Group 1 - Schroders emphasizes the selection of high-quality bonds based on interest rate sensitivity and yield to provide stable income sources, while strategically increasing alternative income sources such as emerging market bonds, insurance-linked securities (ILS), and securitized credit products, which have lower correlation with traditional asset classes like stocks and fixed income, enhancing overall portfolio performance [1] - The U.S. economic growth and overall inflation outlook remain uncertain, with the top 20% of consumers experiencing increased purchasing power due to strong rebounds in stocks and other assets, raising questions about their ability to continue driving U.S. economic growth [1] - The macro environment generally supports investment despite market volatility, with certain asset classes potentially benefiting from the long-term impacts of Trump policies, while investors should be aware of global trade conflicts, geopolitical tensions, sluggish economic growth, persistent inflation, high interest rates, decarbonization costs, and uncertainties related to the evolution of artificial intelligence (AI) [1] Group 2 - In a volatile market, maintaining high correlation between stocks and bonds suggests that diversification and active investment strategies to identify securities and sectors with return potential will be crucial [2] - Long-term market trends are expected to drive global growth over the next decade, with high-growth global companies exhibiting high operating profit margins and ample free cash flow presenting good capital appreciation opportunities [2] - The development and application of AI are driving increased research spending, continuously boosting earnings growth for major U.S. tech companies, while improvements in corporate governance in Japan are enhancing local companies' profitability and potential investment returns [2] - The correlation between global small-cap and large-cap stocks is low, allowing for simultaneous growth enhancement and diversification, while companies benefiting from inflation trends, such as those in the gold-related sectors, are also worth investors' attention [2]