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BlackRock: Abandoning the traditional 60/40 portfolio, adopting a 50/30/20 approach – allocating 20% to the private equity market.

BlackRock: Abandoning the traditional 60/40 portfolio, adopting a 50/30/20 approach – allocating 20% to the private equity market.

The wave of AI development is reshaping asset allocation. BlackRock executives say the rise of AI investment opportunities represents a once-in-a-century historical shift, accelerating the expansion of the private equity market and prompting investors to gradually abandon the decades-old 60/40 stock/bond portfolio framework. In an interview with CNBC

US stock risk premium hits lowest level since 2002; JPMorgan Chase: Rising interest rates will have a more painful impact than in the past two decades.

US stock risk premium hits lowest level since 2002; JPMorgan Chase: Rising interest rates will have a more painful impact than in the past two decades.

The excess return of stocks relative to bonds has shrunk to a historic low, and the buffer that protects US stocks from interest rate shocks has been almost completely exhausted. According to a recent research report by JPMorgan Chase, the S&P 500 Equity Risk Premium (ERP) has fallen

The Bank of Korea warns that the surge in overseas derivatives linked to chip stocks is amplifying volatility in the domestic market.

The Bank of Korea warns that the surge in overseas derivatives linked to chip stocks is amplifying volatility in the domestic market.

In its semi-annual monetary policy report, the Bank of Korea made a rare mention of overseas hedge funds, warning that overseas derivatives linked to South Korean chipmakers are expanding at an unprecedented rate and could further amplify volatility in the domestic market. Beneath the surface of the AI semiconductor investment

Wang Xinghai, assistant president of China Merchants Bank, has resigned, and the market is watching his "next stop."

Wang Xinghai, assistant president of China Merchants Bank, has resigned, and the market is watching his "next stop."

China Merchants Bank has announced another round of personnel changes at the senior management level. On September 7, China Merchants Bank issued an announcement confirming that Wang Xinghai, Assistant President of the Bank, had officially resigned from his position for work reasons, effective immediately, and would no longer hold any

Abu Dhabi's Mubadala's strategic investment in Luckin Coffee: Transfer of preferred shares between old and new funds, transaction size approximately $1 billion.

Abu Dhabi's Mubadala's strategic investment in Luckin Coffee: Transfer of preferred shares between old and new funds, transaction size approximately $1 billion.

On September 10, Wall Street News and All Weather Technology learned that Abu Dhabi's sovereign wealth fund, Mubadala Investment Company, has reached an agreement to make a strategic minority stake investment in Luckin Coffee. This investment, involving Mubadala and Centurium Capital, the controlling shareholder of Luckin Coffee, is

Following a survey of Asian institutions, a Goldman Sachs partner commented: Having suffered a major blow in July, they are now "overly cautious" about AI trading.

Following a survey of Asian institutions, a Goldman Sachs partner commented: Having suffered a major blow in July, they are now "overly cautious" about AI trading.

Following the historic plunge in momentum stocks in July, Asian institutional investors’ enthusiasm for AI-related trades has cooled significantly, but Goldman Sachs believes that the current market caution has gone too far. According to TrendFocus, John Flood, a partner in Goldman Sachs' FICC and Equities division, released a report

Highlights of the second day of the Goldman Sachs TMT Conference: AI moves from concept to commercialization; SanDisk predicts that NAND supply will remain weak in the long term.

Highlights of the second day of the Goldman Sachs TMT Conference: AI moves from concept to commercialization; SanDisk predicts that NAND supply will remain weak in the long term.

From storage and e-commerce to travel, executives from multiple companies spoke out on the second day of the Goldman Sachs Technology Conference, with AI implementation signals and supply-side assessments becoming the two most discussed themes. On September 10th, the Goldman Sachs Communacopia+ technology conference entered its second day. According to