B · Normal
[Autumn strategy meetings are intensively held to help public institutions take the pulse of new market trends] September 23rd, recently, many public institutions such as CCB Fund, Warburg Fund, China Universal Fund, etc. held autumn strategy meetings or mid-term client exchange meetings. Many fund managers discussed hot topics such as equity trends, technology, and fixed income. Some institutional sources said that looking forward to asset allocation in the fourth quarter of 2026, they may increase their holdings of gold and resource varieties to hedge geopolitical risks, deploy technology and high-end manufacturing to capture valuation restoration, and be wary of the chain reaction caused by the possible collapse of liquidity in the U.S. debt market. (China Securities Journal)
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