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汇华理财总经理王茜:百年未有之大变局下全球多元配置势在必行
2 1 Shi Ji Jing Ji Bao Dao·2025-08-17 09:19

Group 1 - The conference "2025 Asset Management Annual Meeting" highlighted the importance of diversified asset allocation and global configuration in the current market environment [1] - Wang Qian, General Manager of Huihua Wealth Management, emphasized that global trends significantly influence investment across markets, necessitating a shift towards global asset allocation [3] - The bond market has evolved through three distinct phases over the past two decades, with the current phase characterized by diverse driving factors and significant overseas market influence [4][5] Group 2 - The asset management industry faces challenges due to concentrated investments in RMB fixed-income assets, which could lead to risks if the economy strengthens and the bond market declines [6] - The demand for wealth management in China has shifted, with a growing need for diversified asset allocation products to meet investors' expectations for absolute returns [6][8] - The development of global allocation products is crucial, as current offerings are limited, indicating a significant market opportunity for future growth [8] Group 3 - Academic research indicates that long-term returns of an investment portfolio are primarily explained by asset allocation, highlighting the importance of diversified asset strategies [7] - The concept of global allocation products is often misunderstood, with a need for better-defined products that manage currency exposure while dynamically allocating domestic and international assets [8] - The ongoing global changes, including shifts in geopolitical dynamics and economic policies, necessitate a proactive approach in investment strategies, focusing on cross-border and quantitative assets [9][10]