基本功 | 股市大涨，为啥有些固收+却跌了？

Group 1 - The core viewpoint emphasizes the importance of solid foundational knowledge in investment and fund selection to achieve better investment outcomes [2] - The article discusses the recent performance of fixed income plus (固收+) products, highlighting that despite being a mix of equity and debt, the predominant debt component can lead to declines when the bond market experiences significant downturns [3][5] - A table is provided showing the performance of various asset allocation strategies over different time frames, indicating that higher equity exposure generally leads to better returns, especially over the long term [5] Group 2 - The performance data reveals that a 100% equity allocation yielded a 31.80% return over the past year, while a 100% bond allocation only achieved a 3.81% return in the same period [5] - The article suggests that understanding the impact of bond market fluctuations is crucial for investors in fixed income plus products, as these fluctuations can offset equity gains [3][5]