Recently, the China Banking and Insurance Asset Management Association surveyed 198 institutions to form an investment confidence index for the banking and insurance asset management industry for the third quarter of 2026. The survey results showed that the equity investment confidence index of the banking and insurance asset management industry rebounded in the third quarter compared to the second quarter. Equity level risk appetite and allocation intentions rebounded simultaneously, and consensus on structural opportunities increased. The China Banking and Insurance Asset Management Association said that the overall allocation strategy of banks and insurance asset management institutions remains steady, mostly based on maintaining existing positions and optimizing the mix through minor structural adjustments. The configuration preferences of different types of institutions are characterized by differences. Among them: The insurance institutions surveyed were optimistic about the three types of assets: stocks, bonds, and securities investment funds in the second half of the year; the banks and financial management institutions surveyed were optimistic about “fixed income +” assets.

Recently, the China Banking and Insurance Asset Management Association surveyed 198 institutions to form an investment confidence index for the banking and insurance asset management industry for the third quarter of 2026. The survey results showed that the equity investment confidence index of the banking and insurance asset management industry rebounded in the third quarter compared to the second quarter. Equity level risk appetite and allocation intentions rebounded simultaneously, and consensus on structural opportunities increased. The China Banking and Insurance Asset Management Association said that the overall allocation strategy of banks and insurance asset management institutions remains steady, mostly based on maintaining existing positions and optimizing the mix through minor structural adjustments. The configuration preferences of different types of institutions are characterized by differences. Among them: The insurance institutions surveyed were optimistic about the three types of assets: stocks, bonds, and securities investment funds in the second half of the year; the banks and financial management institutions surveyed were optimistic about “fixed income +” assets.