Believes that under the new policy, the equity market next year is still worth looking forward to. Specifically:
On the one hand, we need to optimize the structure, increase the proportion of highdividend and OCI assets, and appropriately reduce volatility; on the other hand, we need to increase the assessment of absolute returns. In terms of fixed income, first, we must seize the opportunity to increase the allocation of interestrate bonds, and second, we must innovate in nonstandard investments. In the future, nonstandard investments may need to focus on REITs, ABS, etc. In this regard, we need to enhance our capabilities and deploy products.
Zhao Feng, assistant general manager of Taikang Asset Management, believes netherlands phone number list that the equity market has longterm allocation value based on the riskreturn ratio of stocks and bonds and valuation levels. He said that as low interest rates continue in the future, the equity market will play an even more important role in increasing the returns of insurance funds. At the same time, due to the implementation of new accounting standards, it may be necessary to appropriately increase the allocation ratio of OCI accounts.
Chen Min, executive vice general manager of Huatai Asset Management, also believes that insurance funds' current investments are biased towards debt, and will shift to equity in the future, to equity in infrastructuretype assets, and to dividends from infrastructure assets or companies, using them as their main base.