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市场中的不确定性要求投资者不能机械性地被动进行资产配置,而应充分理解不确定性带来的风险和机遇,尤其是职业投资者更不能因为以前的成功而固守旧的信条。根据投资时钟理论,根据目前中国经济发展所处的周期,对各种投资产品进行简要评析,尤其针对房地产市场发展的未来走势进行预判,建议投资者调低房地产投资的比例,适当配置其它资产配置比例,从而实现资产增值和保值。
Uncertainty in the market requires investors not to passively dispose of their assets mechanically. Rather, they should fully understand the risks and opportunities associated with uncertainty. In particular, professional investors should not stick to the old credo because of their past successes. According to the investment clock theory, according to the current cycle of China’s economic development, a brief analysis of various investment products, especially for the future development of the real estate market forecast, we recommend investors to reduce the proportion of real estate investment, the appropriate allocation of other assets Configure the ratio, so as to achieve asset appreciation and hedge.