據媒體(ti)報道(dao),挪(nuo)威國(guo)(guo)家(jia)主權基金儼然成為了(le)一只資本市場的“巨獸”。最新數據顯示,挪(nuo)威國(guo)(guo)家(jia)主權基金的資產規模(mo)首度突破了(le)1萬億美元,而在(zai)三個月(yue)前該基金資產規模(mo)還(huan)只有8000億美元。10年前這個數目更(geng)小,僅為現在(zai)的五(wu)分之一。
在(zai)所有(you)的(de)(de)(de)資(zi)(zi)產中(zhong)(zhong),挪威(wei)國家(jia)主(zhu)權(quan)基金偏愛投(tou)(tou)資(zi)(zi)股(gu)(gu)票(piao),股(gu)(gu)票(piao)資(zi)(zi)產占(zhan)到該基金全(quan)部(bu)資(zi)(zi)產的(de)(de)(de)70%。其實,自1996年建立之初起該主(zhu)權(quan)基金就不斷重(zhong)倉(cang)全(quan)球(qiu)股(gu)(gu)市(shi)(shi),主(zhu)要投(tou)(tou)向美股(gu)(gu)和歐股(gu)(gu)。得益(yi)于美股(gu)(gu)的(de)(de)(de)暴(bao)漲和全(quan)球(qiu)的(de)(de)(de)低(di)利率(lv)市(shi)(shi)場環境,該主(zhu)權(quan)基金在(zai)股(gu)(gu)票(piao)、債(zhai)券和房地產投(tou)(tou)資(zi)(zi)上都收益(yi)頗豐。而在(zai)去(qu)年年底(di),挪威(wei)央行(xing)更提議在(zai)該國主(zhu)權(quan)基金中(zhong)(zhong)增加股(gu)(gu)權(quan)類投(tou)(tou)資(zi)(zi)的(de)(de)(de)比(bi)例。當時,挪威(wei)央行(xing)董事(shi)會提議,將該國主(zhu)權(quan)基金中(zhong)(zhong)股(gu)(gu)權(quan)類投(tou)(tou)資(zi)(zi)比(bi)例由60%提升至75%。
挪威國家主(zhu)(zhu)權基(ji)(ji)金此前宣布,二季(ji)度(du)(du)實現(xian)(xian)2.6%的回(hui)報率,為(wei)連續第五個季(ji)度(du)(du)實現(xian)(xian)盈利。同時,今年(nian)(nian)上半年(nian)(nian)回(hui)報率達6.5%,實現(xian)(xian)631億(yi)美元收益,創歷史同期(qi)最佳水平(ping)。值(zhi)得一提的是(shi),這只(zhi)規模達1萬億(yi)美元的主(zhu)(zhu)權基(ji)(ji)金,其運作團(tuan)隊只(zhi)有550人。與此同時,管理成本一路下降(jiang),5年(nian)(nian)前在總資產中的占比還為(wei)0.07%,現(xian)(xian)在只(zhi)占0.02%。
不過,挪威(wei)(wei)政(zheng)府(fu)在(zai)去年首次從這個基(ji)金(jin)中(zhong)提取出112億(yi)美(mei)元(yuan),并(bing)將預期收益率(lv)從4%調低至3%。挪威(wei)(wei)央行(xing)在(zai)近日給本國(guo)財政(zheng)部(bu)的(de)(de)一封信中(zhong)表示(shi),應財政(zheng)部(bu)的(de)(de)要求(qiu),銀行(xing)對主(zhu)(zhu)權(quan)基(ji)金(jin)的(de)(de)債券(quan)投(tou)資(zi)管理(li)指(zhi)導規(gui)則進行(xing)了評(ping)估,挪威(wei)(wei)央行(xing)建議(yi)限(xian)制對除了歐元(yuan)、美(mei)元(yuan)和英鎊之外的(de)(de)其他幣種發行(xing)的(de)(de)固定(ding)收益資(zi)產(chan)和企業債券(quan)投(tou)資(zi)。這意味著,挪威(wei)(wei)國(guo)家主(zhu)(zhu)權(quan)基(ji)金(jin)或(huo)拋售或(huo)減(jian)少對日元(yuan)債券(quan)、加(jia)拿大元(yuan)債券(quan)、瑞士法郎(lang)計價債券(quan)等資(zi)產(chan)的(de)(de)投(tou)資(zi)。有(you)市場人士擔心,一旦挪威(wei)(wei)國(guo)家主(zhu)(zhu)權(quan)基(ji)金(jin)的(de)(de)投(tou)資(zi)策略調整(zheng),全球債市恐將受到巨大影響(xiang)。
中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)聲明(ming):凡(fan)本(ben)網(wang)注明(ming)“來源:中(zhong)(zhong)(zhong)國證(zheng)(zheng)(zheng)(zheng)(zheng)(zheng)(zheng)券(quan)(quan)報(bao)(bao)·中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)”的所有作(zuo)品,版權均屬于(yu)中(zhong)(zhong)(zhong)國證(zheng)(zheng)(zheng)(zheng)(zheng)(zheng)(zheng)券(quan)(quan)報(bao)(bao)、中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)。中(zhong)(zhong)(zhong)國證(zheng)(zheng)(zheng)(zheng)(zheng)(zheng)(zheng)券(quan)(quan)報(bao)(bao)·中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)與(yu)作(zuo)品作(zuo)者(zhe)(zhe)(zhe)聯合聲明(ming),任(ren)何組織未經中(zhong)(zhong)(zhong)國證(zheng)(zheng)(zheng)(zheng)(zheng)(zheng)(zheng)券(quan)(quan)報(bao)(bao)、中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)以及作(zuo)者(zhe)(zhe)(zhe)書面授權不(bu)得轉(zhuan)載(zai)、摘編或利用其(qi)它方式使用上述作(zuo)品。凡(fan)本(ben)網(wang)注明(ming)來源非中(zhong)(zhong)(zhong)國證(zheng)(zheng)(zheng)(zheng)(zheng)(zheng)(zheng)券(quan)(quan)報(bao)(bao)·中(zhong)(zhong)(zhong)證(zheng)(zheng)(zheng)(zheng)(zheng)(zheng)(zheng)網(wang)的作(zuo)品,均轉(zhuan)載(zai)自其(qi)它媒(mei)體,轉(zhuan)載(zai)目(mu)的在于(yu)更好(hao)服務讀者(zhe)(zhe)(zhe)、傳遞信息之需,并不(bu)代表本(ben)網(wang)贊同(tong)其(qi)觀點,本(ben)網(wang)亦不(bu)對其(qi)真實(shi)性負責,持(chi)異議者(zhe)(zhe)(zhe)應與(yu)原出處單位主張權利。
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