PIMCO Access Income Fund (PAXS)
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PAXS: Widening Discount To NAV And Higher Dividend Yield As Fixed Income Gets Disrupted
Seeking Alpha· 2026-10-24 10:54
文章核心观点 - PIMCO Access Income Fund(PAXS)年初至今波动加剧,主要由于固定收益市场出现世代级混乱,通胀重新抬头推动美国国债收益率飙升至数十年高位,同时美联储政策前景不明 [1] - 股票市场是强大的财富创造与毁灭机制,长期日价格波动可聚合为巨大的财富变化,Pacifica Yield致力于追求长期财富创造,聚焦被低估的高成长公司、高股息标的、REITs及绿色能源企业 [1] 固定收益市场与宏观环境 - 通胀重新抬头推动美国国债收益率飙升至数十年高位 [1] - 固定收益市场出现世代级混乱,美联储政策走向尚不明朗 [1] 投资策略与目标 - Pacifica Yield以长期财富创造为目标 [1] - 重点关注被低估但高成长的公司 [1] - 关注高股息标的 [1] - 关注REITs(房地产投资信托) [1] - 关注绿色能源企业 [1]
PAXS: A 14% Yield And 7% Discount Meet Credit Stress
Seeking Alpha· 2026-10-24 04:30
Ivan Gaddari is an independent algorithmic trader with approximately 15 years of experience in financial markets, specializing in the systematic and discretionary trading of forex and commodities. His work centers on building and running quantitative trading systems, combined with a discretionary orderflow layer using cumulative volume delta (CVD) and depth of market (DOM) analysis to refine entries and market context. Over the years he has developed a full trading infrastructure in Python, feeding signals ...