在利率下行、“资产荒”成为行业常态的背景下,手握巨额“耐心资本”的保险业正面临着一定程度的资产负债匹配压力。 为寻求长期、稳定的收益来源,保险公司正纷纷将目光投向长期股权投资(以下简称“长股投”),尤其是破净银行股,以期通过这一工具实现资产负债匹配和稳定收益。 但这一策略近年来频频引发争议,一方面,它被视为险资穿越周期、平滑波动的“压舱石”,是践行长期主义、获取稳定ROE(净资产收益率)和...
Source Link在利率下行、“资产荒”成为行业常态的背景下,手握巨额“耐心资本”的保险业正面临着一定程度的资产负债匹配压力。 为寻求长期、稳定的收益来源,保险公司正纷纷将目光投向长期股权投资(以下简称“长股投”),尤其是破净银行股,以期通过这一工具实现资产负债匹配和稳定收益。 但这一策略近年来频频引发争议,一方面,它被视为险资穿越周期、平滑波动的“压舱石”,是践行长期主义、获取稳定ROE(净资产收益率)和...
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