私募论坛共话2026破局之道 解析宏观变局下CTA策略的配置价值

Core Insights - The private equity securities asset management scale in China is expected to exceed 70 trillion yuan by 2025, driven by steady market growth and strategic innovation [1] - The 20th Private Fund Development Forum will be held on January 8, 2026, focusing on AI-enabled investment paradigms and opportunities in the equity market [1] Group 1: Industry Trends - The private equity industry has shown robust vitality over the past year, with the number of billion-yuan private equity firms steadily increasing and significant growth in product registrations [2] - The public quantitative investment sector is experiencing three major trends: rapid growth of quantitative scale compared to active management, the potential of "quantitative fixed income+" to attract funds from the 10 trillion yuan wealth management market, and the combination of active and quantitative strategies [2] Group 2: Investment Opportunities - In 2026, both stocks and gold are expected to continue rising, supported by a moderately loose monetary policy and a potential bull market in A-shares [2] - The CTA strategy is gaining attention as a stabilizing asset in portfolios due to its low correlation with traditional assets, with expectations for good performance in 2026 [3] - The current global environment of interest rate cuts and high volatility in commodity markets makes CTA investments a favorable diversification tool [3] Group 3: Gold as a Safe Asset - Gold is viewed as a safe asset that can provide value preservation and appreciation, especially in the context of rising inflation and de-globalization trends [3]