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Yet, SigRist says the NC pension system remains generally underweight the sector relative to benchmark.“ The issue for us is the spreads are very, very tight,” he said. “And as you go longer, there’s not much of a yield pickup at all.” Still, the hyperscalers appear to be attractive to the two traditional buyers of ultra-long maturity bonds: corporate pension funds and life insurance companies.

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刘洋,资深编辑,曾在多家知名媒体任职,擅长将复杂话题通俗化表达。

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