汇聚全球财智,国泰海通证券举办首届全球资产配置峰会
Zhong Guo Zheng Quan Bao·2025-10-24 14:49

Group 1 - The first Global Asset Allocation Summit organized by Guotai Junan Securities was held in Shanghai, focusing on "Asset Allocation in a New Landscape" with participation from experts and institutional investors [1] - Guotai Junan Securities aims to enhance global asset allocation capabilities by building a systematic buy-side research and investment system, promoting an AI-driven investment advisory platform, and fostering collaborative partnerships with clients and institutions [1] - The summit featured keynote speeches addressing macroeconomic trends, investment strategies, and the importance of high-quality development and technology innovation in the context of China's 14th Five-Year Plan [2][3] Group 2 - Keynote speakers emphasized the need for investors to set reasonable return targets, manage macro risks strategically, and focus on disruptive trends such as digital innovation and low-carbon transitions in a low-interest-rate environment [3] - The summit included roundtable discussions on global asset allocation driven by innovation, highlighting China's technology sector as a focal point for foreign investment amid a declining interest rate cycle [4] - Guotai Junan Securities announced a new asset allocation service called "Global Smart Allocation," which utilizes a standardized six-step process to enhance wealth management and client investment experience [3][5]