活动报名|全球市场展望——“大通胀时代”,投资组合如何制胜?
强美元、高通胀、加息、经济衰退风险加剧,今年全球投资人都遭遇“熊抱”(Bear Hug)—— 截至今年10月前,在惨烈的美国“战场”,经典的60/40股债组合2022年的收益是-34.4%,是100年来最差的一年;即使是现金/商品/股票/债券各25%的防御性组合的收益也只有-11.9%,是2008年以来的最糟糕表现。
进入四季度,究竟全球金融市场将何去何从?通胀是否有望下降?近期各界预期的“Fed Pause”或“Fed Pivot”(美联储放缓或暂缓加息)只是幻想吗?究竟加息要到何时才是尽头?这又将如何影响中国金融市场?持续卖出中国股债的外资会继续降仓吗?一度跌破7.3的人民币汇率下一步指向何方?
带着这些问题,她价值HerValue第十期活动将围绕这一大主题展开——全球市场展望——【“大通胀时代”,投资组合如何制胜?】 这也与她价值2022年初的虎年第一场活动(中国市场展望)遥相呼应。
活动简介
参与此次活动的嘉宾包括(排位不分先后,根据姓氏首字母排序):
冯磊(Mitch)
某华尔街投行资深主管、期权交易专家,纽约线上参会
吴敏英(Kevin)
长盈资产执行事务合伙人兼总经理,原外资行资深FICC交易专家
赵燕京
某公募基金首席策略分析师、首席投资顾问
主持人:Irene, 她价值HerValue指导委员会负责人
活动内容
本次她价值活动通过分享会的形式,根据以下四个问题展开分享和讨论:
01
进入四季度,究竟全球金融市场将何去何从?
通胀是否有望下降?
02
近期各界预期的“Fed Pause”或“Fed Pivot”(美联储放缓或暂缓加息)只是幻想吗?
03
究竟加息要到何时才是尽头?这又将如何影响中国金融市场?
04
持续卖出中国股债的外资会继续降仓吗?一度跌破7.3的人民币汇率下一步指向何方?
活动信息
活动时间:2022年11月3日 18:45-21:00
Event time: November 3, 2022 6:45 - 9:00pm
活动形式:北京线下,上海线下及ZOOM线上会议
Event format: Physically Location in Beijing&Shanghai;ZOOM
(她价值不仅提供北京和上海两大城市的线下参与席位,考虑到职场女性群体的不同诉求。因疫情出差不便,本次活动也采用线上的参与方式,真正打造跨城市的人才交流平台)
活动语言:中文
Event language: Mandarin
活动费用:50元/人
如何报名:
(报名成功后,她价值的伙伴将联系您,发送详细的参与地址和参与方式)
(Upon successful registration, HerValue will contact you with Zoom details)
活动流程:
18:45-19:00pm参会者到场 Participants login virtually and physically
19:00-19:10pm 介绍她价值社区 Introduction of HerValue
19:10-19:15pm 开场简介 Opening
19:15-20:00pm 讨论 Discussion
- 第一个分问题
- 第二个分问题
- 第三个分问题
- 第四个分问题
20:00-20:30pm 嘉宾互动, Q&A
20:30-21:00pm 自由交流, Breakout and networking discussions
主办方
HerValue is a mutual assistance platform and community that unites individuals and institutions that are passionate about HerValue's mission. The mission is to advance women's representation and development in the broader finance industry and asset management industry in China, by serving those women and companies in the industry. The vision is that every woman is inspired, prepared, and empowered for their NEXT BIG ASK at work or in life through this community and to make their own decisions. HerValue will be focused on offering the two products which are events and publications.
她价值是一个服务于中国金融和资产管理行业女性和行业内关注多元化包容性发展企业的互助平台和社群。她价值的使命为促进中国女性在金融和资产管理行业,和界内企业中的代表性和发展。她价值的愿景是通过这个平台和社群,让每位在中国的金融和资产管理行业女性,在工作或生活中都会受到启发,做好准备,掌控自己的NEXT BIG ASK,并做出自己的决定。她价值的服务形式会继续保持为两个板块,活动和专栏。
合作方
Lean In Beijing is the first city-level community of Lean In China. It aims to spread Lean’sculture and philosophy to the outside world, empowering the humanity and all workplaces. We hope that through our activities, documents and related items, comprehensively improve the skills, leadership, and create a platform for everyone to share and learn to help them find more like-minded partners and expand their diversified network. Lean in Beijing regularly organizes different types of offline activities such as "Leadership Program", "TutorProgram", "Circle Activities", and the scale of each activity ranges from 10 to 100.
励媖北京为励媖中国的第⼀个城市级社区,⼀直致⼒于把励媖的⽂化和理念向外传播,为⼴⼤⼥性以及全部职场⼈赋能,希望通过我们的活动、⽂章以及相关项⽬,全⽅位的提升⼤家的技能、领导⼒以及为⼤家打造⼀个可以尽情分享和学习的平台,帮助⼤家找到更多志同道合的伙伴,扩展多元化⼈脉。Leanin Beijing(励媖北京) 定期组织“领导⼒计划”、“导师计划”、“圈⼦活动”等不同类型的线下活动,每次活动规模从1 0⼈到1 0 0⼈不等。
合作方
Formally established in June 2014, we are a women empowerment, self-development non-profit organization. It aspires to inspire and encourage Chinese women through experience sharing and learning, discovering and developing one's potential and leadership, and pursuing one's own definition of success and happiness. Inspire and Empower Women in China. Together we are better.
励媖上海于2014年6月在上海正式成立,是一个关注女性个人和职业发展的互助平台,旨在鼓励在中国的女性通过与同伴互相分享与学习,挖掘和培养个人的潜力和领导力,追求个人定义的成功与幸福。鼓励女性通过于同伴互相分享与学习,挖掘和培养个人的潜力和领导力,追求个人定义的成功与幸福。
合作方
The origin of BonCafe+ is a corporate social responsibility project that began in 2018. This project promotes the introduction of Myanmar’s alternative planted coffee to the Chinese market, and by guiding consumers, it encourages Chinese companies investing in Myanmar through sustainable operations. Ways to participate more in corporate social responsibility projects. This project gradually developed into a platform to promote China's overseas investment and sustainable development, and built the first physical coffee shop in Beijing's core business district. We support responsible investment, biodiversity, women’s equality, and all activities and discussions that can promote the healthy and healthy development of society.
龙行棒咖啡的源头是一个始于2018年的企业社会责任项目,这个项目旨在通过将缅甸的替代种植咖啡介绍到中国市场,通过引导消费者,鼓励中国在缅甸投资的企业通过可持续经营的方式更多的参与到企业社会责任项目中。这个项目逐渐发展成一个旨在推动中国海外投资与可持续发展的平台,并在北京的核心商圈建成了第一家实体咖啡店。我们支持有关负责任投资,生物多样性,劳工及妇女平等以及所有能够推动社会良性健康发展的活动和讨论
合作方
Shui On WORKX (SOWX) is the office business management label of Shui On Land and manages a portfolio of office assets under such brands as Corporate Avenue (CA) and INNO. SOWX’s ethos envisages a platform that first and foremost addresses human-centric needs and at the same time enables organizational and individual value co-creation. Going forward, SOWX will develop a diversified portfolio of core+flex office solutions with urban central offices as the core of corporate headquarters plus flexible distributed intelligent offices. SOWX has a track record of over 22 years in office project development and asset management and currently manages a total office footprint of 1.92 million sqm across China.
瑞安办公SHUI ON WORKX是瑞安地产旗下的办公业务管理品牌,目前旗下有企业天地,INNO及其他办公产品。从企业及人的需求出发,秉承“超维办公”理念,为客户提供专业的办公服务及开创性的“超维”解决方案。同时瑞安办公SHUI ON WORKX拥有完整的办公业务资管团队,专业且创造性的解决办公业务的设计,开发建设,市场研策,品牌营销,租赁及运营等事项。给客户提供包括企创,社区服务,物业服务,以及数字化服务平台在内的全周期且多元价值创造能力的办公生态服务。全国范围内办公管理面积达192万平方米,办公资产组合的多样性包括在上海的瑞虹企业天地,虹桥天地,瑞安广场。
活动和社区规则
本次活动将严格遵循她价值社区的活动准则。例如,活动期间禁止拍照、讨论与工作、机密、政治、宗教相关的内容以及在活动结束后揭示参与者的身份。
The event will be strictly organized under HerValue community guidelines. For example, no photos at the event, no discussion of work, confidential matters, politics, religion at the event, and no identification of speakers post event.
在您出席后,我们将默认您同意我们在社交媒体平台上(详见下方链接)发布的社区准则,违反者将被要求离开她价值社区。
BY ATTENDING, YOU AGREE TO THE COMMUNITY GUIDELINES OUTLINED IN THE ARTICLE POSTED ON HERVALUE SOCIAL MEDIA PLATFORM PERLINK HERE. VIOLATORS WILL BE ASKED TO LEAVE THE HERVALUE COMMUNITY.
https://mp.weixin.qq.com/s/QUuA1dZzVZNN7KKRDjVIpQ
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