述往思来，全面拥抱固收+公募固收基金年中盘点与策略专题

Group 1 - The report emphasizes a positive outlook for the second half of the year, driven by fiscal and monetary policies that support economic growth and a potential bullish sentiment in the stock market [6][4]. - The analysis of pure bond funds indicates a focus on stability and volatility control, suggesting a conservative investment approach in the current market environment [21][60]. - The report highlights the performance of various bond funds, showcasing their returns and risk metrics, with specific attention to duration and credit exposure [33][65]. Group 2 - The "Fixed Income Plus" strategy is defined, including various fund types such as primary bond funds, secondary bond funds, convertible bond funds, and mixed bond funds, with a focus on maintaining a balance between equity and bond allocations [63][60]. - The report provides detailed statistics on fund performance, including year-to-date returns and maximum drawdowns, indicating the varying strategies employed by different fund managers [56][65]. - The characteristics of different bond types and their respective strategies are discussed, including duration strategies, coupon strategies, and leverage strategies, which are essential for managing risk and optimizing returns [47][60].