工银瑞信基金焦文龙：穿越周期困难 应该配置趋势交易周期规避风险

Core Viewpoint - The discussion emphasizes the challenges of navigating through economic cycles and highlights the importance of trend allocation, trading cycles, and risk avoidance in investment strategies [1] Group 1: Investment Strategy - It is essential to allocate resources based on favorable industry trends, economic growth potential, and the continuous growth trajectory of high-quality companies [1] - The market experiences different phases of volatility, and investors should leverage these cycles effectively [1] Group 2: Risk Management - Risk avoidance is considered a fundamental principle, especially during extreme market conditions [1] - Investors are encouraged to maintain a rational and calm approach to seize future market opportunities, prioritizing preservation of capital before seeking profits [1]