股债跷跷板又来了！资产要“搬家”吗？

Core Viewpoint - The article discusses the cyclical nature of stock and bond markets, emphasizing the importance of a balanced asset allocation strategy to navigate the volatility between these two asset classes [1][3]. Group 1: Stock and Bond Market Dynamics - Since July, the A-share market has surged while the bond market has experienced turbulence, highlighting the contrasting performance of stocks and bonds [1]. - Historical data shows that from 2015 to 2024, there have been significant fluctuations in the performance of the CSI 300 and the China Bond Index, indicating a recurring pattern of stock and bond performance being inversely related [2]. Group 2: Asset Allocation Strategy - A recommended approach is to create a diversified asset allocation that primarily focuses on bonds with a smaller allocation to stocks, which can help mitigate risks associated with market volatility [3][4]. - The article suggests that mixed-asset funds, such as bond-enhanced strategy funds, can effectively balance the risks and returns of both stocks and bonds, providing a more stable investment experience [3][4]. Group 3: Fund Performance and Selection - The "Guofu Anyi Stable 6-Month Holding Mixed Fund" has shown positive performance across various time frames, indicating strong risk management and consistent returns [6][8]. - Key performance metrics for the fund, such as annualized volatility and maximum drawdown, demonstrate its superior risk control compared to similar funds, making it an attractive option for investors seeking stability [9].