AI Boom vs. Tight Liquidity: Will the US Stock Rally Continue?
Main content of the live broadcast:
1. The AI trend and high oil prices have led to the recalibration of the interest rate path for the next 26 years.
2. How defensive bond strategies with medium to short durations can offer investment value.
3. Analysis of an 18-month fixed-open bond fund strategy that has delivered positive quarterly returns since its inception.
Speaker introduction: Zheng Kangbo, Overseas Market Strategy Analyst at Bosh International. Currently serving as an overseas asset allocation strategy analyst at Bosh International, Zheng has 10 years of experience in the fund industry, with a career spanning public and private funds, derivatives, and quantitative hedge funds both domestically and internationally. He has deep knowledge and practical experience in various investment products and specializes in helping investors navigate complex macroeconomic environments by organizing and building logical frameworks for multi-asset allocation.
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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