中国太保苏罡:以股息价值策略为核心 保险投资迎来三大机遇

21世纪经济报道
Aug 21

今年,险资对权益市场的配置热情延续。  据21世纪经济报道记者统计,年内险资举牌次数已经达到30次,其中,有6次A股市场举牌,25次H股市场举牌,涉及行业以银行、保险为主,也涵盖公用事业、能源、生物医药、科技等板块。  在低利率及保险行业资金成本偏高的背景下,保险资管需要通过更加审慎的态度,以及长线的投资思维获取市场收益。近期,21世纪经济报道旗下栏目《对话资管30人》专访了中国太保副总裁、首席...

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