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格上财富发布《2017下半年投资策略报告》

2017-08-21 17:48:47   中国经济网

基于宏观经济预期和各资产大类趋势的变化,以2017年下半年为投资期,格上财富研中心总监张彦为投资者解读下半年投资策略报告,给出了战术性资产配置建议:

格上财富基于BL模型认为,中国的投资者配置股权的比例不宜超过20%,配置商品的比例不宜超过10%。在投资品类上,格上财富建议增持股票类、股权类以及债券类产品;对大宗商品和海外投资,更多看重的是它的配置功能,维持持平判断;而对于现金和房地产建议减持,但对于现金中的部分短期类固收,以及房地产相关的资产证券化产品,建议适度持有。

在具体资产配置的比例上,格上财富研究中心将投资者分为保守型、稳健型以及进取型三类,并对比例进行了大体的描绘。投资者需要根据个人的风险识别和承受能力,以及资产管理预期和流动性进行具体调整。比如保守类的投资者,建议并不持有股权类的产品,对于股票、房产及商品类的比例,建议总比例不高于30%,而更多持有债券类偏稳健的投资品种。对于稳健类的投资者,建议股权类的投资占比在10%左右,股票类、商品类加总可以达到50%。而对于积极型的投资者,股权类可以占比提升到20%。由于我国投资者对于股权类接受的风险承受力还相对较低,不建议配置过高比例。股票及商品类比例再次提高到60%,债券、现金、房产REITs等比例可以适度下降。此比例须根据投资者风险识别和承受能力、资产管理预期以及流动性需求具体调整。

除了主会场演讲嘉宾对宏观经济、各大类资产的表现进行了综合分析并给出资产配置的建议之外,本次策略报告会还设有三个分会场,邀请到了格上财富香港地区负责人王华麟、洪泰资本合伙人彭创、世诚投资CEO陈家琳分别对海外市场、一级市场、二级市场、进行了进一步解读。

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