Haitong Securities(SH:600837) 国泰海通证券研究·2025-11-02 04:09Core Viewpoint - The article discusses the upcoming 2026 annual strategy conference organized by Guotai Junan Securities, focusing on asset allocation and investment strategies in the context of national policy and market trends [3][4]. Group 1: Conference Agenda - The conference will feature a series of presentations and discussions, starting with a keynote address by Lu Ying, Vice President of Guotai Junan Research and Institutional Business Committee [3]. - A special guest from the Ministry of Finance Research Institute will provide insights on the Fourth Plenary Session and the outlook for fiscal policy in 2026 [3]. - Various experts will present on topics including the outlook for major asset classes, gold investment strategies, and equity theme investment strategies for 2026 [4]. Group 2: Expert Contributions - Zuo Xiuhai, Deputy General Manager of Haitong Asset Management, will discuss the outlook for major asset allocation and investment strategies for 2026 [4]. - Xu Zhiyan, Chief Index Investment Officer and Assistant General Manager of Huashan Fund, will present on the prospects for gold investments in 2026 [4]. - Su Hui, Strategy Research Analyst at Guotai Junan Securities, will cover the investment outlook for Chinese equity themes [4]. Group 3: Roundtable Discussion - A roundtable forum will be held on asset allocation and ETF configuration, featuring prominent figures from various funds and asset management companies [4]. - The discussion will be moderated by Ye Kang, Co-General Manager of the Asset Allocation Department at Guotai Junan Securities [4].