据知情人士透露，日本政府养老金投资基金在9月份举行的董事会会议上没有讨论其投资组合分配。这一消息可能会抑制最近有关投资组合审查的猜测。
Government Pension Investment Fund did not discuss its portfolio allocation at a board meeting held in September, according to sources familiar with the matter. The news may damp recent speculation about a portfolio review.
在8月暑假期间极不寻常的时间举行的董事会会议议程上出现了投资组合审查，投资者一直对这只2万亿美元的基金是否会提高国内债券的配置目标感到紧张。GPIF拒绝对此事发表评论。
Investors have been on edge over whether the $2 trillion fund may increase its allocation target for domestic bonds after a portfolio review appeared on the agenda of a board meeting held at a highly unusual time during the August summer break. GPIF declined to comment on the matter.
夏季会议是在首相高市佐江呼吁GPIF和该国其他养老基金增加国内投资之后举行的，尽管董事会在3月份得出结论认为无需对其持有情况进行审查。
The summer meeting was held after Prime Minister Sanae Takaichi called on the GPIF and the country’s other pension funds to increase domestic investments, even though the board had concluded in March that a review of its holdings wasn’t needed.
第一生命研究所有限公司执行研究员奥田浩二表示：“没有迹象表明最新的管理委员会会议做出了任何新的决定，以推进对基本投资组合的审查。”尽管他补充说，不能完全排除讨论仍在更技术层面上继续进行的可能性。
“There is no indication that the latest management committee meeting made any new decision to move forward with a review of the basic portfolio,” said Koji Okuda, executive researcher at the Daiichi Life Research Institute Co., although he added that it cannot be completely ruled out that the discussions are continuing at a more technical level.
投资者猜测高市正寻求利用该基金来支持疲软的日元和日本政府债券。
Investors are speculating Takaichi is seeking to tap the fund to support the flagging yen and Japanese government bonds.
今年7月，日元汇率跌至40年低点，而日本央行（BoJ）的名义有效汇率指数（衡量日元兑一篮子贸易加权货币的汇率）今年以来的跌幅已扩大至创纪录低点，反映出日元兑欧元、英镑和几种亚洲货币的普遍疲软。
The yen hit a 40-year low in July and the Bank of Japan’s nominal effective exchange rate index — which measures the yen against a trade-weighted basket of currencies has extended its slide to fresh record lows this year, reflecting the currency’s broad-based weakness against the euro, sterling and several Asian peers.
日本基准10年期国债收益率9月升至1996年以来最高水平，原因是对通胀的担忧、Takaichi呼吁积极支出以及全球债券市场暴跌。
Japan’s benchmark 10-year bond yield rose to its highest level since 1996 in September on worries about inflation, Takaichi’s call for aggressive spending and a global bond market rout.
GPIF目前将资金的25%分别配置于日本债券、外国债券、国内股票和海外股票，这一配置方案于2020年4月采用。在此之前，该基金将35%的资金投资于国内债券，15%投资于外国债券。
The GPIF currently allocates 25% of its funds to Japanese bonds, foreign bonds, domestic stocks and overseas equities respectively, a mix adopted in April 2020. Before that, the fund put 35% of its funds in domestic bonds and 15% in foreign bonds.