港交所董事总经理巴曙松：全球原有的经济增长模式已无法持续 资产配置基本逻辑发生改变

Core Insights - The global economic growth model is no longer sustainable, leading to a shift in asset allocation logic [1] - With the slowdown in global economic growth and declining traditional asset returns, relying solely on beta returns is insufficient for investors' yield targets [1] - The proportion of actively managed funds is continuously increasing, indicating a growing pursuit of alpha returns in the new market environment, particularly evident in alternative assets [1]