Jan 27, 2022 05:59 AM (GMT+8) · EqualOcean
More and more fund managers began to pay attention to the "fund manager report" column in the fund regular report, and some fund managers changed from "a few words" to "a thousand words". With the disclosure of the fourth quarter report of public funds in 2021, the contents released by many fund managers are "distracted". Combing found that many of these keywords revealed the mystery of fund managers' investment allocation. "Consumption" has become the hottest keyword occupying position C, and the keywords in the growth direction such as new energy and semiconductors are also hot. In addition, in the context of steady growth, keywords such as "cycle" and "real estate" have also been repeatedly mentioned by many fund managers.