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多家公募机构旗下投顾产品开启新一轮调仓
Sou Hu Cai Jing·2025-09-24 23:42

Core Viewpoint - Multiple public fund institutions have initiated a new round of portfolio adjustments to respond to the changing market environment, indicating a proactive approach to asset allocation in light of market volatility [1] Group 1: Portfolio Adjustments - Some portfolios have reduced their allocation to mixed funds while increasing the proportion of fixed-income funds [1] - Certain portfolios are seeking quality assets that benefit from the Federal Reserve's interest rate cuts [1] - Other portfolios have increased their holdings in balanced funds that have shown relatively stable net value performance over the medium to long term [1] Group 2: Market Outlook - Despite short-term fluctuations, investment advisory institutions believe that the overall upward trend of the equity market remains intact [1] - There is an emphasis on rationally viewing profit-taking sell-offs and avoiding the pitfalls of chasing highs and selling lows [1] - A balanced asset allocation with a medium to long-term perspective is recommended [1]