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瑞士百达资产管理赵俊杰:真正的远方,不在速度,而在坚持,以稳健的步伐和长远的眼光,开启新征程
Zhong Guo Ji Jin Bao· 2026-02-18 13:56
Core Viewpoint - The article emphasizes the importance of long-term investment strategies and a steady approach to achieving growth, particularly in the context of the global economic recovery expected in 2025, which is anticipated to benefit emerging markets and European stocks [1][3]. Group 1: Investment Strategy - The company aims to leverage the global decline in interest rates and structural transformations by utilizing artificial intelligence and machine learning to identify stable excess return opportunities for Chinese investors [3]. - The focus will be on thematic stocks, multi-asset strategies, emerging markets, and alternative investments, particularly in sectors like infrastructure, energy, and data centers, which are becoming new investment hotspots [4]. - The Asian dollar bond market is highlighted as a stable investment option within fixed income, offering low volatility and steady returns, with an emphasis on enhancing research capabilities and optimizing asset allocation for sustainable long-term value creation [5]. Group 2: Market Positioning - The company has successfully established a fund mutual recognition (MRF) business that has surpassed $2 billion in asset management, reflecting its commitment to providing flexible global multi-asset strategies for domestic investors [1]. - The company plans to continue utilizing channels such as QDII, cross-border wealth management, and QDLP to fulfill its promise of delivering quality investment products that withstand market challenges [1].