恒生银行(HANG SENG MPF) Strategy Commentary 参考手册.pdf

恒生银行(HANG SENG MPF) Strategy Commentary 参考手册.pdf

28August2026

1H2026StrategyCommentary(asat30June2026)

Multi-AssetStrategy

Overthefirsthalfoftheyear,ourportfoliomaintainedamodestoverweighttoequities

whilestayingagileasmarketconditionsevolved.Wetrimmedequityexposure

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