The Investment Logic of US Treasury Bonds Has Changed, But QDII Bond Funds Still Have Allocation Value

2026-03-18 00:50:50

People’s Financial News, March 18 — Since March, some QDII bond funds have gradually relaxed their subscription limits. The subscription limit for HFT美元债（QDII） RMB shares has been significantly increased from 10,000 yuan to 10 million yuan. Some dedicated US bond products have also experienced liquidation. Influenced by multiple factors, since the fourth quarter of 2025, the yields of QDII bond products have generally entered a volatile downward trend. Industry experts warn that the US bond market is currently in a typical tug-of-war period between inflation and recession concerns. Investment logic has shifted from simply “betting on rate cuts” to a multi-dimensional game of “fighting inflation, watching employment, and selecting quality.” (China Securities Journal)

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