KGI凯基国际财富管理主管魏志杰表示，利率见顶、传统资产相关性失效的宏观环境下，投资者难以依靠被动持有现金，因此维持“LEAD”策略建议，即“资金挪移”(Liquidity Shift)、“聚焦盈利”(Earnings Focused)、“加码信用”(Adding Credit)、及“资产分散”(Diversified Assets)。KGI凯基国际财富管理首席投资总监梁启棠表示，展望2026年...
Source LinkKGI凯基国际财富管理主管魏志杰表示，利率见顶、传统资产相关性失效的宏观环境下，投资者难以依靠被动持有现金，因此维持“LEAD”策略建议，即“资金挪移”(Liquidity Shift)、“聚焦盈利”(Earnings Focused)、“加码信用”(Adding Credit)、及“资产分散”(Diversified Assets)。KGI凯基国际财富管理首席投资总监梁启棠表示，展望2026年...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.