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新形势下资产配置新风向

2017-08-10 08:18:12   

8月6日,“2017诺远财富管理高峰论坛”青岛举行,与会专家就“全球经济变革与资本市场新趋势”、“金融监管新政带来的深远影响”等话题展开碰撞交流,探讨未来财富升级方向与路径。

缩减资产配置的房产比例

在与会专家看来,当前国内投资者对资产配置的重视程度不足,投资类别中固定收益资产、房地产资产等传统投资类别占比较高,在当前利率市场化、经济下行期,无风险收率快速下降的背景下,投资者需要多元化的资产配置意识。

“目前,流动性收紧,这种收缩对资产配置的影响也是立竿见影的。从政策面的变化上,房地产以往作为资产配置中最重要的一块,它的角色正在弱化,而且确实面临诸多的不确定性。”民生证券副总裁、研究院院长管清友分析认为,“房产尽管现在还是我们大部分群体主要的资产配置,现在从资产配置的比例来讲,应该缩减,不是说让你卖房子,你应该从房地产要更多转向其它的比如说股权投资、固定收益类的投资,海外的资产配置,而不是一味地继续在国内买房。”

“‘投资’这件事,发展到今天,资产配置、组合投资的理论已经被认定是投资必经之路了,不论是机构投资的大类资产配置,还是家庭个人的资产配置,都需要在各类资产中寻求现金的最佳组合去处。”汉富控股董事长韩学渊认为,对于个人投资者而言,资产配置可以根据个人财富水平、投资的动机、投资期限的目标、风险偏好、税收考虑等因素来确定纳入投资组合的资产类别及其比重,并在随后的投资期内根据各资产类别的价格波动情况,及时动态地调整资产配置组合权重,或者在某一类别的资产中再作“个股”选择,以寻求风险控制和投资收益最大化。此外,高净值人士资产组合之中应该有相当一部分的海外配置。

新监管环境下有新机遇

论坛对当前“一行三会”的监管形势及其带来的影响也进行了详细解读。在业内看来,在新监管环境下,资产管理机构及投资者仍可以挖掘到不少投资良机。

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