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美债长端来了“不计回报的买家” 业绩出众的投资者削减曲线陡峭化押注_我的网站

一 |     　　摩根士丹利投资管理的Vishal Khanduja是一位业绩领先的固定收益投资者。    When we talk about actors who constantly push boundaries and surprise us with their choices, one name immediately springs to mind: Ranveer Singh. From the moment he burst onto the scene, his energy was infectious, but what has made him a true superstar isn’t just his charm but also his incredible ability to completely become the character he plays. It’s like watching a different person with every new movie he does. Some stars find a comfort zone and stick to it, but Ranveer keeps testing himself in every genre possible. Whether he's playing a quiet, intense thief, a loud, flamboyant lover, a powerful historical warrior, or a street rapper, he transforms himself inside and out. Here are the movies that perfectly showcase this one-of-a-kind versatility.      In This Article      Lootera (2013)Goliyon Ki Raasleela Ram-Leela (2013)Dil Dhadakne Do (2015)Bajirao Mastani (2015)Padmaavat (2018)Gully Boy (2020)83 (2021)Dhurandhar (2025)Lootera (2013)          This movie is proof that Ranveer can ace the quiet and serious roles. After his early, loud roles, he completely changed his style here. He plays Varun Shrivastav, a thief who enters a woman's life pretending to be someone else. In this film, he showed everyone he didn't need huge energy to be good and used his eyes and silence to show a lot of pain and guilt. It was a very tricky role that needed him to hold back, and he did it perfectly, showing he could be a really subtle actor.     Goliyon Ki Raasleela Ram-Leela (2013)          If Lootera was quiet, this film was an explosion. Ranveer plays Ram Rajadi, a loud, super-passionate guy caught in a violent family feud. This is the movie that made him a Bonafide star. He had to be bold, outspoken, and showcase really intense love and anger. It’s a very colourful, dramatic, modern Romeo and Juliet story. He owned the screen with his energy and amazing chemistry with Deepika, proving he could handle roles that needed him to be totally unfiltered and massive.     Dil Dhadakne Do (2015)          Here, he steps away from grand drama and plays someone totally relatable and normal. He plays Kabir Mehra, the younger son in a super-rich but troubled family. He’s the chill, kind-hearted one trying to figure out his life, dealing with his parents' high expectations. Ranveer plays him with an easy charm and great natural comic timing. He also plays the fun-loving brother to Ayesha (Priyanka Chopra Jonas) perfectly. This movie showed he can shine even in a group of big actors, just by being natural and grounded.      Bajirao Mastani (2015)          This role was a true test of his acting transformation skills. Ranveer took on the role of the legendary Maratha General, Peshwa Bajirao I. To prepare, he committed fully, shaving his head and working on his language and posture to play a formidable 18th-century warrior. The performance is incredibly strong since he had to play not just a brilliant military strategist, but also a man torn between his duty as a husband and his love for another woman. It proved he could handle big historical characters and look like he belonged in that era.      Padmaavat (2018)          Ranveer played the terrifying, ruthless, and power-hungry Sultan Alauddin Khilji, one of the most memorable villains in recent Hindi cinema. The transformation he went through was perfect. Khilji was pure evil, chaotic, and menacing, and Ranveer played him with an almost animalistic intensity. He dove so deep into the dark side of this character that he even admitted to needing time to recover after the filming was over. It was a risky choice for a leading star to play such a negative role, but he turned it into a masterclass.      Gully Boy (2020)          This film introduced Ranveer to a whole new audience and genre, showing his range isn't limited to period dramas or big romances. He plays Murad, an aspiring street rapper from the slums of Mumbai, whose biggest battles are with his own circumstances and his own fear. This is one of his most subtle and quietly powerful performances. Instead of his typical high energy, Ranveer uses silence, careful body language, and a deep, almost internalized frustration to show Murad's journey. He also performed his own rap songs, which added a layer of authenticity. The entire performance is about a dreamer finding his voice, and Ranveer made the character feel completely genuine, relatable, and full of heart.     83 (2021)          Stepping into the shoes of a living legend like Kapil Dev, the captain of the 1983 Cricket World Cup-winning Indian team, is arguably one of the hardest roles an actor can take. Ranveer immersed entirely into this role and perfected Kapil Dev's exact bowling action, his unique way of speaking, his walk, and his on-field demeanour. This role was based on a real-life character and Ranveer’s performance was praised for its amazing accuracy and commitment. He managed to capture the calm focus and quiet leadership of the iconic cricketer, proving his ability to nail real-life biographical roles.     Dhurandhar (2025)          Still running in the theatres, Dhurandhar has been the talk of the town and Ranveer Singh’s performance is one of them. His portrayal of Hamza has been receiving praise for the manner in which Ranveer conveys his emotion without really speaking anything. With Part 2 slated to release in March next year, the build-up from the first film promises to show Ranveer in an even bigger and ruthless avatar. Also Read: Deepika Padukone and Ranveer Singh’s exchange over Ranveer’s Madame Tussauds statues wins hearts。他正在削减做空美国长期国债的押注，称美国财政部长贝森特已准备“不惜一切代价”，阻止美债收益率继续上升。

二 | 　　Khanduja是该投资管理公司广义市场固定收益团队主管。他表示，自己已经减少了对收益率曲线陡峭化交易的敞口。这类交易押注30年期与5年期美国国债收益率之差扩大，而他认为这项交易进一步获利的空间已经缩小。

三 | 　　“现在很难在投资组合中持有大量曲线陡峭化头寸，因为如今长端出现了一个不以经济回报为目的的买家，”他在接受采访时表示。　　这个买家就是美国财政部。财政部上周宣布，计划将对市场上现有10年至30年期国债的购买规模至少提高一倍，以防止借贷成本进一步飙升。

四 | 自该计划公布以来，5年期与30年期美债收益率之差已收窄约10个基点。　　“贝森特实际上已经亮明了底牌，”Khanduja说。他认为，贝森特的行动相当于迎来了一个“不惜一切代价”的时刻。这一说法借用了欧洲央行前行长德拉吉2012年为捍卫欧元作出的承诺。德拉吉当时的干预最终帮助平息了欧洲债务危机。　　Khanduja与Brian Ellis共同管理规模44亿美元的Eaton Vance总回报债券基金。过去10年，该基金年化回报率为3.2%，约为美国综合债券指数同期涨幅的两倍。晨星数据显示，该基金过去10年的表现超过约97%的同类基金。截至周一，该基金今年以来回报约0.3%，相比之下，基准指数同期下跌0.2%。　　贝森特出人意料的计划在美国财政部公布旧债回购安排仅两周后宣布，通过减少长期国债的市场供应量，为长债提供了支撑。巴克莱策略师估计，扩大回购规模可能相当于每年增加640亿美元的购买量，约相当于目前20年期和30年期美国国债年度供应量的15%。　　Khanduja将这一举措称为“准量化宽松”。他表示，由于财政部正在从市场中吸收一部分久期风险，这种干预也可能提振风险资产。因此，他已经增持投资级公司债，同时减持风险相对较低的抵押贷款支持证券，并押注美元兑收益率较高的新兴市场货币走弱。责任编辑：李安桐。

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