Core Insights - The event "Wealth·China Tour" focused on the investment changes under the restructuring of global order, gathering over 50 representatives from various financial institutions to discuss policy benefits, asset allocation optimization, and responsible investment [2] Group 1: Keynote Presentations - Shao Yu, a senior researcher, analyzed the logic and impact of the trade war initiated by the U.S., highlighting China's structural adjustments and future opportunities in supply chain adjustments and RMB internationalization [2] - Xu Shunan, founder and investment director of Inno Asset, emphasized the importance of multi-strategy allocation, including CTA, stock selection timing, and options arbitrage, to reduce risks and enhance portfolio stability and returns [2] Group 2: Roundtable Discussions - The roundtable discussions addressed market consensus and trend predictions, as well as asset allocation strategies amidst global order restructuring, featuring insights from various investment professionals [3] - Topics discussed included tariff impacts, asset revaluation, bond market adjustments, industry evolution, ETF ecology, and risk identification in technology sectors [3] - The seminar provided a platform for institutional investors to exchange ideas and strategies for value anchoring and asset optimization during periods of uncertainty [3]
“财富·中国行”首场机构资产配置研讨会圆满结束!
2 1 Shi Ji Jing Ji Bao Dao·2025-04-16 13:01