付鹏闭门会：解码全球市场投资新逻辑，把握跨市场联动下的资产配置机遇

Core Insights - The importance of cross-market linkage analysis in financial markets has become increasingly prominent over the past few decades, particularly following the 2008 financial crisis, which highlighted the critical role of global market interconnections [1][2] Group 1: Event Overview - A closed-door sharing session titled "Global Market Investment Map - New Logic of Asset Allocation under Cross-Market Linkage" was held on August 30, featuring renowned financial expert Fu Peng [1] - Fu Peng has extensive experience in global macroeconomic analysis and has served as an advisor and chief economist for various financial institutions since returning to China in 2009 [1] Group 2: Investment Methodology - Fu Peng's investment methodology is based on cross-market linkage, where macroeconomic conditions and interest rates are considered before analyzing stock market dynamics and relationships with other markets [2] - The methodology allows investors focused on commodities or stocks to operate more effectively by simultaneously observing market trends across different asset classes [2] Group 3: Market Analysis Focus - The session aimed to dissect the underlying logic of cross-market linkages among commodities, currencies, and fixed income, providing insights into future asset allocation directions [2] - Key topics included the impact of interest rate fluctuations on stock and commodity strategies, as well as the interconnections between foreign exchange and equity markets [2]