TREE NEWS reports: UK asset manager Schroders has increased its holdings of longer-dated US Treasuries, with global chief investment officer Johanna Kyrklund saying the 10-year yield’s valuation appeal has improved. She noted that after the recent market selloff, there is an opportunity to hold some duration. The 10-year Treasury yield rose to nearly 4.82% on Wednesday, the highest since 2023.
Schroders adds longer-dated US Treasuries, sees attractive yields
This shift by a major asset manager signals institutional conviction that current longer-dated Treasury yields compensate for duration risk after the selloff. It matters because it reflects a broader risk-on-for-bonds stance among allocators, potentially stabilizing demand at these levels. The key watch is whether yield pressure persists or abates, and if other large managers follow suit, which could influence market liquidity and yield trajectory.
Generated by AI for reference only.
Share on WeChat
Open WeChat → Scan → then tap "…" to send to a chat or Moments.
Tap "…" in the top-right corner to send to a chat or share to Moments.