新格局下的资产配置路线图

Group 1 - The conference emphasized the importance of global asset allocation capabilities in response to changing economic conditions [1] - The keynote speaker highlighted the significance of the 14th Five-Year Plan as a critical period for China to adapt to global changes and enhance domestic demand through high-quality development [1] - The insurance sector is encouraged to adopt a liability-driven investment strategy to navigate low interest rate environments and align with long-term investment values [1] Group 2 - The chairman of BlackRock discussed the fundamental principles of asset allocation, emphasizing risk premium, diversification, and the management of currency risks in a low interest rate environment [2] - Future investment themes include focusing on short-term certainties, strategically managing macro risks, and capitalizing on disruptive trends such as digital innovation and low-carbon transitions [2] - The wealth management industry is transitioning towards a new paradigm that prioritizes quality over scale, with a focus on multi-strategy asset allocation in a low interest rate context [2] Group 3 - The roundtable forum participants acknowledged the need to balance opportunities and risks in asset allocation amid frequent international trade frictions [3] - The Chinese technology sector has become a focal point for foreign investment due to ongoing technological advancements and a declining interest rate environment [3] - The increasing importance of major asset classes was noted, with ETFs being recognized as an efficient tool for implementing various asset allocation strategies [3]