Group 1 - The trend of artificial intelligence (AI) is irreversible and is still in its early stages, according to Allianz Investment CEO Tobias Pross [1] - There is an increasing focus on emerging markets from mature market funds, with Hong Kong being a key gateway to the mainland market [1] - Pross is optimistic about investments in gold and private markets, and sees significant investment opportunities in Europe's energy transition [1] Group 2 - Schroders CEO Richard Oldfield believes that the number of ultra-high-net-worth individuals in China will grow by 47% from 2023 to 2028 [1] - Despite the general understanding of the importance of diversified investments, many miss opportunities due to timing issues, highlighting the need for institutional assistance [1] - Clients are viewing AI and geopolitical factors as long-term transformative elements, necessitating professional advice from institutions [1] Group 3 - TCW President and CEO Katie Koch identifies energy and AI as the two core investment sectors for the company [1] - The world is currently facing energy shortages, and future energy generation, including wind, solar, and nuclear energy, along with efficient storage solutions, is expected to grow [1] - The trend of manufacturing returning to the U.S. and the electrification movement will make the energy sector a significant contributor to GDP growth over the next 20 years [1]
安联投资：AI趋势目前只是开始 看好黄金与私募市场
Zhi Tong Cai Jing·2025-11-05 07:40