Fidelity, Schroders, and BlackRock are all on the battlefield, and the public offering of foreign ca

Mondo Finance Updated on 2024-01-19

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Newly opened foreign public offerings that are eager to expand their scale have laid out bonds.

The popularity of A-shares has yet to recover, and the newly opened foreign public offerings that are eager to expand their scale have laid out bonds**, and intensively accelerated the issuance at the end of the year, especially for the foreign public offerings that seek to lay out China's "third pillar" pension investment in the future, the scale reaches a certain level is one of the key requirements.

According to the first financial reporter, since November, Fidelity**, Schroder**, and BlackRock have announced the issuance of bond bases, of which Fidelity has been raised. On November 23, Fidelity issued an announcement on the establishment of "Fidelity Yuda Pure Bond", which was issued from November 1 to November 21, with a total subscription amount of more than 5 billion yuan. According to the reporter's understanding from people familiar with the matter, the bond-based strategy is mainly based on short-term interest rate bonds, focusing on a conservative line.

On November 31, Schroders said that the "Schroder Hang Seng Bonds**" will be issued on December 4. Schroders** is the fourth wholly foreign-owned public offering ** management company approved for establishment. Different from Fidelity, Schroders focuses on the "80+20" hybrid strategy, that is, "no less than 80% bonds + no more than 20% equity assets". The agency said that since the beginning of this year, the central bank has cut the reserve requirement ratio and interest rates many times, and the market interest rate has been falling.

At present, the bond market has also reached a relatively challenging water level - most of the first half of the bond bull** has passed, and the yield on the 10-year Treasury bond has previously gone all the way from 2The 95% high has reached a low of 2Around 55%, this year's high single-digit yield of the bond base is countless, after August the debt policy has made the urban investment bonds ** into a climax, now the bond market ** tends to flatten, the market began to worry about the expanding supply of bonds (trillions of treasury bonds and special refinancing bonds), the yield of 10-year treasury bonds at 26%~2.7% range**.

In this regard, Schroders said that the new product will focus on high-grade credit bonds, consolidate the underlying income of the portfolio, and provide high-quality liquidityEarn bond capital gains through swing operations and duration strategies;In addition, the portfolio income is thickened by moderate leverage;Finally, the new product will give full play to the advantages of multi-asset allocation of **managers, use **ETF management rights**, and flexibly capture the opportunities of market style switching and industry rotation.

On December 1, BlackRock announced that the "BlackRock Eversheds 30-day Holding Period Bond Investment**" will be issued on December 4. BlackRock's positioning of ** is a pure bond that takes into account both profitability and liquidity, does not involve ** or convertible bonds, and is committed to becoming the choice of investors to allocate assets or spare money management.

In fact, earlier, another foreign public offering company also issued bonds**. On September 27, Neuberger Berman announced that Neuberger Berman China Green Bond Investment was established on September 26, with a fundraising scale of 219.4 billion yuan. Wind data shows that this is the first ESG-themed bond issued by a foreign ** manager**, and it is also the largest public offering of actively managed green bonds in China so far**.

A number of senior executives of Chinese and foreign asset management institutions told reporters that the development of foreign public offerings in China depends on two key points - the first is to work closely with Chinese channels, such as Schroder and Bank of Communications, BlackRock and China Construction Bank and other "friendships" for many years;The second is to grasp the time window of issuance, especially in the environment of rapid market style rotation and intensive policy introduction.

As far as the future bond market environment is concerned, institutions generally believe that the current flattening of the bond yield curve is due to the unexpected convergence of funds on the one hand, and the market's conservative expectations for the economy on the other. Considering that it is difficult for funds to loosen significantly, and the effect of countercyclical policies has yet to be tested, it is generally more cautious about the bond market, and it is expected that the 10-year treasury bond interest rate will be at 270%~2.Around 75% fluctuation, the 1-year CD rate is expected to be at 26%~2.Around 65% fluctuation. Towards the end of the year, investment institutions should make cross-month funding arrangements in advance, and the leverage level should not be too high, and they should be cautious about long-term bonds in the near future.

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