汇聚全球财智，共探新格局下的资产配置！国泰海通举办首届全球资产配置峰会

Core Viewpoint - The conference focused on "Global Asset Allocation in a New Landscape," bringing together experts and institutional investors to explore new paradigms in global asset allocation [1] Group 1: Conference Highlights - The conference featured a welcome speech by Geng Xuling, emphasizing the importance of global vision and innovation in asset allocation, aiming to enhance client investment experiences [3] - Wang Yiming discussed the macroeconomic situation and the importance of high-quality development and expanding domestic demand in the context of the 14th Five-Year Plan [5] - Su Gang from China Pacific Insurance highlighted the long-term investment value of Chinese assets amid global economic challenges and shared asset allocation methodologies [5] Group 2: Investment Strategies - Fan Hua from BlackRock outlined the principles of asset allocation, emphasizing risk premium, diversification, and managing macro risks in a low-interest-rate environment [7] - Ye Lijian from浦银理财 discussed the shift in China's economic model and the importance of multi-strategy asset allocation in the current low-interest-rate context [9] - The conference introduced a new asset allocation service by Guotai Junan, focusing on a standardized six-step process to enhance wealth management [11] Group 3: Roundtable Discussions - The first roundtable discussed global asset allocation under innovation, with experts noting the need to balance opportunities and risks amid international trade tensions [11] - The second roundtable focused on ETF practices in a low-interest-rate environment, highlighting the growing importance of asset allocation and the efficiency of ETFs [13] - The third roundtable featured top private equity managers discussing investment opportunities and strategies in the current market conditions [14] Group 4: Future Outlook - Guotai Junan aims to build an internationally influential asset allocation platform by 2025, focusing on the construction of a global asset management center in Shanghai [14]