2022 China Insurance Investment Officer Survey: More than 70% of the income target has been lowered The equity allocation is relatively stable

E company news, the beginning of the year is the time for insurance institutions to summarize the gains and losses, set the medium-term allocation, and adjust short-term tactics. The 2022 China Insurance Investment Officer Survey organized by securities times reporters ended a few days ago. For the market situation in 2022, the insurance investment officers participating in the survey generally held a "neutral" attitude, and only 9% of the respondents expressed a "relatively optimistic" market judgment. Because of this, insurance investment officers have generally lowered their investment income targets for the next 1 to 3 years. Among them, the international market environment, the domestic economic situation and the new crown epidemic have become the biggest uncertainties in their eyes. In terms of tactical allocation, insurance investment officers expressed the greatest willingness to increase stocks, stock bases, infrastructure, bonds, equity investments, etc. They generally believe that A-shares are currently reasonably valued and that investment opportunities in the coming year outweigh risks. Among them, the three major sectors of new energy, science and technology, and consumption are the most optimistic.