2021年的“阿尔法”在哪里?私募大佬如是说

华尔街见闻2021-02-07

2021年大类资产配置的关键是什么?在各大类资产均有显著涨幅后,2021年的“阿尔法”(超额收益机会)又在哪里?近日,由朝阳永续主办的2020年度(第十五届)中国私募基金风云榜的策略论坛上,由半夏投资创始人李蓓担任主持人,知名私募从容投资、百亿债券私募银叶投资以及量化私募黑翼资产的合伙人一起围绕上述热门话题展开了精彩的讨论。投资“右下角”的资产从容投资董事长吕俊指出,2020年大类资产均出现上涨,...

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