark Dowding, Chief Investment Officer of BlueBay Asset Management, stated in a report that he tends to believe the current rise in European government bond yields is beginning to provide an opportunity to increase duration (i.e., buy bonds). ⑵ Dowding specifically mentioned Norwegian bonds, pointing out that although the Norwegian central bank is currently maintaining the cash rate at 4%, the market expects it to begin cutting rates in the coming months as inflation in Scandinavian economies declines. ⑶ According to Tradeweb data, the current yield on Norwegian 10-year government bonds has risen 1.3 basis points to 4.18%, while the yield on German 10-year government bonds has also risen 1.4 basis points to 2.859%. ⑷ This view conveys a key signal: some professional investors believe that this round of Eurozone debt selling, triggered by inflation and interest rate concerns, may have been excessive, with limited room for further yield increases, and investment value is emerging.
