Okugwa kwa bond mu nsi yonna kulabika nga ‘kwa bulabe nnyo’ eri sitoowa, maneja wa hedge fund bw’alabudde

Okugwa kwa bond okweyongera kwongera kussa akazito ku by’enfuna by’ensi yonna n’okuleetawo endowooza “ey’akabi ennyo” eri emigabo, akulira bamusigansimbi mu kitongole kya Livermore Partners hedge fund bwe yategeezezza ku Lwokutaano.

Omulembe omupya ogw’amagoba amangi guvuddeko amagoba ga bond okulinnya, ekiremesezza amagoba ga bamusigansimbi n’okukyusa ku mutwe embeera eriwo mu myaka kkumi n’ekitundu egiyise, David Neuhauser bwe yategeezezza CNBC. Amagoba ga bond gatambula mu ngeri ey’ekifuulannenge ku miwendo.

Bwe yabuuziddwa engeri embeera eyo gye yeeraliikirizaamu emigabo, yagamba nti: “Ndowooza nti kya bulabe nnyo mu kiseera kino.”

“Tuli mu nsi eno ey’akabi nga, okumala kumpi emyaka 15, walina akatale ka bond akaali mu katale k’ente ennume, era ng’olina emiwendo egy’obubi okumala emyaka egiwerako,” Neuhauser bwe yategeezezza “Squawk Box Europe.”

“Enkyukakyuka eyo yaliisibwa mu by’enfuna by’ensi yonna byonna, ng’emiwendo gy’amayumba gyali gya bbeeyi, mmotoka gye zaali za bbeeyi, era ng’abantu bafugibwa embeera n’obulamu obwali n’amagoba amatono ennyo.”
Embeera eyo ekyuse nga bbanka enkulu zigenda mu maaso n’okulinnyisa emiwendo okusobola okulwanyisa ebbeeyi y’ebintu erinnye. Ekyo nakyo kisindiikiriza amagoba ga bond okulinnya era ne kikendeeza ku ssente okuva mu mbalirira za gavumenti nga kilinnyisa ssente z’okwewola.

Mu katale k’eggwanika lya U.S. — ekitundu ekikulu ennyo mu nkola y’ebyensimbi mu nsi yonna — amagoba ga bond geeyongedde okutuuka ku ddaala eritalabika okuva ekizibu ky’ebyensimbi mu nsi yonna lwe kyatandika. Mu Girimaani, esinga ebyenfuna bya Bulaaya, amagoba gatuuse ku mutindo gwago ogusinga okuva mu buzibu bw’amabanja mu kitundu kya Euro mu 2011. Era mu Japan, amagoba gye gakyali wansi wa 0%, amagoba galinnye okutuuka ku 2013 highs.

“Ndowooza ekyo kigenda kuleeta obulumi bungi nga tugenda mu maaso mu by’enfuna,” Neuhauser bwe yagambye.