建信丰泽债券
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理财需求持续升级,多元资产组合提供新思路
Zhong Guo Zheng Quan Bao· 2025-10-26 23:31
Group 1 - The core viewpoint of the articles highlights the shift in investment strategies due to low market interest rates, with investors seeking more attractive returns and reallocating their assets [1][3] - Non-bank deposits have shown a significant increase, with an addition of 4.81 trillion yuan in the first three quarters of the year, indicating a growing demand for investment and wealth management products among residents [1][3] - The A-share market has experienced increased volatility, but there is a potential for recovery in investor sentiment as macro uncertainties decrease, suggesting a favorable environment for policy and performance positioning [3][4] Group 2 - The newly launched Jianxin Fengze Bond Fund aims to meet the demand for moderate participation in the A-share market while pursuing stable returns, with a bond investment ratio of no less than 80% [4][5] - The fund's equity investment will cover both A-shares and Hong Kong stocks, with a maximum of 50% allocated to stocks eligible for the Hong Kong Stock Connect [5] - The management team consists of experienced professionals, with a focus on quantitative investment strategies and strict credit risk management, targeting high-grade credit bonds [5]
股债配置把握市场多元机遇 二级债基建信丰泽债券正在发行
Zhong Guo Jing Ji Wang· 2025-10-09 09:03
Core Viewpoint - Recent fluctuations in the A-share market are seen as a phase of consolidation after a period of continuous growth, which is beneficial for digesting profit-taking pressure and preparing for future medium to long-term market trends [1] Group 1: Market Overview - The domestic economic fundamentals are showing a mild recovery, supported by a series of growth-stabilizing policies, which has improved market risk appetite and expanded profit-making effects [1] - The stock and bond markets are expected to maintain a strong oscillating trend, with investment opportunities likely to emerge in multiple areas [1] Group 2: Fund Details - The newly launched Jianxin Fengze Bond Fund has an asset allocation of 80% in bonds and 5%-20% in equities, aiming to flexibly capture multi-asset market opportunities [2] - The fund will utilize a quantitative analysis framework combined with factor models for stock selection and portfolio construction, focusing on value and dividend styles, along with factors like expectations and financial quality [2] Group 3: Management Team - The fund will be co-managed by Xue Ling and Peng Ziyun, leveraging their respective expertise in equity and fixed income management [2] - Xue Ling has 12 years of experience in the securities industry and 9 years as a fund manager, skilled in using quantitative models to identify market opportunities [2] - Peng Ziyun has 11 years of experience in the securities sector and 6 years as a fund manager, adept at adjusting interest rate bond positions and duration based on macroeconomic cycles [2]