二级债基平衡有方 汇安质选增利债券基金稳中求进或更添一筹

Group 1 - The recent Central Political Bureau meeting has clarified the direction and focus for economic work in the second half of the year, emphasizing the importance of enhancing the attractiveness and inclusiveness of the domestic capital market [1] - The new emphasis on "enhancing attractiveness" marks a significant elevation of the capital market's importance, which is expected to boost market sentiment and alleviate concerns regarding domestic and external demand [1] - The fixed income market is anticipated to remain favorable due to a likely continuation of loose monetary policy, with recent market adjustments presenting opportunities for investment [1] Group 2 - The Huian Quality Selected Incremental Bond Fund is gaining attention as it enters the issuance phase, with a minimum stock allocation of 5%, compared to traditional secondary bond funds that typically have a stock allocation of 0-20% [2] - The new fund has a 6-month construction period, allowing for flexible adjustments to the investment portfolio based on market conditions, which can help in accumulating quality assets [2] - The performance benchmark for the fund is based on a combination of high-quality credit bonds from central enterprises and a quality dividend index, emphasizing profitability and growth potential [2]