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兴银理财叶予璋:权益投资大有可为,“固收+期权”、多元配置模式前景广阔
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-16 05:57
Core Viewpoint - The recent strategy meeting highlighted investment opportunities in the banking wealth management market amidst high volatility, focusing on multi-asset strategies and the outlook for major asset classes [1] Group 1: Investment Strategies - The current stage of wealth management products shows an increased net worth, with low bond market interest rates aiding the development of equity investments [1][2] - The absolute return strategy for equity investments has two core approaches: "fixed income + options" and multi-asset strategies [3][4] - The "fixed income + options" model allows clients to participate in equity markets under certain conditions while mitigating significant impacts from adverse events [3][4] Group 2: Dual-Driven Investment Approach - The company employs a dual-driven equity investment strategy, combining in-house research and external partnerships with top fund managers and private equity firms to enhance management capabilities and product returns [2][4] - The assembly of different management styles based on their characteristics aims to improve the risk-return profile of products [2] Group 3: Market Outlook - The company maintains a positive outlook for the future performance of balanced products involving stocks, bonds, and gold, driven by low inflation and ample liquidity in the market [4][5] - The anticipated recovery of the Chinese economy and the potential for increased capital inflow into the stock market are expected to support asset price growth [4][5]