Numerous institutions concur that the market landscape is in a perpetual state of flux, where active management products and passive investment vehicles each possess distinct advantages at various stages, yet neither can fully supplant the other. Looking ahead, the realm of active management investment harbors ample potential for growth, and alpha returns can be meticulously sought through a myriad of avenues. Shen Yufei, the Chief Equity Investment Officer at BlackRock Fund, has outlined four strategic approaches to uncovering alpha returns: Firstly, deploy high-certainty dividend assets to secure foundational returns; secondly, allocate capital towards advantageous industries centered around the technology sector; thirdly, tap into the alpha opportunities present in the Hong Kong stock market; and fourthly, proactively invest in industries poised for a performance inflection point, such as the offshore wind power sector.
