Better return on investment in 2019?

Insurance institutions optimistic about investment opportunities such as TMT

Better return on investment in 2019?
Insurance institutions optimistic about investment opportunities such as TMT

Insurance institutions are optimistic about investment opportunities in three sectors such as TMT. The “Results of the First China Insurance Asset Management Investor Confidence Survey 2019” released by the China Insurance Asset Management Association on the 30th shows that 104 insurance institutions believe that they will invest in A shares in the next half, Shanghai and Shenzhen 300 index performance is expected, the promising sectors are consumption, TMT and public utilities.

  Among the 104 insurance institutions surveyed this time, there were 77 insurance companies and 27 insurance asset management institutions.

The main contents of the survey include the expected macroeconomic, financial market, investment risk, asset allocation and other fields in the next six months and one year.

  From the perspective of domestic economic expectations, insurance institutions believe that the domestic economy is generally stable in the next six months, or there may be downward pressure.

Therefore, in the areas of macroeconomic concern, insurance companies will focus on social financing, real estate, and infrastructure in the next half year; insurance financing agencies will focus on social financing, real estate, and foreign trade.

  Insurance institutions believe that macroeconomic 南京夜网 and monetary policies affect decision-making in future bond market investments.

Among them, economic growth, monetary policy, and credit default are the three main factors.

Therefore, in the next half of the year, the medium- and high-grade credit bonds and financial bonds will be the most favored for the solid income category.

  Regarding the valuation of A shares, insurance institutions believe that the current valuation of A shares is low.

Therefore, in terms of investment strategy, insurance institutions will give top priority to CSI 300 in the next six months, and they are optimistic about the three sectors of consumption, TMT and public utilities.

  Regarding the views of other investments, the alternative investments of insurance companies and insurance asset management institutions in 2019 are focused on serving the real economy-related areas, such as major national engineering and infrastructure construction, medical, pension, health and other industrial investment, and technology industry development and other fields.

  In terms of overseas investment, in 2019, insurance companies and insurance asset management institutions favored bonds, Hong Kong stocks and equity investments.

  In terms of risks facing the use of insurance funds, the 104 insurance institutions will focus on economic growth pressure, credit risk, and external economic changes in the next six months.

Even so, more than 70% of insurance institutions expect that the size of managed funds in 2019 will increase compared to 2018, and more than 30% of insurance institutions expect that the return on investment in 2019 will increase more than in 2018.