{"id":4401,"date":"2024-06-24T06:00:06","date_gmt":"2024-06-24T06:00:06","guid":{"rendered":"https:\/\/kamucalisanlari.net\/?p=4401"},"modified":"2024-06-24T06:00:06","modified_gmt":"2024-06-24T06:00:06","slug":"uzun-vadeli-gelisen-piyasa-tahvillerine-donus","status":"publish","type":"post","link":"https:\/\/kamucalisanlari.net\/index.php\/2024\/06\/24\/uzun-vadeli-gelisen-piyasa-tahvillerine-donus\/","title":{"rendered":"Uzun vadeli geli\u015fen piyasa tahvillerine d\u00f6n\u00fc\u015f"},"content":{"rendered":"<div>\n<p>ABD\u2019de enflasyonun iki ay \u00fcst \u00fcste tahminlerin <b>alt\u0131nda<\/b> kalmas\u0131, ABD Merkez Bankas\u0131\u2019n\u0131n faiz indirimine gidece\u011fi y\u00f6n\u00fcndeki beklentileri canland\u0131rd\u0131 ve uzun vadeli tahvillerde bir toparlanma ya\u015fanmas\u0131n\u0131 sa\u011flad\u0131.<\/p>\n<p>Bloomberg taraf\u0131ndan derlenen verilere g\u00f6re, May\u0131s ay\u0131n\u0131n ba\u015f\u0131ndan bu yana 10 y\u0131l veya daha uzun vadeli dolar cinsi geli\u015fmekte olan piyasa devlet tahvilleri y\u00fczde 5,3 de\u011fer kazanarak di\u011fer t\u00fcm kategorilerden daha iyi performans g\u00f6sterdi. Ayn\u0131 tahviller y\u0131l\u0131n ba\u015f\u0131ndan nisan ay\u0131na kadar %6,9 de\u011fer kaydetmi\u015fti.<\/p>\n<p>Londra\u2019daki Pictet Asset Management\u2019ta k\u0131demli portf\u00f6y y\u00f6neticisi olan Guido Chamorro, \u201cYat\u0131r\u0131mc\u0131lar uzun vadeli tahvillerden vebadan ka\u00e7ar gibi ka\u00e7\u0131yordu. Uzun vadeliler de dahil olmak \u00fczere EM devlet tahvillerinin, ABD faiz indirimi d\u00f6ng\u00fcs\u00fc ba\u015flad\u0131\u011f\u0131nda iyi performans g\u00f6stermek i\u00e7in iyi bir yerde oldu\u011funa inan\u0131yoruz\u201d dedi.<\/p>\n<\/div>\n<div>\n<p>Lazard Asset Management\u2019ta geli\u015fmekte olan piyasalar bor\u00e7 y\u00f6neticisi olan Arif Joshi de ABD\u2019de a\u00e7\u0131klanan verilerin gelecek y\u0131la \u0131\u015f\u0131k tuttu\u011funu, yakla\u015f\u0131k %2 b\u00fcy\u00fcme ve enflasyonda d\u00fc\u015f\u00fc\u015f tablosunun uzun vadeli tahviller i\u00e7in \u201charika bir zemin\u201d olu\u015fturdu\u011funu belirtti.<\/p>\n<\/div>\n<\/p>\n<p><\/p>\n<p>Kaynak :\u00a0<span style=\"background-color: rgb(255, 249, 236); color: rgb(55, 58, 60); font-size: 14px;\">https:\/\/www.bloomberght.com\/uzun-vadeli-em-tahvillerine-donus-2355149<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Geli\u015fmekte olan piyasalarda (EM) yat\u0131r\u0131m yapanlar ge\u00e7en y\u0131l\u0131n sonlar\u0131nda pop\u00fcler bir yat\u0131r\u0131m arac\u0131 olan ancak 2024\u2019\u00fcn ilk aylar\u0131nda onlar\u0131 zarara u\u011fratan uzun vadeli tahvillere geri d\u00f6nmeye ba\u015flad\u0131.<\/p>\n","protected":false},"author":1,"featured_media":4402,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[758,759],"manset":[],"class_list":["post-4401","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-tahviller","tag-uzun-vadeli"],"_links":{"self":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/4401","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/comments?post=4401"}],"version-history":[{"count":1,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/4401\/revisions"}],"predecessor-version":[{"id":4403,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/posts\/4401\/revisions\/4403"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media\/4402"}],"wp:attachment":[{"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/media?parent=4401"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/categories?post=4401"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/tags?post=4401"},{"taxonomy":"manset","embeddable":true,"href":"https:\/\/kamucalisanlari.net\/index.php\/wp-json\/wp\/v2\/manset?post=4401"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}